Reliability ROI worksheet
A fillable calculation template that separates measured operating benefits, costs and uncertain risk scenarios.
Set the model
Use one currency and one analysis period. For each input record units, source, owner, collection date and confidence. Mark estimates explicitly.
- Decision/project: ____; application scope: ____; currency: ____; analysis months (N): ____.
- Baseline monthly workflow volume (V): ____; baseline active minutes per item (B): ____.
- Proposed active minutes per item including review (P): ____; loaded hourly labor cost (H): ____.
- Adoption share (A, between 0 and 1): ____; evidence source and measurement window: ____.
Calculate operating benefit and costs
Show capacity released separately from actual cash savings. Do not count the same time twice or count elapsed waiting time as active labor.
- Monthly capacity hours = V × (B − P) × A ÷ 60.
- Monthly capacity value = monthly capacity hours × H; cash savings require a separately justified expense reduction.
- Monthly recurring costs (R) = subscription/usage + infrastructure + administration + maintenance + other incremental costs.
- One-time costs (I) = implementation + integration + training + security/procurement review + other adoption costs.
Compare low, base and high scenarios
Create three copies of the input table. Vary uncertain adoption, review effort, workload and maintenance assumptions. Keep speculative incident-loss reduction separate from measured operating benefit.
- Scenario: low / base / high; justified monthly benefit (M): ____; monthly recurring cost (R): ____; one-time cost (I): ____.
- Net benefit over N months = N × (M − R) − I.
- Total costs over N months = N × R + I.
- ROI (%) = net benefit ÷ total costs × 100, only when total costs are positive.
- Simple payback months = I ÷ (M − R), only when monthly net benefit is positive; otherwise no payback in this model.
Review the decision
Risk benefit, if modeled, needs an explicit frequency, impact and attribution assumption. Do not treat a pilot with no incident as proof that incidents have been eliminated.
- Cash savings: ____; capacity benefit: ____; uncertain risk scenario: ____; overlap removed: ____.
- Sensitivity that most changes the decision: ____; evidence still needed: ____.
- Decision threshold: ____; owner/approver: ____; next measurement date: ____.
Related guidance
Use the enterprise guides to develop the workflow behind this template. Confirm product capabilities, commercial commitments and deployment-specific controls with the relevant owner.
