| Field | Blank worksheet | Fictional Harborline month |
|---|---|---|
| Workflow, version and period | ______ | Order intake, illustrative release, one example month. |
| Eligible cases | ______ | 1,000 |
| Attempted cases | ______ | 800 |
| Accepted at cutoff | ______ | 760 |
| Unresolved at cutoff | ______ | 40 |
| Baseline cohort and method | ______ | 800 comparable cases × 12 minutes, synthetic assumption. |
| Baseline case effort | ______ | 160 hours |
| Current case effort, including review and rework | ______ | 66 hours 40 minutes across all 800 attempts. |
| Additional recurring operating effort | ______ | 20 hours, without double-counting case work. |
| Provisional released capacity | ______ | 73 hours 20 minutes; unresolved work still needs reconciliation. |
| Capacity use | ______ | Proposed reassignment to backlog work; not verified. |
| Realized financial benefit and evidence | ______ | Unverified. No cash-savings claim. |
| Current case labor at US$45/hour | ______ | US$3,000 |
| Additional operating labor | ______ | US$900 |
| Technology and usage costs | ______ | US$900 |
| Period operating cost | ______ | US$4,800 |
| Operating cost per accepted case | ______ | US$6.32, rounded; denominator 760. |
| Deployment-cost allocation | ______ | US$600: assumed US$7,200 spread over 12 months. |
| Cost including deployment allocation | ______ | US$5,400; US$7.11 per accepted case. |
| Quality and case-mix limits | ______ | Baseline comparability requires validation; 40 open cases need completion review. |
| Next decision and owner | ______ | Order lead to resolve open cases and review effort before expansion. |
Calculation notes: Adoption = 800/1,000 = 80%. Acceptance at cutoff = 760/800 = 95%. Capacity equivalent = 73⅓ × US$45 = US$3,300; this is not cash saved. The 200 unattempted cases are excluded from the effort comparison. Follow-up effort and later completions must be reconciled to the original cohort. Future corrections may change the reported result.
Decision box: Continue / Correct / Expand / Pause. Record the evidence, accountable owner and next review date.
Keep unknowns visible. This worksheet supports a discussion; completing it does not establish deployment readiness.
Wildchild / Operating value