ROI First, Technology Second
The worst AI automation projects start with the technology and work backwards to a business case. The best ones start with a clear ROI model. Here is the framework we use at Planext for every client engagement.
Step 1: Identify and Quantify Manual Work
Catalogue the repetitive tasks your team performs. For each task: frequency per week, average time to complete, and fully-loaded hourly cost. Most clients discover they are spending $8,000 to $25,000 per month on tasks that can be automated.
Step 2: Estimate Automation Coverage
- Data entry and transfer: 90 to 100 percent automatable
- Email communication (standard): 70 to 85 percent automatable
- Report generation: 80 to 95 percent automatable
- Lead qualification: 60 to 75 percent automatable
- Customer onboarding steps: 65 to 80 percent automatable
Step 3: Calculate Net Savings
Apply your coverage estimate to your baseline cost, subtract the monthly automation cost, and you have net monthly savings. Most Planext clients see full payback within 6 to 10 weeks.
Step 4: Add Revenue Impact
Automation also accelerates revenue. Faster lead response, 24/7 availability, and better data all drive top-line growth.
Planext will run this analysis for your business at no cost. Request your AI ROI assessment
