World-Class Business Cases

... Made Easy &  Compelling 

 

 

The Problem We Solve … Most Business Cases Fall Short

 

  • Fundamentally, sellers' approach to building business cases hasn't changed in 50+ years, but how we actually do business has changed immensely

  • However, business cases are still hard to produce, and the skills needed are still scarce.

  • We know that two-thirds of B2B buyers say clear ROI cases highly influence their likelihood to purchase. However, only 16% of sellers are effective at making that case 

  • Worse still, while a business case should be the foundation for how a long-term customer relationship is built, 80% of buyers switch suppliers within two years 

Why Do They Fall Short? 

Business Cases are Built on Seller-Centric Assumptions
  • Often biased, relying on seller-driven inputs rather than customer-defined metrics
  • Stakeholders struggle to trust the numbers, seeing them as overly optimistic or exaggerated
  • C-level customer executives have various and different perceptions of value, leading to misalignment

Business Cases are Too Complex, Making Them Hard to Defend
  • The more stakeholders involved, the more complicated the financial model becomes
  • Most cases rely on Excel, creating either fragile, error-prone models or overly simplistic projections
  • If the case is too long or intricate, internal customer teams become less likely to be able to defend it to their executives

Sellers Struggle to Quantify and Communicate Value
  • Value (until now) is seen as opinion, perception or exp
  • Unclear definitions of value lead to inconsistent messaging and weak financial justification
  • A weak business case will create objections, scepticism and lost deals

Why BizKase?

Customer becomes Invested in Your Process & Aligned
  • You and the Customer agree a definition of how you will measure, calculate and present value .. In their terms
  • The business case shifts from vendor justification to a collaborative, customer-engaged process
  • Customer received hard-number impact analysis that align with their outcomes

Algorithms Ensure Business Case is Consistent & Error Free
  • Seller and buyer track the evolution of their BizKase in real time
  • Customer & seller can create multiple "what-if" scenarios to test value impact
  • Seller and buyer can track the evolution of their BizKase in real time

Output is Credible, Compelling & Easy to Understand
  • BizKase produces a world-class business case in real time
  • BizKase outputs are 100% transparent
  • BizKase graphics and financial metrics available in real time as the Kase evolves

Changes Can be Made On the Fly
  • Track business case success beyond the sale and through the delivery cycle to prove true value to your customers
  • Can interact with customer to build a fact-based, highly defensible business case
  • Eliminates complex Excel spreadsheets which reduces risk of damaging errors

The Analysts Agree

Customers Need

Stakeholders need a case that is ...

  • Simple & Concise – So they can confidently present it to leadership
  • Data-Driven & Justifiable – So internal finance teams can validate the investment
  • Aligned with Customer Priorities – So it reflects their real-world business needs

If your case isn’t strong enough, buyers will look elsewhere. And, if your competitor’s business case is clearer, more credible, and easier to defend, they will win the deal, often even if your solution is better.

Sellers are Challenged

Sellers struggle with ...

  • Lack of Defensibility – CFOs and decision-makers demand clear, verifiable financial data
  • Complexity & Inconsistency – Fragile manual spreadsheets and inconsistent calculations lead to errors, and changes are hard to make        
  • Irrelevance to Decision-Makers – C-level executives
  • prioritize long-term impact over feature-benefit discussions

Buyers are Frustrated

Customers Feel business cases are …  

  • ‘Too complex’
  • ‘Fluffy’
  • ‘Too optimistic’
  • ‘Slanted to the seller's agenda or point of view’
  • ‘Don't meet my company's needs’
  • ‘Not something I would attach my name to and be willing to defend to the board’

How BizKases Win Deals

 

EASY to Use

  • Your BizKase story is complete and ready for executive consumption
  • The heavy-lift number crunching is all done in the background in real time

Gives Customer Everything They Need

  • 1
  • 2

Unique/New Methodology
  • For business cases we stop talking about features, advantages  & benefits. Instead, BizKase is 100% based around business outcomes and impact-based hard-number metrics

 

  • Our methodology will make your business case a unique selling point - in and of itself. Yes, really, it will 

 

  • Our process engages you with the customer early to ensure the customer:
    • Can recognize their specific business issues in the business case that you've produced
    • Is Bought-in to the BizKase output
    • Feels 'ownership' of the process … and its business case outcome
    • Has 100% transparency into the Kase details

BizKase Built Dynamically ... as Customer's Data Points are Gathered
  • Eliminates Excel 'heavy lifting', fragile and error-prone spreadsheet models
  • Prevents the inevitable - and compromising - Excel errors
  • Removes the need for a constant, time-killing churn of one-off spreadsheet-based business cases and reinvented wheels
  • Enables customer interactions with a fact-based, defensible and credible value case

Automatic - World-Class Graphics & Financial Metrics

  • Increase seller credibility and effectiveness

ROI Value Calculator

The Business Case for BizKase

 

Your Context
  • You need an automated Business Case builder and want to understand what financial return your firm will see from a BizKase investment
  • You're running this analysis just for yourself

Your Company situation, targets and performance metrics look like this …
  • Annual sales target is $7.5M
  • Average deal size is $250k
  • Deal win rate is 35%
  • Average discount is 30%
  • Gross margin is 20%
  • Cost of sale and overhead are 40% and 5% respectively

There are four major Value Levers provided by BizKase. These are:

  • A Sales Person's Increase in Close Rate
  • Reduced Discount per Deal (%)
  • Increase in Average Deal Size
  • Shorter Deal Cycles Reduces Cost of Sale (CoS)

QUESTION. What value will just a 1% improvement in each value lever deliver?

ANSWER … a 1% Increase in Effectiveness delivers:

  • Revenue - 2% Increase
  • Margin - 1% Increase
  • Earned = $34 for each $1 invested
  • 1st year monthly cost of delaying investment = $3,465
  • Year 1 Return on Investment (ROI%) = 97%

And what if your overall effectiveness didn't improve by the 1%, but instead by 5% or 10%?

 

Use our VALUE CALCULATOR to calculate your personal ROI when you invest in BizKase

 

The BizKase Sales Process 

 

Our methodology ensures that every business case is more than just a sales tool—it becomes a powerful framework for continuous improvement and long-term customer relationships. In a world where facts matter, BizKase ensures your numbers always tell the strongest story.

Step 1: We educate the customer on why the BizKase methodology will deliver a business case that is:
  • 100% transparent (process & outcome) so they are fully invested in the BizKase outcome
  • Tailored (unique capabilities and algorithm) to best reflect their situation and goals
  • Conservative, credible and very likely to be signed-off by leadership

Step 2: We engage customer's stakeholders to qualify/quantify business impacts

  • Single, consistent approach to qualification …. And quantification of business impacts
  • Easy, fast mechanism to gather impact data from stakeholders
  • BizKase is automatically created in real-time background processing

Step 3: We set-up your solution in the BizKase system
  • 3-level bill of material model supports flexible costing
  • Costs automatically calculated against impact value to calculate world-class financial analysis and metrics 

Step 4: We review the finished BizKase
  • Easy drill down and change enables immediate updates to the BizKase and fast response to customers' needs
  • The BizKase is essentially a living document, so the salesperson and buyer can track the strength of their Kase as it evolves

Step 5: We present the BizKase to the customer
  • Executive-ready graphics and metrics tell the complete story in simple and clear terms
  • Full real-time drill-down into the source numbers makes customer collaboration straightforward and risk free

Step 6. And once the customer has signed off on the deal ...

We can use the same BizKase methodology to track the actual value your product/solution delivers to the customer - which is critical for building long-term relationships.

  • Scheduled reviews enable the buyer and seller to compare the actual value achieved from the solution/product with that target value defined by the original BizKase.
  • Automated reporting illustrates current and inception-to-date reporting of value realized.

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