Customer service
- Autonomous inquiry resolution
- 50–70%
- Inquiries resolved without a human agent
BUSINESS VALUE AND MEASUREMENTInvestment decisions
Investment decisions
with clear metrics.
We connect improvement opportunities with business objectives, a baseline and validation criteria. Explore the potential impact and how to assess its contribution to your business.
Every project is evaluated in its own context.POTENTIAL BY DEPARTMENTIdentify where
Identify where
it can add value.
Reference metrics to assess the impact in each department. Your project objectives are defined using your company's data and an agreed baseline.
Operations
- Solutions for operations management, logistics, procurement, imports, production, inventory and other processes.
- 70–90%
- Estimated time reduction in selected production tasks.
Accounting and Finance
- Solutions for accounting and finance management, supplier invoices, cash flow, incoming and outgoing payments, income statements and other processes.
- 60–85%
- Estimated time reduction in selected accounting entry tasks.
Marketing
- Content creation
- 40–70%
- Reduced preparation time
Sales team
- Solutions to understand the market, analyze information, make decisions and implement sales initiatives.
- 80–95%
- Reduced manual data collection time
General Management and CEO
- Strategic analyses
- 60–80%
- Less time to obtain strategic analyses
FROM OBJECTIVE TO MEASUREMENTWhat to measure
What to measure
in your business.
Choose metrics that address the process priority. Explore how to calculate them and what to consider when comparing results.
Hours per period
Hours freed up
How much manual work does the process no longer require?
How to calculate it
Manual hours before − manual hours after
Compare an equivalent volume and include exception review time.
Minutes or hours per transaction
Process time
How long does a request take from start to finish?
How to calculate it
Total elapsed time ÷ completed transactions
Include waiting and approvals; measure from the same start and end points.
Percentage of transactions
Errors and rework
How many cases need corrections?
How to calculate it
(Transactions requiring correction ÷ transactions reviewed) × 100
Define what counts as an error and keep that criterion consistent in the comparison.
Currency per transaction
Cost per transaction
How much does it cost to complete each case?
How to calculate it
Total process cost ÷ completed transactions
Include labor, tools, support and operations. Record implementation separately.
Percentage of eligible cases
Effective automation
How many cases are completed without manual intervention?
How to calculate it
(Cases without manual intervention ÷ eligible cases) × 100
A case requiring a person's review does not count as fully automatic.
Percentage of records sent
Connected information
How many validated records arrive without being entered again?
How to calculate it
(Validated records without manual reentry ÷ records sent) × 100
Count unique records and use the same measurement window at the source and destination.
HOW WE VALIDATE IMPACTA baseline.
A baseline.
A fair comparison.
We measure change in a defined process. Value is assessed considering quality, capacity and costs, alongside the team's work.
Define the scope
We select the process, its objective and the people responsible for validating the change.
Establish the baseline
We record volume, time, manual effort and errors before implementation.
Compare equivalent conditions
We review the same scope and a comparable volume, including exceptions and human review.
Evaluate the value delivered
We assess quality, freed-up capacity and operating costs to decide the next step.
Not every hour freed up becomes a financial saving. We also assess how that capacity is used and the operating costs.
LET'S BUILD WHAT'S NEXT
Let's talk about your businessLet's define which improvement is worth measuring.
Let's discuss your process, starting point and the indicators that would help you evaluate progress.