Draft a source-backed business case proposal

AI drafts a clear articulation of the business problem or opportunity based on your uploaded context. Frames the issue in terms stakeholders can evaluate — including scope, urgency, and impact on current operations.

Generates a structured comparison of viable approaches — including do-nothing, partial, and full investment scenarios. Each option includes trade-offs, resource requirements, and alignment with strategic objectives extracted from your source documents.

Drafts a clear recommendation section that ties the preferred option to the problem statement and evaluation criteria. Includes rationale that references the options analysis for a cohesive argument.

Generates a resource requirements section covering budget, headcount, technology, and timeline needs. Structured for executive review with clear line items and justification for each resource category.

Organizes the ROI section around the cost, benefit, payback, and value assumptions you provide. It can draft the narrative, but finance owners should validate the model before it is presented.

Generates a risk register section with identified risks, likelihood ratings, impact assessments, and proposed mitigations. Structured for stakeholder review with clear ownership and contingency plans.

Drafts a phased implementation timeline with milestones, dependencies, and deliverables. Maps the execution path from approval through delivery based on the scope and resources described in your source documents.

Generates a stakeholder analysis section identifying key decision-makers, their interests, potential concerns, and engagement approach. Helps frame the business case for its intended audience.

AI drafts a concise executive summary that synthesizes the problem, recommendation, ROI, and resource request into a single page. Designed for senior leadership review and approval decisions.

The full cost over the life of the investment — not just the purchase, but implementation, training, maintenance, and ongoing operation. The number that keeps an approved project from blowing its budget later.

The gain relative to the cost — the headline number reviewers look for first. Strongest when it cites the specific benefits and costs it is built from, not a single optimistic percentage.

How long until the investment pays for itself. Often the first question a CFO asks, because it bounds the risk of being wrong about the longer-term upside.

Future cash flows discounted to today's value, so a multi-year return is comparable to money spent now. The metric that keeps a long payoff from being overstated against an upfront cost.

Every model rests on a few load-bearing assumptions. Find the one that breaks the case if it is wrong, and state what evidence would shore it up. Reviewers will find it anyway — better that you found it first.

A case for change is only as strong as the baseline it beats. The options analysis includes a do-nothing scenario, so the recommendation is measured against the real alternative rather than a strawman.

Present a worst-case scenario alongside the expected one, and tie every number back to a source. Regenerate sections with a more conservative emphasis and refine the weak spots with inline AI before export.