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Enterprise AI Opportunity Case

Before a large AI investment, a business case shows what would make it pay.

Establish whether an AI opportunity deserves your investment.

Priced after scoping

Standard 4 weeks · Extended 6 weeks.

AI Opportunity Case · Sample page 1 of 3 · Scenario: a global insurer plans a €2m investment in AI-assisted claims handling across Europe, North America and Asia-Pacific.
Original sample page · Scenario

What you receive

A business case on your volumes, a comparison with real alternatives and a signed decision record.

The business objective, the decision owner, known constraints and the operating data you already hold and permit us to use. ETHORITY builds the baseline and the economics and asks focused questions where figures are missing.

The ETHORITY Promise

The ETHORITY Promise

We make the value clear. We take responsibility for our delivery. We make results transparent.

  • A specific expected outcome, with its basis and assumptions.
  • Defined deliverables, price, timing and acceptance criteria.
  • Supporting evidence, accountable ownership and measurement where included.

You receive a clear recommendation, an agreed delivery commitment and transparent results. We explain the value you can expect, the basis for that assessment and what ETHORITY takes responsibility for.

Expected value
You make an evidence-based decision before your next AI investment: proceed, test, change or stop.
Your deliverable
Full costs, value and risks at your own volumes, compared across three to five genuine alternatives, always including doing nothing.
Responsibility
A signed recommendation setting out the conditions for a limited test and a clearly owned next step, within the scope agreed in the written proposal.
Evidence
Every assumption is labelled, the assumptions that could tip the result are identified, and value, investment and time period are shown separately.
Price
agreed in a written proposal after scoping
Duration
Standard 4 weeks · Extended 6 weeks

The value receipt runs through the whole assignment: the expected value before you order, then the agreed commitment, and the proof on delivery.

Scenario figures are assumed; your own figures are established in your assignment.
Scope, responsibilities and evidence
3–5
real options compared, always including doing nothingOffer terms · AI Opportunity Case →
€200k +
AI investment size the case is built for, not its priceOffer terms · AI Opportunity Case →
4 | 6
weeks: Standard or Extended packageOffer terms · AI Opportunity Case →

Your decision at a glance

You receive
A business case on your volumes, a comparison with real alternatives and a signed decision record.
Price
Priced after scoping
Duration
Standard 4 weeks · Extended 6 weeks.
What we need from you to get started
The business objective, the decision owner, known constraints and the operating data you already hold and permit us to use. ETHORITY builds the baseline and the economics and asks focused questions where figures are missing.
Next step
Request this scope. Sten confirms the scope and next steps with you.

Tell us the problem.

What ETHORITY delivers

  • Three to five real options, always including doing nothing
  • Full costs and the assumptions that can flip the result
  • The economics on your figures
  • A signed recommendation and decision record

What we need from you to get started

  • The business objective, the decision owner, known constraints and the operating data you already hold and permit us to use. ETHORITY builds the baseline and the economics and asks focused questions where figures are missing.

The business objective, the decision owner, known constraints and the operating data you already hold and permit us to use. ETHORITY builds the baseline and the economics and asks focused questions where figures are missing.

Don’t know something yet? Say so. ETHORITY clarifies it with you as part of the work.

Your decision

  • Start, change, test first or stop
  • Whether to invest, and how much

Work starts after confirmed payment and receipt of the start inputs; within the agreed scope, ETHORITY gathers everything else.

  • Real alternatives compared, always including doing nothing.
  • Full costs and the assumptions that can flip the result.
  • A signed recommendation with conditions for a bounded test.

What you receive

  • A scoped comparison of options and evidence, including relevant non-AI or process alternatives.
  • Economics where supportable, with explicit inputs, cost categories and sensitivities.
  • Accountable next steps and decision conditions for the agreed enterprise question.

The decision this helps you make

Should we proceed, test, redesign, defer or stop, and which assumptions could change that decision?

For a leadership team facing a consequential AI investment and needing a defensible choice between alternatives.

What to bring

the business objective, the decision owner, known constraints and the operating data you already hold and permit us to use. ETHORITY builds the baseline and the economics and asks focused questions where figures are missing. Sten Franke sets out the enterprise scope, deliverables, schedule and responsibilities in the proposal; you approve them.

How the work runs

  1. Step 1

    Frame the decision ETHORITY frames the problem with you and agrees the decision owner, constraints and baseline.

  2. Step 2

    Examine alternatives ETHORITY compares relevant approaches, source-backed conditions and implementation dependencies.

  3. Step 3

    Test the economics ETHORITY separates prices, assumptions, potential capacity and realised value, and names the assumptions that would reverse the choice.

  4. Step 4

    Decide the next proof ETHORITY reviews the evidence with the responsible people and recommends the next decision or bounded test; you decide.

Packages and price

Standard

Priced after scoping · net

4 weeks; three options including no AI; three-year model with best case, expected case and stress case; facts from ETHORITY's directory and two vendor calls; pilot outline.

Scope and delivery by agreement

See what this package includes →Request this package →

Timing, terms and scope

Sten Franke proposes the scope, delivery date and responsibilities in writing before work starts; you approve them.

This enterprise engagement is proposal-based. This enquiry leads to a written proposal, in which Standard (four weeks) and Extended (six weeks) are priced.

The result and the standard it meets

An evidence-grounded enterprise decision with visible assumptions, owners and next steps.

  • Alternatives address the same decision and use comparable cost categories.
  • Key assumptions and open evidence are named.
  • The next step has an accountable owner and agreed decision conditions.

Who is accountable for the result

Sten Franke

Sten Franke

Founder & CEO · AI Transformation Architect

Sten Franke designs and builds AI systems, from model testing and cloud setup to the interfaces people use. He connects business decisions, software architecture and practical implementation.

AI architecture · Model testing · Cloud engineering · UX

His work spans programming, LLM evaluation, Google Cloud and AWS environments, and web applications built with Next.js and React. He connects business requirements, software architecture and practical implementation. Creator of the Good AI Prism, he brings market intelligence into AI decisions. Earlier, he created the Social Media Prisma, led a BVDW Social Media working group and contributed to its Social Media Kompass. His entrepreneurial work includes ethority, Gridpatrol and mediatime, following a practical foundation in electronics and industrial robotics.

sten@ethority.ai

Leads the decision workshop and signs the board presentation. Willing to recommend "not yet" or "stop", and paid the same either way.

Real offerings we compare against

Customer service is where most large AI bets are made today. Three voice and agent platforms show the facts each option is compared on: Cognigy with EU hosting, PolyAI voice agents and NFON VoiceBot on German servers. The Customer Service topic area holds the rest.

● Documented by the provider○ Stated by the provider◐ ETHORITY analysis◌ Independent source

Cognigy

NiCE (Cognigy GmbH) · Product

Customer Service

A platform to build and run AI agents for contact centres by phone, chat and messaging, plus a copilot for service staff.

How it is billed
Where data is stored
Does it train AI on your data?
Certificates and audit reports
Open profile

Cognigy

NiCE (Cognigy GmbH) · Product

Facts, sources and conditions

A platform to build and run AI agents for contact centres by phone, chat and messaging, plus a copilot for service staff.
Stated by the providercognigy.com ↗cognigy.com ↗
Where it sits on the map · 1 · 1
What it is used for
Enterprise contact centres; agents defined by “jobs” such as billing inquiries or flight rebooking, combining fixed workflows with LLM-driven conversations.
Stated by the providercognigy.com ↗
How it is billed
Standalone: per billable conversation (up to 50 user inputs within 24 hours), plus concurrent lines for Voice Gateway and Knowledge AI chunks and queries; xApps and Ops Center licensed separately. Within NiCE CXone: per conversation, where a voice conversation counts up to 10 minutes.
Documented by the providerdocs.cognigy.com ↗
Where data is stored
The trust centre identifies Microsoft Azure as cloud provider. Agree the region for your deployment.
Documented by the providertrust.cognigy.com ↗
Does it train AI on your data?
Only third-party model training is addressed
Documented by the providerdocs.cognigy.com ↗

The provider refers to the terms of connected model providers. Its own use for training remains open.

Connects with
Handover/contact-centre: NiCE CXone, Cognigy Live Agent, Genesys Cloud Open Messaging, Genesys Cloud Guest Chat, Salesforce MIAW, Salesforce Service Cloud, RingCentral Engage, 8x8, storm (Content Guru), Chatwoot; LLM connectors: OpenAI, Azure OpenAI, Anthropic, Google Vertex AI/Gemini/GenAI, Aleph Alpha, Amazon Bedrock, Mistral
Documented by the providerdocs.cognigy.com ↗

LLM list from https://docs.cognigy.com/ai/agents/develop/gen-ai-and-llms/generative-ai. Also offered on Genesys AppFoundry (GTC PDF) and NiCE CXone shared clusters.

Certificates and audit reports
The trust centre lists ISO/IEC 27001:2022, 27701:2019 and 42001 (2026 certification audit), TISAX, SOC 2 Type II (2025), C5 & AIC4 (2025), a HIPAA Type 2 report and merchant PCI DSS SAQ D. Confirm product scope and report access.
Stated by the providertrust.cognigy.com ↗
Limitations
Agents can hand over to other AI agents or to people with shared context; safety settings against jailbreaking are configurable. How failures are handled in practice is not described.
Stated by the providercognigy.com ↗
Open the full profile →

PolyAI

PolyAI Ltd · Product

Customer Service

AI agents that answer customer phone calls and can continue the same conversation in chat, SMS and messaging.

How it is billed
Where data is stored
Does it train AI on your data?
Certificates and audit reports
Open profile

PolyAI

PolyAI Ltd · Product

Facts, sources and conditions

AI agents that answer customer phone calls and can continue the same conversation in chat, SMS and messaging.
Stated by the providerpoly.ai ↗
Where it sits on the map · 1 · 1
What it is used for
High call volumes, peaks and after-hours calls; bookings and reservations; routine requests that do not need a person.
ETHORITY analysispoly.ai ↗
How it is billed
Per minute of voice-agent use. According to PolyAI this includes ongoing improvements, maintenance and 24/7 support.
Documented by the providerpoly.ai ↗

Ongoing voice-agent use.

Where data is stored
Hosted on AWS, with US, UK, EU and APAC residency and a provider statement of no cross-region transfer. Agree the account region in your contract.
Documented by the providerpoly.ai ↗poly.ai ↗
Does it train AI on your data?
PolyAI states customer data is “never trained on without opt-in” and “never sold”.
Stated by the providerpoly.ai ↗
Where the provider's own sources disagree

The provider’s own sources say different things here. One source describes opt-in. Other provider documentation describes training on real projects and scrubbed deployment logs. ETHORITY clarifies the applicable terms within your assignment.

Connects with
Telephony/CCaaS: SIP trunk, number forwarding, Five9, NICE CXone (Signal API), Twilio, Amazon Connect, Genesys Cloud BYOC, Zendesk Talk, Dialpad, Zoom; CRM: Salesforce, Zendesk, HubSpot, Microsoft Dynamics 365; chat handoff (Salesforce, Zendesk, NICE CXone, Amazon Connect, Genesys, Webex, Five9), SMS, WhatsApp; healthcare: Epic, Cerner, eClinicalWorks, ModMed, NextGen, Raintree; hospitality: OpenTable, Tripleseat, HotSOS, Cendyn; knowledge: Gladly, Zendesk/Salesforce KM, Azure AI Search; custom HTTP APIs; MCP servers
Documented by the providerdocs.poly.ai ↗

Stripe listed only under Managed services (not in Agent Studio). Integration methods: SIP, Signal API, HTTP APIs via conv.api, MCP, PSTN forwarding.

Certificates and audit reports
PolyAI states ISO/IEC 27001 certification, SOC 2 Type II and UK Cyber Essentials and Cyber Essentials Plus. For PCI DSS its compliance page states a commitment to comply, not a certification; for HIPAA, that systems are designed to meet the requirements. GDPR and HIPAA are laws. The homepage badge reads “Certified … PCI DSS”, which is broader than the compliance page.
Documented by the providerdocs.poly.ai ↗poly.ai ↗
Where the provider's own sources disagree

The provider’s own sources say different things here.

ISO/IEC 27001 (certified); SOC 2 Type II (attestation; security, availability, processing integrity, confidentiality, privacy); UK Cyber Essentials and Cyber Essentials Plus
Documented by the providerdocs.poly.ai ↗
Limitations
PolyAI names guardrails, PII redaction and “human-in-the-loop”. How failed or unclear calls are handed over is not described in detail on the pages reviewed.
ETHORITY analysispoly.ai ↗
Open the full profile →

NFON AI VoiceBot

NFON · Agent

Customer Service

AI reception and voicebot integrated into NFON cloud telephony that greets callers, answers frequent questions and routes calls around the clock.

How it is billed
Where data is stored
Does it train AI on your data?
Certificates and audit reports
Open profile

NFON AI VoiceBot

NFON · Agent

Facts, sources and conditions

AI reception and voicebot integrated into NFON cloud telephony that greets callers, answers frequent questions and routes calls around the clock.
Stated by the providernfon.com ↗
Where it sits on the map · 1 · 1
What it is used for
voice agent
ETHORITY analysis

Task classification by ETHORITY. Check the product’s documented scope against your task.

How it is billed
Monthly subscription, cancellable monthly (unit not specified)
Stated by the providernfon.com ↗

Nia FrontDesk FAQ: 'You can cancel the product monthly.' No billing unit (per number, per minute) stated on intelligent-assistant, FAQ, AI Bots or Nia FrontDesk pages.

Where data is stored
Germany: SaaS in German data centres (georedundant); bots on Hetzner servers in Nuremberg; Nia data processed exclusively in European data centres
Documented by the providernfon.com ↗

FAQ: 'SaaS in German data centers' or self-hosting. Security page: 'georedundant data centers in Germany'. AI Bots page: 'Hetzner's ISO-27001 certified servers in Nuremberg'. Note: external LLMs (OpenAI/Azure) may be used in cloud deployments; their processing location not stated.

Does it train AI on your data?
Not used for training
Documented by the providernfon.com ↗

FAQ: 'The embedded AI models are not trained with customer data.' Use of data by external LLM providers (OpenAI, Microsoft Azure) not addressed.

Certificates and audit reports
C5 attestation Type 1 (BSI criteria catalogue) — attestation, not certification
Stated by the providernfon.com ↗

C5 page: 'NFON has received a C5 attestation (Type 1)'; scope, auditor, date, validity not stated; AI/bots not named in scope. Security page says attestation 'from the German Federal Office for Information Security (BSI)'. ISO 27001 cited only for host Hetzner's servers — host certificate, not NFON's. GDPR badge is a law, excluded.

Limitations
AI features in NFON telephony and Nia available only with cloud deployments (not self-hosted); voicemail store limit 100 messages; Nia FrontDesk does not replace Noperatorpanel
Documented by the providernfon.com ↗

FAQ: AI features 'are exclusively available with cloud deployments'; '100 VM limit', oldest deleted. Nia FrontDesk page: 'does not replace Noperatorpanel'. AI Bots page: 'AI can make mistakes' handled via validation and fallback.

Open the full profile →
Read before you decide

Market context for a large investment: build the case around your process, your costs and the results you expect.

The economics, calculated on an industrial case

An industrial case shows the logic of an Opportunity Case: value, cost and the assumption that decides it.

Capacity Conversion calculator

Shows how much of the time AI saves becomes money, including the 36-second checking test as a Scenario.

Pilot version · Scenario calculator

Open the calculator →

Total Cost of AI Ownership calculator

All six cost blocks over 36 months, compared with today's cost per accepted result, and the month the investment pays back.

Pilot version · Scenario calculator

Open the calculator →

Compare three offerings

Puts two to four offerings side by side in the same units, each fact with its source and the date it was checked.

Compare offerings →

Questions buyers ask

Why is there no fixed price?

Scope varies with the question, the number of options and the evidence available. You receive a written proposal after a scoping call, before any work starts.

What if the answer is no?

Then the Decision Record says so, with reasons. A clear stop is a valid result, and the fee does not change.

What should we bring to the first call?

The decision you face, the process, the business objective, an accountable owner and any volume, handling-time or cost data. Where data is missing, we plan how to measure it.

How does ETHORITY stay independent?

ETHORITY sets editorial order by stated evidence criteria and discloses any vendor relationship in the proposal.

What comes after a "test first"?

A pilot plan with success and stop criteria; the AI Trust Pilot can run it.

Can we test our numbers first?

Yes. The Capacity Conversion and Total Cost of AI Ownership calculators show which assumption moves the result; bring that to the scoping call.

ETHORITY · LONG READ

The case for an AI investment is only as strong as its weakest assumption.

Vendors show the best case and internal teams want their project to go ahead. A defensible decision compares real options on the same basis and names the number that would change it.

Most AI business cases are built to be approved. They start from a vendor demo, take the vendor's productivity figure, multiply it by headcount and stop there. What they rarely include is the cost of checking the AI's work, the cost of doing nothing differently, or the point at which the case stops paying.

The AI Opportunity Case is built the other way round. It starts with the decision a leadership team actually faces and compares three to five real options on the same basis: current performance, full costs, expected quality, review and operating effort, and accountability for exceptions. Improving the process without AI always belongs in that comparison.

The economics carry the assumptions that can break them. A Scenario from customer service shows why. On the planning assumptions, an AI reply assistant returns +€11,336 in the best case. Add 36 seconds of human checking per AI-written reply, and the same case turns to −€1,624. Nothing about the tool changed. One assumption did. The Extended package measures such assumptions on real cases before the final decision, a point the insight on why saved hours are not value develops further.

Options come from the market, not from one proposal. The Good AI Prism market study reviewed 107 customer-service offerings in depth , and those dated facts feed the long list. Each fact keeps its evidence label, so the board sees what is a vendor claim and what has been measured.

The result is a Decision Record: the recommendation, its conditions, named owners, review dates and stop criteria. Four answers are possible: start, change, test first or stop. The fee is the same for each, and it is agreed in a written proposal after scoping.

Sources and further reading

Scenario

A worked example

  1. The questionAbout €200,000 or more at stake. What would make it pay?
  2. Your numbersBuilt on your volumes, with every assumption written down.
  3. The optionsReal alternatives, including doing nothing.
  4. The recommendationStart, change, test first or stop.
  5. Your next stepA personal recommendation from Sten Franke for what to do next.
AI Opportunity Case, Sample page 3 of 3, how a finding looks (Scenario): Two options pay off in every scenario; full automation can lose €0.9m.

From the deliverable

Enterprise AI Opportunity Case

A business case on your volumes, a comparison with real alternatives and a signed decision record.

Explore the evidence and full sample pages
Scenario · example of the finished deliverableSee 3 sample pages →
Read the example as text

AI Opportunity Case, decision record (Scenario): With the assumed values, two options pay off in every case modelled; AI-assisted claims assessment would reach up to €1.9m in net value over three years. No AI: 0 – 0 €m; AI triage of incoming claims: 0.4 – 1.1 €m; AI-assisted claims assessment: 0.2 – 1.9 €m; Fully automated settlement: -0.9 – 2.4 €m. Recommendation: Test first, Test AI-assisted claims assessment for 12 weeks in the largest region; Continue if AI can pre-assess at least 45% of incoming claims; Fewer wrong decisions than in today’s manual handling; Roll out only if handling time per claim falls by at least 15%.

1 / 5 · The question

About €200,000 or more at stake. What would make it pay?

Scenario

Read exhibit data

Scenario inputs and conditional examples; not a delivered client result or released recommendation.

AI Opportunity Case · Investment question · Scenario

We plan €2m for AI in claims handling across three regions. Under which conditions does it pay?

  • Who asks: Insurer
  • Regions: Europe, North America, Asia-Pacific
  • Decision in: 6 weeks

Enterprise AI Opportunity Case

Priced after scoping