Resource document

Business Case Model

A practical model for estimating whether an AI adoption program is worth expanding.

This model helps estimate whether an AI adoption program is worth expanding. It is educational and not a financial claim.

Framing

The primary investment is not the AI tool itself. It is the program effort required to turn available tools into reliable, governed, and measurable team practices.

Proof Phase Cost Categories

Cost categoryExample estimate approach
Program lead timePercentage of one staff member's quarter
Participant timeCohort size multiplied by training and pilot time
Reviewer timeLocal legal, privacy, security, compliance, or platform review as needed
Measurement timeBaseline capture, weekly reporting, and final summary
ToolingExisting enterprise tools where available; no assumption of new procurement

Benefit Categories

Productivity

Measure time saved in repetitive drafting or synthesis tasks. Use conservative baselines and require human review.

Quality

Measure completeness, consistency, missing information, and rework.

Learning

Measure confidence, appropriate use, verification behavior, and ability to identify uncertain data scenarios.

Risk Awareness

Measure whether participants can recognize when a workflow needs local review before AI use.

Example Return Model

  1. Estimate current average time.
  2. Measure AI-assisted average time after review.
  3. Calculate time saved per instance.
  4. Multiply by realistic volume.
  5. Discount for review, training, and maintenance effort.

This framework should produce a directional case for further evaluation, not a guarantee of return.

Expansion Decision

A proof phase is useful if it creates enough evidence to answer:

  • Which workflows are good candidates?
  • Which workflows are not appropriate?
  • What review steps are required?
  • What training gaps remain?
  • What support model would expansion require?