Case study·Platform

Customer proof and ROI pack

From an end-of-pilot scramble — to a proof pack baselined from day one

5
Quantified metrics capturedBaselined before deployment, source-linked at sign-off
“The pilot had evidence before it had a story.”
Customer Sponsor · Unify design partner
Unify design partner / customer sponsor (cross-sector)·1 design-partner customer, 4 production workflows in scope·6-week pilot·United Kingdom
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01Pilot envelope
Pilot length6 weeks
First signal21 days
First ROI45 days
Team alongside6 seats · 2 colleagues

6-week proof-pack pilot; baseline metrics agreed before deployment; the colleague assembled before/after evidence and testimonial prompts. Workflow logs, the customer's CRM and BI dashboards were mirrored read-only against the agreed baseline before any draft was circulated for sponsor review.

02What it owns
Reports toCustomer Sponsor, dotted line to the Marketing Lead on case-study drafting and to the Legal Reviewer on anonymisation.
Owns
  • Baseline brief — five quantified metrics agreed and signed off before deployment, each with a named source and a sample window
  • Evidence ledger — before/after snapshots captured weekly from the workflow logs, CRM and BI dashboards, with a permalink per claim
  • Testimonial prompts — drafted from the sponsor's own words in standups and reviews, sent for line-by-line approval before any quote carries a name
  • ROI snapshot — running scoreboard of the five baselined metrics, source-linked back to the underlying export at every refresh
  • Anonymised case-study outline — draft in SharePoint with section-by-section sign-off from marketing and legal in principle ahead of publication
  • Sign-off log — who approved which metric, quote and section, and against which version of the pack
Does not do
  • Final marketing publication — drafts only, marketing publishes once legal has cleared the final version
  • Net-new metrics — works only against the agreed baseline; new metrics require a fresh baseline session with the sponsor
  • Direct quote attribution — sponsors approve every quote before it carries their name or role
Done looks like

By the end of the pilot the sponsor reads a source-linked ROI scoreboard, three approved testimonial drafts and an anonymised case-study outline that marketing and legal have already cleared in principle. Nothing in the pack is reasoned from memory, and the publishing decision is the only thing left for marketing to make.

03The team
AI teammates2
NikoCaptures the agreed baseline before deployment, mirrors before/after evidence weekly from the workflow logs, CRM and BI dashboards, and maintains the running ROI snapshot for the customer sponsor and finance analyst to review.
IrisDrafts testimonial prompts from the sponsor's own words in standups and reviews, prepares the anonymised case-study outline and tracks marketing and legal sign-off section by section.
Human team6
  • Customer SponsorSponsor
  • Workflow OwnerOperations
  • Finance AnalystFinance
  • Unify Customer SuccessUnify
  • Marketing LeadMarketing
  • Legal ReviewerLegal
04Connected stack
Workflow audit logSalesforceHubSpotPower BISharePointSlackMicrosoft TeamsStakeholder survey platformPowerPoint
05What it returned
5Quantified metrics capturedBaselined before deployment, source-linked at sign-off
3Testimonial drafts approvedDrafted from the sponsor's own words, signed off line by line
1Anonymised case-study outline approvedMarketing and legal cleared in principle before publication
  • Day 0
    Baseline sessionCustomer sponsor, workflow owner, finance analyst and Unify success agree the five baseline metrics, the sample window and the named source behind each.
  • Day 7
    Evidence ledger liveNiko begins weekly before/after capture from the workflow logs, the CRM and the BI dashboards into a SharePoint review folder; the sponsor corrects two metric definitions.
  • Day 21
    First signalEnough before/after data lands to draft the first ROI snapshot against the baseline; the sponsor and finance analyst review it without rebuilding the numbers.
  • Day 30
    Testimonial drafts circulatedIris drafts three testimonial prompts from the sponsor's own words in standups; the sponsor approves two as quotable and asks for one rewrite.
  • Day 38
    Case-study outline reviewedThe anonymised case-study outline is reviewed by the marketing lead and the legal reviewer; one anonymisation note and one section reorder are accepted.
  • Day 45
    ROI reviewCustomer sponsor signs off the five metrics, three testimonial drafts and the anonymised outline; marketing inherits a publish-ready pack.
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