Proactive Logic Consulting · working tool

AI benefit worksheet

Test one workflow before putting an AI benefit into the deal model. Keep time saved, usable capacity and the financial decision separate. Unknown inputs belong in the test plan, not in the savings total.

No submission or account is required. This worksheet does not send or save your answers; refreshing or leaving the page can lose them. Use general descriptions, not confidential deal information or personal data. Print or save your own PDF to keep a copy.

Blank worksheet. No monetary benefit has been established.

1. Workflow and business owner

Name the unit of completed work and the person accountable for the result.

2. Measured baseline

Record volume, end-to-end time, quality and measurement period. Label estimates.

3. Eligible work

Which cases can use the tool? Explain exclusions and the eligible share.

4. Adoption and task improvement

Keep adoption separate from eligibility. Measure time through completion.

5. Review and rework

Estimate additional checking, correction and escalation. Define unacceptable errors.

6. Usable capacity

Subtract overhead. Check whether released time is usable across shifts and demand peaks.

7. Management decision

What action turns capacity into benefit? Name the decision owner and timing.

8. Implementation and running cost

Include integration, usage, maintenance, supervision and training. Separate one-time and recurring costs.

9. Financial bridge and downside

Show cost avoided in the relevant period, costs incurred and downside. Finance validates treatment.

10. Data and operating dependencies

Confirm permitted access, integration behavior, operating owner and recovery. Mark unknowns.

11. Evidence needed and next test

Name a representative test, owner, acceptance criteria and evidence location. Do not paste confidential records.

12. Decision on the assumption

Include, carry a sensitivity range, or exclude for now? Who decides? What evidence changes the conclusion?

This is a planning aid, not a valuation, accounting opinion or recommendation to change staffing. Validate the operating evidence and have finance determine the financial treatment.

Work through the assumption with the management team

Start with the unsupported input that matters most to the result. The worked article explains the capacity calculation and conditional cost bridge.

Discuss an AI benefit assumption

Keep confidential deal information out of the initial request.