Client assessment portal
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Where does this process live?
How much time and money does it consume?
Quick pain rating
30%
5/10
8/10
Takes about 30 seconds
Annual labor cost
$72,072
Before automation
Projected annual savings
$54,054
75% automation reduction
Hours reclaimed / year
936 hrs
Returned to productive work
Employees involved 4
× Hours per person per week 6 hrs
× Weeks per year (annualized) 52
× Average hourly rate $55
= Annual labor cost $72,072
× Automation reduction 75%
= Projected annual savings $54,054
Before vs. after automation
Manual effort today 100%
After automation 25%
Automated away: 75%
Remains: 25%
Adjust assumptions
75%
$55
Pulled from your Step 1 entry — adjust to model scenarios
Implementation cost
Scoped in discovery call
3-year gross savings
$144,162
Which licenses do you own? Select all that apply
Microsoft 365 E3
Enterprise · Unlimited users
Microsoft 365 E5
Enterprise · Unlimited users
Business Premium
SMB · Max 300 users
Power Automate Premium
Add-on · Per user plan
Power BI Pro
Add-on · Standalone
Microsoft 365 Copilot
AI add-on · Requires E3/E5/BP
Select licenses above to see your coverage