Executive summary

A method for building a cost-to-serve case from tested assumptions, so savings, customer reactions, and timing are evidenced before service changes are chosen.

What is inside

What the research pack covers

The asset walks a research lead through harvesting assumptions from the baseline and readiness statement, grading them, ranking materiality, setting kill thresholds, interviewing customers, running a pilot, sizing releasable cost and margin at risk, adjusting for lever interactions, and freezing the register. It includes an assumption register, a source log, and a research question tracker.

  • Turning each service change into ranged, graded assumptions
  • Separating activity removed from cost actually released
  • Testing customer reactions with interviews and a pilot
  • Margin at risk from customers who move volume
  • Interactions between levers and how to avoid double counting
  • Timing tied to readiness
  • A frozen register for the options appraisal