Automation ROI & Cost Displacement Dashboard

Meridian Financial Services • FY2024 Automation Portfolio Performance

Annual Cost Displaced
$4.07M
-8.4% vs. proj
Realized Savings Var.
-8.4%
Better than Q3
Avg Cost-Per-Transaction
$2.14
-12% YoY
Process Exception Rate
3.8%
+0.4% vs. target
Automation Uptime
98.2%
On target
Maintenance Cost Ratio
18.3%
Above 15% target
ROI Waterfall: From Gross Savings to Net Realized Displacement
Exception Rate Heatmap by Process × Month
Cost-Per-Transaction Trend by Category
Business Unit ROI Ranking
Time-to-Value by Automation Class
Top Automations by Annual Savings
Automation Name Business Unit Annual Savings Exception Rate Uptime Maint. Ratio ROI Multiple Status
Invoice Processing Bot Finance $487K 2.1% 99.7% 9.2% 8.4x Optimal
Customer Onboarding Flow Operations $412K 3.1% 98.9% 11.4% 7.2x Optimal
Report Generation Suite Finance $381K 1.8% 99.1% 7.8% 9.1x Optimal
Policy Renewal Processor Underwriting $324K 2.9% 97.8% 13.1% 6.8x Monitor
Payment Reconciliation Finance $298K 3.4% 98.4% 10.6% 7.5x Optimal
Email Classification Engine Customer Service $276K 4.2% 96.9% 15.8% 5.9x Monitor
Data Entry Automation Operations $241K 3.7% 97.2% 12.4% 6.4x Optimal
Document Extraction RPA Operations $219K 5.1% 95.8% 19.2% 4.8x Action Req.
Claims Processing RPA Claims $187K 7.2% 94.1% 44.0% 2.1x Critical
Compliance Check Bot Risk $168K 2.6% 98.6% 11.9% 6.2x Optimal
Realized vs. Projected Savings (18-Month Trend)
Automation Uptime Index Over Time
Avoidable Process Volume
Error-to-Resolution Cost
Maintenance Cost Breakdown
Data Last Reconciled: December 28, 2024 @ 11:42 PM EST
Finance Sign-off: J. Martinez, CFO • IT Sign-off: R. Chen, CIO