SAAF AI Business Value Scorecard

Time to Complete: ~30–45 minutes per pilot use case

Purpose: Measure the success of an AI pilot across key value dimensions—so you can make an informed Go / No-Go / Improve decision.

Why Use This?

A pilot shouldn’t scale just because it “worked.” It should prove value, align with goals, and show that it's safe, usable, and repeatable. This scorecard helps align stakeholders around clear evidence—so AI adoption scales responsibly.

Section 1: Use Case Summary

Use Case Name / Title: _______________________________________________

Team / Department: _______________________________________________

Type of AI Function: ☐ Summarization ☐ Search ☐ AI Agent ☐ Other: ____

Duration of Pilot: From ________________ to ________________

Reviewed By: _______________________________________________

Section 2: Value Scoring Table

Score each dimension from 1 (Low) to 5 (High). Add notes or evidence as needed.

Value Dimension	Guiding Question	Score (1–5)	Notes / Evidence
Time Savings	Did this reduce time spent on manual tasks or analysis?
Process Improvement	Did it simplify, standardize, or improve the workflow?
User Experience	Was the AI tool easy to use and helpful for users?
Business Alignment	Does the use case align with strategic goals or KPIs?
Quality & Accuracy	Were the outputs useful, factual, and reliable with minimal edits?
Risk & Compliance Fit	Was the AI used within acceptable data, privacy, and risk boundaries?
Scalability	Can this solution be repeated across teams or functions with low overhead?

Total Score: ___ / 35

Section 3: Qualitative Feedback Summary

What did users say? (summarize surveys, retros, interviews)

What surprised you? (positive or negative)

Any unintended outcomes or red flags?

Section 4: Lessons Learned

• What worked really well?

• What should be improved before scaling?

• What dependencies must be addressed?

Section 5: Recommendation & Readiness

Overall Recommendation

☐ Scale as-is 

☐ Scale with improvement 

☐ Redesign 

☐ Do not scale

Justification: Readiness to Scale

• ☐ Training materials ready

• ☐ Support team informed

• ☐ Risks reviewed and mitigated

• ☐ Data and infrastructure scalable

• ☐ Governance review complete

Completion Checklist

• All scoring dimensions evaluated with supporting evidence

• Stakeholder feedback summarized

• Recommendation clearly stated

• Scorecard shared with Governance Board or decision makers

Use this scorecard to support your Go / No-Go decision gate and document the outcome in your roadmap or AI governance hub.