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The ROI Shop (https://theroishop.com) provides an application which enables Sales to work with Customer champions to easily and quickly demonstrate the value of our products and platform via an online tool which also outputs the summary results to PDF.
To create an ROI:
- Login here: https://www.theroishop.com/login/?ref=/dashboard/.
- Click on “+ Create a New ROI” to create a new ROI or “Open” to update an existing ROI.
- Gray fields are calculated. Click on the calculator to see the math behind the calculation and update the calculations if needed.
- White fields are for input. You may use the below input data examples as a starting point based on customer size, and then refine with your Customer champion based on their real data.
The different sections are representative of our products as follows:
- Global Websites = DXM (Website, Fund Center, Product Pages)
- Secure Communities = Portals
- Document Production = Documents (Factsheets, Studio for Office)
- Compliance Risk Mitigation applies to all product types
My Actions allows you to change currency, add or view allowed users (enter email of the customer user with whom you plan to share the ROI), show or reset verification link (use the link to share the ROI with the allowed user and reset the link to remove the user access).
In the Summary section at the bottom of the page, enter the estimated Implementation (One-Time) and Subscription (License) costs by using Kurtosys. The slider on the right for the Implementation Period is used to calculate the Payback Period and the same number is used for all calculations regardless of duration of implementation used in each product section. You can also use the Conservative Factor slider at the top of the page, by product, to adjust the ROI by product. The suggested default adjustment is 50%.
Below are representative starting points for completing the information for what it would cost the Customer to do an equivalent project without using the Kurtosys platform. These numbers should be entered by the salesperson, and then shared with the Customer for validation update.
A PDF can be generated after the inputs are agreed to enable the Customer champion to demonstrate the value of Kurtosys with their internal stakeholders.
| Global Websites | <10bn AUM | Middle Market | Enterprise |
| Cost of In-house Launch | |||
| Months to launch (includes design and discovery) | 8 | 12 | 16 |
| Average monthly headcount cost (client) | $18,667 | $37,333 | $56,000 |
| Average monthly headcount cost (partner) | $5,000 | $10,000 | $20,000 |
| Revenue from Better Website | |||
| AUM | $10,000,000,000 | $200,000,000,000 | $500,000,000,000 |
| Management fee % | 1% | 1% | 1% |
| Expected annual revenue growth rate % | 2% | 2% | 2% |
| Expected months to launch with Kurtosys (includes design and discovery) | 4 | 6 | 8 |
| How much of that revenue would you attribute to having a new website | 0.01% | 0.01% | 0.01% |
| Annual Technology Cost Savings | |||
| CMS license | $6,000 | $18,000 | $96,000 |
| Server license | $2,000 | $6,000 | $30,000 |
| CDN license | $2,000 | $5,000 | $27,000 |
| WAF/DDOS | $1,000 | $3,000 | $18,000 |
| Ancillary server software license | $5,000 | $15,000 | $78,000 |
| Disaster recovery server | $1,000 | $3,000 | $18,000 |
| Secure Communities | <10bn AUM | Middle Market | Enterprise |
| Cost of In-house Portal Launch | |||
| Months to launch (includes design and discovery) | 10 | 14 | 18 |
| Average monthly headcount cost (client) | $18,667 | $37,333 | $56,000 |
| Average monthly headcount cost (partner) | $10,000 | $20,000 | $30,000 |
| Growth in Revenue from Better Portal Experience (select one, both or neither for Include/Exclude) | |||
| AUM | $10,000,000,000 | $200,000,000,000 | $500,000,000,000 |
| Management fee % | 1% | 1% | 1% |
| Expected annual revenue growth rate % | 2% | 2% | 2% |
| Expected months to launch with Kurtosys (includes design and discovery) | 6 | 8 | 10 |
| How much of that revenue would you attribute to having a better portal experience | 0.01% | 0.01% | 0.01% |
| Retained Revenue from Better Portal Experience (select one, both or neither for Include/Exclude) | |||
| Revenue attrition rate due to current portal experience % | 2% | 2% | 2% |
| Annual Technology Cost Savings | |||
| CMS license | $6,000 | $18,000 | $96,000 |
| Server license | $2,000 | $6,000 | $30,000 |
| CDN license | $2,000 | $5,000 | $27,000 |
| WAF/DDOS | $1,000 | $3,000 | $18,000 |
| Ancillary server software license | $5,000 | $15,000 | $78,000 |
| Disaster recovery server | $1,000 | $3,000 | $18,000 |
| Document Production | <10bn AUM | Middle Market | Enterprise |
| Labor Savings | |||
| Number of in-house employees responsible for report | 2 | 4 | 6 |
| Average salary of these employees | $70,000 | $70,000 | $70,000 |
| Expected in-house FTEs needed with Kurtosys | 1 | 1.5 | 2 |
| Annual License Savings | |||
| Document Production license | $20,000 | $40,000 | $80,000 |
| Server license | $2,000 | $6,000 | $30,000 |
| Ancillary server software license | $5,000 | $15,000 | $78,000 |
| Disaster recovery server | $1,000 | $3,000 | $18,000 |
| Compliance Risk Mitigation | <10bn AUM | Middle Market | Enterprise |
| Reduce Impact From Negative PR and Fines | |||
| AUM | $10,000,000,000 | $200,000,000,000 | $500,000,000,000 |
| Management fee % | 1% | 1% | 1% |
| Customer defection, fine risk and requirement to file regulatory documents | 0.25% | 0.25% | 0.25% |
| Risk avoidance with the user of Kurtosys | 50% | 50% | 50% |
| OpEx Savings – Technical Headcount Reallocation | |||
| <10bn AUM | |||
| Role/Responsibility | Annual Salary | In-house FTEs (equivalent) | In-house FTEs needed with Kurtosys |
| Managing Servers (Dev Ops) | $100,000 | 0.5 | 0 |
| Managing Custom Apps (fund tools, etc.) | $100,000 | 1 | 0 |
| Managing Data APIs | $100,000 | 0.5 | 0.25 |
| Site Maintenance (design, structure, etc.) | $75,000 | 1 | 0.5 |
| Middle Market | |||
| Role/Responsibility | Annual Salary | In-house FTEs (equivalent) | In-house FTEs needed with Kurtosys |
| Managing Servers (Dev Ops) | $100,000 | 1 | 0.25 |
| Managing Custom Apps (fund tools, etc.) | $100,000 | 2 | 0 |
| Managing Data APIs | $100,000 | 1 | 0.5 |
| Site Maintenance (design, structure, etc.) | $75,000 | 2 | 1 |
| Enterprise | |||
| Role/Responsibility | Annual Salary | In-house FTEs (equivalent) | In-house FTEs needed with Kurtosys |
| Managing Servers (Dev Ops) | $100,000 | 2 | 0.5 |
| Managing Custom Apps (fund tools, etc.) | $100,000 | 3 | 0 |
| Managing Data APIs | $100,000 | 2 | 1 |
| Site Maintenance (design, structure, etc.) | $75,000 | 4 | 2 |
