Case study 04 — Spend analytics · Data visualisation

Charts that ask questions.

A dense enterprise analytics platform, made readable by people whose job title isn't analyst.

Role
Lead UI/UX
Design lead
Company
Enterprise Source-to-Pay software
Spend Analytics Platform
Timeline
2021 — 2023
Users
Category managers
Finance, procurement leads
Era
Pre-agentic
Foundation work
Spend overview dashboard with nine analytics widgets
01A KPI band answers how big is this before any chart is read: total spend, suppliers, categories, business units, invoice count. Everything below it is the detail.
01 — The problem

Business intelligence built for people who don't do business intelligence.

Spend analytics is genuinely complex. A large enterprise has hundreds of suppliers, dozens of categories, tens of thousands of invoices, and spend distributed in ways nobody can hold in their head.

The category manager who needs that picture is not an analyst. They will not build a pivot, choose a chart type, or interpret a Pareto curve unprompted. But they are the person who has to act on what the data says.

Most enterprise BI resolves this by adding power — more filters, more chart types, more configuration. That serves the analyst and abandons everyone else.

The data was never the problem. Knowing what to ask it was.
02 — The decision

Title every chart with the question it answers.

Not "Supplier Spend — Bar." Instead: "What are the top 5 spend across suppliers?" · "What is the supplier distribution across categories?"

It reads as a small copy decision. It isn't. A chart labelled by its type asks the reader to already know why they'd want it. A chart labelled by its question tells a non-analyst what they're about to learn, and — more usefully — teaches them the questions worth asking about their own spend.

The dashboard stops being a set of instruments and becomes a list of answers.

01

One widget grammar, applied everywhere

Every widget carries the same affordances in the same positions: expand to full screen, drill into the underlying data, adjust the view, an info icon where the metric needs defining. Learn one card, you've learned nine.

Consistency here is not tidiness. In a tool this dense, a predictable frame is what lets someone explore without fear of getting lost.

Analytics dashboard with hover tooltip showing category detail
02Detail on hover — 16 suppliers, 1,685 transactions, $16,810,758 total — so a first question gets answered before anyone commits to a drill-down.
02

Match the chart to the question, not to variety

Ranking questions get bars. Concentration gets a Pareto curve. Distribution gets a bubble plot. Composition gets a donut. Recency gets a histogram with a Supplier/Category toggle.

Each form was chosen because it's the right answer to that specific question — not to make the board look varied. The discipline is in refusing the chart types that would have added visual interest and cost comprehension.

03

Put the uncomfortable number on the board

Contracted vs Non-Contracted Spend — $.49B against $.15B, 65/35 — sits in the bottom row as a permanent widget.

Non-contracted spend is maverick spend: purchases made outside negotiated agreements. It's the number a procurement function is judged on and the one easiest to leave out of a summary view. Keeping it on the default board, unprompted, is a small act of design taking a position.

The same problem, seen from the other end, is what the Agentic Procurement Platform was later built to prevent.

03 — In hindsight

The most conventional thing I built, and the most useful thing I learned.

This is the earliest of the four projects here and, by some distance, the most ordinary. It is an enterprise BI dashboard. The genre is well-trodden and I did not reinvent it.

What it taught me carried into everything after: in enterprise software, comprehension is the constraint, not capability. The hard part was never rendering the Pareto curve — it was making a category manager understand, in four seconds, what it was telling them about supplier concentration.

Every agentic pattern I designed later is the same instinct at a higher altitude. Explaining the policy rule before it applies. Naming agents by procurement role. Showing an AI's reasoning next to its recommendation. All of it is the question-as-a-title decision, made again.

Enterprise design is rarely limited by what software can do. It's limited by what a busy person can follow.