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 | F-T Consultant | | |
| | What do you pay each resource per week? | $ | | | | |
| | How much % yield do you expect from each personnel resource per week during the automation initiative? * | | | | | |
| | * 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 | Planning and Design | Development, Configuration, Integration | Training and Deployment | Maintenance and Fine-tuning | | |
| | How many weeks will each project phase take to complete? | | | | | | | | |
| | How many employees will you dedicate to each project phase? | | | | | | | | |
| | How many consultants will you contract per project phase? | | | | | | | | |
| | Estimated Overhead
(as % of Internal Personnel) | | | | | | | | |
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| | Labor Cost | | | |
| | Opportunity Cost | | | |
| | Software Licensing | $ | | |
| | Hardware Cost (if any) | $ | | |
| | Total Cost | | | |
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| | Benefit Estimate | | | | |
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| | How many employees are impacted by the current system? | | | | |
| | What % of employee effort is dedicated to working under the current system? | | | | |
| | What's the monetary value of current employee productivity? | $ | | | |
| | What's the current level of employee productivity without introducing a new system? | | | | |
| | In migrating to a new system, what % of productivity improvement would you attribute to the new system? | | | | |
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| | Current employee productivity | $ | | |
| | Ideal employee productivity | $ | | |
| | Employee effort affected (in # of employees) | | | |
| | Productivity improvement, if employee is affected | $ | | |
| | Productivity improvement attributed to new system | $ | | |
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| | Total Benefit | $ | | |
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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 | | | | |
| | Net Benefit as a % of Cost | | | | |
| | Benefit-to-Cost Differential | | | | |
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