Conifer Digital Intake Platform
Work units and dependencies visualization
ROI Calculator Guide
Follow these steps to analyze your implementation options
Select Work Units
Click cards to select. Selection order determines timeline sequence.
Start by clicking on the work unit cards you want to include in your implementation plan. Each card represents a distinct automation initiative. The order in which you click matters - it defines the sequence of implementation in the project timeline. You can deselect by clicking again, and use 'Clear Selection' to start over.
Follow Dependencies
Arrows show requirements. Indexing needs Sorting first. Macess needs one complete stream.
Some work units depend on others being implemented first. Arrows between cards indicate these dependencies. For example, Claims Indexing requires Claims Sorting to be completed first, as the indexing module builds upon the document organization capabilities. Macess Replacement requires a full document stream (both Sorting and Indexing) because it needs DocViewer and DocTriage functionality.
Review Financials
Each card shows FTE changes, one-time costs, and annual savings.
Each card displays detailed financial information: FTE Reduction shows staff changes (e.g., 5 to 2 onshore), New FTE shows added remote positions, Implementation Cost is the one-time project expense, and Annual Savings shows yearly cost reduction. The ROI percentage and payback period help you understand the return on investment for each initiative.
Choose Timeline Mode
Fast Pace (parallel), Balanced (staggered), or Sequential (one at a time).
Select how aggressively you want to implement. Fast Pace runs multiple projects in parallel for quickest completion but requires more simultaneous resources. Balanced staggers projects to reduce peak team size while maintaining reasonable speed. Sequential implements one project at a time, keeping team size minimal but extending the overall timeline.
Analyze Projections
View timeline, monthly costs, and 5-year cumulative savings.
The Project Timeline shows a Gantt chart of when each initiative runs. Monthly Cost Distribution displays implementation spending over time. The 5-Year Cumulative Savings Projection shows how costs turn into net savings over time - negative bars represent implementation costs, positive bars show accumulated savings after payback.
Review Additional Benefits
Explore strategic and non-financial advantages of the in-house approach.
Beyond direct cost savings, the Additional Benefits section highlights strategic advantages: predictable costs without license fees, full customization control, seamless integration with existing systems, data security, and no vendor lock-in. It also addresses the key consideration of in-house development expertise and how our team provides that capability.
Customize Parameters
Adjust salaries, FTE counts, license costs, and project start date to match your scenario.
Click 'Edit Parameters' to open a comprehensive settings panel where you can customize all financial assumptions. Adjust onshore and remote salary rates, modify FTE reduction targets for each work unit, change license/expense savings values, and set your preferred project start date. All calculations update in real-time as you modify values, allowing you to explore different scenarios and see how changes affect ROI and payback periods.
Sorting
Automated document classification for claims processing
Document sorting for non-claims administrative documents
Indexing
Remove ImageNet Cost. Replace with remote indexing team
In-house indexing solution (one-time cost). Details in dedicated section.
Ongoing IBML vendor initiative (license-based) exists. We propose an in-house solution with superior integration and extraction rates. Payment can be deferred and sourced from realized cost savings for this module, or as part of a broader unified intake platform agreement.
This work unit is optional - can be skipped if IBML vendor solution is preferred.
Infrastructure
Work queue & file cabinet replacement
- One complete document stream (Sorting + Indexing)
- DocViewer coverage: Indexing implementation provides document review capability to verify where information is extracted from
- DocTriage coverage: Sorting implementation provides facility to review, reorder, split, and combine pages into documents
- Workflow engine coverage: Work distribution platform for task management
File Cabinet Implementation
Work Distribution Platform is partially implemented for distributing work for sorting and indexing. Additional work needed for workflows that are not intake-related.
Selection Summary
Select work units above to see the summary and timeline.