Methodology

The calculator applies a transparent labour-cost and time-savings formula to the inputs you provide (headcount, hourly cost, frequency, estimated automation percentage, implementation and ongoing costs) to produce current cost, projected savings, break-even timing, and a 3-year ROI. Conservative, expected, and optimistic scenarios vary the automation percentage and cost assumptions within documented ranges — they are not predictions.

The assessment scores five weighted categories (software stack maturity, process documentation, data organization, team adoption capacity, and privacy/security controls) using a published weighting matrix, not a language model. Your overall score and tier come directly from your answers; the action plan is assembled from template guidance matched to your weakest categories.

Recommendations are ranked by a documented fit-scoring method comparing your stated goal, constraints, and preferences against a curated, editorially reviewed tool catalog — never live web scraping and never model-generated claims about a tool's capabilities.

All three tools rely on the accuracy of what you enter. Results are estimates meant to inform planning conversations, not guarantees of savings, readiness, or fit.