# AI Automation ROI: Measure Capacity, Quality, and Cost: worksheet

Prepared September 14, 2026. Adapt to your own process. Do not include secrets or private customer records.

## Working record

Complete the baseline with observed work wherever possible and label estimates explicitly. Keep released capacity, realized cash savings, and service improvements in separate columns. Use the same process boundary before and after implementation. Ask the operating owner how any released time will actually be used; without that decision, capacity value remains an assumption rather than a realized financial result.

| Field | Your working note |
|---|---|
| Eligible monthly volume | Fill in for your business |
| Baseline active minutes | Fill in for your business |
| New routine review minutes | Fill in for your business |
| Exception rate | Fill in for your business |
| Extra minutes per exception | Fill in for your business |
| One-time implementation cost | Fill in for your business |
| Recurring provider and support cost | Fill in for your business |
| Released capacity hours | Fill in for your business |
| Realized spending change | Fill in for your business |
| Quality and service outcome | Fill in for your business |

Use the notes to identify the next decision, not to create an appearance of completeness. Mark unknowns openly, assign an owner, and attach a safe evidence reference where appropriate. Do not put passwords, customer records, or private correspondence in a worksheet that will be shared widely.

Review the completed sheet with someone who actually performs the work. Ask them to walk through one ordinary example and one exception using only the recorded instructions. Update the unclear parts, then save a dated version. That small exercise turns a planning template into a practical operating artifact and gives future reviewers a clear starting point.