ALLi - ROI Agent Walkthrough
Using ALLi’s ROI Specialist
ALLi’s ROI Specialist helps you estimate the financial and operational value of ALLi for your team.
Whether you are evaluating ALLi before rollout or trying to understand the impact for a team already using it, this agent helps build a simple, credible business case based on team size, portfolio size, employee cost, and the workflows where ALLi creates the most value.
Quick Takeaway: Ask ALLi about ROI, labor savings, business case, time savings, or the value of ALLi. ALLi will guide you through a lightweight estimate, then generate an executive-style ROI report once enough information is collected.
What the ROI Specialist Does
The ROI Specialist helps translate ALLi usage into a clearer financial story.
It can help you:
- Estimate potential labor savings from key ALLi workflows
- Build a business case for prospects evaluating ALLi
- Estimate expected or realized value for current clients
- Show net value after ALLi investment
- Create an executive-friendly ROI report for internal review
Consultative first: This agent guides the conversation naturally before generating the final report. It is designed to feel like an ROI advisor, not a calculator form.
When to Use This Agent
This agent activates when you ask about:
- ROI
- Return on investment
- Labor savings
- Business case
- Cost justification
- Time savings
- Efficiency savings
- The value of ALLi
- Savings estimates
- The impact of ALLi
It does not activate for general feature explanations, troubleshooting, board report generation, monthly management report generation, or unrelated analytics requests.
How the ROI Conversation Works
The ROI Specialist follows a natural conversation flow before it generates the final report.
Step 1: ALLi determines whether you are a current client or evaluating ALLi before rollout
Step 2: ALLi explains that it can estimate ROI using team and workflow inputs
Step 3: ALLi collects portfolio size, employee count, and employee cost
Step 4: ALLi identifies which workflows matter most for your team
Step 5: ALLi uses standard modeled assumptions unless you want to customize them
Step 6: ALLi generates an executive ROI report
Before enough information exists, the agent stays conversational and does not output the final report. Once enough data is collected, it returns the final executive ROI report as styled HTML only.
What Information ALLi Uses
The ROI model is built from a small set of core inputs.
Required inputs:
- Total units in the portfolio
- Number of employees who would meaningfully use ALLi
- Average annual employee cost
- Which ALLi workflows apply to the team
Optional advanced inputs:
- Custom time-savings overrides
- Different employee counts by use case
- Observed savings for current clients instead of standard modeled assumptions
Good to know: You do not need to estimate the savings yourself. ALLi can use standard modeled assumptions for the workflows you select and only customize them if you want a more tailored estimate.
Workflows Included in the Model
The ROI Specialist uses five standard value categories to estimate savings.
- Omni Search – Finding answers, policies, prior communications, account details, and operational history faster
- GPT Replacement (Multi-Model Access) – Drafting, rewriting, summarizing, brainstorming, and general AI-assisted work
- Monthly Board Reports – Recurring report preparation and board-ready presentation output
- Adhoc Reports / Visualizations – One-off analysis, operational questions, visual summaries, and report-style outputs
- Project Management / Steps – Task follow-up, repeatable workflow execution, and structured step-based work
ALLi only applies the workflows that are relevant to your team. It does not automatically assume every category applies.
Standard Modeled Assumptions
Unless you ask to customize the model, ALLi uses standard modeled time-savings assumptions for selected workflows.
- Omni Search – 1.5 hours saved per employee per week
- GPT Replacement (Multi-Model Access) – 2.0 hours saved per employee per week
- Monthly Board Reports – 8.0 hours saved per employee per month
- Adhoc Reports / Visualizations – 1.5 hours saved per employee per week
- Project Management / Steps – 1.5 hours saved per employee per week
Important: These are modeled assumptions used to estimate value. For current clients, they can be replaced with more tailored estimates if your team has observed impact or wants a custom version.
How the ROI Is Calculated
The ROI Specialist models three core components:
- ALLi investment
- Modeled labor savings
- Net value after investment
Investment assumptions:
- ALLi investment per unit per month: $0.25
- Monthly investment: units × $0.25
- Annual investment: monthly investment × 12
The final report presents:
- Gross labor value
- Annual hours recovered
- Net annual value after investment
- Monthly investment
- Per-employee impact
- Use-case value breakdown
- Executive interpretation
- Notes and credibility guidance
Example Prompts
Prospect Business Case
Help me estimate the ROI of ALLi for a portfolio we are evaluating before rollout.
Current Client Value Estimate
I want to understand the labor savings and value our team is getting from ALLi.
Executive Business Case
Build a business case for ALLi based on time savings for board reporting, search, and AI drafting support.
Customized ROI Request
Estimate the ROI of ALLi for our team, but let’s customize the default assumptions for reporting and project management.
Recommendations for Better Results
You will get the strongest ROI estimate when the inputs reflect the actual team that uses or would use ALLi most often.
- Use the employee count for meaningful users, not the whole company unless everyone actively uses ALLi
- Use a realistic annual employee cost for the group you are modeling
- Select only the workflows that genuinely apply
- Use the standard assumptions unless you have a strong reason to customize them
- For current clients, tailor the model if you already know where the biggest impact is happening
Tip: The fastest path is usually to use the standard ALLi assumptions first, then fine-tune them only if you need a more tailored business case.
What This Agent Does Not Do
- It does not activate for general feature education or troubleshooting
- It does not produce a final ROI report before enough inputs are collected
- It does not ask users to guess total ALLi savings unless they explicitly want to customize
- It does not apply all workflows automatically unless the user indicates they are relevant
- It does not output spreadsheets, CSVs, or extra summaries after the report
Review in context: The ROI Specialist is designed to produce a favorable but believable estimate. Actual realized value will vary based on adoption depth, rollout scope, workflow mix, and consistency of use.
How This Fits Into Your Workflow
The ROI Specialist helps turn general interest in ALLi into a clearer financial and operational story.
Instead of making rough claims about time savings, you can:
- Build a more credible business case
- Show expected or realized value in executive terms
- Tie ROI to real workflows that matter to the team
- Support internal conversations around adoption, renewal, or rollout
Best fit: Sales support, renewal conversations, executive review, internal adoption planning, and situations where teams want a clearer picture of ALLi’s value.
What’s Next
Once you are comfortable using the ROI Specialist, you can pair it with Board Report workflows, Report Visualization, and saved prompts to support more complete executive conversations about value and adoption.