AI Business Case & ROI Calculator — Built by a Fortune 500 AI Leader
You have an AI project to pitch. You need a number your CFO / Executives will believe. This is the exact framework I used to get $74M in AI projects approved at a Fortune 500 bank — and $48M more at a global electronics company. WHAT YOU GET (6-tab Excel kit) :📋 Instructions — open and go in 5 minutes 🧮 ROI Calculator — enter your numbers, get payback period, NPV, and 3-year ROI automatically 📖 Definitions — every term explained in plain English (no jargon) 📄 Business Case Template — pre-written narrative with brackets to fill in, ready to present 🏦 AML Worked Example — a fully completed real-world scenario (bank AML ops) showing every number and how it was calculated ❓ FAQ — 10 exec objections with practitioner-tested answers THE PART THAT MAKES THIS DIFFERENT :Most ROI templates give you a single "benefit realization %" to guess at. This one breaks it into three components — Adoption Rate × Process Coverage × Implementation Confidence — so every number is defensible and any exec can challenge each driver independently. That's how real AI business cases survive CFO scrutiny. WHO THIS IS FOR: ✓ Data science & AI leaders pitching projects internally ✓ Business leaders evaluating AI vendors or build vs. buy ✓ Consultants building AI proposals for enterprise clients ✓ Anyone who needs to justify AI spend to a CFO or board WHAT IT IS NOT:✗ A generic template you could get from ChatGPT ✗ Academic theory with no real-world grounding ✗ Something you need to rebuild or reformat Open it Monday morning. Have a credible business case by lunch. ABOUT THE AUTHOR: AI & Data Science leader with 18 years of experience building enterprise AI products and driving measurable business impact. I share the frameworks, templates, and playbooks I’ve used in the field - practical, battle-tested, and built for real execution. No theory. No fluff.This isn't a template someone designed. It's a tool someone used.LICENSE & USAGE: This product is licensed for single-user personal and professional use only. You may use it internally to build business cases for your own organization. You may not resell, redistribute, share, sublicense, or post this file publicly in any form. One purchase = one user.
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