Baseline Findings Report, Exception-Clear Opportunity

Client[Client name]

Process[Process name]

Duration1 week

Lead[Name]

This is a sample. All client names, figures and specifics are redacted. Your findings report is tailored to your process and volumes.

Current-State Snapshot

[N]

Transactions per day

[X] days

Average processing time

[Y] FTE

People checking manually

Where the Manual Effort Goes

Receive transaction

Automated

→

Check vs rule

Manual today

→

Approve or query

Manual today

→

Process & settle

Automated

Steps in orange are performed manually today for every transaction, including the [X]% that match all rules perfectly.

Exception-Clear Opportunity

Category	% of volume	Current handling	Proposed
Clean, matches all rules	[X]%	Manual check	Auto-clear
Minor variance, within tolerance	[Y]%	Manual check	Auto-clear + log
True exception, needs review	[Z]%	Manual check	Route to person

Headline finding: approximately [X+Y]% of transactions can clear automatically. Only [Z]% need a person, but today a person checks all [N] of them.

Indicative Savings Estimate

Item	Current	Post-implementation	Saving
FTE on manual checking	[Y] FTE	[Y minus saving] FTE	[saving] FTE
Processing time per item	[X] days	[X reduced] days	[reduction]
Annualised cost	[$]	[$]	[$]

Estimate based on current volumes and blended cost per FTE. Confirmed in the design phase.