Category management is the process organizations use to leverage the joint purchases of multiple operating units, business groups, or divisions. It requires cross-functional participation, is team-oriented, and substantially reduces the total cost of an organization's purchases. The category management goals of an organization should be documented in written category strategies that articulate the plan for aggregating, sourcing, implementing, and measuring each family of goods and services obtained from external suppliers. The category management goals are derived from an assessment of business requirements, and reflect customer needs and organization cost, quality, and delivery goals. This excel-based toolkit facilitates the effective completion of category strategies and accompanying sourcing projects.

1. Category Lead Strategy Summary
2. Strategy Team Roles
3. Category Spend Profile
4. Category Risk Assessment
5. Industry Analysis
6. Market Analysis
7. Business Unit Strategy
8. Site or Location Strategy
9. Sourcing Projects
10. Strategic Sourcing Process
    • Step 1 - Profile Category: Gathering spend, market, and supplier data.
    • Step 2 - Sourcing Strategy: Specific Strategy for a Sourcing Project
    • Step 3 - Supplier Portfolio: Identifying and qualifying suitable suppliers.
    • Step 4 - Solicitation: Developing the solicitation and evaluation criteria.
    • Step 5 - Supplier Selection: Making the Sourcing Decision
    • Step 6 - Negotiate: Negotiate terms and conditions, price and/or costs
    • Step 7 - Manage Transition: Manage transition plans and supplier performance.
11. Savings Tracking Tool 

• 1-25 Users: $4,999.00
• 26-100 Users: $7,500.00
• More than 100 Users: $10,000.00

This excel-based tool provides source selection support for outsourcing, service and product procurements, and complex sourcing projects. Using this tool, sourcing team members can evaluate supplier proposals based on total costs, established evaluation criteria, and the combined “best deal” for the organization.

Suppliers are evaluated according to eleven (11) elements: Financial, Cost, Quality, Delivery, Lead Time, Service Availability Types of Service provided, Proprietary rights, Cost Reduction, Inventory reduction, and Purchasing Programs. Sourcing team members can develop initial plans and then measure their performance against the parameters that have been established. Factors can be weighted or revised to reflect the needs of the organization, the differences in product or services provided, and competitive factors in the market/industry.

Further, twenty-eight (28) factors are used to compute the total costs of working with a specific supplier. Cost breakouts can be categorized and compared. A profit analysis tool is included to assist in the calculation of reasonable profit rates. An independent cost estimate based on actual costs or industry best practices can be calculated and compared to supplier price proposals.

• 1-25 Users: $2,499.00
• 26-100 Users: $3,499.00
• More than 100 Users: $4,999.00

This excel-based tool provides source selection support for outsourcing, service and product procurements, and complex sourcing projects. Using this tool, sourcing team members can evaluate supplier proposals based on total costs, established evaluation criteria, and the combined “best deal” for the organization.

Suppliers are evaluated according to eleven (11) elements: Financial, Cost, Quality, Delivery, Lead Time, Service Availability Types of Service provided, Proprietary rights, Cost Reduction, Inventory reduction, and Purchasing Programs. Sourcing team members can develop initial plans and then measure their performance against the parameters that have been established. Factors can be weighted or revised to reflect the needs of the organization, the differences in product or services provided, and competitive factors in the market/industry.

Further, twenty-eight (28) factors are used to compute the total costs of working with a specific supplier. Cost breakouts can be categorized and compared. A profit analysis tool is included to assist in the calculation of reasonable profit rates. An independent cost estimate based on actual costs or industry best practices can be calculated and compared to supplier price proposals.

• 1-25 Users: $999.00
• 26-100 Users: $1,499.00
• More than 100 Users: $1,999.00