Overview

CategoryTRAC is a procurement planning toolkit designed to help Category Managers move from offline, Excel-based category planning to a secure, structured, and scalable digital platform. The tool simplifies category management with templatized and pre-configured views, making strategic decision-making more efficient.

Problem Statement

The Challenge: Manual & Inefficient Category Planning

Category Managers currently conduct Category Planning using Excel spreadsheets with multiple Internal, External, and Strategy & Planning tabs. These spreadsheets:

• Are prone to data loss and inaccuracies.
• Make version control and maintenance difficult.
• Have security risks with no way to track data breaches.
• Require manual consolidation for each category and client.

The Opportunity: A Digital, Structured & Secure Solution

To resolve these challenges, CategoryTRAC was developed to provide a structured online toolkit with multiple modules, allowing Category Managers to work more efficiently and strategically.

Users & Their Needs

Primary Users: Category Managers & Teams

• Who they are: Professionals responsible for managing procurement categories across multiple clients.
• Pain Points:
  • Need a centralized, real-time planning tool.
  • Require data accuracy and security.
  • Struggle with tracking multiple category plans across quarters.

My Role & Contributions

I played a key role throughout the entire product lifecycle, from research to design to developer handoff and testing.