This report is available only to Outsourcing Excellence members. For information on membership, please contact us Procurement organizations prioritize reducing costs, managing risks, and creating business value. Category management helps achieve these goals by optimizing category spend, identifying cost-saving opportunities, and improving operational efficiency. In this report, we offer a comprehensive, ready-to-use toolkit for category managers, procurement and sourcing professionals, and CPOs. The report provides structured frameworks for internal category assessments and effective category strategy development. With these editable frameworks and category-specific market intelligence reports, category managers can align category strategies with internal priorities and external market trends. Scope All industries and geographies Contents In this report, we: Suggest editable frameworks for internal state assessment of the category Recommend a structured approach to develop a robust category strategy

This report is available only to Outsourcing Excellence members. For information on membership, please contact us Amid a complex business landscape, organizational structures are undergoing frequent changes. The demand for effective category management organization models arises from the pursuit of cost-effective procurement, resource management, and flexibility to meet stakeholder expectations in an uncertain economic environment. With emerging global trends such as ESG, next-generation technologies, and cost optimization imperatives, category management structures are continuously evolving to incorporate evolving needs. A typical category management organization comprises a mix of category managers, sourcing managers, category analysts, and procurement specialists. In this report, we discuss the important design factors in evolution of category management organizations, covering aspects such as accountability structures, emerging roles and skill sets, and considerations for structuring effective category management teams. Scope All industries and geographies Contents In this report, we: Provide key insights into the role of category managers List factors for designing category management structures

Do you have an exceptional procurement and category management organization model? As you know firsthand, an effective one is needed to meet your stakeholders’ expectations in today’s uncertain economic environment. With emerging trends such as Environmental, Social, and Governance (ESG) practices, next-gen technologies, and cost optimization imperatives, category management structures need to continuously evolve to meet changing demands. Watch this webinar where our expert analysts discussed the crucial design factors in evolving procurement and category management organizations, covering aspects such as accountability structures, emerging roles and skillsets, governance, policies, and outsourcing adoption. What questions did the webinar answer for the participants? What are the various category management organization models prevalent in the market? What are the factors that impact procurement and category management organizational structures? How is resource management conducted in best-in-class procurement organizations? How do organizations enable effective collaboration between category managers, suppliers, and business stakeholders? How are emerging technologies affecting existing procurement structures? What are the best practices in outsourcing procurement and category management? How can effective category management structures help deal with uncertainties arising from shifting macroeconomic trends?

This report is available only to Outsourcing Excellence members. For information on membership, please contact us This ready-to-use category strategy template offers editable frameworks for internal assessment and detailed industry and market category overviews to assist category managers, procurement professionals, and CPOs in creating an informed category strategy for Banking and Financial Services (BFS) Information Technology Services (ITS). BFS IT services include consulting, implementation, and maintenance services that cover IT infrastructure, IT platform, IT applications, and data and analytics. Companies commonly outsource offerings such as application development and maintenance, system integration, quality assurance, data center and cloud services, network and security services, and workplace services within BFS ITS. These services encompass a range of next-generation technology capabilities such as AI, RPA, IoT, and machine-to-machine, along with cyber security services. Category managers can customize this template with internal category information, such as spend, suppliers, and subcategory overview. They can also use the industry and market insights provided in this template to build a strong supply base understanding. A category strategy’s goal is to create an action plan for effective category management, and this template provides the requisite tools, frameworks, and information to create a robust strategy. Best-in-class procurement organizations effectively leverage such tools and techniques to drive continuous improvements in their categories. Scope All industries and geographies Category in focus: BFS ITS Contents In this category strategy report, we offer comprehensive templates based on a four-step process to create a category strategy: Define internal needs: define category maturity and objectives, create a buyer profile to gauge the current supply base state and predict future demand, and conduct total cost modeling Understand the market: build industry and supply base understanding by evaluating aspects such as market trends, key suppliers, major delivery locations, pricing trends, performance benchmarks, and category risks Determine the sourcing strategy: decide between an in-house versus outsourced model for the category and identify best practices and value levers to drive category efficiency Create an action plan: identify and prioritize projects and drive them toward execution

This report is available only to Outsourcing Excellence members. For information on membership, please contact us This ready-to-use category strategy template offers editable frameworks for internal assessment and detailed industry and market category overviews to assist category managers, procurement professionals, and CPOs in creating an informed category strategy for Supply Chain Management (SCM) services. SCM encompasses various functions such as planning, manufacturing, delivery, after-sales services, reporting and compliance support, and data management and analytics. Enterprises are developing strategies to leverage advanced technologies, such as predictive tracking, mechanized warehouses, inventory optimization, accurate forecasting, and automated after-sales support, to enhance the efficiency and accuracy of their supply chain. Category managers can customize this template with internal category information, such as spend, suppliers, and subcategory overview. They can also use the industry and market insights provided in this template to build a strong supply base understanding. A category strategy’s goal is to create an action plan for effective category management, and this template provides the requisite tools, frameworks, and information to create a robust strategy. Best-in-class procurement organizations effectively leverage such tools and techniques to drive continuous improvements in their categories. Scope All industries and geographies Category in focus: SCM Contents In this report, we offer comprehensive templates based on a four-step process to create a category strategy: Define internal needs: define category maturity and objectives, create a buyer profile to gauge the current supply base state and predict future demand, and conduct total cost modeling Understand the market: build industry and supply base understanding by evaluating aspects such as market trends, key suppliers, major delivery locations, pricing trends, performance benchmarks, and category risks Determine the sourcing strategy: decide between an in-house versus outsourced model for the category and identify best practices and value levers to drive category efficiency Create an action plan: identify and prioritize projects and drive them toward execution

Evolution in the IT function is inevitable. The very nature of technology is constantly shifting. Sourcing teams can better manage value from emerging technologies across the adoption cycle, from Research and Development (R&D) and exploration to scaled adoption. In this webinar, we explored six things sourcing teams can do to stay ahead of new technology trends, including: How to understand the emerging technologies landscape in the near term (12-24 months) and medium term (2-5 years) How to recognize where these emerging technologies are on the adoption curve, and what their impact could be on sourcing dynamics and strategy When to adapt existing category strategies and when to create new categories to support the adoption of emerging technologies How to align the evolution of supplier segmentation and portfolio strategy to the new IT landscape How to identify the roles and skills of the future to stay ahead of business and IT demand Ways to measure value from emerging tech services category management

This report is available only to Outsourcing Excellence members. For information on membership, please contact us This ready-to-use category strategy template offers editable frameworks for internal assessment and detailed industry and market category overviews to assist category managers, procurement professionals, and CPOs in creating an informed category strategy for Banking and Financial Services (BFS) Business Process Services (BPS). BFS comprises retail and commercial banking, lending and leasing, payments and cards, and risk and compliance services across all lines of business. It also includes horizontal services such as data and analytics and commonly outsourced services such as document processing, collections, customer acquisition, servicing, transaction processing, KYC, and other compliance functions. Enterprises are focusing on Financial Crime and Compliance (FCC) operations to detect fraud by leveraging AI/ML based solutions that minimize manual intervention. Category managers can customize this template with internal category information, such as spend, suppliers, and subcategory overview. They can also use the industry and market insights provided in this template to build a strong supply base understanding. A category strategy’s goal is to create an action plan for effective category management, and this template provides the requisite tools, frameworks, and information to create a robust strategy. Best-in-class procurement organizations effectively leverage such tools and techniques to drive continuous improvements in their categories. Scope All industries and geographies Category in focus: BFS BPS Contents In this category strategy report, we offer comprehensive templates based on a four-step process to create a category strategy: Define internal needs: define category maturity and objectives, create a buyer profile to gauge the current supply base state and predict future demand, and conduct total cost modeling Understand the market: build industry and supply base understanding by evaluating aspects such as market trends, key suppliers, major delivery locations, pricing trends, performance benchmarks, and category risks Determine the sourcing strategy: decide between an in-house versus outsourced model for the category and identify best practices and value levers to drive category efficiency Create an action plan: identify and prioritize projects and drive them toward execution

This report is available only to Outsourcing Excellence members. For information on membership, please contact us This ready-to-use category strategy template offers editable frameworks for internal assessment and detailed industry and market category overviews to assist category managers, procurement professionals, and CPOs in creating an informed category strategy for marketing services. Marketing services encompass marketing support, customer experience, content creation, campaign orchestration, media channels management, data analytics, and reporting. Enterprises are building a global marketing strategy by assessing capabilities to execute universal content creation and standardize campaign management that is assisted by digital transformation. Customer experience focused strategy for marketing has received high traction in the marketing services space across regions and industries. Category managers can customize this template with internal category information, such as spend, suppliers, and subcategory overview. They can also use the industry and market insights provided in this template to build a strong supply base understanding. A category strategy’s goal is to create an action plan for effective category management, and this template provides the requisite tools, frameworks, and information to create a robust strategy. Best-in-class procurement organizations effectively leverage such tools and techniques to drive continuous improvements in their categories. Scope All industries and geographies Category in focus: marketing services Contents In this category strategy report, we offer comprehensive templates based on a four-step process to create a category strategy: Define internal needs: define category maturity and objectives, create a buyer profile to gauge the current supply base state and predict future demand, and conduct total cost modeling Understand the market: build industry and supply base understanding by evaluating aspects such as market trends, key suppliers, major delivery locations, pricing trends, performance benchmarks, and category risks Determine the sourcing strategy: decide between an in-house versus outsourced model for the category and identify best practices and value levers to drive category efficiency Create an action plan: identify and prioritize projects and drive them toward execution

This report is available only to Outsourcing Excellence members. For information on membership, please contact us This ready-to-use category strategy template offers editable frameworks for internal assessment and detailed industry and market category overviews to assist category managers, procurement professionals, and CPOs in creating an informed category strategy for procurement services. Procurement is a back-office function focused on coordinating with suppliers and cost effectively securing materials/services for the business. It encompasses the entire Source-to-Pay (S2P) value chain, which can be further split into two process groups – Source-to-Contract (S2C) and Procure-to-Pay (P2P). Category managers can customize this template with internal category information, such as spend, suppliers, and subcategory overview. They can also use the industry and market insights provided in this template to build a strong supply base understanding. A category strategy’s goal is to create an action plan for effective category management, and this template provides the requisite tools, frameworks, and information to create a robust strategy. Best-in-class procurement organizations effectively leverage such tools and techniques to drive continuous improvements in their categories. Scope All industries and geographies Category in focus: procurement Contents In this category strategy report, we offer comprehensive templates based on a four-step process to create a category strategy: Define internal needs: define category maturity and objectives, create a buyer profile to gauge the current supply base state and predict future demand, and conduct total cost modeling Understand the market: build industry and supply base understanding by evaluating aspects such as market trends, key suppliers, major delivery locations, pricing trends, performance benchmarks, and category risks Determine the sourcing strategy: decide between an in-house versus outsourced model for the category and identify best practices and value levers to drive category efficiency Create an action plan: identify and prioritize projects and drive them toward execution

This report is available only to Outsourcing Excellence members. For information on membership, please contact us This ready-to-use category strategy template offers editable frameworks for internal assessment and detailed industry and market category overviews to assist category managers, procurement professionals, and CPOs in creating an informed category strategy for Trust & Safety (T&S) services. T&S services encompass content moderation, content curation, ad support, content services, such as translation and localization, and platform safety. The repercussions of not incorporating robust T&S measures are many and can lead to customer churn, revenue loss, negative reputation impact / preference among advertisers, and diminished platform credibility. Category managers can customize this template with internal category information, such as spend, suppliers, and subcategory overview. They can also use the industry and market insights provided in this template to build a strong supply base understanding. A category strategy’s goal is to create an action plan for effective category management, and this template provides the requisite tools, frameworks, and information to create a robust strategy. Best-in-class procurement organizations effectively leverage such tools and techniques to drive continuous improvements in their categories. Scope All industries and geographies Category in focus: T&S services Contents In this category strategy report, we offer comprehensive templates based on a four-step process to create a category strategy: Define internal needs: define category maturity and objectives, create a buyer profile to gauge the current supply base state and predict future demand, and conduct total cost modeling Understand the market: build industry and supply base understanding by evaluating aspects such as market trends, key suppliers, major delivery locations, pricing trends, performance benchmarks, and category risks Determine the sourcing strategy: decide between an in-house versus outsourced model for the category and identify best practices and value levers to drive category efficiency Create an action plan: identify and prioritize projects and drive them toward execution