Business Value Assessment

Project & Initiative Evaluator

Answer 9 sections about your project and receive a custom business case report — with three investment scenarios, ROI analysis, and executive summary — delivered to your inbox as a branded PDF.

Section 1 of 9 11%

Executive summary

Leadership reads this first. Fill in what you know — we estimate what you don't.

Project / initiative name

Your role / background

Problem or opportunity 1–2 sentences

What pain or gap are you solving?

Proposed solution

Problem & opportunity definition

Help us understand the current-state cost and what's at stake.

Estimated annual cost of the current problem

What type of cost is driving this?

Business impact today

Delays, errors, audit risk, staff burden, customer impact?

What happens if we do nothing?

Urgency level

Solution overview

What is being implemented?

Scope boundaries optional

Alternatives considered optional

Listing alternatives builds Finance credibility.

Initiative type

Cost structure

Enter what you know — leave blank if unsure and we'll estimate from context.

One-time costs (CapEx)

Software / licensing

Implementation / setup

Vendor / professional services

Training

Ongoing annual costs (OpEx)

Annual licensing / SaaS

Support / maintenance

Staffing (FTE cost to manage)

Other recurring costs

Benefit analysis

This is where most business cases lose credibility. Estimates are fine — we'll note them as assumptions.

A. Hard savings

Annual labor savings

FTEs redirected, roles eliminated, overtime reduced

How much time do affected employees spend on these tasks?

Annual vendor / contract savings optional

B. Cost avoidance

Annual cost avoidance value

Prevented outages, avoided rework, compliance fines, deferred hardware

What type of cost are you avoiding?

C. Revenue enablement

Annual revenue uplift optional

Faster delivery, new capacity, new services made possible

ROI & financial inputs

We compute the ROI — fill in what you can and we estimate the rest.

Employees directly affected

Avg fully-loaded hourly cost

Hours saved per employee per week optional

Confidence in benefit estimates

Other financial benefits not captured above optional

Risk & assumptions

CFOs reject cases that don't address risk. Being honest here builds credibility.

Assumed adoption rate

Top 3 risks

What could go wrong? What would derail this?

Mitigation plan

Key assumptions

Implementation timeline

Implementation approach

Phase 1 — Discovery & design

Phase 2 — Build & configure

Phase 3 — Pilot & testing

Phase 4 — Full deployment

Expected time to first measurable value

Success metrics

How will you prove this delivered value post-approval?

Primary success metric

Cost savings tracking optional

Adoption metric optional

Post-launch review cadence

Executive sponsor optional

Anything else we should know? optional

Where should we send your report?

Your personalized business case report — with three investment scenarios, full ROI calculations, and executive summary — will be emailed as a branded PDF within minutes.

Executive summary for leadership
Three investment scenarios with ROI & payback period
Full benefit breakdown (hard savings, cost avoidance, revenue)
Key risks with mitigation strategies
Transparent assumptions section
Implementation timeline & success metrics

First name

Organization

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