Step 1: AI Opportunity Scorecard
📊 ROI Analysis Results
Annual Labor Cost:
Estimated AI Automation Potential: %
Step 2: Ethical AI Red-Team Analysis
Step 3: 90-Day Pilot Plan
Executive Summary
Opportunity:
ROI Score: / 100
Annual Cost (Manual):
Risks Identified:
Recommendation:
📅 90-Day Timeline
Weeks 1-2: Discovery & Setup
- Stakeholder kickoff meeting (IT, Legal, End Users)
- Document current process baseline (time, cost, error rate)
- Select AI vendor/tool (compare 3 options)
- Set up sandbox environment (no production data yet)
Deliverable: Vendor selection memo, baseline metrics doc
Weeks 3-4: Build & Test (Sandbox)
- Configure AI tool with test data (10 sample tasks)
- Train 2-3 power users
- Run accuracy test: Compare AI vs. manual output
- Red-team for risks (documented above)
Deliverable: Accuracy report, risk mitigation checklist
Weeks 5-8: Pilot Launch (Small Group)
- Select 5-10 pilot users (early adopters)
- Process real tasks with 100% human review
- Weekly check-ins: What's working? What's breaking?
- Track metrics: Time savings, error rate, user satisfaction
Deliverable: Weekly pilot dashboards
Weeks 9-10: Analysis & Refinement
- Analyze pilot data: Did we hit success metrics?
- Survey pilot users: What needs improvement?
- Adjust AI config or process based on feedback
- Calculate ROI: (Time saved × labor cost) - (AI cost + setup)
Deliverable: Pilot results report
Weeks 11-12: Scale Decision & Rollout Plan
- Present results to leadership: Go/No-Go/Iterate
- If GO: Draft rollout plan for full team (Weeks 13-16)
- If NO-GO: Document lessons learned, archive pilot
- If ITERATE: Define Phase 2 improvements
Deliverable: Executive summary + recommendation
💰 Budget Breakdown
| Category | Estimated Cost | Notes |
|---|---|---|
| AI Tool (3-month subscription) | $1,500 - $3,000 | Varies by vendor |
| Setup/Configuration | $2,000 - $5,000 | Internal IT or consultant hours |
| Training | $500 - $1,000 | 2 hours per pilot user |
| Total Pilot Cost | $4,000 - $9,000 |
Expected ROI: If pilot succeeds, annual savings = (manual cost - AI annual cost)
📊 Success Metrics
Primary Metric: Reduce task processing time by 30%+
Secondary Metrics:
- Error rate < 5%
- User satisfaction score > 7/10
- ROI positive within 12 months
🚦 Go/No-Go Decision Criteria (Week 11)
✅ GO (Scale)
- Primary metric achieved
- Error rate < 5%
- User satisfaction > 7/10
- Positive 12-month ROI
⚠️ ITERATE (Phase 2)
- Partial success (15-25% improvement)
- Specific issues identified
- Users like it but need more training
❌ NO-GO (Pause)
- Primary metric not achieved
- Error rate > 10%
- User satisfaction < 5/10
- Negative ROI