Initial commit: Converge portfolio rationalization app
Next.js app for mapping a customer's competitive tool landscape onto our portfolio and building the consolidation business case: assessment workbench, customer report and Word export, product catalog, competitive knowledge base, dossier import, shareable landscape questionnaires with a review inbox, tool-footprint and business-unit value analysis, and an implementation timeline. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
This commit is contained in:
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src/lib/scoring.ts
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196
src/lib/scoring.ts
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import type { Assessment, Candidate, Catalog, Weights } from "./types";
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export const DEFAULT_WEIGHTS: Weights = {
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capability: 35,
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switchEase: 25,
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timeToRoi: 25,
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spend: 15,
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};
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const clamp01 = (n: number) => Math.min(1, Math.max(0, n));
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/** ROI speed as a 0–1 score: <=6 months is ideal, >=36 months scores zero. */
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export function roiNorm(months: number) {
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return clamp01(1 - (months - 6) / 30);
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}
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export type CandidateMetrics = {
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annualSavings: number;
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horizonGross: number;
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horizonNet: number;
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paybackMonths: number | null;
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roiPct: number | null;
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score: number;
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wave: 1 | 2 | 3;
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};
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export type Rollup = {
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metrics: Map<string, CandidateMetrics>;
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included: Candidate[];
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totalAnnualSpend: number;
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addressableSpend: number;
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totalAnnualSavings: number;
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totalMigrationCost: number;
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horizonGross: number;
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horizonNet: number;
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blendedPaybackMonths: number | null;
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savingsPct: number;
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avgScore: number;
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toolsRetired: number;
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vendorsRetired: number;
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/** Tools the customer runs after consolidation: our distinct products plus anything left unmapped. */
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toolsAfter: number;
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/** Vendors after consolidation: us (if anything is mapped) plus the vendors of unmapped tools. */
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vendorsAfter: number;
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unmappedCount: number;
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byWave: Record<1 | 2 | 3, Candidate[]>;
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byBu: BuValue[];
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byDomain: { domainId: string; name: string; savings: number; spend: number; count: number }[];
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};
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export type BuValue = {
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buId: string; name: string; short: string; color: string;
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savings: number; spend: number; migrationCost: number; horizonNet: number;
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/** Incumbent lines this BU absorbs (a line mapped to two BUs counts for both). */
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count: number;
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productIds: string[];
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};
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export function scoreCandidate(
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c: Candidate,
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weights: Weights,
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maxSpend: number,
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horizonYears: number,
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): CandidateMetrics {
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const cap = clamp01((c.capability - 1) / 4);
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const ease = clamp01((c.switchEase - 1) / 4);
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const roi = roiNorm(c.timeToRoiMonths);
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// Square-root scaling so a single very large line item does not swamp the rest.
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const spendN = maxSpend > 0 ? clamp01(Math.sqrt(Math.max(0, c.annualSpend)) / Math.sqrt(maxSpend)) : 0;
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const w = weights;
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const wSum = w.capability + w.switchEase + w.timeToRoi + w.spend || 1;
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const score =
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(100 * (w.capability * cap + w.switchEase * ease + w.timeToRoi * roi + w.spend * spendN)) / wSum;
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const annualSavings = (c.annualSpend * c.savingsPct) / 100;
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const horizonGross = annualSavings * horizonYears;
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const horizonNet = horizonGross - c.migrationCost;
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const paybackMonths =
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annualSavings > 0 ? (c.migrationCost / annualSavings) * 12 : c.migrationCost > 0 ? null : 0;
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const roiPct = c.migrationCost > 0 ? (horizonNet / c.migrationCost) * 100 : null;
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const wave: 1 | 2 | 3 = score >= 65 ? 1 : score >= 45 ? 2 : 3;
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return { annualSavings, horizonGross, horizonNet, paybackMonths, roiPct, score, wave };
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}
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export function rollup(a: Assessment, catalog: Catalog): Rollup {
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const included = a.candidates.filter((c) => c.included);
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const maxSpend = Math.max(0, ...included.map((c) => c.annualSpend));
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const metrics = new Map<string, CandidateMetrics>();
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for (const c of a.candidates) {
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metrics.set(c.id, scoreCandidate(c, a.weights, maxSpend, a.horizonYears));
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}
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const totalAnnualSpend = a.candidates.reduce((s, c) => s + c.annualSpend, 0);
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const addressableSpend = included.reduce((s, c) => s + c.annualSpend, 0);
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const totalAnnualSavings = included.reduce((s, c) => s + metrics.get(c.id)!.annualSavings, 0);
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const totalMigrationCost = included.reduce((s, c) => s + c.migrationCost, 0);
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const horizonGross = totalAnnualSavings * a.horizonYears;
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const horizonNet = horizonGross - totalMigrationCost;
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const blendedPaybackMonths =
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totalAnnualSavings > 0 ? (totalMigrationCost / totalAnnualSavings) * 12 : null;
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const avgScore = included.length
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? included.reduce((s, c) => s + metrics.get(c.id)!.score, 0) / included.length
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: 0;
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const byWave: Record<1 | 2 | 3, Candidate[]> = { 1: [], 2: [], 3: [] };
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for (const c of included) byWave[metrics.get(c.id)!.wave].push(c);
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const prodById = new Map(catalog.products.map((p) => [p.id, p]));
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// Savings are split evenly across the mapped products so BU credit sums to the total.
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const buAgg = new Map<string, { savings: number; spend: number; migrationCost: number; count: number; products: Set<string> }>();
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for (const c of included) {
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const m = metrics.get(c.id)!;
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const bus = [...new Set(c.productIds.map((id) => prodById.get(id)?.bu).filter(Boolean))] as string[];
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if (!bus.length) continue;
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for (const bu of bus) {
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const e = buAgg.get(bu) ?? { savings: 0, spend: 0, migrationCost: 0, count: 0, products: new Set<string>() };
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e.savings += m.annualSavings / bus.length;
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e.spend += c.annualSpend / bus.length;
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e.migrationCost += c.migrationCost / bus.length;
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e.count += 1;
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for (const id of c.productIds) if (prodById.get(id)?.bu === bu) e.products.add(id);
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buAgg.set(bu, e);
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}
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}
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const byBu: BuValue[] = catalog.businessUnits
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.filter((b) => buAgg.has(b.id))
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.map((b) => {
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const e = buAgg.get(b.id)!;
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return {
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buId: b.id, name: b.name, short: b.short, color: b.color,
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savings: e.savings, spend: e.spend, migrationCost: e.migrationCost,
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horizonNet: e.savings * a.horizonYears - e.migrationCost,
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count: e.count, productIds: [...e.products],
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};
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})
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.sort((x, y) => y.savings - x.savings);
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const mapped = included.filter((c) => c.productIds.length);
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const unmapped = included.filter((c) => !c.productIds.length);
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const vendorKey = (c: Candidate) => c.incumbentVendor.trim().toLowerCase();
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const toolsAfter = new Set(mapped.flatMap((c) => c.productIds)).size + unmapped.length;
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const vendorsAfter = (mapped.length ? 1 : 0) + new Set(unmapped.map(vendorKey).filter(Boolean)).size;
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const domAgg = new Map<string, { savings: number; spend: number; count: number }>();
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for (const c of included) {
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const m = metrics.get(c.id)!;
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const e = domAgg.get(c.domain) ?? { savings: 0, spend: 0, count: 0 };
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e.savings += m.annualSavings;
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e.spend += c.annualSpend;
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e.count += 1;
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domAgg.set(c.domain, e);
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}
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const byDomain = catalog.domains
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.filter((d) => domAgg.has(d.id))
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.map((d) => ({ domainId: d.id, name: d.name, ...domAgg.get(d.id)! }))
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.sort((x, y) => y.savings - x.savings);
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return {
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metrics,
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included,
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totalAnnualSpend,
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addressableSpend,
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totalAnnualSavings,
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totalMigrationCost,
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horizonGross,
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horizonNet,
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blendedPaybackMonths,
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savingsPct: addressableSpend > 0 ? (totalAnnualSavings / addressableSpend) * 100 : 0,
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avgScore,
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toolsRetired: included.length,
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vendorsRetired: new Set(included.map((c) => c.incumbentVendor.trim().toLowerCase()).filter(Boolean)).size,
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toolsAfter,
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vendorsAfter,
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unmappedCount: unmapped.length,
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byWave,
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byDomain,
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byBu,
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};
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}
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export const WAVE_LABEL: Record<1 | 2 | 3, string> = {
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1: "Wave 1 — Quick wins",
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2: "Wave 2 — Planned consolidation",
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3: "Wave 3 — Strategic / longer horizon",
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};
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export const WAVE_BLURB: Record<1 | 2 | 3, string> = {
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1: "Strong functional parity, low switching friction and fast payback. Start here.",
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2: "Clear consolidation value with a manageable migration. Schedule against contract renewals.",
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3: "Material savings but higher effort, lower parity or a longer payback. Sequence last or revisit scope.",
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};
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