A defensible cash-automation business case begins with the current process. Record labour minutes, transaction and note volume, exception effort, service events, cash holdings, transport activity, and the cost of downtime. The baseline must specify the period, locations, and data owner so it can be reproduced.
Model the full lifecycle cost: equipment, integration, site preparation, training, software, connectivity, maintenance, consumables, security controls, and replacement assumptions. Separate committed costs from optional phases and record which assumptions depend on volume or service scope.
Benefits should be calculated from measurable changes, not borrowed industry percentages. Examples include minutes removed from a defined task, fewer exception investigations, fewer emergency service events, or a validated change in cash holdings. Show conservative, expected, and upside scenarios and identify the assumptions with the greatest effect on payback.
The pilot is the evidence gate. Compare a representative control period with the pilot period, account for seasonality, and agree acceptance criteria before deployment. CashPrime's ROI calculator is a planning tool; final targets should be approved only after the customer's data has been validated.