Usage and ROI Dashboards

Background

Document Crunch has released new dashboards that provide visibility into product adoption and quantifiable return on investment (ROI). These powerful tools help champions drive best practices with concrete data and transform anecdotal success stories into measurable business value.

The dashboards include a Usage Dashboard for monitoring adoption across teams and projects, plus ROI Dashboards that quantify direct time and cost savings. While these metrics show only conservative, direct savings, they provide concrete evidence of value.

Things to Consider

• Access is limited to Team Admins only

• ROI calculations are intentionally conservative - the dashboards show only direct time savings, but the real value is many times higher when you factor in prevented disputes, reduced rework, and avoided litigation

• Historical data varies by metric - some metrics may have limited historical data availability depending on when features were implemented

Steps

Accessing the Dashboards

1. Navigate to the dashboard by clicking the gear icon in the top right hand corner

2. Select "Usage and ROI Dashboard" from the dropdown menu

Usage Dashboard (Tab 1) - Monitor Adoption

1. Set your analysis parameters:

   • Select your desired time period for analysis using the date range picker

   • Choose scope: individual team view or entire company overview

2. Review adoption metrics to understand current utilization:

   • Total users logging into Document Crunch

   • Users actively crunching documents (categorized by contract review, spec review, playbooks)

   • Users creating checklists and building playbooks

   • Users engaging with the chat feature

3. Analyze trends and performance:

   • Review visual trend charts for crunches, checklists created, and chat interactions over time

   • Examine Top 10 rankings for both teams and individual users based on volume

   • Identify adoption gaps where teams aren't utilizing Document Crunch effectively

4. Identify action opportunities:

   • Spot teams with low adoption for targeted training initiatives

   • Recognize power users who can mentor others and share success stories

   • Track adoption progress over time to measure improvement

ROI - Hours Saved (Tab 2) - Quantify Time Impact

1. Review default assumptions or customize hours saved per activity type to match your specific operations

2. Analyze time savings to see total hours returned to your team for higher-value work

3. Understand capacity impact - translate hours saved into capacity for additional projects or strategic work

ROI - Direct Value (Tab 3) - Calculate Financial Impact

1. Customize dollar values per activity type based on your specific labor rates and billing structures

2. Review financial impact to see direct cost savings from increased efficiency

3. Prepare stakeholder communications using concrete dollar values for budget discussions and renewal justifications

ROI - Assumptions (Tab 4) - Understand the Methodology

1. Review detailed methodology to understand how Document Crunch calculates time and cost savings

2. Examine activity breakdowns comparing traditional manual approach vs. Document Crunch approach for each activity type

3. Build confidence in the data using transparent calculations to support ROI discussions with leadership and validate business case

ROI - Contract Period (Tab 5) - Track Current Value

1. Monitor contract-to-date metrics to view cumulative hours and dollars saved since your last renewal

2. Track ROI progression to see how value accumulates throughout your contract term

3. Prepare for renewal discussions using contract-specific metrics to demonstrate value achieved and project future savings potential