AI Business Case Memo Generator

Memo summary

Recommendation: Approve with gated rollout | Monthly net benefit: $5,115 | Annual net benefit: $29,380

ROI: 58.8% | Payback: 6.3 months

Critical items: 0 | High items: 3

1. Opportunity sizing - Validate baseline workload sample and final in-scope process list. (High)
2. Financial case - Finalize budget line and operating KPI targets. (High)
3. Risk controls - Confirm governance checklist and monthly risk review cadence. (Medium)
4. Execution cadence - Publish 30/60/90-day rollout plan with owner accountability. (High)

# AI Business Case Memo - AI workflow automation initiative

## Decision summary
- Recommendation: Approve with gated rollout
- Decision window: Next quarter
- Department: Operations

## Key assumptions
- Current manual hours/month: 420
- Automation coverage: 35%
- Blended hourly rate: $45
- One-time implementation cost: $32,000
- Annual tooling cost: $18,000
- Risk level: Medium
- Confidence level: Medium

## Financial summary
- Monthly automated hours: 147
- Monthly gross savings: $6,615
- Monthly net benefit: $5,115
- Annual net benefit (after implementation): $29,380
- First-year ROI: 58.8%
- Payback: 6.3 months

## Business case table
| # | Section | Finding | Owner | Priority | Next Action |
|---|---|---|---|---|---|
| 1 | Opportunity sizing | Estimated 147 hours/month can be automated in Operations. | Business Owner | High | Validate baseline workload sample and final in-scope process list. |
| 2 | Financial case | Net monthly benefit $5,115 with payback 6.3 months | Finance Partner | High | Finalize budget line and operating KPI targets. |
| 3 | Risk controls | Risk level is medium and confidence is medium (score 3/5). | Risk + Compliance | Medium | Confirm governance checklist and monthly risk review cadence. |
| 4 | Execution cadence | Decision target is next quarter with recommendation: Approve with gated rollout. | Program Manager | High | Publish 30/60/90-day rollout plan with owner accountability. |

## 90-day execution plan
1. Week 1-2: Approve gated rollout and lock quality and risk checkpoints.
2. Week 3-6: Run phase-1 deployment with weekly adoption and savings tracking.
3. Week 7-12: Decide expand/hold based on KPI trend and risk posture.