Governance Guide
AI Automation Investment Review Framework for Finance Teams
Finance teams need a repeatable process to evaluate AI proposals beyond high-level ROI claims. This framework structures assumptions, risk checks, and approval checkpoints.
Implementation Steps
- Validate baseline assumptions for labor, tooling, and implementation costs with documented evidence.
- Stress-test upside and downside scenarios before approving budget release.
- Require one owner per risk control and one trigger for re-approval review.
- Run monthly post-approval checks to compare actual outcomes versus memo assumptions.
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- Provider and model split recommendations
- Budget guardrail design by traffic stage
- KPI plan for spend, quality, and conversion