Segment Business Value Assessment for onshow cname Executive
Segment Business Value Assessment for [onshow. c_name]
Executive Summary [text description of overall initiative and goal] Segment Opportunities Expected Benefits [sits; block=begin; sub 1=(elements)][sits. name] [vcs; block=begin; sub 1=(metrics)][vcs. name] ● [sits_sub 1; block=begin][sits_sub 1. name] ● [sits_sub 1; block=end] ● [vcs_sub 1; block=begin][vcs_sub 1. metric_name] ● [vcs_sub 1; block=end] [sits; block=end] [vcs; block=end] xx
[onshow. year 1_benefits_p 2] conservative annual projected value [vcs 2; block=begin; sub 1=(metrics)][vcs 2. name]: [vcs 2. vc_yr 1_total_fmt] [vcs 2_sub 1; block=begin][vcs 2_sub 1. yr 1_fmt] [vcs 2_sub 1. metric_name] [vcs 2_sub 1; block=end] [vcs 2; block=end] Additional, unquantified benefits: ● [soft. metric_name] [soft; block=begin] xx xx [soft; block=end] xx Detailed benefit calculations are included in the Appendix.
[onshow. roi_p 2]% Conservative ROI Savings and Investment $600 000 48% $500 000 60% 52% 50% 39% $400 000 40% $300 000 30% $200 000 20% $100 000 10% $0 0% Year 1 Year 2 Cumulative Investment Cumulative Savings Year 1 Benefits Costs Net Benefits These ROI, NPV and payback period values are determined by comparing baseline metrics to projected future state scenarios with Segment, based on Segment value realization at similar customers. A discount of [onshow. wacc]% has been applied. Year 3 ROI Year 2 Year 3 Total (3 Y) [onshow. year 1_benefits_p 2] [onshow. year 2_benefits_p 2] [onshow. year 3_bs_p 2] [onshow. year 1_costs_p 2] [onshow. year 2_costs_p 2] [onshow. year 3_cs_p 2] [onshow. nb 1_p 2] [onshow. nb 2_p 2] [onshow. nb 3_p 2] [onshow. net_benefits_p 2] Net Present Value Payback Period Return on Investment Internal Rate of Return Detailed benefit calculations are in the Appendix. Benefits is calculated using profit from incremental revenue based on assumed profit margin of [onshow. gross_prof_margin]. [onshow. npv_p 2] [onshow. payback_p 2] Months [onshow. roi_p 2]% [onshow. irr]
Appendix
Driver Factor Assumptions (per Year) Assumptions and Calculations [drivers; block=begin][drivers. driver_factor 1] [drivers. sp_formula] [drivers; block=end] Value Unit Type [drivers. driver_value _fr] [drivers. d_ abbr]
Financial Factor Assumptions (per Year) Assumptions and Calculations [financials; block=begin][financials. financial_factor 1] [financials. sp_formula] [financials; block=end] Value [financials. financial_value_fr]
3 year conservative benefit realization summary Benefit [vcs; block=begin][vcs. name] Year 1* Year 2 Year 3 Total [vcs. vc_yr 1_total_p 2] [vcs. vc_yr 2_total_p 2] [vcs. vc_yr 3_total_p 2] [vcs. vc_total_p 2] [vcs; block=end] xx Benefits by Type Benefits by Year 5 5 4 4 Revenue Growth Efficiency Gains IT Cost Savings Risk Mitigation 3 3 2 2 1 1 0 Year 1* Year 2 Year 3 *First year benefit factor applied to account for projected 3 months time-to-value
[met. value_category] [met. metric_name] [met. description] [met. features] [met. metric_note] [met. driver_va lue_fr] [met. impact] [met. abbr] [met. financial _value_fr] [met. driver_factor] [met. improvement_factor] [met. financial_factor] [met. year 1_benefit 1 st Year s_p 2] benefit based on [met. delta]% of potential annual value
[met. value_category] [met. metric_name] [met. description] [met. features] [met. metric_note] [met. driver_va lue_fr] [met. impact] [met. abbr] [met. financial _value_fr] [met. driver_factor] [met. improvement_factor] [met. financial_factor] [met. year 1_benefit 1 st Year s_p 2] benefit based on [met. delta]% of potential annual value
[met. value_category] [met. metric_name] [met. description] [met. features] [met. metric_note] [met. driver_va lue_fr] [met. impact] [met. abbr] [met. financial _value_fr] [met. driver_factor] [met. improvement_factor] [met. financial_factor] [met. year 1_benefit 1 st Year s_p 2] benefit based on [met. delta]% of potential annual value
[met. value_category] [met. metric_name] [met. description] [met. features] [met. metric_note] [met. driver_va lue_fr] [met. impact] [met. abbr] [met. financial _value_fr] [met. driver_factor] [met. improvement_factor] [met. financial_factor] [met. year 1_benefit 1 st Year s_p 2] benefit based on [met. delta]% of potential annual value
[met. value_category] [met. metric_name] [met. description] [met. features] [met. metric_note] [met. driver_va lue_fr] [met. impact] [met. abbr] [met. financial _value_fr] [met. driver_factor] [met. improvement_factor] [met. financial_factor] [met. year 1_benefit 1 st Year s_p 2] benefit based on [met. delta]% of potential annual value
[met. value_category] [met. metric_name] [met. description] [met. features] [met. metric_note] [met. driver_va lue_fr] [met. impact] [met. abbr] [met. financial _value_fr] [met. driver_factor] [met. improvement_factor] [met. financial_factor] [met. year 1_benefit 1 st Year s_p 2] benefit based on [met. delta]% of potential annual value
[met. value_category] [met. metric_name] [met. description] [met. features] [met. metric_note] [met. driver_va lue_fr] [met. impact] [met. abbr] [met. financial _value_fr] [met. driver_factor] [met. improvement_factor] [met. financial_factor] [met. year 1_benefit 1 st Year s_p 2] benefit based on [met. delta]% of potential annual value
[met. value_category] [met. metric_name] [met. description] [met. features] [met. metric_note] [met. driver_va lue_fr] [met. impact] [met. abbr] [met. financial _value_fr] [met. driver_factor] [met. improvement_factor] [met. financial_factor] [met. year 1_benefit 1 st Year s_p 2] benefit based on [met. delta]% of potential annual value
[met. value_category] [met. metric_name] [met. description] [met. features] [met. metric_note] [met. driver_va lue_fr] [met. impact] [met. abbr] [met. financial _value_fr] [met. driver_factor] [met. improvement_factor] [met. financial_factor] [met. year 1_benefit 1 st Year s_p 2] benefit based on [met. delta]% of potential annual value
[met. value_category] [met. metric_name] [met. description] [met. features] [met. metric_note] [met. driver_va lue_fr] [met. impact] [met. abbr] [met. financial _value_fr] [met. driver_factor] [met. improvement_factor] [met. financial_factor] [met. year 1_benefit 1 st Year s_p 2] benefit based on [met. delta]% of potential annual value
[met. value_category] [met. metric_name] [met. description] [met. features] [met. metric_note] [met. driver_va lue_fr] [met. impact] [met. abbr] [met. financial _value_fr] [met. driver_factor] [met. improvement_factor] [met. financial_factor] [met. year 1_benefit 1 st Year s_p 2] benefit based on [met. delta]% of potential annual value
[met. value_category] [met. metric_name] [met. description] [met. features] [met. metric_note] [met. driver_va lue_fr] [met. impact] [met. abbr] [met. financial _value_fr] [met. driver_factor] [met. improvement_factor] [met. financial_factor] [met. year 1_benefit 1 st Year s_p 2] benefit based on [met. delta]% of potential annual value
[met. value_category] [met. metric_name] [met. description] [met. features] [met. metric_note] [met. driver_va lue_fr] [met. impact] [met. abbr] [met. financial _value_fr] [met. driver_factor] [met. improvement_factor] [met. financial_factor] [met. year 1_benefit 1 st Year s_p 2] benefit based on [met. delta]% of potential annual value
[met. value_category] [met. metric_name] [met. description] [met. features] [met. metric_note] [met. driver_va lue_fr] [met. impact] [met. abbr] [met. financial _value_fr] [met. driver_factor] [met. improvement_factor] [met. financial_factor] [met. year 1_benefit 1 st Year s_p 2] benefit based on [met. delta]% of potential annual value
[met. value_category] [met. metric_name] [met. description] [met. features] [met. metric_note] [met. driver_va lue_fr] [met. impact] [met. abbr] [met. financial _value_fr] [met. driver_factor] [met. improvement_factor] [met. financial_factor] [met. year 1_benefit 1 st Year s_p 2] benefit based on [met. delta]% of potential annual value
[met. value_category] [met. metric_name] [met. description] [met. features] [met. metric_note] [met. driver_va lue_fr] [met. impact] [met. abbr] [met. financial _value_fr] [met. driver_factor] [met. improvement_factor] [met. financial_factor] [met. year 1_benefit 1 st Year s_p 2] benefit based on [met. delta]% of potential annual value
[met. value_category] [met. metric_name] [met. description] [met. features] [met. metric_note] [met. driver_va lue_fr] [met. impact] [met. abbr] [met. financial _value_fr] [met. driver_factor] [met. improvement_factor] [met. financial_factor] [met. year 1_benefit 1 st Year s_p 2] benefit based on [met. delta]% of potential annual value
[met. value_category] [met. metric_name] [met. description] [met. features] [met. metric_note] [met. driver_va lue_fr] [met. impact] [met. abbr] [met. financial _value_fr] [met. driver_factor] [met. improvement_factor] [met. financial_factor] [met. year 1_benefit 1 st Year s_p 2] benefit based on [met. delta]% of potential annual value
[met. value_category] [met. metric_name] [met. description] [met. features] [met. metric_note] [met. driver_va lue_fr] [met. impact] [met. abbr] [met. financial _value_fr] [met. driver_factor] [met. improvement_factor] [met. financial_factor] [met. year 1_benefit 1 st Year s_p 2] benefit based on [met. delta]% of potential annual value
[met. value_category] [met. metric_name] [met. description] [met. features] [met. metric_note] [met. driver_va lue_fr] [met. impact] [met. abbr] [met. financial _value_fr] [met. driver_factor] [met. improvement_factor] [met. financial_factor] [met. year 1_benefit 1 st Year s_p 2] benefit based on [met. delta]% of potential annual value
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