Build a board ready business case for call analytics. Complete ROI analysis, risk mitigation strategy, and implementation roadmap – everything you need for executive approval.
ROI framework covering operational efficiency, customer satisfaction, agent performance, and compliance risk reduction
De-risked implementation approach with pilot-to-scale roadmap
Risk assessment matrix with mitigation strategies for common concerns
Success metrics dashboard with operational, quality, and financial KPIs
Competitive context section to address “what peers are doing” questions
Executive summary template with clear recommendation and decision criteria
Customization checklist to ensure all sections are company-specific
Document current QA costs, coverage gaps, and hidden costs of manual review.
Calculate benefits across all value levers and compare to investment.
Design Rollout
Map implementation with success criteria.
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Present
Use executive summary for decision makers, full document for detailed review.
CX leaders, contact center directors, and operations managers seeking budget approval for call analytics platforms.
 The template helps you calculate your specific numbers based on team size, call volume, and current costs.
The template includes a de-risked pilot approach with clear go/no-go criteria, plus risk assessment and competitive context sections to address common objections.
