Interactive planning tool

AI Workflow Opportunity Planner

Build an illustrative AI business case for one workflow. Check the prerequisites, compare current effort with a proposed change, and take a brief back to your team. Your inputs stay in this page; no email is required.

Original planning method · Not a benchmark or a forecast

Bring one recurring problem into focus. Estimate the work involved, check six practical prerequisites and download a brief to discuss with your team.

Private by design. The planner processes your inputs in this browser. It does not send or save your business inputs. You choose whether to share the downloaded brief.

This interactive planner needs JavaScript for local calculations. Enable it to use the planner. You can also discuss your workflow with Clairvance.

01 Choose the work

Workflow

Industry (optional)

02 Check the prerequisites

Answer for this workflow, rather than your whole organization. All six questions need an answer.

1. Is there a person who owns the workflow and can make decisions?

Identify who can agree priorities and resolve tradeoffs.

2. Does the workflow repeat with a clear start, finish and expected output?

Think about recurring work that can be described and sampled.

3. Can your team provide representative inputs and examples of correct outputs?

Include ordinary cases and difficult or incomplete inputs.

4. Can the right people approve access and changes to the systems involved?

Consider your internal IT team and existing technology partners.

5. Are exception rules and decisions that stay with a person understood?

Clarify what must stop for review and who handles it.

6. Can your team test a small change and measure its effect?

Include time to participate, a baseline and acceptance criteria.

How the planning points work

Each answer contributes equally: not yet / unsure = 0, partly = 1, yes = 2, for a total of 12 points. Any 0 means clarify the prerequisites. With no 0, fewer than 10 points means prepare a small test; 10–12 means consider a controlled pilot. This transparent heuristic is a conversation aid, not a validated benchmark, diagnosis or approval to deploy.

03 Model the effort

Editable illustration. The numbers below are an example, not a Clairvance result or price. Replace them with your own estimates. All values are monthly unless labeled otherwise.

Items per month

Orders, invoices, requests or other repeated items.

Current minutes per item

Use average total human handling time, including current rework.

Expected review minutes per item

Human handling that remains for every item after the change.

Expected exception rate (%)

The share of items needing extra human work.

Extra minutes per exception

Additional to the review time already counted above.

Loaded hourly labor cost (USD)

Your own estimate of compensation and employment overhead.

Monthly operating cost (USD)

Include software, usage, support and other incremental costs.

One-time implementation cost (USD, optional)

Enter your own assumption. Leave blank if unknown; no fee is assumed.

Use the result well

An estimate is the beginning of a business case.

Use a representative sample to replace assumptions with observations. Include exception handling, rework, training, integration, and ongoing support. A reduction in task time creates capacity; it becomes cash savings only when spending actually falls or an expense is avoided.

Readiness questions are a transparent planning aid developed by Clairvance. The result is not a validated diagnostic, security review, or investment recommendation.

Get the working template →

Start a conversation

A promising opportunity deserves a closer look.

Bring your assumptions and the process behind them. We can help you test the business case and choose a useful next step.

Talk to Clairvance

AI Workflow Opportunity Planner

A starting point for the conversation.

An estimate is the beginning of a business case.

A promising opportunity deserves a closer look.