THE BUYER TOOLKIT

Good questions.
Better starting points.

Practical tools to evaluate AI, prepare a pilot and build a business case. Open the worksheets freely, then adapt them to your team.

Find your starting point Read our insights

EVALUATION TOOLS

Find your next step.

AI readinessFind the right starting point.ROI calculatorsEstimate value with your inputs.Pilot & rolloutSee the stages and responsibilities.API documentationExplore the technical reference.

START HERE

Before you test the AI,
define a useful outcome.

The pilot scorecard helps your teams agree the baseline, success threshold and stop conditions before results arrive.

Open the pilot scorecard

Free worksheet. No email required.

briano BUYER TOOLKITYour integration checklist

1. Map the systems

Connection	Source of truth / owner	Read or write	Required fields / action	Failure path
Customer channel
Knowledge source
Business system
Human handoff
Reporting destination

briano BUYER TOOLKITA practical AI evaluation guide

1. Can it finish the intended job?

Area	Evidence reviewed	Open question	Owner / next step
Product fit
Quality and handoff
Data and security
Measurement
Implementation and cost

briano BUYER TOOLKITYour pilot scorecard

1. Define the useful outcome

Measure	Definition / source	Baseline	Target / limit	Owner
Useful outcome	Define a completed resolution, prepared case or actionable review.
Time and effort	Include the manual review and follow-up still required.
Quality	Record incorrect answers, missed information and rework.
Escalation	Check the destination, context and appropriateness of handoff.
Customer / team experience	Use the same feedback method before and during the pilot.
Operating cost	Include product usage, integrations and ongoing oversight.

A real worksheet. A clearer starting point.

TOOLS YOU CAN USE

Bring structure
to the conversation.

PILOT WORKSHEET

Define what a good pilot looks like.

Agree a baseline, target, owner and stop condition before your first test.

briano BUYER TOOLKITYour pilot scorecard

1. Define the useful outcome

Measure	Definition / source	Baseline	Target / limit	Owner
Useful outcome	Define a completed resolution, prepared case or actionable review.
Time and effort	Include the manual review and follow-up still required.
Quality	Record incorrect answers, missed information and rework.
Escalation	Check the destination, context and appropriateness of handoff.
Customer / team experience	Use the same feedback method before and during the pilot.
Operating cost	Include product usage, integrations and ongoing oversight.

Printable worksheet + CSV

Open the worksheet Download CSV

TECHNICAL CHECKLIST

Map the connections that matter.

Capture sources, permitted actions, access, failure handling and system owners.

briano BUYER TOOLKITYour integration checklist

1. Map the systems

Connection	Source of truth / owner	Read or write	Required fields / action	Failure path
Customer channel
Knowledge source
Business system
Human handoff
Reporting destination

Printable checklist + CSV

Open the worksheet Download CSV

EVALUATION GUIDE

Ask better questions about AI.

A practical guide to testing quality, operational control and implementation fit.

briano BUYER TOOLKITA practical AI evaluation guide

1. Can it finish the intended job?

Area	Evidence reviewed	Open question	Owner / next step
Product fit
Quality and handoff
Data and security
Measurement
Implementation and cost

Printable guide

Open the guide

CX AGENT TEMPLATE

Build a service business case.

Separate eligible demand, resolved work, quality and the cost to operate.

briano BUYER TOOLKITCX Agent business-case worksheet

1. Set the inputs

Input	Definition	Your value	Evidence / confidence
Monthly eligible requests	Requests in the agreed workflow, excluding work out of scope.
Current minutes per request	Measured baseline, including follow-up.
Expected resolution share	A planning assumption to validate in the pilot, not a guaranteed rate.
Remaining review minutes	Average human effort for each request counted as resolved.
Loaded hourly cost	Use the same cost basis throughout the model.

Printable worksheet + CSV

Open the worksheet Download CSV

CLAIMPILOT TEMPLATE

Measure the work inside a claim.

Model preparation time saved without assuming every claim can be automated.

briano BUYER TOOLKITClaimPilot business-case worksheet

1. Set the inputs

Input	Definition	Your value	Evidence / confidence
Monthly eligible claims	Claims matching the agreed type and document scope.
Current preparation minutes	Measure intake, document handling and validation separately where useful.
Expected assisted share	Share of eligible claims suitable for the proposed workflow.
Remaining preparation / review minutes	Include exception handling and checking extracted information.
Loaded hourly cost	Use the same cost basis throughout the model.

Printable worksheet + CSV

Open the worksheet Download CSV

PULSE TEMPLATE

Put a value on better visibility.

Track review efficiency and coaching outcomes without double-counting savings.

briano BUYER TOOLKITPulse business-case worksheet

1. Set the inputs

Input	Definition	Your value	Evidence / confidence
Monthly interactions reviewed today	Use the actual manual review sample, not every conversation by default.
Current minutes per review	Include listening, reading, scoring and recording findings.
Expected assisted review share	Share of current reviews suitable for assistance.
Remaining reviewer minutes	Include checking scores, investigating flags and follow-up.
Loaded hourly cost	Use the same cost basis throughout the model.

Printable worksheet + CSV

Open the worksheet Download CSV

Worksheets open as lightweight pages you can print or save as PDF using your browser. CSV templates can be edited in your spreadsheet app. These planning tools are not a quote or a performance guarantee.

EXPLORE A LITTLE FURTHER

From questions
to a working plan.

Find a workflowExplore the request, action and handoff.Plan the pilotSee the stages, owners and decisions.Review the boundariesPrepare your security and procurement questions.

HELPFUL BY DESIGN

Put a practical plan
behind the possibility.

Use the tools with your team, then bring the questions that matter to you.

Talk to the team Explore the demos

Good questions.Better starting points.

Find your next step.

Before you test the AI,define a useful outcome.

Bring structureto the conversation.

Define what a good pilot looks like.

Map the connections that matter.

Ask better questions about AI.

Build a service business case.

Measure the work inside a claim.

Put a value on better visibility.

From questionsto a working plan.

Put a practical planbehind the possibility.

Good questions.
Better starting points.

Before you test the AI,
define a useful outcome.

Bring structure
to the conversation.

From questions
to a working plan.

Put a practical plan
behind the possibility.