AI strategy & operational transformation
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Sample deliverable · Decision memo

Compare the options before committing resources.

A decision memo connects the diagnostic assessment, economic assumptions and implementation requirements. This extract illustrates the approach.

The problem and the scenarios

A process handles 600 requests per month, at 8 minutes each: an initial workload of 80 hours. Three options are assessed within the same scope, including human oversight and maintenance.

Monthly assumptions: illustrative scenario
OptionTotal timeCapacity freed upRecurring cost
Simplified process62 h18 h€50
Rules-based automation53 h27 h€150
AI automation48.5 h31.5 h€550

The economic trade-off

AI frees up an additional 4.5 hours compared with rules-based automation, for an extra €400 in recurring costs. At an assumed value of €40 per hour, this capacity represents €180 per month.

Recommendation at this stage: investigate the rules-based option further. At this volume, time savings alone do not justify the additional cost of AI.

The diagnostic assessment must also examine service quality, exceptions and the actual ability to redeploy the time freed up. Available capacity does not automatically translate into cash savings.

What could change the decision

Volume, expected quality or the nature of requests may change the trade-off. If the incremental saving of 0.45 minutes per request remained constant, 1,800 requests would free up an additional 13.5 hours, valued here at €540.

With the additional monthly cost held at €400, the difference would be €140 before initial investment. This sensitivity analysis is not a return-on-investment calculation: among other things, it assumes that costs, human oversight and quality do not deteriorate as volume increases.

AI may also create value by handling requests that were previously left unaddressed or by improving service levels. These benefits must be defined, measured and then assessed against the total cost.

Implementation requirements

  • Validate the assumptions using a representative sample, including exceptions.
  • Cost integration, training, operation and the ability to switch solutions.
  • Assign responsibilities for validation and oversight.
  • Set the criteria for proceeding, adjusting or stopping before the pilot.

The findings bring together the recommendation, its limitations and a roadmap with decision milestones.

An entirely hypothetical example, with no client data, constituting neither a quotation nor a promise of results. The assumptions illustrate the approach and must be developed afresh for each engagement.