Begin with the baseline
Record transaction volume, active minutes per transaction, waiting time, loaded labor cost, error frequency, rework, and the financial consequence of delay. Use observed ranges rather than a single optimistic number.
Model value in layers
Capacity savings are only one layer. Better cycle time, fewer errors, stronger compliance, faster response, and improved management visibility may be equally important.
- Recovered team capacity
- Reduced error and rework cost
- Shorter cycle and response time
- Avoided risk and control failures
- Revenue enabled by faster throughput
Discount for reality
Include implementation, integration, maintenance, change management, and adoption. Model conservative, expected, and strong scenarios. The credible case is the one that remains worthwhile under conservative assumptions.