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Cognitive architecture for AI-augmented software development with structured memory, ensemble validation, and closed-loop correction. FAIR-aligned artifacts, 84% cost reduction via human-in-the-loop, standards adopted by 100+ organizations.
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Markdown
# ROI Calculator Specification
**Card ID**: `SLS-{PROJECT}-{NNNN}`
**Version**: 1.0
**Status**: Draft | Development | Live
**Product**: {PRODUCT_NAME}
**Owner**: {OWNER_NAME}
## Calculator Overview
### Purpose
{What business outcomes this calculator helps prospects understand}
### Target User
- Role: {Who will use this}
- Stage: {Where in buying journey}
- Goal: {What they want to learn}
### Key Value Metrics
| Metric | Description | Source |
|--------|-------------|--------|
| {Metric 1} | {What it measures} | {Customer data, benchmarks} |
| {Metric 2} | {What it measures} | {Customer data, benchmarks} |
| {Metric 3} | {What it measures} | {Customer data, benchmarks} |
## Input Variables
### Company Information
| Input | Label | Type | Default | Range | Help Text |
|-------|-------|------|---------|-------|-----------|
| employees | Number of employees | Number | 100 | 10-10,000 | Full-time employees |
| annual_revenue | Annual revenue | Currency | $10M | $1M-$1B | Annual revenue |
| industry | Industry | Dropdown | - | {List} | Your primary industry |
### Current State
| Input | Label | Type | Default | Range | Help Text |
|-------|-------|------|---------|-------|-----------|
| current_cost | Current annual spend | Currency | $0 | - | What you spend today |
| time_spent | Hours spent per week | Number | 10 | 1-100 | Team hours on {task} |
| error_rate | Error rate | Percentage | 5% | 0-50% | Current error rate |
### Operational Metrics
| Input | Label | Type | Default | Range | Help Text |
|-------|-------|------|---------|-------|-----------|
| volume | Monthly {transactions} | Number | 1,000 | - | Volume of {activity} |
| avg_value | Average {value} | Currency | $100 | - | Typical {value} |
| team_size | Team members | Number | 5 | 1-100 | People involved in {process} |
## Calculation Logic
### Cost Savings Calculations
**Labor cost savings**:
```
hours_saved = time_spent * time_savings_rate
labor_savings = hours_saved * 52 * hourly_rate * team_size
```
**Error reduction savings**:
```
current_error_cost = volume * 12 * avg_value * error_rate * rework_cost_factor
new_error_cost = volume * 12 * avg_value * (error_rate * (1 - error_reduction_rate)) * rework_cost_factor
error_savings = current_error_cost - new_error_cost
```
**Tool consolidation savings**:
```
tool_savings = current_cost - our_cost
```
### Revenue Impact Calculations
**Productivity gains**:
```
productivity_gain = team_size * hours_saved * 52 * hourly_rate * productivity_multiplier
```
**Revenue acceleration**:
```
cycle_reduction = avg_cycle * cycle_improvement_rate
revenue_acceleration = (volume * avg_value * 12) * (cycle_reduction / avg_cycle)
```
### Total Value Calculation
```
total_annual_value = labor_savings + error_savings + tool_savings + productivity_gain + revenue_acceleration
investment = our_annual_cost + implementation_cost
roi_percentage = ((total_annual_value - investment) / investment) * 100
payback_months = investment / (total_annual_value / 12)
three_year_value = (total_annual_value * 3) - (investment + (our_annual_cost * 2))
```
## Benchmark Data
### Industry Benchmarks
| Industry | Time Savings | Error Reduction | Productivity Gain |
|----------|--------------|-----------------|-------------------|
| {Industry 1} | {%} | {%} | {%} |
| {Industry 2} | {%} | {%} | {%} |
| {Industry 3} | {%} | {%} | {%} |
| Default | {%} | {%} | {%} |
### Size-Based Adjustments
| Company Size | Adjustment Factor | Rationale |
|--------------|-------------------|-----------|
| <50 employees | 0.8x | Less complexity |
| 50-500 employees | 1.0x | Baseline |
| 500-5000 employees | 1.2x | Scale benefits |
| 5000+ employees | 1.5x | Enterprise scale |
### Customer-Validated Assumptions
| Assumption | Value | Source |
|------------|-------|--------|
| Avg hourly rate | $50 | Industry average |
| Time savings rate | 40% | Customer average |
| Error reduction rate | 75% | Customer data |
| Rework cost factor | 3x | Industry research |
| Productivity multiplier | 1.2x | Customer data |
| Cycle improvement rate | 25% | Customer data |
## Output Display
### Summary Results
| Output | Label | Format | Display Logic |
|--------|-------|--------|---------------|
| total_annual_value | Total Annual Value | Currency | Always show |
| roi_percentage | ROI | Percentage | Always show |
| payback_months | Payback Period | Months | Show if positive |
| three_year_value | 3-Year Value | Currency | Always show |
### Detailed Breakdown
| Category | Value | Percentage |
|----------|-------|------------|
| Labor savings | ${calculated} | {%} |
| Error reduction | ${calculated} | {%} |
| Tool consolidation | ${calculated} | {%} |
| Productivity gains | ${calculated} | {%} |
| Revenue impact | ${calculated} | {%} |
### Visual Elements
| Element | Type | Purpose |
|---------|------|---------|
| ROI gauge | Gauge chart | Quick visual of ROI |
| Value breakdown | Pie chart | Category distribution |
| Timeline | Bar chart | Value over 3 years |
| Comparison | Before/after | Current vs. future state |
## Output Scenarios
### Conservative / Moderate / Aggressive
| Scenario | Time Savings | Error Reduction | Multiplier |
|----------|--------------|-----------------|------------|
| Conservative | 25% | 50% | 0.7x |
| Moderate | 40% | 75% | 1.0x |
| Aggressive | 60% | 90% | 1.3x |
## Lead Capture
### Gating Strategy
| Stage | Access |
|-------|--------|
| Basic calculator | Ungated |
| Detailed report | Email required |
| PDF export | Email + phone |
| Custom analysis | Sales contact |
### Lead Information
| Field | Required | Use |
|-------|----------|-----|
| Email | Yes | Report delivery |
| Name | Yes | Personalization |
| Company | Yes | Account matching |
| Phone | No | Sales follow-up |
| Role | No | Qualification |
### Sales Follow-Up
**Trigger**: Report downloaded
**Lead score**: Based on inputs
- High: ROI > 300%, enterprise size
- Medium: ROI > 150%, mid-market
- Low: ROI < 150%, SMB
**Follow-up cadence**:
- Day 1: Email with additional resources
- Day 3: SDR call
- Day 7: Follow-up email
## Export / Report
### PDF Report Contents
1. Executive summary
2. Input assumptions
3. Detailed calculations
4. Value breakdown chart
5. Implementation roadmap
6. Next steps / CTA
7. Methodology notes
8. Contact information
### CRM Integration
| Action | Trigger | Data Passed |
|--------|---------|-------------|
| Create lead | Report download | All inputs + outputs |
| Update opportunity | Calculator used | ROI value, inputs |
| Alert sales | High-value lead | Summary, contact info |
## Technical Requirements
### Platform
- [ ] Web-based
- [ ] Mobile responsive
- [ ] Offline capable
- [ ] Embeddable
- [ ] Standalone page
### Integration
| System | Purpose |
|--------|---------|
| CRM | Lead/opportunity sync |
| Marketing automation | Lead nurture |
| Analytics | Usage tracking |
| Pricing tool | Cost data |
### Performance
- Load time: < 2 seconds
- Calculation: Real-time
- Save/resume: Session-based
- Export: < 5 seconds
## Testing & Validation
### Test Scenarios
| Scenario | Inputs | Expected Output |
|----------|--------|-----------------|
| Small company | {Values} | {Expected range} |
| Mid-market | {Values} | {Expected range} |
| Enterprise | {Values} | {Expected range} |
| Edge case: minimum | {Values} | {Expected behavior} |
| Edge case: maximum | {Values} | {Expected behavior} |
### Validation Against Customer Data
| Customer | Calculator Estimate | Actual Results | Variance |
|----------|---------------------|----------------|----------|
| {Customer 1} | ${Amount} | ${Amount} | {%} |
| {Customer 2} | ${Amount} | ${Amount} | {%} |
## Maintenance
### Update Schedule
| Element | Frequency | Owner |
|---------|-----------|-------|
| Benchmark data | Quarterly | Product Marketing |
| Pricing | As needed | Product/Finance |
| Customer data | Quarterly | Customer Success |
| Design refresh | Annually | Creative |
### Version Control
| Version | Date | Changes |
|---------|------|---------|
| 1.0 | {DATE} | Initial release |
## Approvals
| Role | Name | Status | Date |
|------|------|--------|------|
| Product Marketing | | | |
| Sales | | | |
| Finance | | | |
| Legal | | | |
*Template version: 1.0 | MMK Framework*