1. Enter the monthly workload
Use only the hours tied to tasks the automation can actually influence.
2. Set the loaded labor cost
Include wages and employer costs when appropriate.
3. Add AI and setup costs
Enter recurring platform costs separately from one-time implementation spending.
4. Choose the evaluation period
A longer period captures more recurring savings but should still match your planning horizon.
5. Apply a realized automation rate
Reduce theoretical savings for review time, exceptions, and adoption gaps.
6. Review ROI and payback
Compare net benefit, ROI, and estimated setup-cost recovery time.