Project Management
Business cases that convince your board and unlock investments
We develop rigorous business cases with financial analysis (ROI, NPV, IRR, payback), alternatives evaluated and executive presentation. So your critical projects get the approval they deserve.
Business Case Components
Analysis, financial and narrative
Document that justifies an investment with data and arguments
A business case is an executive document that presents the current situation, alternatives considered, financial analysis (ROI, NPV, IRR, payback) and the recommendation. Its purpose is to support the decision to invest —or not— in a project, with rigorous information that answers the questions of the board, investment committees or funders.
When you need it: When the investment is significant, several projects compete for budget, the board is skeptical, or you need external financing. A well-done business case multiplies the probability of approval.
Component diagram
Problem a business case solves
Significant investment
Projects of $200K, $500K or more. You need to justify the expense to the board or shareholders with solid numbers.
Projects competing
Multiple initiatives compete for limited budget. Without a clear business case, prioritization is political, not strategic.
Board skepticism
The board questions ROI, risks or strategic alignment. You need an executive document that addresses objections.
External financing
Banks, investors or funds require a rigorous business case. Without it, no credit or capital approval.
What our business case includes
Current situation analysis
Context, current pain, opportunities and constraints. Baseline of indicators.
Alternatives evaluated
Zero option (do nothing), alternatives considered and justified recommendation.
Financial analysis
ROI, NPV, IRR, payback, sensitivity. Conservative projections and scenarios.
Risks and mitigations
Identification of key risks, probability, impact and mitigation plan.
Strategic alignment
Link to corporate objectives, OKRs or strategic plan.
Implementation plan
Phases, milestones, dependencies, resources and high-level schedule.
Executive presentation
Board or committee-ready deck: synthesis, recommendation and decision support.
Measurable benefits
Business cases developed by Alternative approved by boards
Vs. proposals without structured business case
Developed in recent years for clients
Financial analysis with corporate standards
When do you need a business case? Quick test
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Financial analysis we include
Each business case uses these standard indicators to compare alternatives and support the recommendation.
| Indicator | Description |
|---|---|
| ROI | Return on investment. (Benefits - Costs) / Costs × 100. Measures relative profitability. |
| VPN | Net present value. Discounted future flows minus initial investment. NPV > 0 indicates economic viability. |
| TIR | Internal rate of return. Discount rate that sets NPV to zero. Compared to cost of capital. |
| Payback | Time to recover initial investment with project flows. Simple or discounted payback. |
| Sensibilidad | Analysis of what happens if key variables change (sales, costs, timelines). Identifies financial risks. |
4-phase work process
We understand the project, stakeholders, constraints and decision criteria. We define business case scope.
Data collection, financial modeling, alternative evaluation, risk and sensitivity analysis.
Drafting of complete business case: narrative, tables, charts. Review and refinement with sponsor.
Executive deck, presentation rehearsal if required, and support during board or approval committee.
Frequently asked questions about business cases
It depends on scope and data availability. Typically 2-4 weeks for a complete business case: discovery 3-5 days, analysis 1-2 weeks, documentation and review 1 week. For simpler initiatives, we can deliver in 1-2 weeks.
Yes. We deliver the business case in Word/PDF and the financial model in Excel (or Google Sheets) so your team can adjust assumptions, scenarios and keep it alive. Intellectual property belongs to the client.
Yes, if you request it. We prepare the executive deck and one of our consultants can join the presentation, answer technical or methodology questions, and support the sponsor during the board meeting. It is often valuable when there is skepticism or tough questions.
Banking, insurance, retail, manufacturing, technology, telecommunications, healthcare, government and professional services. The rigor of the analysis is transversal; we adapt the language and indicators to the client's sector.
No. A well-done business case substantially increases the probability of approval by presenting clear arguments, rigorous numbers and explicit risks. The final decision is always the board's or committee's. What we do guarantee is that the decision is made with quality information.
Fixed per project according to agreed scope. Includes discovery, analysis, documentation and one round of revisions. Board presentation and additional adjustment rounds are quoted separately if required. No hidden costs.
Ready for your project to have a board-level business case?
Tell us about your initiative. We propose scope, schedule and fee for a rigorous business case that unlocks approval.