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Robert Helewka 64fb83257d feat: add GenesysCX study and fix Streamlit chart key collisions

- Add 202512_GenesysCX TEI study (config, seed data, notebooks, README)
  with NPV $10.8M / ROI 266% including AI-token cost line
- Add explicit `key` parameter to all chart wrappers in app/components
  to prevent StreamlitDuplicateElementId errors when the same figure
  type renders across Summary/Benefits/Costs tabs
- Render benefits bar and cost pie charts on their respective tabs
- Add benefits_vs_costs_by_year chart wrapper

2026-06-10 14:26:49 -04:00

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Genesys CX Cloud TEI — December 2025

Source: Forrester, The Total Economic Impact™ Of CX Cloud — Cost Savings And Business Benefits Enabled By Genesys And Salesforce (commissioned by Genesys and Salesforce, December 2025). PDF in docs/.

Headline (published, 3-yr risk-adjusted PV @ 10%)

Metric	Value
Benefits PV	$14,840,638
Costs PV	$4,057,170
NPV	$10,783,468
ROI	266%
Payback	~4 months (computed; not headlined in the study)

Composite: global supply company, $2.5B revenue, 10,000 employees, 600 CX agents (400 concurrent licenses), 80,000 weekly interactions @ 12 min.

Structure

4 benefits (legacy retirement ↓5%, self-service savings ↓15%, agent efficiency ↓10%, agent-assist sales ↓5%) and 3 published costs (licenses ↑5%, implementation ↑10% — initial-only, ongoing management ↑10%), plus one Palladium addition: genesys_ai_tokens, an AI Experience token consumption line the published study omits (it models $0 AI cost while three of four benefits depend on AI). Stored exactly as Athena stores it — a single annual cost value, entered from the Genesys quote in 01_business_case.ipynb (which includes a sensitivity sweep), with quote details kept in the field notes. Seeded at $0 to reproduce the published totals.

Study quirks (documented, handled)

p.14 prints implementation initial as $1,304,600; correct figure is $1,309,000 (= 1,190,000 × 1.10) per the detail table and cash-flow analysis.
B7's printed formula cites B2 (15%) where the 12-minute interaction length is meant; the result (40 FTEs) is correct.
The initial cost is ~32% of cost PV, so Athena's discount-initial-as-Year-1 behaviour shifts ROI to ~277%. Verification matches ATHENA_EXPECTED tightly, then reconciles to PUBLISHED with this explained delta.

Notebooks

Notebook	Purpose
`00_provision.ipynb`	Create template + fields + tool in Athena (client/proposal selection), seed, calculate, verify
`01_business_case.ipynb`	Working business case + Genesys AI token quantity × price sensitivity

Env keys are study-scoped: PALLADIUM_GENESYSCX_REPORT_PUBLIC_ID, PALLADIUM_GENESYSCX_TOOL_PUBLIC_ID, PALLADIUM_GENESYSCX_PROPOSAL_ID / PALLADIUM_GENESYSCX_ENGAGEMENT_ID.

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