Briano buyer toolkit
Pulse business-case worksheet
Estimate review efficiency and measure the value of coaching separately from direct operating savings.
Planning worksheet. Any notes typed here stay in this page and are not sent to Briano or saved after you close it. Use Print / save as PDF to keep a copy.
1. Set the inputs
Keep the volume and cost period consistent. Use a decimal for each share, for example 50% = 0.50. Loaded hourly cost can include salary and the employment costs your team normally includes.
| Input | Definition | Your value | Evidence / confidence |
|---|---|---|---|
| Monthly interactions reviewed today | Use the actual manual review sample, not every conversation by default. | ||
| Current minutes per review | Include listening, reading, scoring and recording findings. | ||
| Expected assisted review share | Share of current reviews suitable for assistance. | ||
| Remaining reviewer minutes | Include checking scores, investigating flags and follow-up. | ||
| Loaded hourly cost | Use the same cost basis throughout the model. |
2. Estimate capacity, then value
Monthly capacity hours = current reviewed interactions × assisted share × (baseline review minutes − remaining review minutes) ÷ 60
Illustrative monthly capacity value = capacity hours × loaded hourly cost
Time released may support more demand or higher quality. Count a cash saving only when the underlying cost can actually be removed. Validate the assumptions in your pilot.
3. Include the full cost
Count each cost once. If review time is already included in the remaining minutes above, do not subtract that same labour cost again here.
| Cost item | One-time cost | Monthly cost | Assumptions |
|---|---|---|---|
| Product and usage | |||
| Integration and implementation | |||
| Internal setup and training | |||
| Review, monitoring and support | |||
| Other agreed costs |
Illustrative monthly net value = capacity value − recurring costs − one-time costs spread over your chosen evaluation period
4. Check quality alongside efficiency
- Agreement with human scoring
- Useful versus unhelpful flags
- Coaching adoption and subsequent service outcomes
Expanded review coverage is a separate benefit. Do not count newly reviewed conversations as time saved if your team was not reviewing them before. Treat effects on retention, satisfaction and quality as hypotheses until measured.
5. Compare scenarios
Use a conservative, working and optimistic assumption set. Record the inputs that matter most and the evidence needed to improve them.
| Scenario | Capacity hours | Total cost | Net value | Key uncertainty |
|---|---|---|---|---|
| Conservative | ||||
| Working assumption | ||||
| Optimistic |
Indicative planning tool only. This is not a price, a quote or a performance forecast from Briano.