Explore the potential impact

What could better-connected customer work change?

Choose the Orchestri path closest to your environment, adjust the assumptions, and explore a practical starting scenario. Estimates are illustrative and remain under your control.

Choose your environment

One outcomes experience. Three credible evaluation models.

Efficiency & ROI scenario

Estimate the operating capacity represented.

Estimate how much operating capacity may be tied up in CRM updates, leadership preparation, and rebuilding customer context across handoffs. This is an editable scenario, not a promised result.

01 · Your operating assumptions

Describe where time goes today.

Team

People handling customer, sales, contract, or delivery work.

Salary, benefits, and employment overhead.

Repetitive work

Cleanup, repeated research, and follow-up preparation.

Typical monthly preparation volume.

Assembling customer, pipeline, and contract updates.

Opportunity level

Choose the portion of repetitive work you believe could reasonably be reduced or redirected.

Uses your assumptions—not industry promises. Results estimate potential capacity returned, not guaranteed savings.

02 · Potential capacity represented

An illustrative scenario based on your inputs.

Connected work → returned capacity

Expected · 25%

50hours / month

Effort that may be addressable

Potential monthly capacity represented by the assumptions you entered.

$45,270

Illustrative annual capacity value

Derived only from the modeled hours and loaded hourly cost you entered.

6.8days / year

Agreement-preparation days represented

The annual portion of the scenario tied specifically to proposal and agreement preparation.

This is an illustrative scenario based on the assumptions entered. It is not a guarantee of savings, capacity, or financial return.

How this is calculated

Inputs used in this estimate

  • 8 customer-facing team members
  • $75 average loaded hourly cost
  • 5 CRM and follow-up hours per person each week
  • 12 proposals or agreements prepared each month
  • 10 leadership reporting hours each month
  • Expected improvement assumption (25%)

Planning assumptions

  • A month is modeled as 4.33 working weeks.
  • Each proposal or agreement is modeled with 1.5 hours of preparation. This is a visible planning assumption, not an editable input or universal benchmark.
  • An eight-hour workday converts hours into days.

The calculation in plain language

  1. 1. Monthly CRM and follow-up time equals team members × weekly hours per person × 4.33.
  2. 2. Commercial preparation time equals monthly proposal volume × 1.5 hours.
  3. 3. The selected improvement rate is applied separately to CRM, proposal preparation, and leadership reporting time.
  4. 4. Returned monthly hours are multiplied by loaded hourly cost, then by 12 for annual capacity.
  5. 5. Returned proposal-preparation hours are multiplied by 12 and divided by eight to estimate annual workdays.

These results are directional estimates based only on the inputs above. They are not a guarantee of savings, performance, or financial return.

Suggested starting point

  1. 1. Simplify capture and follow-up

    173 modeled hours each month are tied to CRM administration, repeated research, and follow-up preparation.

  2. 2. Connect the account-to-agreement workflow

    18 modeled hours each month are tied to proposal or agreement preparation.

  3. 3. Reduce duplicate customer-context entry

    Multiple customer-facing team members are each spending time on CRM administration and follow-up preparation.

These suggestions follow deterministic rules based on which modeled source of effort is largest. They are not required conclusions or AI-generated promises.

03 · Beyond capacity

Better decisions—not just faster work.

  • Risks paired with evidence and a recommended next step
  • Decisions kept with their reasoning and owner
  • Leadership answers grounded in connected records
  • Important actions reviewed before execution

Never surface a risk without preparing the clearest available next step.

Ready to see the connected workflow?

Keep this scenario private, then explore the product or bring the assumptions to a conversation.

Methodology and limitations

A planning aid—not a prediction.

Your inputs stay in this page

The tools calculate in your browser. Input values are not added to the URL or sent as analytics event details.

Example assumptions are editable

Defaults are starting scenarios, not verified industry benchmarks.

Results do not establish causation

The tools do not guarantee savings, capacity, financial return, implementation timing, or consolidation outcomes.

A scoped review is still required

Source coverage, permissions, data quality, definitions, and governance determine what can be supported in a real environment.

Outcomes & ROI Calculator | Orchestri