Overview
Current integrated workbook: build 1.2. References to v.632b, Rev 04, and Substreams 2/4 identify historical source builds only.
The two source workbooks — AI Project Cost-Investment Model v.632b (Substream 2) and AIPM Financial Decision Dashboard Rev 04 (Substream 4) — were combined and streamlined into one workbook. The cost model builds the investment case; the dashboard governs the funding decision against evidence over time. No inputs, assumptions, or decision formulas were changed — each engine keeps its own logic. This summary lists everything added, removed, moved, or edited relative to the two originals.
| Before | Two separate workbooks — AI Project Cost-Investment Model v.632b (Substream 2, 10 tabs) and AIPM Financial Decision Dashboard Rev 04 (Substream 4, 10 tabs + 2 charts + 1 macro). |
|---|---|
| After | One combined, streamlined workbook — 17 tabs (10 visible working tabs + 7 hidden calculation/reference helpers), delivered as a clean macro-free .xlsx with one navy & slate house style and a new Start_Here front page. |
How to read the tab tables
Each source tab is color-coded by what happened to it:
- Retained (kept, visible)
- Hidden (kept but hidden — runs calculations behind the scenes)
- Moved (changed position or visibility)
- Edited
- Removed
- New
Substream 2 — AI Project Cost-Investment Model v.632b
Ten source tabs. No inputs or formulas were changed; edits were cosmetic, plus visibility/position moves and one removal.
| Tab | Disposition | What happened |
|---|---|---|
| Read_Me | Removed | Operating guide, superseded by the new Start_Here front page. |
| Project_Inputs | Retained · visible | Master inputs. Formulas unchanged; cosmetic edit only (banner, font, gridlines, tab colour). |
| Cost_Model_Template | Retained · visible | Build + 3-year run cost engine. Unchanged. Cosmetic only. |
| Worked_Example_ChatGPT | Hidden | Feeds the ROI cost toggle. Unchanged; hidden to reduce clutter (load-bearing — not deleted). |
| Cost_Reference | Hidden | Cost taxonomy / hidden-cost detail. Unchanged; hidden. |
| Benefits_Reference | Hidden | Benefits reference and soft-value proxies. Unchanged; hidden. |
| AI_vs_Non-AI_Comparison | Retained · visible | AI vs current-state vs non-AI option check. Unchanged. Cosmetic only. |
| ROI_Benefits | Retained · visible | TCO, ROI, NPV, scenarios, recommendation. Formulas unchanged; now also feeds the Start_Here snapshot. Cosmetic only. |
| Cost_Controls | Moved · unhidden | Was hidden in the source; moved into the visible governance section. Content unchanged. |
| Change_Log | Moved · rewritten | Was hidden in the source; made visible and expanded with this build summary. Original cost-model version history preserved as Part 2. |
Substream 4 — AIPM Financial Decision Dashboard Rev 04
Ten source tabs plus two charts, one macro, 48 defined names and the LAMBDA decision logic. The charts and logic are unchanged; the macro and three tabs were removed.
| Tab | Disposition | What happened |
|---|---|---|
| Cover | Removed | Dashboard operating guide, superseded by the new Start_Here front page. |
| KPI Logs | Retained · visible | Primary evidence entry. Unchanged; 13 dropdown validations preserved. Cosmetic only. |
| KPI Review Matrix | Removed | Multi-period trend table removed as redundant — the Dashboard already shows per-KPI trend and KPI Logs holds the full review history. |
| KPI Entry Form | Removed | Macro-driven form deleted with its VBA macro, form button, VML and comments — log evidence directly into KPI Logs. |
| Dashboard | Retained · visible | Decision board, 2 charts, and LAMBDA decision logic all unchanged. Now feeds the Start_Here snapshot. Cosmetic only. |
| Review Logs | Retained · visible | Human decision record. Unchanged. Cosmetic only. |
| Master Lists | Hidden | Validation lists that drive every dropdown. Unchanged; hidden (load-bearing — not deleted). |
| Sources | Hidden | Evidence / source-artifact register. Unchanged; hidden. |
| KPIs Table | Hidden | KPI backbone that feeds every Dashboard formula. Unchanged; hidden (load-bearing — not deleted). |
| Logic Rules | Hidden | Decision-rule and hard-gate documentation. Unchanged; hidden. |
Additions (from neither source)
| Item | Detail |
|---|---|
| Start_Here tab | New front page: live snapshots of both decisions (pulled from ROI_Benefits and the Dashboard), a tab map, the lifecycle phase guide, and ownership / edit rules. |
| House-style layer | Uniform Source Serif 4 font, gridlines off, section-grouped tab colours, navy title banners on key tabs, and currency / percent number formats on Start_Here. |
| Integration bridge | Start_Here formulas that read the Investment Case figures from ROI_Benefits and the Lifecycle figures from the Dashboard, so nothing is entered twice. |
Deletions
| Item | Detail |
|---|---|
| 4 tabs | Read_Me and Cover (guides, superseded by Start_Here); KPI Review Matrix (redundant trend view); KPI Entry Form (macro form). |
| The macro and its metadata | The KPI Entry Form macro, plus its form button, VML, comments and all macro-related metadata, were removed so the workbook is a clean macro-free .xlsx that opens with no enable-content or recovery prompt. |
| Cached calc chain | Dropped so Excel rebuilds it on open. Technical only — no effect on results. |
Moves
| Move | Detail |
|---|---|
| Reordered all tabs | Both sources’ tabs were resequenced into one lifecycle order: leadership views, then cost engine, then governance and evidence, then reference. |
| Cost_Controls & Change_Log | Moved from hidden (in their source files) to visible — Cost_Controls into the governance section, Change_Log into reference. |
| 7 helper tabs hidden | Worked_Example_ChatGPT, Benefits_Reference, Cost_Reference, KPIs Table, Logic Rules, Master Lists and Sources were moved to hidden (they run calculations and dropdowns behind the scenes). |
Not changed: No inputs, assumptions, rates, KPI readings, or decision formulas were altered. All formulas, the two Dashboard charts, the defined names and LAMBDA decision logic, the data validations, and the conditional formatting are preserved. Forecast figures (cost model) and logged-evidence figures (dashboard) legitimately differ — that gap is the point of governing forecast against reality.
What this means for each substream
| Audience | What to know |
|---|---|
| Substream 2 (Cost Model) | Every cost-model tab is intact — same formulas, dropdowns, conditional formatting. ROI_Benefits also feeds the Start_Here snapshot. Your full version history is preserved in the Change_Log tab (Part 2). Worked_Example_ChatGPT, Cost_Reference and Benefits_Reference are hidden, not removed. |
| Substream 4 (Decision Dashboard) | The Dashboard, KPI logic, charts and decision rules are unchanged and remain the single source of the lifecycle recommendation. The macro-driven KPI Entry Form was removed — log evidence directly into KPI Logs. KPIs Table, Master Lists, Logic Rules and Sources are hidden helpers, not removed. |
Current file: AI Investment Case & Lifecycle Decision Workbook v1.2.xlsx · Sources: AI Project Cost-Investment Model v.632b.xlsx + AIPM_Financial_Decision_Dashboard_Rev_04.xlsm