# Automation pilot evidence record

Status: blank evidence worksheet, not a completed pilot. Start with one authorized workflow. Keep customer data and invoices private; publish only permissioned, redacted evidence.

## Freeze the comparison
- Workflow, responsible owner, scope and task definition:
- Baseline dates, timezone, task count and measurement method:
- Pilot dates, task count and comparable workload/complexity:
- Process/tool/configuration version and permitted integrations:
- Acceptance criteria: correctness, response time, exceptions and escalation owner:

## Record each observation
| Record | Count or hours | Evidence source | Date | Owner | Assumed or observed |
|---|---|---|---|---|---|
| Baseline active manual work | | | | | |
| Automated work attempted / completed | | | | | |
| Work still manual | | | | | |
| Routine human review | | | | | |
| Exception handling and retries, excluding routine review | | | | | |
| Failures, incorrect actions and recovery | | | | | |
| Customer wait time and unmet service thresholds | | | | | |

## Separate cash and capacity
| Item | Actual USD | Recurring period or one-time | Supporting record | Can this expense actually stop? |
|---|---|---|---|---|
| Setup, integration and training | | | | |
| Software, service and monitoring | | | | |
| Retired vendor, service or overtime expense | | | | |
| Labor time released with unchanged salary | | | | No cash saving unless an expense is actually removed |

Include failed attempts. Do not count the same labor both in handling time and recurring cost. Do not extrapolate a full year from a short pilot without labeling the assumption. Record rollout timing separately if costs precede benefits.

## Publication decision
Process owner, review date, permissioned evidence URLs, confirmed operating limits, observed result, unresolved failures and approval of exact publication version:

No case-study claim is ready until the baseline, comparison, costs, quality checks and responsible human review are documented. Use https://toba-tech.ai/automation-roi-calculator for scenario arithmetic only.