Project Summary
One-paragraph description of project goals, scope, deliverables, and how success will be measured; include primary stakeholders and start/finish months.
Using a standardized Business ROI Assessment Form aligns assumptions, reduces analysis variance, and captures necessary approvals for budget committees and finance reviews.
Teams across finance, product, IT, and operations commonly prepare ROI assessments before capital or project funding decisions.
The completed form is usually reviewed by finance, a budget committee, and the project sponsor before approval and funding.
The executive or department head who requests funding and certifies strategic alignment. Responsible for approving assumptions and confirming business need in two short paragraphs emphasizing accountability and budget ownership.
The finance or FP&A representative who verifies calculations, tax and accounting treatment, and recommends funding level based on cash flow and ROI thresholds; provides the final consolidated financial review.
One-paragraph description of project goals, scope, deliverables, and how success will be measured; include primary stakeholders and start/finish months.
Itemize one-time and recurring costs (labor, software, hardware, implementation, training) with timing and capital vs operating classification.
Quantify expected benefits (revenue lift, cost reduction, FTE savings) with annualized dollar values and assumptions documented for each line item.
List key assumptions, probability adjustments, and high-level risk mitigation steps so reviewers can judge reliability of projections.
Compute payback period, net present value (NPV) if applicable, internal rate of return (IRR) or simple ROI percentage over the chosen analysis window.
Signature block, dates, budget owner sign-off, and next-step routing instructions for procurement or capital allocation.
| Field | Configuration |
|---|---|
| Required Fields | Project title, baseline cost, estimated benefit, sponsor signature |
| Routing | Auto-send to finance then sponsor in sequence |
| Authentication | Email code or SSO for approvers |
| Notifications | Email reminders at 3 and 7 days |
Choose a platform that supports secure eSignature, audit trails, and integrations with your document repository and ERP systems.
Submit ROI at least 30 days before review cycle
Allow 7–10 business days for verification
Target decision within 5 business days after finance sign-off
Plan 15–45 days for vendor contracting
Update assumptions and outcomes each quarter
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|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |