Automation & Robotics ROI Calculator

{ "Type": "InteractiveForm", "Title": "Automation & Robotics ROI Calculator", "IntroductionHtml": "

This interactive calculator helps teams capture realistic assumptions for an automation or robotics project, save scenarios, and prepare standard inputs for an automated ROI calculation (payback, NPV, and sensitivity). Complete the form for a scenario and save it. If your site or enterprise enables calculation processing, results and charts will be returned after submission. Use this to compare alternatives, store a project record, and support consistent decision-making.

", "SubmitLabel": "Save Scenario & Request Calculation", "SuccessMessage": "Scenario saved. If calculation processing is enabled for this site, results and charts will be available shortly. You can return to compare saved scenarios.", "DataType": "automation-robotics.roi.scenario", "SchemaVersion": "1.0", "Fields": [ { "Key": "scenario_name", "FieldType": "text", "Label": "Scenario name", "HelpText": "Short, distinctive name (e.g., 'Packing line cobot pilot - Line 2').", "Required": true }, { "Key": "currency", "FieldType": "select", "Label": "Currency", "HelpText": "Select the currency for all cost inputs.", "Required": true, "Options": [ { "Value": "USD", "Label": "USD - US Dollar" }, { "Value": "EUR", "Label": "EUR - Euro" }, { "Value": "GBP", "Label": "GBP - British Pound" }, { "Value": "LOCAL", "Label": "Local / Other" } ] }, { "Key": "capital_cost", "FieldType": "number", "Label": "Capital cost (one-time)", "HelpText": "Equipment purchase price or capital lease cost. Exclude integration unless you include integration separately below.", "Required": true, "Min": 0 }, { "Key": "integration_cost", "FieldType": "number", "Label": "Integration & engineering cost (one-time)", "HelpText": "Controls, tooling, software integration, safety modifications, and integrator fees.", "Required": true, "Min": 0 }, { "Key": "other_capex", "FieldType": "number", "Label": "Other one-time costs (training, fixtures, commissioning)", "HelpText": "Optional additional one-time costs relevant to the project.", "Required": false, "Min": 0 }, { "Key": "labor_reduction_fte", "FieldType": "number", "Label": "Estimated labor reduction (FTE)", "HelpText": "Full-time-equivalent positions reduced or reallocated because of this project. Use decimals for partial FTEs.", "Required": false, "Min": 0, "Step": 0.01 }, { "Key": "avg_hourly_labor_cost", "FieldType": "number", "Label": "Average fully-burdened labor cost per hour", "HelpText": "Include wages, benefits, payroll burden, and overhead per hour.", "Required": true, "Min": 0 }, { "Key": "work_hours_per_fte_per_year", "FieldType": "number", "Label": "Work hours per FTE per year", "HelpText": "Typical default: 2,000 (40 hrs/wk × 50 wks) or your company standard.", "Required": true, "Min": 0, "Default": 2000 }, { "Key": "cycle_time_current_seconds", "FieldType": "number", "Label": "Current cycle time (seconds per unit)", "HelpText": "Average time to complete one unit today.", "Required": false, "Min": 0 }, { "Key": "cycle_time_new_seconds", "FieldType": "number", "Label": "Projected cycle time after automation (seconds per unit)", "HelpText": "Estimated cycle time after the automation is in place. Provide either current/new cycle times or direct throughput gain estimates.", "Required": false, "Min": 0 }, { "Key": "throughput_gain_percent", "FieldType": "number", "Label": "Projected throughput gain (%)", "HelpText": "Optional. An alternative to supplying cycle times; positive values increase throughput.", "Required": false, "Min": -100, "Max": 100 }, { "Key": "scrap_cost_current_per_year", "FieldType": "number", "Label": "Current scrap & rework cost per year", "HelpText": "Annual cost of scrap and rework this automation aims to reduce.", "Required": false, "Min": 0 }, { "Key": "expected_scrap_reduction_percent", "FieldType": "number", "Label": "Expected scrap reduction (%)", "HelpText": "Percent reduction in scrap and rework attributable to the automation.", "Required": false, "Min": 0, "Max": 100 }, { "Key": "uptime_current_percent", "FieldType": "number", "Label": "Current expected uptime (%)", "HelpText": "Average equipment availability today (0–100%).", "Required": false, "Min": 0, "Max": 100 }, { "Key": "uptime_new_percent", "FieldType": "number", "Label": "Projected uptime after automation (%)", "HelpText": "Expected availability after changes. Use this to capture throughput-related availability impacts.", "Required": false, "Min": 0, "Max": 100 }, { "Key": "maintenance_cost_current_per_year", "FieldType": "number", "Label": "Current annual maintenance cost", "HelpText": "Total maintenance cost per year for affected equipment/process today.", "Required": false, "Min": 0 }, { "Key": "maintenance_cost_new_per_year", "FieldType": "number", "Label": "Projected annual maintenance cost after automation", "HelpText": "Estimate of year-after-year maintenance cost. Automation can increase or decrease maintenance expense.", "Required": false, "Min": 0 }, { "Key": "project_lifetime_years", "FieldType": "number", "Label": "Analysis lifetime (years)", "HelpText": "Number of years to include in NPV and payback calculations (typical: 5–10).", "Required": true, "Min": 1, "Default": 5 }, { "Key": "discount_rate_percent", "FieldType": "number", "Label": "Discount rate for NPV (%)", "HelpText": "Used for present-value calculations. Typical values 6%–12% depending on company hurdle rate.", "Required": true, "Min": 0, "Max": 100, "Default": 8 }, { "Key": "include_benefits", "FieldType": "checkbox", "Label": "Benefits to include in financials", "HelpText": "Select the categories of benefits you want the calculator to include.", "Options": [ { "Value": "labor", "Label": "Labor savings / redeployment" }, { "Value": "throughput", "Label": "Throughput / production increase" }, { "Value": "quality", "Label": "Reduced scrap & rework" }, { "Value": "maintenance", "Label": "Maintenance cost changes" }, { "Value": "safety", "Label": "Quantified safety-related savings (if applicable)" } ] }, { "Key": "sensitivity_scenarios", "FieldType": "textarea", "Label": "Sensitivity scenarios (optional)", "HelpText": "Describe up to three alternate assumptions to test (e.g., '20% higher capex', '50% of estimated labor savings realized'). These can be processed if calculation automation is enabled.", "Required": false }, { "Key": "notes", "FieldType": "textarea", "Label": "Notes / Assumptions", "HelpText": "Any contextual notes, key risks, integration readiness, safety items, or expected timeline that reviewers should consider.", "Required": false } ] }