Template

AI Use-Case Portfolio & Prioritization Template

Interactive template to capture, score, and prioritize candidate AI use-cases. Collects essential details—value, confidence, data readiness, complexity, privacy risk, and recommended next steps—with stable field keys so entries can be saved, compared, and later used for dashboards or exports.

Interactive Tool

AI Use-Case Portfolio & Prioritization

Use this form to capture candidate AI pilots in a consistent, comparable way. For each idea, enter the core problem, estimated value, data and technical readiness, and a recommended next step. The fields are designed so you can sort, filter, and later export or report on the portfolio.

Tip: If you want a quick prioritization, complete the numeric fields (estimated value, confidence, complexity, effort, and time-to-value) and enter a manual priority score using the suggested formula in the help text.

A short descriptive title (e.g., 'Invoice OCR & Validation').
Person or team who proposed the idea.
Useful for follow-up.
Describe the current problem and the desired outcome the AI solution would create.
Which customers, teams, or processes will benefit?
Enter an annualized dollar (or local currency) estimate of benefit or cost reduction. Use whole numbers. If unsure, give your best estimate and set Value confidence below.
1 = rough guess, 5 = high confidence (based on data/analysis)
1.0 10.0
List the types of data needed (sources, frequency, volume). Be specific about structured vs unstructured data.
How accessible and clean is the required data?
1 = straightforward (existing models, simple integration), 5 = complex (custom models, major system changes)
1.0 10.0
Rough calendar months to a minimum viable pilot (not FTEs).
Identify regulatory, privacy, or contractual risks if this use-case is implemented.
Other systems, data owners, external vendors, or decisions required before starting.
Choose the suggested immediate action for this idea.
Estimate weeks until the pilot begins to deliver measurable value.
Operational considerations, budget constraints, staffing needs, or other feasibility comments.
Enter a numeric score to rank ideas. Suggested experiment: priority = (estimated_annual_value * value_confidence) / (technical_complexity * (privacyRiskScore||1)). Privacy risk score = 1 for low, 2 for medium, 3 for high. This field is manual here; portfolio views or dashboards can compute automatically if supported.
Paste a short example, link to a mockup, or attach notes for reviewers (links accepted).
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