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AI Use-Case Scorecard

Score a client's candidate AI use-cases on a weighted impact/effort model a CFO can't argue with. Lock your criteria and weights first, then rank every idea.

Step 1. Lock your criteria and weights
Decide what matters before you score anything. Each axis must sum to 100. This is the step most diagnostics skip, and it is why their rankings fall apart under questioning.

Impact

100/100

New revenue or revenue protected if this ships.

Hard dollars or hours removed from the operation.

Compliance, error, or reputational risk this lowers.

How fast the client feels the benefit after go-live.

Effort

100/100

Is the data clean, available, and labeled? Higher = more work.

Systems to connect, APIs, infra. Higher = more work.

Approvals, audits, residency. Higher = more work.

How hard to get people to actually adopt it. Higher = more work.

Both axes sum to 100. You are ready to score.

Why locking weights first matters

When you score first and weight later, you can always nudge the weights to make your favorite idea win. Locking the criteria and their weights to 100 before any use-case is scored removes that bias. The ranking becomes a function of the client's own priorities, which is exactly what survives a CFO's questioning. This is the same impact/effort discipline the Audity diagnostic engine runs at engagement scale.

How to prioritize AI use-cases: the impact/effort method

Prioritizing a client's AI opportunities comes down to one question: which idea returns the most value for the least work? The impact/effort method makes that question answerable instead of political. You score every candidate use-case on two weighted axes, divide impact by effort, and rank the results. The discipline that makes the ranking hold up in a discovery review is locking the criteria and their weights before you score a single use-case, so the order falls out of the client's stated priorities rather than your gut.

The impact criteria (and why each is weighted)

Impact answers "what does the business get if this ships?" The four default criteria carry the weight a typical diagnostic gives them, and each axis sums to 100 so the math stays normalized:

  • Revenue upside (30) — new revenue or revenue protected if this ships. Weighted highest alongside cost because it moves the number a CFO watches.
  • Cost reduction (30) — hard dollars or hours removed from the operation. The most defensible benefit in most AI cases, which is why it shares the top weight.
  • Risk reduction (20) — compliance, error, or reputational risk this lowers. Real value, but harder to bank, so it sits a tier below.
  • Time to value (20) — how fast the client feels the benefit after go-live. Speed-to-payback matters, but it modifies the case rather than being the case.

The effort criteria (higher means more work)

Effort answers "what will it actually take to deliver?" Score these so a higher number means a heavier lift. The same four-criteria, sum-to-100 structure applies:

  • Data readiness (30) — is the data clean, available, and labeled? The single most common reason AI projects stall, so it carries top weight.
  • Integration lift (30) — systems to connect, APIs, infrastructure. Weighted alongside data because plumbing, not models, usually drives the timeline.
  • Regulatory burden (20) — approvals, audits, data residency. Real drag in regulated industries, lighter elsewhere, so it sits a tier below.
  • Change management (20) — how hard it is to get people to actually adopt it. Quietly decides whether the benefit ever materializes.

The priority signal: impact divided by effort

Each axis is normalized to 0–100 (a use-case that scores a perfect 5 across every criterion maps to 100). The priority signal is simply:

Priority = Impact (0–100) ÷ Effort (0–100)

A higher ratio means more value per unit of work, so it goes sooner. Ranking by this ratio is what turns a pile of equally loud ideas into a sequenced roadmap you can defend line by line.

The four quadrants and what to do with each

Plotting impact (vertical) against effort (horizontal), split at the midpoint of 50, sorts every use-case into one of four quadrants. Each carries a different recommendation:

  • Quick Win (high impact, low effort) — lead with these. They build momentum and trust before you ask for a bigger commitment.
  • Big Bet (high impact, high effort) — worth it, but scope carefully and stage it. These are roadmap items, not week-one work.
  • Fill-In (low impact, low effort) — do these when there is slack. Useful, never the headline.
  • Money Pit (low impact, high effort) — say no, or reshape the scope until it leaves this quadrant. Naming these explicitly is often the most valuable output of a discovery.

That sequence — lock criteria, score, rank by the ratio, sort into quadrants — is the same prioritization discipline an Audity discovery runs across a client's whole opportunity set, then packages as a client-ready deliverable.

Related free tools for consultants

Once you have a ranked roadmap, these tools carry it through the rest of the engagement:

How to Prioritize AI Use-Cases

A long list of AI ideas is not a roadmap. To turn candidate use-cases into a ranking a CFO cannot argue with, score every one on two axes (impact and effort) using criteria you weight before you score anything.

  1. Lock your criteria and weights. Decide what matters first. Weight impact (revenue upside, cost reduction, risk reduction, time to value) and effort (data readiness, integration lift, regulatory burden, change management) so each axis sums to 100, then lock them.
  2. Score each use-case 1 to 5. Add every use-case the client is considering and rate each one on every locked criterion. For effort, higher means more work.
  3. Read your prioritized roadmap. The tool ranks each use-case by impact divided by effort and plots it on the impact/effort matrix. The top of the list is what you recommend first.

The four quadrants of the impact/effort matrix

  • Quick Win: high impact, low effort. Lead with these.
  • Big Bet: high impact, high effort. Worth it, but scope carefully.
  • Fill-In: low impact, low effort. Do when there is slack.
  • Money Pit: low impact, high effort. Say no, or reshape the scope.

Frequently asked questions