Submit Automation Opportunity
Log a workflow pain point — AI will help you size and prioritize it for discovery
Workflow Pain Point
Business Unit required
Workflow Name requiredA short descriptive name for the process. Use the format: [Object] + [Action], e.g. 'Purchase Order Exception Handling' or 'Dealer Order Status Inquiry'.
Current Process DescriptionDescribe what the workflow looks like today — what's manual, repetitive, or error-prone? What systems are involved? How many steps does it take? Be specific: the more detail here, the better the AI-generated business case.
Volume & Effort
Hours per week requiredTotal hours per week spent on this workflow across the entire team. If 3 people each spend 2 hours, enter 6.
hrs
Team size involved
ppl
Avg loaded hourly rateLoaded rate = salary + benefits + overhead. A common default for knowledge workers is $65–85/hr. Finance/legal roles are typically higher ($90–120/hr). Use your organization's standard if known.
$/hr
Error / rework rateEstimated % of cases that require correction or rework after initial processing. Even a 10% error rate significantly compounds annual costs. Enter 0 if errors are rare or unknown.
%
Preliminary ROI Sizing
AI · Value Sizing
Log an opportunity to get started
Fill in the workflow details on the left and click Add to Backlog. Your opportunity lands in the Pipeline with estimated ROI sizing — complete a PM assessment there to refine the numbers and generate a business case.
How is this calculated?
Annual Savings
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labor + error reduction
Hours Freed / Year
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FTE equivalent
Payback Period
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months to breakeven
Implementation Risk
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Savings Breakdown
Labor savings (time freed × rate)
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Error / rework cost reduction
—
Estimated implementation cost
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Net Year-1 Value
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Preliminary Business Case
PRE-DISCOVERY · ESTIMATES ONLY
Based on estimates — validate with discovery before presenting to leadership
Preliminary — based on intake estimates only. Numbers will be refined after discovery sprint.
Executive Summary
Problem Statement
Scope & Objectives
Alternatives
Financial
Risks
Implementation
Stakeholders
PM Recommendation
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