AI ROI Assessment

Find the workflows where AI time savings matter.

The entry assessment maps current work, scores measurement gaps, and identifies the first workflows worth testing.

Baseline

Measure how work moves today.

Rank

Compare value by role, audience, and output.

Control

Define what AI can read, write, and cite.

Discovery questionnaire

Question 1

How much work goes into the recurring report or packet before anyone can review it?

Manual cycle work

Question 2

When a source changes, how much rework does the team expect?

Manual rework

Question 3

How often does a decision wait for one person to assemble context?

Decision wait

Question 4

How clear is the handoff from analysis to approval?

Approval path

Question 5

How often do field names, org changes, or source updates break reporting?

Report breaks

Question 6

How often do two teams show different numbers for the same metric?

Metric conflict

Question 7

Can leadership name what AI returned last quarter?

AI scoreboard

Question 8

At renewal time, what evidence supports the AI budget?

AI renewal evidence

Question 9

Are the boundaries clear for what AI may read, write, and cite?

Data boundary

Question 10

Can the team see what an AI-assisted workflow used and produced?

Audit trail
Data inSourcesBoundaryAccess rulesAuditEvidenceFail closedNull reasonResult outReviewed