AUTOMATION GUIDE

Automation ROI: how to estimate whether a workflow is worth automating.

Automation ROI should be based on the economics of a real workflow, not a headline percentage. Use these inputs to build a directional business case.

1. Calculate recurring effort

Start with hours spent on the workflow each week or month. Separate preparation, execution, checking and rework.

2. Put a value on time

Use an appropriate loaded labour cost rather than only a salary figure. For a team, consider the roles involved and the proportion of their time actually affected.

3. Include quality and speed

Some value comes from fewer errors, faster response times or increased capacity. Document these separately rather than treating them as guaranteed savings.

4. Include implementation and maintenance

Account for setup, integrations, testing, monitoring, licences and future changes. A small recurring task may not justify a complex solution.

5. Recalculate after a pilot

Use measured results from a bounded workflow to replace assumptions with evidence. AutomationScan provides a directional starting point, not a guaranteed ROI figure.