Module 03 · Category Profiling & Spend Analysis

Data Collection

The Foundation of Every Sourcing Event

Before you can optimize, you must understand the current state. The quality of your data determines the quality of your sourcing outcomes.

📦 Data Sources to Collect

  • Spend Data: Extract from ERP/accounts payable systems (SAP, Oracle, etc.). Clean and classify by supplier, category, business unit, cost center, geography. Use Pareto analysis (80/20) to identify concentration.
  • Contract Data: Current contracts, terms, expiry dates, auto-renewal clauses, notice periods, pricing mechanisms, SLAs, penalty provisions.
  • Volume Data: Quantities, frequencies, seasonal variations, demand forecasts.
  • Stakeholder Feedback: Pain points, quality issues, service gaps, desired features, strategic priorities.
  • Market Data: Commodity indices, market reports, regulatory changes, technology trends.
💡 Pro Tip: Start with a Pareto analysis on your spend data. In most categories, 20% of suppliers account for 80% of spend. Focus your efforts on the vital few, not the trivial many.
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