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Rung 3 of the engagement ladder

Benefit Realisation & Verification

Verify the value: realised benefit measured against the agreed baseline, with each benefit class reported separately.

Discuss this workflow
Typical elapsed duration
Minimum 3 months
Commercial basis
Retainer with quarterly verification reviews — scoped once an agreed baseline exists.
Entry condition
A redesigned workflow is live, with an agreed baseline to measure realised benefit against.
Where this sits
  1. Pilot Blueprint
  2. agreed baseline
  3. build with assurance
  4. verified value — this page

After the build. The redesigned workflow is live and its baseline is agreed; this rung measures realised benefit against that baseline, reporting each benefit class separately.

Start with the Workflow Evidence Sprint →

Scope

Inputs, deliverables and boundaries

Benefit Realisation & Verification

Track the operational metric against the agreed baseline and report realised value by class — cash, cost avoidance, released capacity — never blended into one number.

Fixed-scope proposal — scoped and priced after qualification.

  • Quarterly verification review
  • Realised benefit reported by class
  • Variance account
  • Standing record of evidence
Decision

Is the benefit evidenced, attributable and correctly classified?

Benefit register
BaselineTargetActualClassConfidenceOwnerAction
Cashable saving
Cost avoidance
Capacity released
This is how realised value is reported: by class, against the agreed baseline, never blended into one number.
You provide
Benefit Realisation & Verification

You provide

  • A live redesigned workflow with an agreed baseline to measure against.
  • A recurring operational data feed on the agreed measurement rules, each verification period.
  • Visibility of the staffing, volume and policy changes made during the period, so attribution stays honest.
We produce
Verified value

We produce

  • A quarterly verification review measuring realised benefit against the agreed baseline.
  • Realised benefit reported by what it measures — cash, cost avoidance, released capacity, delivered operational improvement — never blended into one number.
  • A variance account: where benefit is behind forecast, what is driving it and what would recover it.
  • A standing record of the evidence behind each reported benefit, in the register discipline the classes require.
Your effort
Benefit Realisation & Verification

Your effort

  • Supply the period data on the agreed rules; gaps are reported as gaps.
  • Take the management actions that convert released capacity into cash or redeployed work; those decisions remain the client’s.
  • Confirm or challenge each period’s realised-benefit statement; written client confirmation moves a figure from modelled to delivered, silence does not.
Five stages, each ending in a decision rather than a commitment to continue.
The boundary

Scope exclusions

  • No actuarial, underwriting, tax-technical, legal or audit advice.
  • No audit opinion; no certification of accounts.
  • Where technical build is required, it is delivered by the client's existing technology team or vetted specialist delivery partners against Leania's requirements, acceptance criteria and quality controls.
  • No guarantee of a unit-cost outcome that depends on client adoption, volume mix, staffing decisions, data quality or third-party delivery outside our control.
  • Verification is against the agreed baseline and measurement rules; it is not an audit and provides no audit opinion.
  • Forecast values are reported as forecasts; verification never restates a forecast as realised benefit.
The principle

Start with the problem. Earn the technology.

Six ways to remove capacity loss. Each is assessed on the evidence; none is the default.

  1. Stop
    Use when

    The activity adds no value to the client, the firm or a control.

  2. Simplify
    Use when

    Steps, approvals or hand-offs exist that the outcome doesn’t need.

  3. Standardise
    Use when

    Teams or offices do the same work in materially different ways.

  4. Workflow
    Use when

    Work is lost in queues, inboxes and hand-offs between people.

  5. Automate
    Use when

    Rules are stable and volume is repeatable.

  6. AI
    Use when

    Unstructured information or variable interpretation is materially constraining the process.

    Don’t when

    Deterministic rules solve the problem reliably.

The preferred intervention is the simplest one that reliably achieves the outcome and clears the economic and control threshold.

How the capacity number is built

Every input stated separately, so finance can challenge any one of them

  1. Observed demand (cases per year)
  2. Recoverable effort (minutes per case)
  3. Coverage (%)
  4. Adoption (%)
  5. 60 (minutes per hour)
  6. Recoverable capacity (hours per year)

Every term carries its unit. This calculation yields hours per year, not money: the value model applies the rate that converts those hours into a value pool.

Each input carries how it was established
  • Measured
  • Client-supplied
  • Derived
  • Assumption

Adoption is shown as a variable, not an assumption made on your behalf: capacity is only released if the redesigned way of working is actually adopted.

Where the capacity goes
  • Cashable

    Cost that leaves the business.

  • Capacity release

    Hours returned to fee-earning or absorbed volume, not cash.

  • Cost avoidance

    Cost that would otherwise have been incurred.

Each branch is shown three ways
  • Conservative
  • Expected
  • Upper

The three branches are never blended into one number, and the sensitivity range travels with the figure.

The bridge

How forecast becomes evidenced

Forecast opportunity − unsupported assumptions − adoption leakage − volume or mix change − implementation cost = evidenced result.

Control rhythm

Verification runs to a cadence

  • Baseline fixed before change
  • Go-live checkpoint
  • 30-day operating review
  • 90-day verification
  • Quarterly verification where retained
How it ends

The decision this rung produces

Completion decision

Each period: whether realised benefit is evidenced, attributable and on track — and whether to continue, adjust or conclude the verification retainer.

How we deliver

Delivery model

Senior-led, specialist-delivered: Leania specifies the work, sets acceptance criteria and signs off quality, independent of any build supplier.

Proprietary internal tooling may be used to structure workshop evidence into a reviewable current-state process, and to support the baseline and the assessment.

Proprietary internal tooling helps structure operational evidence into a reviewable current state. Practitioners validate the output.

The tooling supports the assessment. It does not autonomously validate root causes, approve recommendations or replace practitioner judgement.

Senior practitioners remain accountable for scope, interpretation, validation and decisions.

You bring one workflow. No data pack and no technology decision are required.

A sensible next decision, including no further action.

One workflow, a named owner and a live trigger is enough to start.

Discuss a workflow