CSLM — BEFORE-AND-AFTER WORKFLOW WORKSHEET

Purpose: compare the complete workflow, including human review and exceptions.
This is a blank measurement aid, not evidence of savings or a guaranteed result.
Do not put passwords, payment details or identifiable customer records here.

1. DEFINE THE WORK
Workflow:
Responsible owner:
Start event:
Completion condition:
Before sample dates:
After sample dates:
How comparable cases are selected (include exceptions):
Number of completed cases in each sample:

2. RECORD EACH SAMPLE
                          BEFORE                 AFTER
Preparation minutes:
Human review minutes:
Correction/rework minutes:
Monitoring/exception minutes:
Total staff minutes:
Completed cases:
Staff minutes per completed case:

Use non-overlapping categories. Count parallel staff effort for every person.
Track elapsed waiting time separately; it is not the same as staff effort.
Record failed and abandoned requests too, rather than hiding them from the sample.

3. CHECK QUALITY AND COST
Missing/incorrect fields, denominator and severity:
Missed requests or wrong owners:
Customer corrections or harmful commitments:
Privacy/access issues:
Elapsed time to assignment or completion:
One-time setup and training effort:
Recurring maintenance, software and provider costs:
Manual fallback and owner:

4. CALCULATE
Per-case staff effort = total staff minutes / completed cases.
Per-case reduction = before minutes per case - after minutes per case.
Percentage reduction = per-case reduction / before minutes per case x 100.
Do not divide by zero. Compare matched case mixes, not just equal counts.
Do not count theoretical time saved as revenue or employee cost eliminated.

5. DECIDE
Minimum useful improvement, decided before the test:
Unacceptable failures / stop conditions:
KEEP / TEST MORE / STOP:
Reason and supporting observations:
Next review date and responsible person:

Guide: https://ai.cslmllc.com/insights/ai-automation-before-after-productivity-examples
Optional free 20-minute review: https://ai.cslmllc.com/free-ai-workflow-review
No purchase required. Implementation and third-party costs are separate.