AI ROI Toolkit
Ranked Use Cases → ROI/Payback → First Win Plan
Module 1: Ranked Shortlist of Use Cases
Score and prioritize AI use cases based on impact, effort, risk, and time-to-value
Find your best AI opportunity.
You'll rank common AI use cases (or add your own) by adjusting how much you value impact, speed, and low risk. The tool does the math, you make the call.
Quick tips:
- No right answers here, just your organization's priorities right now
- Drag the weight sliders to see rankings change in real-time
- You can always edit ratings or add custom use cases
Scoring Weights
Adjust how important each factor is when ranking use cases. Higher values = more important.
✓ Positive factors boost score.✗ Penalty factors lower score.
Business value and benefit (higher rating = better)
Implementation complexity (higher rating = more work = penalty)
Technical/organizational risk (higher rating = riskier = penalty)
Speed to results (higher rating = faster = better)
Top 10 Use Cases
Meeting Notes → Action Items
ProductivityAuto-transcribe meetings and extract action items, decisions, and key discussion points
Easy to implement with existing tools. Immediate time savings.
IT Ticket Routing + Summarization
IT/SupportAuto-route IT tickets to correct team, summarize issue for faster resolution
Low complexity, high ROI. Reduces ticket resolution time.
Support Triage + Draft Responses
Customer SupportAI categorizes incoming support tickets and drafts initial responses for agent review
High volume, clear patterns. Quick wins with agent-in-loop.
Contract Clause Locator (No Legal Advice)
Legal/ProcurementFind specific clauses (payment terms, liability, termination) across contract repository
Search/extraction only, not legal interpretation. High compliance risk if misused.
Internal Knowledge Search Assistant
Knowledge ManagementSemantic search across internal docs, wikis, and shared drives with conversational interface
Reduces time spent searching for information. Requires good document corpus.
Marketing Content Variations w/ Brand Guardrails
MarketingGenerate ad copy, social posts, email variations while maintaining brand voice and guidelines
High volume use case. Brand compliance checks essential.
Invoice/Receipt Extraction + Coding
Finance/AccountingExtract line items from invoices/receipts and auto-code to accounting categories
High accuracy needed. Human review required for compliance.
Proposal/Statement-of-Work Drafting
Sales/PresalesGenerate initial proposal drafts from intake forms and past winning proposals
Accelerates sales cycle. Needs branding/legal review.
QA Checklist Automation for Ops
OperationsAuto-populate QA checklists based on work order type, flag anomalies
Reduces human error. Requires process standardization.
Employee Onboarding Assistant
HR/People OpsAnswer new hire questions, guide through onboarding tasks, provide company policy info
Improves new hire experience. Needs accurate company knowledge base.