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How One CFO Approved $2M of AI Spend in a Single Meeting.

An AI business case template for CFOs who want ROI math before approving the next AI line item.

In depth

Your team is asking for $2M for AI.

01

Most AI business cases we read are enthusiasm wearing a finance costume.

02

The opposite failure mode is over-modeled enthusiasm.

03

The right business case is grounded, narrow, and measurable.

The detail

The 10-week program that gets you there.

Zone · 01

Weeks 1–3 - Workflow baseline

Before any AI math, the proposal must measure the current state. Volume, unit cost, unit time, error rate.

Zone · 02

Weeks 4–7 - Unit economics of the AI version

What does it cost per event after the AI is deployed? This is the line where most cases fail.

Zone · 03

Weeks 8–10 - Base case and downside case

The base case assumes a deployment that hits 65 to 75 percent of an internal best estimate. The downside case assumes 35 to 45 percent.

By the numbers

The figures that make it a board-level conversation.

$11.30
Unit cost per policy (AI version)
71%
Underwriter time per policy - reduction
4 months
Payback period
Inside the report

What you'll take away.

01

Workflow baseline

Before any AI math, the proposal must measure the current state.

02

Unit economics of the AI version

What does it cost per event after the AI is deployed?

03

Base case and downside case

The base case assumes a deployment that hits 65 to 75 percent of an internal best estimate.

Questions

Frequently asked.

How long does the instrumentation phase take?
What if our team has never built unit economics this way?
Are these numbers vendor-neutral?
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Next step

Approvals happen in single meetings instead of single quarters.

Talk through how this applies to your roadmap with our engineering leads - a working session, not a sales pitch.

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