Scope & Finance

Horizon (months)

Discount rate (% annual)

Adoption ramp (months to full)

Baseline (per month)

Volume (units)

Avg handle time (min/unit)

Fully loaded labor cost ($/hour)

Error rate (% of units)

Cost per defect ($)

Rework time per defect (min)

SLA penalties ($/month)

Intervention

Automation share (% volume)

AHT cut on non‑auto (%)

Oversight on auto (min/unit)

Error rate after (%)

Defect cost after ($)

SLA penalties avoided (%)

Revenue lift ($/unit)

Lifted share (% volume)

Costs

One‑time: software & setup ($)

One‑time: change & training ($)

Rollout backfill (hours)

Recurring: software ($/mo)

Recurring: infra ($/mo)

Recurring: support ($/mo)

KPIs

NPV

$0

IRR

0%

Payback

—

Year‑1 Net Benefit

$0

Monthly Net at Steady State

$0

NPV uses the discount rate. IRR solves on monthly cash flows. Payback shows the month when cumulative net turns positive.

Sensitivity (±10%)

Volume

Δ 0%

AHT

Δ 0%

Automation share

Δ 0%

Cash Flow (monthly)

Month 0 includes one‑time costs and backfill cost (hours × wage).

Process Improvement ROI Calculator

Scope & Finance

Baseline (per month)

Intervention

Costs

KPIs

NPV

IRR

Payback

Year‑1 Net Benefit

Monthly Net at Steady State

Sensitivity (±10%)

Cash Flow (monthly)