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Automation ROI & Bottleneck Scorecard

A short worksheet to estimate time savings, failure points, and payback. Built for back‑office and healthcare billing workflows.

1. Time savings

How many hours per week does your team spend on this process?
What % could be automated? (routing, data entry, matching, reporting)
Rough hourly cost × hours saved = weekly savings

2. Failure points

Where do errors happen most? (wrong codes, duplicate entries, missed deadlines)
What does each error cost? (rework, denials, late fees)
How often do these failures occur? (per day, per week, per month)

3. Payback

Estimated automation cost (pilot + rollout)
Monthly savings (time + error reduction)
Payback period = cost ÷ monthly savings

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