Planning & ROI

How to share the workflow migration ROI estimate

The ROI calculator is designed for early stakeholder conversations. It summarizes manual labor cost, Flow Migrator-assisted labor cost, hours saved, first-year net savings, ROI, payback, and optional platform savings.

4 min readUpdated May 22, 2026ROI summaryassessmentstakeholders
Quick answer
In shortCopy the executive summary or download the ROI CSV so stakeholders can review the manual-vs-assisted conversion estimate.
Most likely causeThe calculator can copy a short executive summary and download a CSV of assumptions, totals, and complexity rows for customer follow-up.
What to do nextOpen the workflow migration ROI calculator, enter workflow counts and cost assumptions, then copy the summary or download the CSV for stakeholder review.

What the shared estimate includes

The calculator can copy a short executive summary and download a CSV of assumptions, totals, and complexity rows for customer follow-up.

The estimate is meant to support discovery and qualification. It should be paired with a workflow-export analysis before final project scope or pricing decisions.

  • Manual conversion labor total
  • Flow Migrator-assisted labor total
  • Hours saved and labor savings
  • Optional platform savings
  • ROI, payback, and recommended next step

When to share it with a customer

Share the ROI summary after the customer has provided enough workflow counts and cost assumptions for the estimate to be meaningful. If the customer does not know workflow counts, use the estimate to drive the next discovery conversation rather than presenting it as a final ROI case.

For MSP partners, the copied summary or CSV is useful as a leave-behind after an introductory call or as an input to a paid assessment proposal.

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