VERIDIAN RESEARCH
ROI CALCULATION TEMPLATE
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INSTRUCTIONS:
1. Fill in the yellow highlighted cells with your specific data
2. The template will automatically calculate ROI, payback period, and NPV
3. Use realistic estimates for all cost and benefit categories
4. Consider both tangible and intangible factors

SOFTWARE INVESTMENT ANALYSIS
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Software/Tool Name: _________________________
Vendor/Provider: ____________________________
Analysis Date: _____________________________
Prepared By: _______________________________

UPFRONT COSTS (Year 0)
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License/Subscription Fees: $ ____________
Implementation/Setup: $ ____________
Training (Initial): $ ____________
Data Migration: $ ____________
Consulting/Professional Services: $ ____________
Hardware/Infrastructure: $ ____________
Other Upfront Costs: $ ____________
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TOTAL UPFRONT COSTS: $ ____________

ANNUAL RECURRING COSTS
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License/Subscription (Annual): $ ____________
Maintenance/Support: $ ____________
Training (Ongoing): $ ____________
Administrative Overhead: $ ____________
Integration/API Costs: $ ____________
Other Annual Costs: $ ____________
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TOTAL ANNUAL COSTS: $ ____________

ANNUAL BENEFITS & SAVINGS
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Labor Cost Savings: $ ____________
Productivity Gains: $ ____________
Error Reduction Savings: $ ____________
Process Efficiency Savings: $ ____________
Compliance/Risk Reduction: $ ____________
Revenue Increase: $ ____________
Other Savings/Benefits: $ ____________
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TOTAL ANNUAL BENEFITS: $ ____________

NET ANNUAL BENEFIT (Benefits - Costs): $ ____________

CALCULATIONS (3-Year Analysis)
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Total Investment (Upfront + 3 Years Annual Costs): $ ____________
Total Benefits (3 Years Annual Benefits): $ ____________
Net Profit (Total Benefits - Total Investment): $ ____________
ROI (%): [(Net Profit / Total Investment) × 100]: __________%
Payback Period (Years): [Total Investment / Net Annual Benefit]: __________ years

NET PRESENT VALUE (NPV) - 3 Years @ 8% Discount Rate
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Year 0 (Upfront): -$ ____________
Year 1: $ ____________ / (1.08)^1 = $ ____________
Year 2: $ ____________ / (1.08)^2 = $ ____________
Year 3: $ ____________ / (1.08)^3 = $ ____________
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NPV: $ ____________

QUALITATIVE FACTORS (Rate 1-5)
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User Adoption/Likelihood: ____/5
Integration Complexity: ____/5
Vendor Reliability/Support: ____/5
Scalability/Future Proofing: ____/5
Strategic Alignment: ____/5
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AVERAGE QUALITATIVE SCORE: ____/5

NOTES & ASSUMPTIONS:
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