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0% Preparation A preparation checklist, not an assessment of feasibility. My plan Build or improve Process blueprints Plan overview Start with the work that matters Describe the outcome you want. Add distinct tasks so the same work is not counted twice.
Desired outcome
Current workload Add task Add a task, or bring your assumptions from the ROI calculator.
A workload baseline is an estimate. Confirm it with the people doing the work.
Software you already use Software and subscription plans, one per line Up to 30 distinct entries. Record actual products and plans; compatibility still needs validation.
Priorities and prerequisites Add opportunity Shortlist a useful opportunity and note its missing data, access or decisions.
Which approach deserves the investment? Enter your own assumptions for each option. Empty costs mean zero, not a verified quote. All costs are in CAD; taxes and financing are excluded.
Shared baseline: 0 hours per week · $45 / h
Add task hours in My plan to compare a meaningful baseline.
Improve the manual process
First-year direct cost $0
Annual recurring cost $0
Net hours recovered in year one 0 h
Value of recovered capacity $0
Estimated spending avoided $0
First-year cash balance $0
Cash break-even Not reached within 120 months Use existing software
First-year direct cost $0
Annual recurring cost $0
Net hours recovered in year one 0 h
Value of recovered capacity $0
Estimated spending avoided $0
First-year cash balance $0
Cash break-even Not reached within 120 months Connect current tools
First-year direct cost $0
Annual recurring cost $0
Net hours recovered in year one 0 h
Value of recovered capacity $0
Estimated spending avoided $0
First-year cash balance $0
Cash break-even Not reached within 120 months Build a custom solution
First-year direct cost $0
Annual recurring cost $0
Net hours recovered in year one 0 h
Value of recovered capacity $0
Estimated spending avoided $0
First-year cash balance $0
Cash break-even Not reached within 120 months Method: 48 working weeks per year, 12 months of recurring fees and maintenance, and a linear adoption ramp. Human review follows the same ramp. Recovered hours are reduced by review and maintenance; negative hours mean extra work. Break-even uses the stated share of spending avoided and requires a positive ongoing cash contribution. Future prices, workload and adoption are assumed constant; results are estimates.
Make the process buildable Add blueprint Document the current process, then define ordered steps, human decisions and recovery. Capture the unresolved questions before committing to a build.
Create a blueprint for your first opportunity. Every field remains editable.