Module 7 • 22 min
ROI and Business Case Readiness
Confirm that the organization can define value, cost, and measurement before implementation begins.A Business Case Starts with a Baseline
ROI cannot be established after launch if no one measured the current cost, delay, error rate, volume, or service level. Establish a baseline that the team agrees is credible before estimating value.
A useful business case also includes the work required to prepare data, processes, integrations, and governance, not only software costs.
How to Apply This in Your Organization
Use roi and business case readiness to make one real implementation decision, not as a theoretical scorecard. Bring together the business owner, the people who perform the work, and the technical or data owners who understand the current constraints.
Start with the next candidate workflow, document the evidence available today, and name the missing condition that must be resolved before the organization commits to a pilot or implementation.
Measurement Essentials
- The target outcome is specific and owned.
- A current baseline exists.
- Value assumptions are documented.
- Implementation, operating, and change costs are visible.
- Post-launch KPIs and review cadence are defined.
Worked Decision Scenario
A finance leader expects an automation to reduce reconciliation time, but the team has never measured the current weekly effort or the cost of delayed close activities. A headline savings estimate would not be credible.
The team collects a baseline, documents the implementation and support costs, and agrees on the post-launch metric. Leadership can then evaluate a real value case instead of a speculative claim.
Apply it
Baseline and Value Statement
Write the outcome your automation should improve, the baseline you can measure today, and the evidence you still need.
Saved locally for this review prototype. Your response will become private account data when the approved course backend is connected.