AI Value Realization Scorecard

Prove the Impact of AI—Beyond the Pilot

A reusable, enterprise-grade framework to quantify financial ROI, efficiency gains, strategic benefits, risk reduction, and adoption—so you can prioritize and scale what works.

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Who It’s For

CIOs & Chief Data/AI OfficersProve ROI and prioritize a roadmap of AI initiatives.
Finance & Strategy TeamsValidate business cases and track realized benefits.
Innovation & Product LeadersCompare pilots and decide what to scale.
Compliance/Risk/GovernanceTrack risk reduction and auditability alongside returns.

Why This Matters

📈Prove ROI
Quantify savings, revenue uplift, and efficiency gains.
🧭Prioritize at Scale
Compare initiatives to fund what works.
🛡️Reduce Risk
Track compliance and trust alongside returns.
🤝Align Stakeholders
Finance, IT, and business share one impact view.

Scorecard In Practice

Balanced Value Dimensions

Measure a balanced set of outcomes—not just financial ROI.

Sample assessment pillars for AI value realization

Financial • Operational • Strategic • Compliance & Risk • Human & Cultural

Sample Initiative Comparison

AI Value Realization Scorecard sample visual — Scorecard 1: Value realized for Initiative A across key dimensions.

AI Value Realization Scorecard alternate visual — Scorecard 2: Value realized for Initiative B, shown for comparison.

Get a defensible, executive-ready view of AI impact—beyond vanity metrics.

Delivered Through Our AI Impact Navigator

The Scorecard is the measurement tool.
The Navigator is the guided process that makes it credible and repeatable.

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Value Discovery

Define drivers & KPIs

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Baselines & Targets

Quantify before/after

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Pilot Assessment

Analyze 1–3 use cases

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Dashboards & Handoff

Embed in BI & PMO

What’s Included

Value Framework Design

Define drivers, categories, and measurement methods (financial, operational, strategic, risk, human).

Metrics & Baselines

Establish pre-adoption baselines; set targets and data sources for tracking.

Pilot Value Assessment

Apply the scorecard to 1–3 initiatives; calculate ROI and non-financial value.

Refinement & Playbook

Adjust criteria and weighting; ship a reusable toolkit (Excel/Notion/Power BI).

Enablement & Training

Hands-on training for finance/strategy/AI teams to apply consistently.

Executive Reporting

Executive-ready dashboard and summary to inform scale-up decisions.

Deliverables

AI Value Realization Framework (Excel/Power BI/Notion template)
Scoring & ROI methodology guide (definitions, formulas, examples)
Training workshop for strategy/finance/AI teams
Optional portfolio dashboard to track value over time

Frequently Asked Questions

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