Leadership Briefing
ROICE-99 Delivered: Becoming the AI-Leader in 2026
🎯 What Leaders Need to Know — In One Sentence:
AI will not replace leaders — but leaders who build ROICE-99 Competence Systems will replace those who don’t.
1. Why ROICE-99 Matters in 2026
Traditional success metrics (ROCE, EBITDA, NPS) measure efficiency, not transformation.
ROICE-99 (Return on Innovation, Convenience & Efficiency) is the new leadership score —
it measures how well an organization uses AI to generate scalable value and sustained advantage.
| Traditional Focus | ROICE-99 Focus |
|---|---|
| Costs | Innovation & Transformation |
| Reporting | Real-time Steering |
| Effort | Convenience |
| Efficiency only | Efficiency × Innovation × AI × Scaling |
| Individual skill | Competence System |
ROICE-99 turns AI hype into measurable leadership performance.
2. The ROICE-99 Equation
ROICE-99 = (Innovation × AI × Convenience × Efficiency) − Waste + Insight
This is not a financial ratio —
It is a leadership competence score, defining how well AI is translated into sustained value.
3. Leadership Journey — From Manager → AI-Leader
| Level | Leadership Identity | ROICE Score |
|---|---|---|
| Level 1 | Process Controller | 40–60 |
| Level 2 | Optimizer | 60–75 |
| Level 3 | AI-Driven Value Architect | 75–90 |
| Level 4 | ROICE-99 Leader (scalable system builder) | 90–99 |
Only Level 4 Leaders build AI-driven competence systems that scale beyond individuals into ecosystems.
4. The 3 Engines That Drive ROICE-99
| ROICE Engine | Strategic Question | AI Role |
|---|---|---|
| Innovation | Are we solving meaningful problems faster than competitors? | Generate, test, prioritize ideas |
| Convenience | Do customers and employees experience simplicity? | Personalization, self-service, automation |
| Efficiency | Are we continuously eliminating waste and delays? | Predictive, automated, optimized execution |
AI-Leaders design these three engines — not just manage people or tasks.
5. How AI-Leaders Create Measurable ROICE-99 Impact (in 90 Days)
| Phase | Leadership Focus | AI Contribution |
|---|---|---|
| Days 1–30 | Diagnose ROICE Baseline & Identify 5 key levers | AI Data Mining & Predictive Insights |
| Days 30–60 | ROICE Sprint: Improve speed, convenience, quality | AI Workflow Automation, Co-Pilot |
| Days 60–90 | Scale: Convert success into a repeatable system | AI Playbooks, Dashboards, Knowledge Bots |
Target: +15 to +25 ROICE points in the first quarter
Proof: The system, not the project, delivers performance.
6. Strategic Impact — Why ROICE-99 Leaders Win
| Domain | ROICE-99 Outcome |
|---|---|
| Competitiveness | AI-enabled transformation faster than competitors |
| Customer | 24/7 convenience + personalization |
| Financial | +30–50% return on AI investments |
| Operational | 40–80% faster cycle time reduction |
| Leadership | From “I lead people” → “I lead ROICE engines” |
7. CEO Call to Action — What To Do Now
| Week | Leadership Action |
|---|---|
| Week 1 | Launch ROICE Baseline Assessment (AI-powered) |
| Week 2 | Define 5 ROICE-99 Levers & Assign Sprint Owners |
| Week 3 | Begin First AI-Driven ROICE Sprint (90-day cycle) |
| Week 12 | Present ROICE Improvement and Scaling Plan |
Start with ROICE, not AI Tools. AI is the vehicle. ROICE-99 is the destination.
🔴 Final Leadership Insight
❝ AI will not disrupt your business.
But businesses that master AI-driven ROICE will disrupt yours. ❞- Josef David
ROICE-99 Tree
Levers that Impact the AI-Driven ROICE
ROOT NODE
- ROICE-99 (Return on Innovation, Convenience & Efficiency)
- Target: 0–99 index score for each business unit / process.
1. Innovation Engine (I)
- 1.1 Problem Discovery & Insight
- Depth of customer insights (interviews, data, complaints)
- Market & trend scanning
- AI levers:
- NLP on feedback & complaints
- Trend mining, news & patent monitoring
- 1.2 Solution Design & Experimentation
- Number & quality of new ideas
- Speed of prototyping / testing
- AI levers:
- AI-assisted concept generation
- Scenario & simulation tools
- Automated A/B test design
- 1.3 Portfolio & Pipeline Management
- Share of revenue from new offers
- Innovation funnel conversion rates
- AI levers:
- Project scoring & prioritization
- Risk/return simulations
- Dynamic portfolio dashboards
- 1.4 Monetization & Business Model Innovation
- Shift from product to X-as-a-Service
- Recurring revenue share
- AI levers:
- Pricing optimization
- Churn prediction & upsell targeting
- Subscription/usage analytics
2. Convenience Engine (C)
- 2.1 Access & Availability
- Ease of access (channels, opening hours, digital)
- Time to find the right solution
- AI levers:
- Intelligent search & recommendation
- 24/7 virtual assistants
- Smart routing to right channel / expert
- 2.2 Simplicity of Journey
- Steps in the customer journey
- Drop-off rates per step
- AI levers:
- Journey analytics & friction detection
- Auto-fill, smart forms, next-best-action
- UX copy and guidance generation
- 2.3 Self-Service & Automation for Customers
- Self-service adoption rate
- First-contact resolution without human
- AI levers:
- Self-service portals & chatbots
- Knowledge graph / FAQ automation
- Document & contract automation
- 2.4 Trust, Transparency & Communication
- NPS / CSAT / complaint rate
- Perceived fairness & clarity
- AI levers:
- Personalized, proactive status updates
- Explainable pricing & decisions
- Tone-of-voice checks and coaching
3. Efficiency Engine (E)
- 3.1 Process Speed & Flow
- Lead time (quote → order → delivery)
- Queue time, waiting time
- AI levers:
- Process mining to detect bottlenecks
- AI schedulers for production / logistics
- Predictive workload balancing
- 3.2 Quality & Reliability
- Error / rework rate
- On-time, in-full performance
- AI levers:
- Anomaly detection (IoT, sensors, data)
- Predictive maintenance
- Automated quality checks
- 3.3 Resource Utilization
- Capacity utilization (machines, people)
- Overtime, idle time, scrap
- AI levers:
- Optimization models (routing, loading)
- Workforce planning & shift optimization
- Smart inventory & reorder suggestions
- 3.4 Cost & Capital Efficiency
- Cost per transaction / unit
- Working capital, inventory turns
- AI levers:
- Spend analytics & supplier optimization
- Dynamic safety stock calculations
- Cash-flow forecasting
4. Enabling Layer (Cross-Cutting AI & Governance Levers)
These levers support all three engines:
- 4.1 Data Foundation
- Data quality, integration, access rights
- Single source of truth for KPIs
- 4.2 AI & Automation Platform
- Standardized tools (copilots, bots, workflow engines)
- Reusable components for new use cases
- 4.3 Competence & Culture
- ROICE-competence profiles per role
- AI literacy & experimentation culture
- 4.4 Governance & Ethics
- Clear ownership of ROICE drivers
- Guardrails for responsible AI usage
Compact ROICE-99 for AI-Leaders
ROICE-99
├─ Innovation Engine (I)
│ ├─ Problem Discovery & Insight
│ ├─ Solution Design & Experimentation
│ ├─ Portfolio & Pipeline Management
│ └─ Monetization & Business Model Innovation
├─ Convenience Engine (C)
│ ├─ Access & Availability
│ ├─ Simplicity of Journey
│ ├─ Self-Service & Automation
│ └─ Trust, Transparency & Communication
├─ Efficiency Engine (E)
│ ├─ Process Speed & Flow
│ ├─ Quality & Reliability
│ ├─ Resource Utilization
│ └─ Cost & Capital Efficiency
└─ Enabling Layer (Data, AI Platform, Competence, Governance)
2025 RapidKnowHow + ChatGPT
