Formalus Value Architecture · Phase 5

Know, every month, whether the investment is paying back.

Phase 5 Value Ledger — Value Realisation & Optimisation

From £5,000 a month · from go-live; minimum six months, twelve recommended · prices exclude VAT

An independent, monthly account of whether the approved value is appearing, measured against a baseline locked before anything changed, and reporting only the benefit the evidence can attribute. Vendors report usage. Value Ledger reports contribution.

Get Your Free AssessmentSee the Formalus Value Architecture
How it works

A monthly ledger, a control check and one improvement.

Fees start only after go-live, once Phase 4 Value Assurance has ended. The two are never charged together.

  1. Baseline confirmationAt go-liveThe baseline locked at board approval confirmed with finance: measures, definitions, data sources, control groups and attribution rules.
  2. Adoption reinforcementFirst 90 daysThe champions and team leaders from Value Assurance keep the new decision rules in use after go-live; usage, rule adherence and override rate are reported beside the value lines.
  3. Monthly ledgerMonthlyModelled against measured value for each benefit line, every figure labelled, with variances explained.
  4. Control health checkMonthlyWhether the agreed decision rules, permissions and AI oversight points are working as designed.
  5. Optimisation cycleMonthlyOne prioritised change a month, tested against a control and adopted or dropped on the evidence.
  6. Quarterly value reviewQuarterlyBoard-level: value realised to date, and decisions to scale, fix or stop.
  7. Next opportunityQuarterlyThe next item from the Value Map heatmap scoped as a new Value Map, reusing the journey map, baseline and governance already in place.
  8. HandoverWhen stableThe ledger, dashboards and optimisation routine pass to your team. The aim is no ongoing dependency.
By sector

The headline measure first, every month.

Mobile operators

Incremental retention contribution per £1 of retention spend, against holdouts; plus retention cost per saved customer, economically avoidable churn, early-life churn and spinner rate.

Control check: are suppression rules and offer ceilings being followed?

Multi-site retailers

Incremental contribution per promotion; plus discount leakage, cannibalisation and contribution by store, channel and category.

Control check: are approval and stacking rules being followed?

Membership organisations

Membership income retained at first renewal; plus first-year and overall retention, health-score accuracy and intervention cost.

Control check: are alerts actioned within the agreed time?

What you receive

Contribution your CFO can trust.

Every figure is labelled modelled or measured, and a benefit is credited to the change only where the evidence supports it.

  • Monthly Value Ledger
  • Adoption measures, first quarter
  • Variance explanation
  • Control review
  • Optimisation decisions
  • Quarterly value review
  • Next-cycle recommendation
  • Handover pack
Before

A business case that remains a forecast, and a new platform judged by whether it went live.

After

Measured, attributed contribution the CFO trusts, controls known to work, a team that can keep optimising, and evidence for the next investment.

Decision gate. Value is evidenced, optimised and handed over, or the next opportunity enters a new Value Map.

Value Ledger is disciplined, evidence-based value accounting. It is not a statutory audit, an external financial certification or a guarantee of results.

Where it sits

One step in the Formalus Value Architecture.

You commit to one step at a time, never to the whole path. Each step ends with a decision your leadership owns.

  1. Free Value Signal Free AI Opportunity Assessment Is there enough commercial value to investigate? Free Get Your Free Assessment Sponsor agrees a Value Focus day
  2. Phase 1 Value Focus Executive Sizing Day How much is at stake, and is a Value Map worth it? £2,500 · one day, credited See Value Focus Sponsor signs the Value Map charter
  3. Phase 2 Value Map Discovery & Audit Where is value being won and lost? From £15,000 See Value Map Leadership prioritises the workstreams
  4. Phase 3 Value Blueprint Requirements, Specification & Redesign What must change, and is the investment justified? From £25,000 See Value Blueprint Board approval; baseline locked
  5. Phase 4 Value Assurance Support through the build Is the build preserving the value case, and are people working the new way? From £5,000 a month See Value Assurance Alongside: your technology partner builds Go-live; assurance complete
  6. Phase 5 Value Ledger Value Realisation & Optimisation Is the investment delivering attributable value? From £5,000 a month See Value Ledger The next justified Value Map
The Formalus Value Architecture. You commit to one step at a time. The Value Focus fee is credited in full against a Value Map commissioned within 60 days. Value Assurance runs during the build; Value Ledger starts only after go-live, so the two are never charged together. Prices exclude VAT; every engagement is scoped and agreed with you.

Is your AI investment delivering what the board approved?

Start with a Free AI Opportunity Assessment, or ask how a Value Ledger would apply to a change that has already gone live.

A free 60-minute executive discussion, followed by a concise written assessment.

Get Your Free Assessment
Get Your Free Assessment