Your business case, ready for the board
Pick a product, enter your numbers and take away a one-pager with projected savings, a phased plan and visible assumptions. With your company's name on it.
Step 1 of 4: Product
Select the product
The business case is built with the calculation engine of the product you choose, with assumptions in plain sight.
Send this link to whoever signs off on the budget.
What the Business Case Generator creates
Many automation projects die for lack of a simple document that explains the problem, the solution and the expected return on a single page.
How the business case is built
The generator walks you through four steps: choosing the area to automate (sales, retention, documents, data or logistics), entering your own numbers for that operation, reviewing the projected savings with the assumptions in plain sight and filling in the company details. With that it builds a one-pager with the problem, the proposed solution, the financial projection, a phased plan and risks with their mitigation.
No number is made up: every figure in the document comes from what you entered, and the assumptions are stated explicitly so they can be discussed.
Built for whoever has to make the case
It is aimed at internal champions: the person who already sees the problem and needs to convince leadership or the board. A business case with your own numbers and transparent assumptions goes further than any generic vendor presentation.
The PDF comes out with the company name, ready to circulate before the meeting.
Frequently asked questions
Does the document mention prices?
Does the document mention prices?
No. The business case quantifies your problem and the potential benefit. The investment is discussed in the commercial proposal, based on your actual scope.
Can I edit the assumptions?
Can I edit the assumptions?
Yes, all of them, before generating the PDF. And they are flagged as assumptions in the document.
Who sees my information?
Who sees my information?
Only Vantegrate, to send you the document and to contact you if you ask.
Want to see these numbers in your real operation?
A 30-minute demo with your case, no commitment. Or message us on WhatsApp and let's talk it through.
Francisco Morales, co-founder, takes your call. We reply on WhatsApp within 4 business hours, no strings attached.
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