Map the process
Document volumes, exceptions and manual checks.
Estimate a working range of potential staff hours recovered. Change the assumptions to match a real workflow. This is a planning model, not a savings guarantee or implementation quote.
Use monthly volume and a fully loaded hourly cost, not salary alone. Eligible work excludes tasks that require independent human judgment or unsupported decisions.
Excludes software costs, integration, licensing, exceptions, training, quality-control overhead beyond the modelled review time and any change in demand. Recovered time is not necessarily a cash saving. Do not treat this as ROI or a promised reduction in headcount.
Request a workflow assessment ↗Start with a representative sample, identify how many items truly qualify, measure corrections and rework, and determine whether existing systems permit a safe integration.
Document volumes, exceptions and manual checks.
Measure accuracy, escalation and reviewer time.
Include software, support and operational changes.