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ROI tools

Business value assessment

Get help assessing your employee benefits programs and determining cost-effective solutions that add value with Forma's business value assessment.

 Min Read 
• 
3/16/23

Business value assessment: Optimize spend and demonstrate ROI

Forma’s team of benefits experts will provide complimentary consultation services to help you refine your program and stretch your budget further. Ultimately, the Business Value Assessment (BVA) will give you a custom blueprint for improving the value of your benefits program and helping you do more with less.

BVA is a three-step process:

  1. Data collection
    You'll start by sharing information about your current benefits program with us.
  2. Program analysis
    Our benefits experts will examine the information you provided about your current benefits program
  3. Workshop (15 minute)
    We’ll meet to review the analysis, validate assumptions, and refine the plan. Together, we’ll build alignment and create a roadmap for an enhanced future state of your benefits program.

You'll receive a personalized toolkit after the workshop, including:

  1. A benchmark report with insights into the industry
  2. Competitive analysis of current programs with recommended improvements
  3. A data informed strategy for building a cost-effective, flexible benefits program that demonstrates ROI.

Sign up today. We will reach out shortly to schedule 15 minute workshop to get started.

More details can be found here for an overview of the business value assessment.

Check out these additional resources below to learn more about Lifestyle Spending Accounts.

2022 Lifestyle Spending Accounts (LSA) benchmark report

ROI of flexible benefits white paper

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