palladium/studies/202512_GenesysCX/ctm-token-calculator

CTM Token Calculator

Genesys AI Token Cost & Business Case Calculator — interactive, defensible modeling of Genesys Cloud CX 3 platform + AI feature costs against realistic benefit scenarios, replacing single-point vendor ROI outputs with sensitivity-aware Floor / Realistic / Stretch analysis.

⚠️ Planning tool. Uses published Genesys list rates unless overridden — explicitly not a replacement for contractual pricing. No Genesys API integration; this is a forward-looking model, not a production-consumption dashboard.

CTM context

• 9 sites (NAM, EMEA, AUZ, 6× APAC), 2,088 contracted named users
• NAM volumes from CTM discovery; all other site data is estimated — confirm with CTM (flagged throughout the UI)
• Cost takeouts include the NICE IEX (NAM) retirement placeholder ($1.3M/yr, estimated)
• Every meter carries a confidence flag: 🟢 confirmed (published rate) · 🟡 estimated · 🔴 unknown (working default, rate not yet sourced)

Install & run

cd ctm-token-calculator
python -m venv .venv && source .venv/bin/activate
pip install -e ".[app,notebook,dev]"

# Serve the notebooks as interactive web apps (Mercury)
mercury --working-dir notebooks/

# Or work on them directly in JupyterLab
jupyter lab notebooks/

# Export the corrected business case as LLM-readable report sources
# (exports/*.html for review, exports/*.md for feeding an LLM)
python scripts/export_report.py

# Tests
pytest

Architecture

The notebooks are the deliverables. All math lives in the pure-Python tokencalc/ library; the notebooks are thin presentation layers over it. Mercury serves them as interactive web apps — the mercury input widgets in ctm_business_case_corrected.ipynb let you tune contract values, termination dates, token assumptions, and implementation pricing live for a client, and headless runs (nbconvert, the section-10 regression gate) simply use the widget defaults. scripts/export_report.py executes the notebook and writes HTML + markdown to exports/; the notebook's section-12 machine-readable appendix carries every number behind the figures so an LLM can draft the client report from the export.

Notebook	Purpose
notebooks/ctm_business_case_corrected.ipynb	Client-facing corrected business case (Mercury-interactive)
notebooks/ctm_token_calculator.ipynb	Full token-cost / scenario workbench

Module	Purpose
meters.py	Token meter + pricing dataclasses, confidence enum
defaults.py	Genesys meter catalogue, CTM sites/takeouts/phasing, CX 3 rate ($111.28/user/mo)
inputs.py	Validated input dataclasses (sites, feature scopes, takeouts)
scenarios.py	Floor/Realistic/Stretch + benefit params (Genesys claim vs pressure-tested)
cost_model.py	Platform, per-user AI, consumption AI cost engines
benefit_model.py	AHT/ACW/email/deflection/STA benefit engines
business_case.py	3-year P&L, NPV @ 8%, payback, ROI
exports.py	Multi-sheet Excel, CSV, JSON scenario save/load

Correctness rules encoded in the model

1. Agent Copilot covers Supervisor AI Summary — AI Summary & Insights is never billed at sites where Copilot is enabled (Copilot's 40 tokens/user/mo includes summarization). Implemented and tested.
2. Billing-style rounding — monthly consumption token totals are rounded up (ceil) per site before pricing; per-user totals are exact.
3. Regional pricing — every site resolves its token rate through its pricing region (US/EU/AU/APAC); nothing is hardcoded to US.
4. Adoption ramp — consumption features ramp (default Y1 = 70%); per-user licences are paid in full from their phase year. Phasing is per-site, per-feature, per-phase (1/2/3/off).

Verified reference numbers

• STA: 2,088 users × 30 tokens × 12 × $1 = $751,680 ✓ (test)
• Agent Copilot: 2,088 × 40 × 12 × $1 = $1,002,240 ✓ (test)
• NPV hand-check: 100/yr × 3 @ 8% = 257.710 ✓ (test)

Auditability

Every number traces to an input and a meter: cost rows carry the feature, scope (sites), and confidence; benefit rows carry the driver line and scope; the Excel export includes input, meter, cost-detail, benefit-detail, business case, and three-scenario comparison sheets.