Time Saving Initiative Proposal

Implementation plan for AI-powered CSR automation and efficiency tracking

Timeline Estimate

Phase 1: Discovery & Setup
1 day

Onboarding, shadowing, and requirements gathering

Phase 2: Development
3-4 weeks

Extension and admin portal development

Phase 3: Testing & Rollout
1 week

Feature rollout, telemetry, and ROI calculation

Total Estimated Timeline: 4-5 weeks

Hour Breakdown (Billable Hours)

1. Get Onboarded with CSR Access
Initial setup, meetings, documentation review
0 hrs
2. Shadow CSRs & Document Workflows
Observation sessions, workflow mapping, requirements gathering
2-4 hrs
3. Build CSR Browser Extension
Development, UI/UX, AI integration, testing, iteration
40-60 hrs
4. Build Admin Portal with Telemetry
Backend setup, dashboard UI, data tracking, analytics, integrations
40-60 hrs
5. Rollout VIN & Police Lookup Features
API integration, feature deployment, user testing, bug fixes
30-40 hrs
6. Calculate Time Savings & Test Additional Features
Data analysis, ROI calculations, feature testing, reporting
2 hrs
7. Team Sync & Review Sessions
Presentations, stakeholder meetings, feedback incorporation
10-20 hrs
Total Estimated Hours
Does not include unforeseen complexity or scope changes
124-186 hrs
~150-185 hrs with buffer

Note: Hourly estimates include development, testing, and iteration cycles. Actual hours may vary based on complexity, scope changes, and feedback cycles. A 15-20% buffer is recommended for production projects.

Implementation Steps

1

Get Onboarded with CSR Access

Obtain necessary credentials and permissions to access CSR systems and workflows.

Phase 1 Setup
2

Shadow for Step-by-Step of Initial Cases

Work directly with CSRs to understand detailed workflows. Build on discovery meeting insights with hands-on observation of actual case handling.

Phase 1 Research
3

Build Extension for CSR

Develop browser extension to integrate AI-powered automation tools directly into CSR workflows.

Phase 2 Development
4

Build Admin Portal with Telemetry Tracker

Create administrative dashboard to monitor feature usage, track time savings, and collect performance metrics.

Phase 2 Development
5

Rollout VIN and Police Lookup Features

Deploy initial automation features starting with VIN decoding and police report lookups to establish baseline functionality.

Phase 3 Rollout
6

Calculate Time Saved and Test Unlock Features

Measure actual time savings from initial features, test additional unlock functionality, and extrapolate ROI per person across various timeframes.

Phase 3 Testing Analytics
7

Sync with Team to Review

Present findings, ROI calculations, and feature performance to stakeholders. Gather feedback and plan next iteration.

Phase 3 Review

Key Deliverables

Technical
  • CSR browser extension with AI features
  • Admin portal with telemetry dashboard
  • VIN lookup and police report automation
Business
  • Baseline efficiency metrics per CSR
  • Time and cost savings analysis
  • ROI projections and recommendations