Use the Automation ROI Report feature in AutoRFP.ai to calculate and track automation, time, and cost savings at an Organization, Project, and User level. Be sure to approve responses, and mark projects as completed when they are done to best capture information for ROI reporting.
Navigate to the calculator by clicking "Insights" then "Automation".
Once you are in the ROI report, you will see a summary of your organization's Automation Rate, Time Saved, and Cost Savings in the top banner of the view.
Configure your ROI Settings
Click "Configure" in the top right of the view.
Enter your inputs in the Manual and Automation Process settings. See the definitions of these settings in the left side of the window.
Apply your settings in the bottom right and AutoRFP.ai will run the calculator automatically. Use the dropdown in the top right to filter your results by a certain time period.
Export your report at any time using the export button in the top right of the view.
Interpreting Your Reports
Project Automation Details: See a breakdown of automation on a project by project basis. Hover over the response table to see a breakdown of responses by category. On the right side of the view you can search for a project, and see the estimated time spent and time saved (based on your calculation inputs).
Automation Accuracy Trends: Track automation changes over time (quarterly) and see a breakdown of those changes (hover over a time period).
Editor Workload Analysis: Assess workload, total responses, overall automation, and a breakdown of editing (hover over the bar) by user in the organization.
Leverage these insights to optimize your AutoRFP.ai platform and make informed decisions on internal RFP processes.
Questions? Reach out at [email protected].