ROI can't be calculated accurately at the start of an AI planning process. It can only be calculated once you know the specific process you're addressing, the baseline cost of running that process, and a realistic estimate of what AI can deliver.
This worksheet walks through both efficiency and growth-focused projects so you have a complete picture of how your business will be impacted. You’ll follow three steps. First, you'll define your project in plain language: what it does, what triggers it, and what it produces. Second, you'll establish your cost baseline, projected savings, and new growth value. Third, you'll estimate your return. Calculation frameworks are included so you can walk away with a first-year ROI figure you can explain.
The ROI calculation is directional. It's designed to give you confidence in the financial benefits of an AI project and tell you whether a project is worth pursuing. Getting a precise estimate requires a scoping conversation with our technical team.

"A task that once took 15 minutes of manual work per job is now automated and runs in under 30 seconds, positioning us to handle larger clients and increasing volumes with ease."

Brian Luskey
VP of Product, Design & Engineering, RealWork
"The business impact was immediate and significant. By partnering with Tech 42, we avoided the cost and time of building this capability in-house — a process that would have required significant research investment. The solution was delivered in a fraction of the time it would have taken us, representing a meaningful cost reduction. Just as importantly, this project directly enabled us to meet the contractual requirements of our client deployment, allowing us to deliver on what we promised."

Armando Monroy
Chief Information Security Officer, Treatment Technologies & Insights
This worksheet is part of Tech 42's free guide: How to Know That Your AI Initiative Will Actually Pay Off