01
Start with the current work
Before calculating the return on an automation, describe the task it would replace: frequency, time actually spent, exceptions and errors to correct. Without a measured baseline, any claimed saving remains an assumption.
Also specify what must remain in human hands, particularly decisions, checks and responses to unusual situations.
02
Cost the setup
Count workflow scoping, data preparation, configuration, testing and training. Include the time spent by internal staff approving rules or cleaning information, even if that time does not appear on an invoice.
An initial solution can be smaller than full automation. It lets you verify actual volumes and exceptions before expanding the scope.
03
Add recurring costs
List licences, execution volumes, storage and other services used. Check how pricing changes if the number of cases grows. Add monitoring time, connection updates and documentation.
Someone must know how to check that the workflow runs and take over when it stops. Training and knowledge transfer are part of the operating cost.
04
Plan for incidents
Missing data, a service limit or an interface change can interrupt the workflow. Define alerts, checks and a manual fallback. Estimate the time needed to diagnose and correct these incidents.
Do not turn a hypothetical risk into a certain loss. Present a cautious scenario and state the assumptions clearly.
05
Compare the options
Over the same period, compare the current process, an improvement without automation and the proposed solution. For each, distinguish spending, staff time and service quality. Do not credit automation with all theoretically “saved” time if the team must still check the results.
The right choice may be to simplify the business rule first, then automate only the stable part.
06
Decide with uncertainty in mind
Set an initial budget and an operating allowance, then record the unknowns: future volume, maintenance and adoption. Revisit the calculation after a real pilot instead of presenting a guaranteed ROI.
- Measure the cost of the current process.
- Include setup, operation and maintenance.
- Plan for failures and a manual fallback.
- Revisit assumptions after a pilot.