Transformation pays. This shows exactly how much, in terms your CFO, CPO, and board will believe.
Every assumption is conservative and benchmarked against real outcomes. Adjust the inputs to match your organization, then send yourself the results or bring them straight into a conversation with SIG.
Disclaimer: This tool is designed to help you explore and discuss the potential value, cost, and ROI of an Agile or AI transformation. The numbers it produces are estimates based on the inputs you provide and general industry benchmarks. They are intended to inform conversation, not to represent a commitment by Stephens Insight Group to deliver any specific financial result.
AGILE / SAFe
YOUR ORGANIZATION
20
$1.5M
30
$500K
CURRENT STATE
25%
40%
9 mo
CONSERVATIVE IMPROVEMENTS
35%
30%
30%
AI ADOPTION
YOUR ORGANIZATION
50
$120K
10
$200K
CURRENT STATE
30%
20%
7 days
CONSERVATIVE IMPROVEMENTS
40%
50%
60%
SIG INVESTMENT
$350K
$120K
ANNUAL VALUE UNLOCKED
Rework savings
—
recovered team capacity
Portfolio waste recovered
—
from late / over-budget work
Throughput increase
—
more output, same headcount
Faster time to value
—
earlier per initiative
ANNUAL VALUE UNLOCKED
Automation savings
—
capacity freed for higher-value work
Quality & accuracy gains
—
from reduced errors and rework
Decision velocity value
—
faster execution on AI use cases
FTE equivalent freed
—
reinvest in growth, not process
ANNUAL VALUE UNLOCKED
Agile / SAFe
Rework savings
—
recovered team capacity
Portfolio waste recovered
—
from late / over-budget work
Faster time to value
—
earlier per initiative
AI Adoption
Automation savings
—
capacity freed for higher-value work
Quality & accuracy gains
—
from reduced errors and rework
Decision velocity value
—
faster execution on AI use cases
vs. $350K SIG investment
—
Total annual benefit
—
Year 1 ROI
—
3-year ROI
—
Payback period
YEAR 2+ NET VALUE (RETAINER)
Annual net value (after retainer)
—
3-year cumulative value
—
CFO VIEW – CAPITALIZATION IMPACT
Agile and SAFe transformation costs are often partially capitalizable under ASC 350-40, cutting the year-1 P&L hit significantly.
Full expense (year 1 P&L)$350K
Capitalizable portion (~70%)$245K
Amortized over 3 years$82K/yr
Actual year-1 P&L hit$187K
P&L relief vs. full expense$163K saved in year 1
CFO VIEW – CAPITALIZATION IMPACT
AI implementation costs – integration work, data pipelines, internal tooling, and change management – are capitalizable under ASC 350-40 as internal-use software, spreading the P&L impact across three years.
Full expense (year 1 P&L)$350K
Capitalizable portion (~70%)$245K
Amortized over 3 years$82K/yr
Actual year-1 P&L hit$187K
P&L relief vs. full expense$163K saved in year 1
CFO VIEW – CAPITALIZATION IMPACT
Combined Agile and AI transformation costs – delivery tooling, AI integration, training, and change management – are largely capitalizable under ASC 350-40, significantly reducing the year-1 P&L impact.
Full expense (year 1 P&L)$350K
Capitalizable portion (~70%)$245K
Amortized over 3 years$82K/yr
Actual year-1 P&L hit$187K
P&L relief vs. full expense$163K saved in year 1
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Whether you need an advisory retainer or a dedicated transformation team, we are ready to help you capture the value your numbers show.
