ROI & Business Case Building

A business case is the document that gets your deal approved at the CFO level. Most deals that die in procurement die because nobody built a compelling enough business case — either the cost of the problem was never quantified, or the ROI was built on vendor benchmarks that nobody believes, or the urgency argument was missing entirely.

AI builds a business case from your discovery data — specifically from the buyer’s own numbers and language. The most persuasive ROI case isn’t built from your case studies. It’s built from what the buyer said in discovery: "we spend about 20 hours a week on this manually," or "every month this problem continues costs us roughly $X." Those numbers, turned into a structured business case, are far more credible than any vendor-provided benchmark.

What you get: A complete business case document covering cost of the problem (quantified in the buyer’s language), expected return (outcome-specific, not generic), investment summary (clear and unapologetic), and the urgency argument (why waiting 6 months is more expensive than acting now).

Best used for: Any deal that requires economic buyer approval. Build it after your second or third discovery call once you have the buyer’s own cost estimates. The "why this year" section is the most underused and most powerful component.