Realised-benefit statement
- Benefits reported as realised: those with accepted evidence (0 flagged items accepted).
- Held as unverified: 0 items, GBP 0.
Financial Intelligence · Expanded Financial Intelligence
Keep potential savings, approved plans, realised benefits, avoided costs and independently substantiated outcomes apart, prevent double counting, and refuse unsupported…
Demonstration: Wexcombe Insurance Services (fictional) · Insurance. Fictional data and a scripted answer.
Of the savings the programme reports, how much can be shown in the accounts?
Review each flagged record: confirm it or dismiss it. The totals and the answer below follow your decisions.
| Initiative | Owner | Ledger evidence | Claimed saving (GBP) | Finding | Decision |
|---|---|---|---|---|---|
| Office consolidation | Facilities | Rent line down 214,000 | 214,000 | Matched | None needed |
| Supplier renegotiation | Procurement | Unit prices lower; invoices show it | 96,000 | Matched | None needed |
| Process automation, claims | Operations | Overtime line not lower | 180,000 | Claimed, but the ledger line has not moved | |
| Contractor reduction | IT | Contractor line down; permanent hires up | 150,000 | Cost moved from contractors to employees; net saving unproven | |
| Travel policy | Finance | Travel line down 41,000 | 41,000 | Matched | None needed |
| Printing reduction | Facilities | No ledger line identified | 18,000 | No ledger line to verify it against | |
| Licence rationalisation | IT | Software line down 60,000 | 60,000 | Matched | None needed |
Simulated answer. Written for this fictional case, not produced by a live model. Only the figures in it are computed, from what you decided above.
Four benefits show up in the cost lines they should reduce [S2]. Three do not: one has no line moving at all, one has moved cost from contractors to staff rather than removing it, and one has no ledger line to check [S1][S2].
You have recorded 0 as not verified (GBP 0) and accepted the evidence for 0 (GBP 0). 3 are undecided. Only benefits you accept would be reported as realised.
Relies on: S1 · Programme benefits registerS2 · Ledger cost lines, year to date
The CFO decides. Approving the verification record sets which benefits may be reported to the board as realised. It does not change the ledger or the programme plan.
Not ready to approve. 3 flagged benefits are still undecided. Confirm or dismiss each one first.
In the product this is a different person with the right permission. Here you play that role to see the rule.
The Financial Intelligence story · This capability in the full register