How To Use This Calculator
- The purpose of this calculator is to
help you estimate the return from making an investment in a marketing operations automation system, whether on-premises, SaaS or
hybrid.
- The calculator will prompt you first for cost estimates. Total cost is split
between labor, materials and opportunity forfeited for dedicating resources to the
automation initiative.
- Labor cost in particular is estimated based on the amount of
effort it will take to complete the automation project.
- The calculator proceeds to prompt for
benefit estimates, and will use both costs and benefits to produce a final ROI estimate.
- To use this calculator simply make
your entries in the blue input fields. The final results will calculate automatically.
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Cost Estimate
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F-T Employee
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F-T Consultant
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What do you pay each resource
per week?
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$
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How much % yield do you expect
from each personnel resource per week during the automation initiative? *
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*
Consultants may be expected to yield 100% of pay, while internal staff may
yield less due to commitments to other projects.
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Discovery and Scoping
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Planning and Design
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Development, Configuration,
Integration
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Training and Deployment
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Maintenance and Fine-tuning
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How many weeks will each project
phase take to complete?
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How many employees will you
dedicate to each project phase?
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How many consultants will you
contract per project phase?
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Estimated
Overhead
(as % of Internal Personnel)
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Labor Cost
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Opportunity Cost
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Software Licensing
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$
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Hardware Cost (if any)
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$
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Total Cost
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Benefit Estimate
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How many employees are impacted
by the current system?
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What % of employee effort is
dedicated to working under the current system?
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What’s the monetary value of
current employee productivity?
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$
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What’s the current level of
employee productivity without introducing a new system?
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In migrating to a new system,
what % of productivity improvement would you attribute to the new system?
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Current employee productivity
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$
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Ideal employee productivity
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$
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Employee effort affected (in #
of employees)
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Productivity improvement, if
employee is affected
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$
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Productivity improvement
attributed to new system
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$
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Total Benefit
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$
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Return On Investment
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Your return on
investment can be expressed in a variety of ways, by comparing benefits to
costs as a ratio, marginal benefit as a percentage of cost or total benefits as a
financial differential from total costs. Either way it should be possible
to discern below in a basic way whether the impact of your investment might be substantial enough to justify making the
commitment toward marketing automation.
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Benefit-to-Cost Ratio
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Net Benefit as a % of Cost
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Benefit-to-Cost Differential
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