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Build · Consulting

Build an automation ROI case

Thirty minutes turning a hunch into a number somebody can argue with.

30 min

You walk away with

A one-page case with the biggest assumption named.

Take a manual process you believe should be automated and build the case.

The brief

  • Run it through the automation ROI calculator with real numbers
  • Write the one-page case: what it costs today, what the build costs, payback in months
  • Name the single assumption that most changes the answer

The rule

State the payback period even when it is bad. A case that says “eighteen months, so not yet” is more useful than one that does not say. It also makes you credible the next time.

How to tell it worked

Someone with budget authority disagrees with your assumption rather than your conclusion. That is a productive argument; the other kind is not.

This assumes

Done it?

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