Learn how to build a strong AI business case and calculate ROI for your projects. This guide covers executive funding and KPIs. Effective AI value management is essential for proving the success of your technical initiatives. This module focuses on the practical side of project funding, helping you bridge the gap between technical implementation and financial justification. Whether you are managing internal resources or pitching to leadership, understanding the right metrics is critical for long-term project viability. We will walk through the core components of AI investment models and how to align them with executive KPIs.

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Chapters:
00:00 AI Value Management & ROI Overview
08:16 Hard ROI vs Soft ROI Explained
17:41 Creating a Credible Executive Business Case
24:00 Choosing the Right AI Funding Strategy
33:10 Lab 1: Building an AI ROI Model
39:54 Lab 2: Creating a Board-Ready AI Investment Case
42:20 Lab 3: Designing Executive AI KPI Scorecards
44:56 Lab 4: Pilot vs Platform AI Scaling Decision Matrix

In this video, you'll learn:
Why AI delivers value across five outcome areas: productivity, cost reduction, cycle time, accuracy, and user experience, not just cost savings
The critical difference between hard ROI (measurable financial gains) and soft ROI (strategic benefits like satisfaction and decision quality)
How to build a credible AI business case: current state assessment, pain points, benefit estimation, and adoption modeling over time
Hands-on Lab 1: building a full ROI model for an invoice-matching AI use case, calculating labor savings, automation rate, and payback period step by step
Hands-on Lab 2: creating a board-ready, one-page investment case covering business challenges, proposed solution, investment, and financial benefits
How to design an executive KPI scorecard using a KPI tree that links strategic goals (efficiency, risk, compliance, growth) to measurable operational metrics
A live comparison of pilot-only versus platform-scaling funding models, including a real financial example showing why platform investment often wins long-term

Watching a real ROI calculation build from raw numbers, invoices per month, labor hours, automation rate, into a final executive summary is exactly the skill that lets you defend an AI investment in front of finance leadership, not just describe it. The next module moves into governance, risk, and operating models for scaling AI enterprise-wide.

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