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    Framework Guide

    Opportunity Intelligence Score Framework

    A systematic 5-dimension methodology for scoring, prioritizing, and defending AI and automation opportunities to clients.

    12 min read•5 scoring dimensions•3 worked examples

    Why You Need a Scoring Framework

    Clients don't buy "automation opportunities." They buy prioritized, defensible recommendations backed by clear reasoning. Without a systematic scoring approach, your recommendations look like opinions. With one, they become strategic guidance.

    The Opportunity Intelligence Score (OIS) gives you a repeatable method to evaluate every opportunity you uncover. It considers five key dimensions that matter to decision-makers: Impact, Effort, Frequency, Risk, and Dependencies.

    The 5 Scoring Dimensions

    Each dimension is scored 1-5 and weighted based on importance to implementation success.

    Impact

    30% weight

    Business value potential of the automation opportunity

    1
    Minimal
    2
    Low
    3
    Moderate
    4
    High
    5
    Critical

    Effort

    25% weight

    Implementation complexity and resource requirements

    1
    Minimal
    2
    Low
    3
    Moderate
    4
    High
    5
    Very High

    Frequency

    20% weight

    How often the process runs and impacts operations

    1
    Rare
    2
    Occasional
    3
    Regular
    4
    Frequent
    5
    Continuous

    Risk

    15% weight

    Potential failure, compliance, or business continuity concerns

    1
    Very Low
    2
    Low
    3
    Moderate
    4
    High
    5
    Critical

    Dependencies

    10% weight

    Integration requirements and system interconnections

    1
    Standalone
    2
    Simple
    3
    Moderate
    4
    Complex
    5
    Very Complex

    The OIS Formula

    OIS = (Impact × 0.30) + ((6-Effort) × 0.25) + (Frequency × 0.20) + ((6-Risk) × 0.15) + ((6-Dependencies) × 0.10)

    Note: Effort, Risk, and Dependencies are inverted (6-score) because lower values are better for these dimensions.

    The resulting OIS ranges from 1.0 to 5.0, with higher scores indicating better opportunities to pursue first.

    Worked Examples

    See how the framework applies to real-world automation opportunities.

    Invoice Processing Automation

    Manual invoice data entry from email to ERP system

    Example 1
    impact
    4
    effort
    2
    frequency
    5
    risk
    2
    dependencies
    2
    OIS = (4×30% + (6-2)×25% + 5×20% + (6-2)×15% + (6-2)×10%) = 1.2 + 1.0 + 1.0 + 0.6 + 0.4 = 4.2

    Quick Win - High value, low effort. Prioritize for Phase 1.

    Customer Onboarding Flow

    End-to-end new customer setup across 5 systems

    Example 2
    impact
    5
    effort
    4
    frequency
    3
    risk
    3
    dependencies
    4
    OIS = (5×30% + (6-4)×25% + 3×20% + (6-3)×15% + (6-4)×10%) = 1.5 + 0.5 + 0.6 + 0.45 + 0.2 = 3.25

    Strategic Initiative - High impact but complex. Plan for Phase 2-3.

    Weekly Report Generation

    Manual compilation of metrics from 3 sources

    Example 3
    impact
    2
    effort
    1
    frequency
    3
    risk
    1
    dependencies
    2
    OIS = (2×30% + (6-1)×25% + 3×20% + (6-1)×15% + (6-2)×10%) = 0.6 + 1.25 + 0.6 + 0.75 + 0.4 = 3.6

    Quick Win - Easy implementation, moderate value. Good for early momentum.

    Quadrant Mapping

    Use OIS scores to categorize opportunities into actionable buckets.

    Quick Wins

    OIS 4.0-5.0

    High impact, low effort opportunities. Start here.

    Strategic Initiatives

    OIS 3.0-4.0 (High Impact)

    Worth the investment but requires planning.

    Fill-Ins

    OIS 3.0-4.0 (Low Impact)

    Consider when resources are available.

    Backlog

    OIS Below 3.0

    Low priority. Revisit when circumstances change.

    Calculate OIS Scores Automatically

    Auditic applies this framework automatically to every opportunity you discover. Upload your interview transcript and get scored, prioritized recommendations in minutes.