Business Case

Document Intelligence

This skill supports three modes: Create, Update, and Find.

Mode Detection

Threshold: ≥85% auto-proceed | 70-84% state assumption | <70% ask user

Mode Behaviors

CREATE: Generate complete new business case using template below.

UPDATE:

1. Read existing business case (search if path not provided)
2. Preserve unchanged sections exactly
3. Update specific sections (financials, risks, assumptions)
4. Show diff summary: "Updated: [sections]. Unchanged: [sections]."
5. Note: Financial projections may need recalculation

FIND:

1. Search paths below for business cases
2. Present results: title, initiative, status, path
3. Ask: "Update one of these, or create new?"

Search Locations for Business Cases

• business/
• strategy/
• proposals/
• cases/

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Create a comprehensive Business Case for the specified initiative or investment.

V2V Phase

Phase 2: Strategic Decisions - Business cases are the commercial filter that determines whether to proceed.

Prerequisites: Phase 1 complete (strategic foundation, market analysis) Outputs used by: Phase 3 (roadmap, GTM commitment), Decision records

Output Structure

Generate a complete business case with the following sections:

1. Executive Summary

• One paragraph recommendation
• Investment ask
• Expected return
• Timeline to value
• Key risks

2. Problem/​Opportunity Statement

• Current state
• Problem being solved OR opportunity being captured
• Cost of inaction
• Why now?

3. Proposed Solution

• Solution description
• Key capabilities
• Differentiators
• Build vs buy analysis (if applicable)

4. Market Analysis

• Market size (TAM, SAM, SOM)
• Market trends
• Customer segments
• Growth projections

5. Competitive Landscape

• Key competitors
• Competitive positioning
• Differentiation strategy
• Competitive risks

6. Financial Projections

Revenue Model

Cost Structure

ROI Analysis

• Investment required: $X
• Payback period: X months
• NPV: $X
• IRR: X%

7. Investment Requirements

• Capital expenditure
• Operating expenditure
• Resource requirements (headcount)
• Technology requirements
• Timeline of investment

8. Risk Analysis

9. Implementation Timeline

10. Success Criteria

11. Assumptions

• Key assumptions underlying the analysis
• Sensitivity of results to assumption changes

12. Recommendation

• Clear recommendation (proceed / don't proceed / conditional)
• Conditions or prerequisites
• Next steps if approved

Instructions

1. Ask clarifying questions about scope and assumptions
2. Reference any market or financial documents provided via @file syntax
3. Be explicit about assumptions
4. Include sensitivity analysis for key variables
5. Save as markdown file
6. Offer to create presentation version using /​present