201 lines
4.3 KiB
Markdown
201 lines
4.3 KiB
Markdown
---
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description: Calculate automation ROI
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---
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# ROI Calculator
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Calculate and present compelling ROI for AI automation projects.
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## ROI Calculation Framework
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### Current State Costs (Annual)
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```
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Labor Costs:
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- Hours per week: [X]
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- Hourly rate: $[X]
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- Annual cost: Hours × Rate × 52 = $[X]
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Error Costs:
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- Error rate: [X]%
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- Cost per error: $[X]
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- Annual error cost: $[X]
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Opportunity Costs:
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- Lost revenue due to delays: $[X]
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- Missed opportunities: $[X]
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Total Annual Cost: $[X]
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```
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### Automation Solution
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```
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Implementation Costs:
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- Agency fees: $[X]
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- Software licenses: $[X]/year
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- Training: $[X]
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- Total implementation: $[X]
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Annual Operating Costs:
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- Software licenses: $[X]
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- API costs: $[X]
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- Maintenance: $[X]
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- Total annual operating: $[X]
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```
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### ROI Calculation
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```
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Time Savings:
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- Current time: [X] hours/week
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- After automation: [X] hours/week
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- Time saved: [X] hours/week
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- Annual hours saved: [X] × 52 = [X]
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- Value of time saved: [X] × $[rate] = $[X]
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Quality Improvements:
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- Error reduction: [X]%
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- Annual error savings: $[X]
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Speed Improvements:
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- Faster processing: [X]%
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- Additional capacity: $[X]
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Total Annual Benefit: $[X]
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Net Annual Benefit: $[X] - $[X] operating = $[X]
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ROI: (Net Benefit / Implementation Cost) × 100 = [X]%
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Payback Period: Implementation Cost / Net Annual Benefit = [X] months
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```
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## ROI Presentation Template
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```markdown
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# ROI Analysis: [Project Name]
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## Executive Summary
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By implementing [solution], [Company] will save **$X per year** with an ROI of **X%** and payback period of **X months**.
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## Current State Analysis
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### Time Investment
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Currently, your team spends:
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- **X hours per week** on [process]
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- **X hours per year** total
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- **$X per year** in labor costs (at $X/hour)
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### Quality Issues
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- **X% error rate** costing approximately **$X per error**
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- **$X per year** in rework and corrections
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### Opportunity Cost
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- **X hours per week** that could be spent on higher-value work
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- Estimated **$X in missed revenue** due to capacity constraints
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**Total Current Annual Cost: $X**
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## Proposed Solution
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### Implementation
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- Development: $X
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- Integration: $X
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- Training: $X
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**Total Implementation: $X**
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### Annual Operating Costs
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- Software licenses: $X/year
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- API usage: $X/year
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- Maintenance: $X/year
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**Total Annual Operating: $X/year**
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## Expected Benefits
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### Time Savings
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- **Reduce process time by X%**
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- **Save X hours per week**
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- **$X value of time savings per year**
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### Quality Improvements
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- **Reduce errors by X%**
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- **Save $X per year in error costs**
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### Capacity Gains
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- **Free up X% of team capacity**
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- **Enable $X in additional revenue**
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**Total Annual Benefit: $X**
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## ROI Summary
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| Metric | Value |
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|--------|-------|
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| Implementation Cost | $X |
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| Annual Operating Cost | $X |
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| Annual Benefit | $X |
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| Net Annual Benefit | $X |
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| **ROI** | **X%** |
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| **Payback Period** | **X months** |
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| **3-Year Value** | **$X** |
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## Comparison: Do Nothing vs Automate
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### Year 1
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- Do Nothing: Lose $X in inefficiency
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- Automate: Invest $X, gain $X → Net $X
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### Year 2
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- Do Nothing: Lose $X (cumulative $X)
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- Automate: Gain $X (cumulative $X)
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### Year 3
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- Do Nothing: Lose $X (cumulative $X)
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- Automate: Gain $X (cumulative $X)
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**3-Year Difference: $X**
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## Risk Mitigation
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- Phased implementation reduces risk
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- 30-day warranty included
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- Ongoing support available
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- Proven technology stack
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## Next Steps
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1. Approve project scope
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2. Begin implementation (Week 1)
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3. See first results (Week 8)
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4. Full ROI realized (Month X)
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```
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## Industry-Specific ROI Examples
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### Customer Support Automation
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```
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Before: 1000 tickets/month, 15 min average = 250 hours
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After: 60% automated, 100 hours saved
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Savings: 150 hours × $35/hour = $5,250/month
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Annual: $63,000
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Implementation: $25,000
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ROI: 252% (4-month payback)
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```
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### Content Generation
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```
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Before: 10 posts/week, 2 hours each = 20 hours/week
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After: AI generates drafts, 30 min review = 5 hours/week
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Savings: 15 hours × $75/hour = $1,125/week
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Annual: $58,500
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Implementation: $15,000
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ROI: 390% (3-month payback)
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```
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### Lead Qualification
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```
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Before: 500 leads/month, 10 min each = 83 hours
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After: AI scores leads, review top 20% = 17 hours
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Savings: 66 hours × $50/hour = $3,300/month
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Plus: 25% increase in qualified leads = $10,000/month
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Annual: $159,600
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Implementation: $20,000
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ROI: 798% (1.5-month payback)
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```
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Use this calculator to build compelling business cases for AI automation projects.
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