Skandia Voice Pilot ROI Model | Lite Phase 1
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Skandia Digital Employee Voice Pilot · ROI Validation Model
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Skandia Voice Pilot ROI · Lite Validation Model

Digital Employee Voice Pilot ROI

This interactive model estimates the pilot economics for a focused two-month validation of voice performance, Genesys connectivity, customer contactability and database-update impact before full production rollout.

Total Pilot Fee
$12,500
Two-month reduced-scope pilot. Credited toward full implementation if Skandia proceeds.
Phase 1 Payment
$6,000
Voice setup, Genesys connectivity and acceptance testing.
Phase 2 Payment
$6,500
One-month live outreach pilot with the approved contact base.
Included Voice Minutes
5,000
If the pool is exceeded, work pauses until Skandia approves extra calling.
Voice Overage
$0.45 / min
Charged only after approval and only above the included pool.

Default pilot assumptions: 3,000 contacts, 50% reached, 50% productive conversations, 50% basic data capture and 50% higher-quality enrichment. No ongoing monthly fee and no omnichannel event pricing.

Reached Customers
1,500
Customers reached by the Digital Employee.
3,000 × 50%
Basic Data Captures
375
Approved records captured or validated.
1,500 × 50% × 50%
Pilot ROI
21%
Return based on pilot value and cost.
Net value ÷ pilot cost
Net Pilot Value
$2,063
Estimated value after pilot cost.
Pilot value − pilot cost
Phase 1 · $6,000

Voice Setup & Acceptance Testing

  • Reduced-scope voice Digital Employee and initial knowledge base.
  • Genesys connection setup and test calls.
  • Tonality, latency, behavior and guardrail validation.
Phase 2 · $6,500

Live Pilot With 3,000 Contacts

  • One-month outreach sequence across days and times.
  • Capture approved fields and flag invalid/unreachable numbers.
  • Monitor contactability, productivity and data-update impact.
Scale Path

Credit Toward Full Implementation

  • 100% of pilot investment credited if Skandia proceeds.
  • Next phase can add CRM updates, database management and reporting.
  • Creates a validated basis before full rollout.
Pilot Calculation Flow
The model follows the pilot funnel from selected contacts to measurable database-update impact.
1

Start base

Skandia provides a commercially usable contact base.

2

Reach customers

The Digital Employee connects through Genesys.

3

Qualify conversations

Reached customers move into productive conversations.

4

Capture value

Approved fields are captured or validated.

5

Validate ROI

Results support the rollout decision.

Pilot Funnel
Base
3,000
Reached
1,500
Productive
750
Captured
375
Enriched
188
Shows the conversion path from the 3,000-contact base to reached customers, productive conversations, captures and enrichment.
Pilot Value vs. Cost
Pilot value
$15,063
Pilot cost
$12,500
Net value
$2,563
Compares estimated measurable value against the pilot cost. The pilot can also be credited toward the full implementation if Skandia proceeds.
Voice Minutes Usage
4,500 minutes used · 500 minutes remaining · $0 overage
The pilot includes 5,000 connected/spoken voice minutes. Overage only applies if extra minutes are approved.
Pilot Value Composition
Manual
$1,000
Capture
$7,500
Enrichment
$6,563
Value mix: avoided manual effort, basic data capture and higher-quality enrichment.
How value is generated

The pilot validates whether the Digital Employee can connect through Genesys, reach customers, create productive conversations and produce measurable database-update impact.

Contactability valueValidates whether the provided contact base is accurate and commercially usable.
Data-update valueBasic captures create value by improving contact quality and reducing outdated-record exposure.
Enrichment valueHigher-quality records support segmentation, advisory readiness and future CRM/database quality.
How cost is generated

The pilot has a fixed two-month fee and controlled usage governance.

Fixed pilot cost$12,500 total pilot fee: $6,000 Phase 1 + $6,500 Phase 2.
Included voice usage5,000 connected/spoken voice minutes are included.
Approved voice overagemax(0, connected voice minutes − 5,000) × $0.45/minute, only if approved.
No event pricingOmnichannel event pricing is removed from this model.
Pilot ROI Summary
MetricCurrent ResultMeaning
Initial contact base3,000Selected records provided by Skandia for the live pilot.
Reached customers1,500Customers successfully reached by the Digital Employee.
Productive conversations750Reached customers who enter a useful conversation.
Basic data captures375Approved fields captured or validated.
Higher-quality enrichments188Records with stronger data quality for downstream use.
Connected voice minutes4,500Total connected/spoken minutes generated by reached customers.
Total pilot cost$12,500Fixed pilot fee plus approved voice overage.
Estimated pilot value$15,063Manual effort value + data capture value + enrichment value.
Net pilot value$2,563Estimated pilot value minus pilot cost.
Pilot ROI21%Net pilot value divided by pilot cost.
This pilot ROI supports the go / no-go decision for broader production implementation.
Detailed Calculation Breakdown
CalculationFormulaCurrent Result
The default funnel follows the target pilot metrics: 3,000 contacts, 50% reached, 50% productive, 50% basic data capture and 50% higher-quality enrichment.
Variable definitions

Pilot funnel variables

  • Initial base: selected contacts provided by Skandia.
  • Reached rate: share of contacts reached by the Digital Employee.
  • Productive rate: share of reached customers who enter a useful conversation.
  • Capture rate: share of productive conversations that produce data capture.
  • Enrichment rate: share of captured records that become higher-quality enriched records.

Cost and value variables

  • Pilot fee: fixed $12,500 validation cost.
  • Included minutes: 5,000 connected/spoken voice minutes.
  • Voice overage: $0.45/minute only after approval.
  • Manual effort value: avoided human calling, tracking and follow-up.
  • Data value: economic value assigned to cleaner customer information.