See What $1,500 Buys You

Phase 1 – Feasibility Sprint Report

This is what you receive: Technical validation on 15 of YOUR documents + preliminary ROI model. This feasibility sprint proves whether AI works for your business before you invest in Phase 2 (the board-ready deep dive report).

Why This Report Is Worth $1,500
  • Technical Proof: We test 15 of YOUR actual documents to prove AI works on your specific formats—before you spend more.
  • Preliminary ROI: Initial numbers based on YOUR staff count and rates to evaluate if it's worth proceeding.
  • Go/No-Go Decision: If accuracy < 90%, you just saved $7,500+ on a Phase 2 deep dive that wouldn't have worked.

Example below: 50-person firm (35 doing documentation work at $130/hr). This feasibility sprint validates whether to proceed to Phase 2 (the board-ready report).

$437k Year-1 Efficiency*
$1.01M Capacity Upside*
48hrs Turnaround

*35 documentation staff (of 50 total) at $130/hr. Your numbers will be calculated based on YOUR data.

Interactive Report Preview

Select your industry to see how we customize the analysis. Your actual report will be tailored to YOUR business with YOUR documents and YOUR financial data.

Curam-Ai

Curam-Ai Protocol™

Phase 1 – Feasibility Sprint

Engineering Sector Report

Generated: November 2025 | Sample Client

Assumed Variables

Variable Value
Number of Staff50 (35 doing documentation)
Current ProcessManual / Email-based
Doc Staff Rate$130/hr (mid-level)
Annual Revenue$14,208,000
Compliance StatusUnverified (Requires Phase 3 Audit)

*Baseline assumptions derived from initial discovery call. Used to calculate Tier-1 Efficiency Models.

Executive Summary

The 50-person structural engineering firm (35 documentation staff) can unlock $437k in direct savings and $1.01M in new billable capacity by automating three administrative workflows.

Next Step: Validate these figures in Phase 2 – Readiness Roadmap to confirm strategic alignment and ROI.

Four-Tier Value Model

Tier Metric Year-1 Value
1 Time SavedAdmin hrs × billable rate$437k
2 Risk MitigationRework & Liability Avoidance$120k
3 Tender AccelerationBid Volume Increase (+15%)$640k
4 Capacity ReallocationSenior hrs → billable$1.01M

*Figures based on 35 documentation staff (of 50 total). Tier 1: Time valued at Doc Staff Rate ($130/hr). Tier 4: Capacity valued at Senior Rate (~$300/hr).

Financial Model: Automation Potential & Adoption

Automation Potential Scenarios

Documentation Staff (70% of 50)35
Hours Saved/Week (2 hrs/staff)70
Doc staff rate (mid-level)$130/hr
Base Efficiency Value (48 wks)$436,800
Optimistic (47.25% automation):$206,388
Probable (40.25% automation) ⭐:$175,812
Conservative (35% automation):$152,880

Based on industry averages and proven automation rates. Accounts for document quality and technical feasibility.

Staff Adoption Sensitivity (Applied to Probable Scenario)

Probable Automation Value$175,812
High Adoption (80% staff):$140,650
Expected Adoption (60% staff):$105,487
Low Adoption (40% staff):$70,325

Staff adoption reflects change management success. Mitigated through training, SOPs, and 30-day support channels.

Technical Deep Dive: CAD Schedule

Analysis of Drawing S-105 (Roof Beam Schedule) reveals high structured data extraction but identified specific engineering "traps".

Structured Extraction

100% Accuracy on standard members (B-101, R-02). System correctly grouped "Hot Dip Galv" items for separate procurement workflows.

⚠️"Human-in-Loop" Trigger

Variable Lengths: Item STR-1 contains "VARIES 1200-2400". AI flagged this as "Non-Procureable" requiring CAD model reference.

Feasibility Verdict: Document S-105 is Passed. The "VARIES" edge case is handled by our Exception Routing workflow, preventing ordering errors.

Key Risks & Mitigations

  • Data residency – Mitigation: All processing inside client cloud tenant (no egress).
  • Model drift – Mitigation: Quarterly re-validation trigger written into SOW.
  • Staff adoption < 50% – Mitigation: SOP videos + 30-day Teams support channel.
  • PI Insurance Compliance – Mitigation: Pre-filled ISO-27001 control matrix.
  • Integration complexity – Mitigation: Phase 2 API audit before build.
  • Change management resistance – Mitigation: Champion identification + executive sponsorship.
Recommendation: Address potential risks in Phase 2 to ensure governance compliance.

Sprint Validation Log (Technical Annex)

Documents Processed
4
STP Rate (No Human)
75%
Exceptions Flagged
1

Detailed Field Audit (Sample: S-105)

Field Extracted Value Confidence Status
Mark B-101 99.8% PASS
Profile 460UB82.1 99.2% PASS
Length VARIES 1200-2400 42.0% FLAG
Remarks ...See Detail D5/S-500 88.0% PASS
👷 Engineer's Note:

The system correctly identified that item STR-1 had a variable length range and stopped the automation. This "Safety Flag" prevents invalid orders from reaching the fabricator.

Want a Report for YOUR Documents?

This sample shows the depth of our Phase 1 analysis. Get the same validation for 15 of your most complex documents in 48 hours.

90%+ accuracy guarantee or full refund.

Curam-Ai

Curam-Ai Protocol™

Phase 1 – Feasibility Sprint

Accounting Sector Report

Generated: November 2025 | Sample Client

Assumed Variables

Variable Value
Number of Staff35
Current ProcessManual / Practice Management System
Average Billable Rate$220/hr
Annual Revenue$11,704,000
Compliance StatusUnverified (Requires Phase 3 Audit)

*Baseline assumptions derived from initial discovery call. Used to calculate Tier-1 Efficiency Models.

Executive Summary

The 35-person accounting practice can unlock $739k in direct savings and $1.27M in new billable capacity by automating invoice processing, trust account reconciliation, and client correspondence workflows.

Next Step: Validate these figures in Phase 2 – Readiness Roadmap to confirm strategic alignment and ROI.

Four-Tier Value Model

Tier Metric Year-1 Value
1 Time SavedAdmin hrs × billable rate$739k
2 Risk MitigationTrust Account Errors & Compliance$180k
3 Client RetentionFaster Response Time (+12%)$420k
4 Capacity ReallocationSenior hrs → advisory$1.27M

*Figures based on 35 staff. Tier 1: Time valued at Avg. Rate ($220/hr). Tier 4: Capacity valued at Partner Rate (~$350/hr).

Financial Model: Automation Potential & Adoption

Automation Potential Scenarios

Hours Saved/Week (2 hrs/staff)70
Average billable rate$220/hr
Base Efficiency Value (48 wks)$739,200
Optimistic (48.6% automation):$359,251
Probable (41.4% automation) ⭐:$306,029
Conservative (36% automation):$266,112

Based on industry averages (Accounting: 0.90 variance multiplier). Accounts for structured data advantage and proven automation success.

Staff Adoption Sensitivity (Applied to Probable Scenario)

Probable Automation Value$306,029
High Adoption (80% staff):$244,823
Expected Adoption (60% staff):$183,617
Low Adoption (40% staff):$122,412

Staff adoption reflects change management success. Mitigated through practice manager training and 30-day support channels.

Technical Deep Dive: Invoice with GL Coding

Analysis of Supplier Invoice #INV-2024-1847 reveals high extraction accuracy with intelligent GL code suggestion for ambiguous line items.

Standard Fields

100% Accuracy on vendor name, ABN, invoice date, total, and GST. System correctly parsed multi-line item descriptions.

⚠️"Human-in-Loop" Trigger

Ambiguous GL Code: Line item "Office supplies & software licenses" spans two GL codes. AI suggested split: 60% (6200 - Office), 40% (6410 - Software).

Feasibility Verdict: Invoice INV-2024-1847 is Passed. The ambiguous GL code is flagged for accountant review, preventing mis-classification.

Key Risks & Mitigations

  • Trust account compliance – Mitigation: Audit trail for every automated trust transaction.
  • Professional indemnity insurance – Mitigation: Phase 3 compliance documentation for insurer review.
  • Staff adoption < 50% – Mitigation: Practice manager training + 30-day support channel.
  • Integration with Xero/MYOB – Mitigation: API validation in Phase 2 before build.
  • Client data sovereignty – Mitigation: All processing inside Azure tenant (no third-party egress).
  • Change management resistance – Mitigation: Partner sponsorship + incremental rollout.
Recommendation: Address potential risks in Phase 2 to ensure governance compliance.

Sprint Validation Log (Technical Annex)

Documents Processed
6
STP Rate (No Human)
83%
Exceptions Flagged
1

Detailed Field Audit (Sample: INV-2024-1847)

Field Extracted Value Confidence Status
Vendor Office Supply Co Pty Ltd 99.9% PASS
Total $2,847.50 99.7% PASS
GL Code Split: 6200 / 6410 58.0% FLAG
GST $258.86 99.5% PASS
👨‍💼 Accountant's Note:

The system correctly identified that the line item description spans two GL codes and suggested a split. This prevents mis-classification and ensures accurate financial reporting.

Want a Report for YOUR Documents?

This sample shows the depth of our Phase 1 analysis. Get the same validation for 15 of your most complex documents in 48 hours.

90%+ accuracy guarantee or full refund.

Curam-Ai

Curam-Ai Protocol™

Phase 1 – Feasibility Sprint

Logistics Sector Report

Generated: November 2025 | Sample Client

Assumed Variables

Variable Value
Number of Staff60
Current ProcessManual / Email-based / Spreadsheets
Average Hourly Cost$75/hr
Annual Revenue$28,500,000
Compliance StatusUnverified (Requires Phase 3 Audit)

*Baseline assumptions derived from initial discovery call. Used to calculate Tier-1 Efficiency Models.

Executive Summary

The 60-person logistics firm can unlock $432k in direct savings and $890k in operational upside by automating manifest processing, POD matching, and customs clearance workflows.

Next Step: Validate these figures in Phase 2 – Readiness Roadmap to confirm strategic alignment and ROI.

Four-Tier Value Model

Tier Metric Year-1 Value
1 Time SavedAdmin hrs × cost rate$432k
2 Risk MitigationCustoms Errors & Penalties Avoided$240k
3 Throughput IncreaseShipment Volume (+18%)$890k
4 Customer RetentionFaster delivery times$520k

*Figures based on 60 staff. Tier 1: Time valued at Avg. Cost ($75/hr). Tier 3: Throughput valued at contribution margin.

Financial Model: Automation Potential & Adoption

Automation Potential Scenarios

Hours Saved/Week (2 hrs/staff)120
Average cost rate$75/hr
Base Efficiency Value (48 wks)$432,000
Optimistic (48.6% automation):$209,952
Probable (41.4% automation) ⭐:$178,848
Conservative (36% automation):$155,520

Based on industry averages (Logistics: 0.90 variance multiplier). Accounts for structured BOL/data advantage and proven automation success.

Staff Adoption Sensitivity (Applied to Probable Scenario)

Probable Automation Value$178,848
High Adoption (80% staff):$143,078
Expected Adoption (60% staff):$107,309
Low Adoption (40% staff):$71,539

Staff adoption reflects change management success. Mitigated through operations manager training and 30-day support channels.

Technical Deep Dive: Manifest with Handwritten Data

Analysis of Shipping Manifest #MAN-SYD-2024-0384 reveals strong extraction accuracy even with handwritten amendments and corrections.

Printed Fields

98% Accuracy on container numbers, seal IDs, weights, and commodity codes. System correctly parsed multi-container shipments.

⚠️"Human-in-Loop" Trigger

Handwritten Amendment: Container weight shows a pen-correction from "22,400" to "24,200". AI flagged this for verification due to 8% variance from manifest weight.

Feasibility Verdict: Manifest MAN-SYD-2024-0384 is Passed. The handwritten correction is flagged for customs officer review, preventing weight discrepancy issues.

Key Risks & Mitigations

  • Customs compliance – Mitigation: 100% audit trail for every automated customs entry.
  • Handwritten data variability – Mitigation: Low-confidence fields flagged for human review.
  • Staff adoption < 50% – Mitigation: Operations manager training + 30-day support channel.
  • Integration with TMS/WMS – Mitigation: API validation in Phase 2 before build.
  • Data sovereignty – Mitigation: All processing inside Azure tenant (no third-party egress).
  • Peak season capacity – Mitigation: Scalable architecture design validated in Phase 2.
Recommendation: Address potential risks in Phase 2 to ensure governance compliance.

Sprint Validation Log (Technical Annex)

Documents Processed
5
STP Rate (No Human)
80%
Exceptions Flagged
1

Detailed Field Audit (Sample: MAN-SYD-2024-0384)

Field Extracted Value Confidence Status
Container MSCU-9427518 99.8% PASS
Seal ID AUS-847-2024 99.3% PASS
Weight (kg) 24,200 (corrected) 67.0% FLAG
Commodity 8471.30.00 96.5% PASS
🚢 Operations Note:

The system correctly identified that the weight field had a handwritten correction and flagged it for verification. This prevents customs discrepancies and potential delays at port.

Want a Report for YOUR Documents?

This sample shows the depth of our Phase 1 analysis. Get the same validation for 15 of your most complex documents in 48 hours.

90%+ accuracy guarantee or full refund.