Create an automation investment analysis
Compare costs and effects of the current process, partial automation and full automation on the same basis.
Understand at a glance
Compare like-for-like conditions, then follow the numbered instructions.
Check on the same basis
- Current operations
- Partial automation
- Full automation
Numbers show reading order, not actual progress.
Detailed instructions
Enter a title and site in Automation investment analysis. Choose the original currency, a 1–10 year period, 0–100% benefit realization, goals and unknown constraints.
Enter current monthly operating cost and additional annual upkeep. Mark inputs as assumed, confirmed or measured and record their sources.
Include partial or full automation and enter upfront, monthly and annual costs, confirmed and unconfirmed support, and additional monthly benefits. Do not present unknown costs as confirmed values.
Check period total cost, net benefit against the current process and simple payback. Ensure additional monthly benefits do not duplicate operating savings already included.
Sign in and save to reopen reports for editing. With valid inputs, use Print and the browser’s print or PDF option. You may link an authorized project.
When signed in with a valid report, Request expert review copies inputs into a request draft. Complete contact details, review what will be shared, consent and submit. Track replies in service Requests & progress.
All detailed instructions are expanded for printing.
Before you proceed
- This preliminary analysis excludes taxes, residual value and discounting. Only confirmed support reduces upfront cost; unconfirmed support is excluded.
- Reports are private to their author; project links do not expand access. Expert-review requests share the content you review and submit.
- Calculations do not guarantee a contract, returns or funding selection. The accuracy of assumptions requires separate review.