# AI Business Case Worksheet

Use with Artebello's public guide: https://artebello.pro/resources/template-ai-business-case

## Decision page

Decision requested:
Operating problem and owner:
Baseline volume, time, quality, and cost:
Options compared:
Proposed scope and exclusions:
Capacity benefit:
Realizable paid-cost avoidance:
Incremental contribution:
One-time and recurring costs:
Dependencies:
Material risks and control owners:
Pilot gate and next decision:

## Assumptions register

| Assumption | Value and unit | Source and date | Owner | Confidence | Next validation |
| --- | --- | --- | --- | --- | --- |
| Eligible task volume | | | | | |
| Net time saved | | | | | |
| Cash realization | | | | | |
| Incremental contribution | | | | | |
| Setup cost | | | | | |
| Recurring cost | | | | | |

## Model

Gross capacity hours = eligible tasks × net minutes saved ÷ 60.
Cash benefit = capacity value × justified cash-realization share.
Monthly net cash benefit = cash benefit + incremental contribution − recurring cost.
Period ROI = (period benefit − period cost) ÷ period cost.
Simple payback = setup cost ÷ positive monthly net cash benefit.

## Pilot decision

Evaluation scope and period:
Quality, permission, business, and operating gates:
Observed results:
Unresolved risks:
Decision: continue / narrow / redesign / stop.
Decision owner and date:
Next review: