AI tool intake & ROI scorecard

AI Enablement · Initiative playbook
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AI Enablement

AI tool intake & ROI scorecard

New AI tools get bought ad-hoc; nobody measures whether they actually moved the needle.

The problem

New AI tools get bought ad-hoc; nobody measures whether they actually moved the needle.

The play

Lightweight intake: security review → 30-day pilot with success metric → 60-day ROI check. Dashboard tracks $ saved / hours reclaimed per tool.

Headline KPI

Tools with proven ROI
Unknown100% measured
BAU owner
COO office

Tools in the stack

VantaNotionLooker

Rollout plan

  1. 1
    Discover
    Audit the current process, instrument baseline metrics, and confirm the bottleneck with the BAU owner.
  2. 2
    Design
    Lightweight intake: security review → 30-day pilot with success metric → 60-day ROI check. Dashboard tracks $ saved / hours reclaimed per tool.
  3. 3
    Pilot
    Run with Next 5 tool requests. Measure against the success criteria below; iterate weekly.
  4. 4
    Evaluate
    Review against: Decision in ≤14 days, ROI report in ≤60 days. Decide go / no-go with COO office.
  5. 5
    Embed in BAU
    Hand over to COO office with runbook, dashboards, and on-call rotation. Schedule 60-day ROI check.

Success criteria

Pilot scope
Next 5 tool requests
Definition of done
Decision in ≤14 days, ROI report in ≤60 days
BAU owner
COO office