Category Management with Rio

Guided Intake by Category

Rio’s intake engine can automatically classify incoming requests into spend categories (e.g., Marketing, IT, Facilities, MRO, Professional Services) based on natural language input, forms, or data sources like emails and PDFs.

• The classification logic uses configurable AI-based routing rules tied to your SAP or Ariba taxonomy.
• Once categorized, Rio triggers the appropriate workflow, sourcing path, or approval flow — effectively acting as a “smart triage” layer across all categories.

Category Playbooks and Policy Automation

Each category can have its own micro-app or playbook, defining how requests are handled end-to-end:

• Threshold-based logic (e.g., Marketing spend under $10K routes to catalog; above that, to sourcing)

• Policy-guided AI prompts that guide users with relevant questions, templates, or supplier lists

• Integration to category-specific tools, like ITSM systems for software, or field ticket systems for services

This approach lets teams codify category knowledge so it scales without relying on a single category manager to interpret every request.

Category Dashboards and Analytics

Rio’s analytics layer provides real-time visibility by category, combining intake, sourcing, and invoice data.

• Tracks throughput, value, and cycle time per category

• Highlights bottlenecks (e.g., Marketing requests stuck in review)

• Surfaces opportunities for automation or sourcing events

This is key for CPOs and category leads to quantify workload and pipeline across categories — something traditional S2P suites often overlook.