Business Case — Intake & Scoring

The Case

Initiative

Team / Area

Bucket

Executive Sponsor (email)

Product Manager (email)

Finance Partner (email) — optional

named Finance partner who works with the PM during the case

Summary — what we want to do

Business case doc link (OneDrive/SharePoint)

Business Case Narrative — fills the downloadable one-pager

Customer promise — the headline outcome

The Problem

The Solution

Customer outcomes — one per line

Revenue Model

Horizon

Pricing model (the fee)

Fee — % of savings

Fee — % savings (smaller)

Per-claim floor

Savings above target (share)

Fee on that slice

Realized per-claim

Benchmarks

Sets hit, savings, and collection-rate starting points for your product's position in the claims workflow. Override any slider after selecting.

Hit rate

Savings rate

Utilization rate (UR)

Avg claim value

Adoption curve

Pilots — Year 1 accounts

Avg claims per account

Pilot account size

0 = same as avg claims per account

New pipeline accounts / yr

accounts actively in your funnel each year

Sales win rate

Steady-state client count

max accounts at full market penetration

Revenue chain — BTR → Gross → Net

Year-by-year ramp

Benefit by year ($) — revenue or savings ramp

recurring $/yr — revenue or savings. Gate uses the 3-yr cumulative.

→ Payback — · Y3 ROI —

Costs — Investment & Run Cost

Build the cost up from resources. Pick the resource type, count, and fully-burdened $/FTE-yr. Tag each Build (one-time → CAPEX) or Run (recurring → OPEX/yr).

Team & Labor — Resource Plan

Build duration (months)

Resource typeCount$/FTE-yrBuild / RunP&L Bucket

Technology & Infrastructure

Other / Custom costs

CAPEX (build, one-time)

$0

OPEX (run, per year)

$0

CAPEX (build resources × duration + one-time infra) flows to Investment. OPEX (run resources + recurring infra) is the annual run cost. Rates are directional — Finance applies the official burdened rate card.

Pro Forma — P&L Preview

Pulls net revenue from the Revenue tab and run costs from the Costs tab. Tag run costs as COGS or OpEx in the Costs tab to split the P&L correctly. Build investment (CAPEX) is excluded from the P&L — shown in the summary strip below.

COGS = delivery & infrastructure. OpEx = S&M, G&A, R&D. Figures are directional — Finance applies the official rate card at the BCT stage.

Risks & Opportunities

Risk Heat Map

Probability

Impact

Capital Score — rate each 1–5

Financial Return and Risk Profile are auto-computed from the Pro Forma and Risks tabs. Review and override if needed.

Review & Export

Confirm the scorecard, then export. JSON loads into the register; PNG drops into a deck.