AMAZON BUSINESS

Program
Dashboard

A one-stop shop for Business Prime members to review relevant metrics and visualizations about specific programs.

This new dashboard monitors key metrics and provides spend visualizations to optimize agreements across categories, including IT, using managed spend or curated catalogs. The experience is unique to each organization’s managed spend programs, allowing teams to track program details, spend analytics, and other KPIs with greater ease and automation.

Impact: Program Dashboard enabled $1.02B Group Managed Spend visibility in 2024, with $1.8B projected for 2025. This helped increase program renewals.

Press release here

My Role: Lead UX Designer

Team: Principal Product Manager, UX writer, 6 Backend Developers, 3 Frontend UI developers.

Partnership: AB Sales & Program team to incorporate their knowledge into this feature.

Leadership: Design Director, Product Director, Sales Leader AMER & EMEA, Tech Director

Screenshot 2024-09-25 at 3.02.40 PM (1).png

Amazon Business Vice President presenting the Program Dashboard at the Reshape conference during the Tech Innovation talks.

What is an Amazon Business Program?

Amazon Business programs are specialized procurement solutions, policies, and management tools that allow organizations to control spending, enforce compliance, and streamline purchasing processes across their organization.

Amazon Business Programs flow

Breaking down the steps into the common actions involved in the process, without categorization, communications, and other functions

Who are the users?

Procurement Administrator

Senior procurement professionals who configure and manage the entire procurement ecosystem. Responsible for setting organization-wide policies and programs.

Business Unit Managers

Mid-level managers responsible for procurement within specific departments. Need visibility into their department's spending and compliance. May have delegated authority to approve certain purchases.

Financial Controllers

Finance professionals who oversee organizational spending. Interested in cost savings metrics and spend optimization.

Need: Dashboard for reporting and monitoring their team's activities around programs.

Need: Effectiveness of Programs and renewals based on performance.

Need: Need high-level reporting and budget tracking capabilities for cost savings metrics and spend optimization.

Customer Problem

Painpoints

Limited visibility into organization-wide spending
Time-consuming manual reporting processes
Difficulty enforcing procurement policies consistently
Managing multiple systems for procurement

Thoughts/Feelings

"Our current process is too manual and time-consuming."
"I need better visibility into departmental spending."
"How can I make policy compliance easier to track?"
"Can I consolidate our procurement tools?"

Customer Journey

PLANNED SPEND

User Stories

DIVE DEEP

1. Agreement Performance Monitoring

As a procurement administrator, I want to see real-time agreement utilization metrics so that I can monitor if we're on track to meet our annual commitment.
As a procurement administrator, I want to view savings achieved through negotiated agreements so that I can demonstrate the ROI of our procurement initiatives.
As a procurement administrator, I want to see the days remaining in the agreement term, so that I can proactively plan for renewals or renegotiations.
As a procurement administrator, I want to compare actual spend against projected spend so that I can identify if an agreement is underperforming.

3. Order Tracking & Fulfillment Management

As a procurement administrator, I want to see order fulfillment rates by supplier, so that I can identify vendors with delivery issues.
As a procurement administrator, I want to track average delivery times across orders, so that I can ensure service level agreements are being met.
As a procurement administrator, I want to be alerted about delayed or unfulfilled orders, so that I can follow up with suppliers proactively.
As a procurement administrator, I want to see the volume of orders by day/week/month, so that I can identify purchasing patterns.

2. Spend Visibility & Compliance

As a procurement administrator, I want to see the ratio of agreement vs. non-agreement spend, so that I can identify compliance gaps.
As a procurement administrator, I want to identify top spenders outside of agreements, so that I can target them for training or intervention.
As a procurement administrator, I want to receive alerts when non-agreement spend exceeds defined thresholds, so that I can take immediate corrective action.
As a procurement administrator, I want to visualize spending patterns across departments, so that I can identify which areas need additional procurement support.

4. Purchasing Pattern Analysis

As a procurement administrator, I want to see monthly spending trends so that I can identify seasonal patterns or anomalies.
As a procurement administrator, I want to compare current purchasing patterns against historical data so that I can forecast future needs.
As a procurement administrator, I want to identify frequently purchased items across departments, so that I can negotiate better volume discounts.
As a procurement administrator, I want to see which items are commonly purchased together, so that I can create optimized procurement bundles.

5. Product Category Management

As a procurement administrator, I want to see spending broken down by product category, so that I can develop category-specific strategies.
As a procurement administrator, I want to identify which product categories have the highest non-agreement spend, so that I can prioritize new agreements.
As a procurement administrator, I want to compare pricing across similar products in the same category, so that I can standardize on the most cost-effective options.
As a procurement administrator, I want to see which departments spend on which categories, so that I can target category-specific policies.

6. User Adoption & Training Targeting

As a procurement administrator, I want to see spending broken down by product category, so that I can develop category-specific strategies.
As a procurement administrator, I want to identify which product categories have the highest non-agreement spend, so that I can prioritize new agreements.
As a procurement administrator, I want to compare pricing across similar products in the same category, so that I can standardize on the most cost-effective options.
As a procurement administrator, I want to see which departments spend on which categories, so that I can target category-specific policies.

7. Budget & Cost Control

As a procurement administrator, I want to track spending against procurement budgets so that I can ensure we stay within allocated funds.
As a procurement administrator, I want to be alerted when spending approaches budget thresholds, so that I can take proactive action.
As a procurement administrator, I want to analyze the cost per order over time, so that I can identify efficiency trends.
As a procurement administrator, I want to see spending forecasts based on current rates, so that I can plan future budget needs.

8. Savings Opportunity Identification

As a procurement administrator, I want to see potential savings from converting non-agreement spend to agreement pricing, so that I can prioritize new contract negotiations.
As a procurement administrator, I want to identify products with high price variance, so that I can standardize on lower-cost alternatives.
As a procurement administrator, I want to receive automated recommendations for consolidation opportunities so that I can optimize our procurement strategy.
As a procurement administrator, I want to quantify the impact of implementing specific savings opportunities so that I can build business cases for procurement initiatives.

Proposed use-cases

After a few syncs with our PM and Dev, we all aligned on the following use-cases to solve for V1 feature:

1. Understand agreement spend and savings progress towards procurement objectives
2. Quick snapshot of agreement performance

Figjam session with Sales Leaders

My Role: Initiator, Planner, Facilitator, and consolidation of insights.

2 hr workshop aimed at capturing key needs across all programs. I, along with my PM, conducted a Figjam session with 11 Sales leaders from all the different verticals to get their feedback on key metrics, data visualizations, and insights that are important to AB customers.

1:1 Customer Calls + Customer sessions

My Role: Co-Planner, Facilitator, and consolidation of insights.

Findings/ Top 4 customer asks derived from the conversations

Granular Program Expenditures: Customers are seeking the ability to isolate and analyze spend data specific to individual agreements and corporate programs.
Contractual ROI & Savings: There is a high demand for visibility into the tangible savings and cost-avoidance metrics generated by existing agreements.
Off-Contract Spend Tracking: A key priority is identifying and quantifying "non-agreement" spend to reduce leakage and improve contract compliance.
Unified Program Portfolio: Customers want a "single pane of glass" view that aggregates performance and spending data across all active programs and agreements.

Model for Program Adoption

Designs Tenets

Data-Forward, Action-Ready
Surface actionable insights prominently, not just raw data.

Scalable Efficiency
Design for both small and large-scale procurement operations.

Contextual Intelligence
Present information with meaningful context that helps users make informed decisions.

UX Explorations

Usability Testing

Dashboard Impact

USABILITY STUDY

Using AI we were able to quickly summarize the impact of this Dashboard after all the usability studies.
Gain holistic visibility across all procurement programs
Streamline program management through a unified interface
Enforce consistent policies across the organization
Track performance metrics for all procurement initiatives
Identify optimization opportunities across programs
Simplify reporting to stakeholders about procurement activities

Version 1 🚀

Data filled

Hover states

Data filled - Widgets can be toggled for different view options (example: Graph can turn to a table for better conprehension)

Error states

No Data available

Widgets with action

Handoff Details

When providing details for implementation to the Development team, I provided the entire package - mocks, different states, prototype, and, in this case, what each widget is showing, so that the backend logic is captured and there is no confusion during implementation. Also, what kind of report is generated for each number on the widget was also provided.

See below an example of these details.

Success Metric