Enterprise UX SCM dashboard

Transforming Should-Cost Analysis Through a Unified Enterprise Platform

Building PepsiCo's first in-house procurement tool from the ground up - learning a complex domain while designing it.

Enterprise UX Data Visualization Co-creation
Duration
21 Months (3-month PoC + 18-month enhancement phase)
Role
Experience Design, Co-creation with SMEs, Feature Development

Client Overview

PepsiCo is a global food and beverage leader operating across 200+ countries. Their procurement teams negotiate billions in supplier contracts annually - but until now, they had no standardized way to analyze what products should cost.

Their mission for this project: give procurement teams a single source of truth for should-cost modeling that eliminates manual Excel workflows and third-party dependencies.

Team & My Role

The Team

  • • Project Manager
  • • Subject Matter Experts (Procurement)
  • • Designers (x3 during PoC, then solo)
  • • Engineering Team

My Responsibilities

  • • Co-create initial proof of concept alongside 3 designers
  • • Sustain and enhance tool post-PoC launch
  • • Design new features including Relative Comparison
  • • Build user flows and documentation for knowledge transfer

The Challenge

Before this tool existed, PepsiCo's procurement teams analyzed SKU costs using fragmented Excel spreadsheets and third-party tools. Teams lacked visibility into supplier pricing and couldn't identify cost-saving opportunities at scale across 41 global markets.

My challenge: I had three months to learn a procurement domain I knew nothing about while contributing to the design and development of the tool. How do you become useful to a team when you barely understand what they do?

"Should-cost modeling is like figuring out what a wedding cake should cost by breaking down each ingredient and step - so you can negotiate confidently instead of guessing."

My Approach: Learning Through Co-Creation

I didn't have procurement expertise when I started, so I treated SMEs as my teachers and their Excel spreadsheets as my textbooks. Rather than waiting to fully understand the domain before contributing, I learned by doing.

Excel as My Blueprint

SMEs walked me through their existing Excel models - showing me how they used formulas, what overrides they made manually, and why certain calculations mattered. I studied these spreadsheets to understand inputs and outputs, using them as my reference when designing the UI.

Making the Invisible Visible

As I learned, I documented the key flows and relationships to help the team stay aligned. These artifacts helped surface gaps in our understanding and supported onboarding as new designers joined the project. In greenfield projects, making the invisible visible is often your biggest contribution./p>

The Breakthrough

The turning point: I realized we weren't replacing their Excel sheets - we were standardizing the intelligence within them. Users had built sophisticated models over years. They weren't resistant to change; they were protective of workflows they'd perfected. Once they saw their logic reflected in the UI, adoption followed naturally.

My Contributions

I designed features within PepsiCo's Peacock design system, making decisions about interaction patterns, component usage, and how to translate complex workflows into clear interfaces.

Feature Design: Relative Comparison

The Problem

During the PoC, users could create cost scenarios but had to manually track differences between them. SMEs built their own Excel version to demonstrate how a comparison feature should work.

My Design Process

  • Analyzed the Excel workflow SMEs had built to understand which data points mattered most in comparisons
  • Researched comparison patterns in data-heavy enterprise tools to identify best practices
  • Proposed a card-based layout instead of dense tables - easier to scan and compare key metrics
  • Extended the design system's table components to support side-by-side comparison while maintaining visual consistency

The Result

A comparison tool that allows users to view baseline SKUs alongside alternative scenarios to identify cost-saving opportunities. This became one of the most-used features post-launch.

Relative Comparison interface showing side-by-side scenario comparison

Additional Features

I implemented features using the Peacock design system, making decisions about component selection, interaction patterns, and user guidance.

1

Baseline Generation

What it does: Generates baseline cost data for should-cost analysis

My decisions: Selected design system components for the data table loading states and error messaging. Since generation could take several minutes, I added progress indicators and explanatory text to set expectations during processing.

2

Bulk Portfolio Upload

What it does: Processes large SKU portfolios for analysis

My decisions: Implemented the upload flow using design system patterns. Working with SMEs to understand common errors, I wrote clear error messages that helped users fix issues like missing columns or formatting problems without contacting support.

3

Scenario Generation

What it does: Creates alternative cost scenarios

My decisions: Implemented guardrails to prevent accidental data overwrites. Added confirmation dialogs for destructive actions and visual indicators to distinguish scenarios from baseline data.

4

Data Visualization

What it does: Displays cost drivers through charts and graphs

My decisions: Integrated charts and graphs from the third-party platform SMEs were already using. I made decisions about how to embed these visualizations into the product experience and how they fit into the analysis workflow while maintaining design system consistency.

Full Case Study Slides

Outcomes & Impact

100%
Active User Adoption
All target procurement users adopted the tool as their primary should-cost analysis platform
$150M
Identified Business Value
By migrating $4.5B in legacy data into a standardized tool
$0.4B
Recognized Opportunities (as of end of 2024)
Actual savings identified through the platform - and we're just getting started

What Made It Work

1

Unified Data Source

For the first time in PepsiCo's history, all cost modeling data lives in one place. No more version control nightmares across regional Excel files.

2

Scalable Across Markets

The tool supports 7 subcategories and 41 global markets by building flexibility into the data model while keeping the UI consistent.

3

Built With Users, Not For Them

By treating SMEs as co-designers, we ensured the tool matched their mental models and actual workflows - leading to natural adoption.

What I Learned

My superpower is making sense of chaos: I don't need to be the domain expert - I need to be the translator. By admitting what I didn't know and showing genuine curiosity, SMEs became invested in teaching me.

Documentation is design work: The user flow I created became as valuable as the screens themselves. In greenfield projects, making the invisible visible is often your biggest contribution.

Know when to push the design system: Staying within Peacock's guardrails gave us speed and consistency. But advocating for thoughtful extensions improved the system for everyone.

Design for adoption, not just function: We achieved 100% adoption among active users not because we built every feature, but because we built the RIGHT features with the people who'd use them. In enterprise UX, your users are your co-designers.