Product

A business case is a chain of reasoning.
The platform builds every link.

Give it a brief. It drafts the problem, the options, the value drivers, the costs, and the financials as one connected business case. Then it checks its own work and keeps every number traceable to an assumption you can see.

The pipeline

What happens between the brief and the board.

Eight stages, one continuous case. Each stage grounds the next.

1

Intake

Start with a short brief, or run a guided discovery that captures the current state, the problem, the target state, success measures, and stakeholders. Nothing here is thrown away: it grounds everything downstream.

2

Research

The platform frames the initiative and researches the relevant vendors, benchmarks, and comparable approaches, with sources, before a single option gets ranked.

3

Options

Distinct, ranked options, including an explicit build, buy, or hybrid view where it applies. You see the trade-offs, not just a single recommendation.

4

Estimates

A work breakdown that decomposes effort by task and role, and a cost built up from sourced line items, from firm quotes down to estimates, each carrying its own confidence, rather than a single guessed number.

5

Value

Value drivers are quantified with the right formula for each benefit type, each one carrying its own adoption and attribution assumptions rather than one blanket multiplier.

6

Financials

The financial engine computes NPV, IRR, payback, and Cost of Delay, and reconciles them to the recommended option, line by line.

7

Risks

The case flags its own weak points before a committee does: an estimate standing in for a quote, an unmeasured adoption assumption, a driver carrying more than its share of the benefit.

8

Ask and governance

A stated ask with a recommendation and a confidence level, routed for sign-off, exported board-ready.

Deterministic financials

The math is computed, not generated by AI.

NPV, IRR, payback, and Cost of Delay come from the financial engine, grounded in the assumptions on the page. Ask the same case twice and you get the same answer.

  • A purpose-built financial engine, not an AI guess
  • Every headline number reconciles to the assumptions behind it
  • Implausible returns are capped and flagged, not printed as fact
  • Every figure traces to a named, editable assumption
Discounted cash-flow table reconciling the yearly benefits and costs to the headline NPV of $6.02M

From a real case, built by the platform. See the full case →

Trust engine

It checks its own work before a committee does.

The Trust Engine reads the finished case and looks for the gaps that sink approvals: numbers that do not add up, a recommendation that is not the option being financed, or a hard requirement in tension with the plan.

  • Consistency checks across value, cost, and financials
  • Catches a recommended option whose cost is not the financed cost, and offers a one-click fix
  • Flags a hard requirement, like a performance or security target, in tension with the approach
  • Flags inflated or unsupported projections for review
Analyst Review panel flagging: adoption and attribution are unmeasured defaults; build cost is a sponsor estimate, not a vendor quote; one driver carries most of the benefit

From the same real case. See it in context →

Progressive depth

One case. As shallow or as deep as the decision warrants.

A budget-screening decision does not need a full investment case. A committee decision does. It is the same business case either way, deepened in place.

Fast when you need fast

A defensible first case from a brief in minutes, ready to screen or share.

Deep when it counts

Add discovery, a work breakdown, an assumptions and risks defense pack, and quantified sensitivity.

No re-entry, ever

Depth builds on what is already there. You never restate what you have already told it.

Outputs and fit

Board-ready out, and it fits where you already work.

Export what a committee expects

Produce a board-ready presentation deck and a full written business case, generated from the same case so the deck and the document never disagree.

PowerPoint exportWord exportExcel & Word import

Runs alongside your stack

The platform complements the portfolio and delivery tools you already run. It gives them a defensible case to act on.

ApptioServiceNowPlanviewClarity
Return versus cost chart: bubble size shows return per dollar, plotted against investment size, with a dashed efficient-frontier line, color-coded by Transform, Grow, Run, and People investment categories

Compare ROI and other KPIs across every investment for portfolio-level decisions.

Bring a real initiative. We'll build the case live.

The fastest way to understand the platform is to watch it turn one of your briefs into a defensible business case.