<h2 style="text-align: center">How To Use This Template</h2><p></p><h3>Step 1: Click &quot;Use as Template&quot; to copy into your own Distribute Workspace</h3><div style=""><figure data-media-width="848" data-media-height="475" data-align="center" data-type="resizeableFigure" style="justify-content: center" class="resizeable-figure resizeable-figure-margin"><div style="height: auto;width: 848px; "><img src="https://storage.distribute.so/media/main/b85468e7-0197-4188-a40b-fc4c4562e09f/3d70a84f-028d-41be-8d82-5d720fd9e1ee.png" alt="Business Case Framework 2024-11-08 at 3.29.15 PM.png.png" title="Business Case Framework 2024-11-08 at 3.29.15 PM.png.png"></div></figure></div><h3>Step 2: Make edits.</h3><h3>Step 3: Share with customers and get an email when it&apos;s viewed!</h3><p></p><h2 style="text-align: center"><em>Enjoy :)</em></h2><p></p>

👉 [START HERE]

Greetings {recipient's name} 👋,

I'm excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy

Andy Mewborn

<div company="Distribute" description="Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy" isDescriptionBlockVisible isPhotoBlockVisible jobTitle="" name="Andy Mewborn" photoUrl="https://storage.distribute.so/media/main/b85468e7-0197-4188-a40b-fc4c4562e09f/2c525ce1-349d-42b7-aabb-f3cbd14aceab.png" serializedContacts="[]" class="contact-card" data-type="contactCard"><div class="contact-card__description "><p class="contact-card__description-text">Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy</p></div><div class="contact-card__content"><div class="contact-card__personal-info"><span class="avatar avatar--src contact-card__avatar "><img class="avatar__img" src="https://storage.distribute.so/media/main/b85468e7-0197-4188-a40b-fc4c4562e09f/2c525ce1-349d-42b7-aabb-f3cbd14aceab.png" alt="User profile avatar"></span><div class="contact-card__basic-info"><span class="contact-card__name">Andy Mewborn</span><span class="contact-card__company-info">Distribute</span></div></div><div class="contact-card__contact-list"></div></div></div><h2>Executive Overview</h2><ul><li><p><strong>Company:</strong> [Client Name]</p></li><li><p><strong>Project:</strong> [Project Name]</p></li><li><p><strong>Prepared By:</strong> [Sales Rep Name]</p></li><li><p><strong>Date:</strong> [Date]</p></li></ul><h2>Business Challenge</h2><p>[Describe 2-3 key pain points or challenges the client is facing]</p><ul><li><p>Current Situation:</p></li><li><p>Business Impact:</p></li><li><p>Cost of Inaction:</p></li></ul><h2>Solution Overview</h2><div class="callout" style="background-color: rgb(245, 245, 245)"><span class="callout__emoji">🔥</span><div class="callout__text"><p><strong>Proposed Solution:</strong> [Brief description]</p></div></div><div class="callout" style="background-color: rgb(245, 245, 245)"><span class="callout__emoji">🙌</span><div class="callout__text"><p><strong>Key Capabilities:</strong> [3-4 bullet points]</p></div></div><div class="callout" style="background-color: rgb(245, 245, 245)"><span class="callout__emoji">🚀</span><div class="callout__text"><p><strong>Strategic Alignment:</strong> [How solution aligns with client&apos;s objectives</p></div></div><h2>Financial Impact Summary</h2><h3>Investment</h3><ul><li><p>One-time Costs: $[X]</p></li><li><p>Annual Recurring Costs: $[X]</p></li><li><p>Total 3-Year TCO: $[X]</p></li></ul><h3>Expected Returns</h3><ul><li><p>Annual Cost Savings: $[X]</p></li><li><p>Revenue Impact: $[X]</p></li><li><p>Productivity Gains: [X] hours/year</p></li><li><p><strong>3-Year ROI:</strong> [X]%</p></li><li><p><strong>Payback Period:</strong> [X] months</p></li></ul><p></p><hr><h2>Key Decision Criteria</h2><p>✓ Strategic Fit </p><p>✓ Financial Return </p><p>✓ Implementation Risk </p><p>✓ Timeline to Value</p><h2>Recommended Next Steps</h2><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Action Item 1</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Action Item 2</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Action Item 3</p></div></li></ul>

Executive ROI Summary

<h2>Current State Analysis</h2><h3>Process Inefficiencies</h3><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><th colspan="1" rowspan="1"><p>Area 1</p></th><th colspan="1" rowspan="1"><p>Area 2</p></th></tr><tr><td colspan="1" rowspan="1"><p>Current Process:</p></td><td colspan="1" rowspan="1"><p>Current Process:</p></td></tr><tr><td colspan="1" rowspan="1"><p>Time Spent:</p></td><td colspan="1" rowspan="1"><p>Time Spent:</p></td></tr><tr><td colspan="1" rowspan="1"><p>Annual Cost:</p></td><td colspan="1" rowspan="1"><p>Annual Cost:</p></td></tr></tbody></table></div><h3>Business Impact</h3><ul><li><p>Revenue Leakage:</p></li><li><p>Customer Experience:</p></li><li><p>Employee Productivity:</p></li><li><p>Competitive Position:</p></li></ul><h2>Value Analysis Timeline</h2><h4>Key milestones</h4><div data-type="timeline" class="timeline"><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Discovery Phase</h4><p></p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Analysis Phase</h4><p></p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Validation Phase</h4><p></p></div></div></div></div><p></p><h4>Outstanding Items</h4><div class="tasklist-content"><div class="custom-tasklist"><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg class="custom-tasklist__toggle custom-tasklist__toggle--rotated"/></button><p class="custom-tasklist__title">Gather historical cost data</p></div><span class="custom-tasklist__completed">0/0 completed</span></div><hr class="custom-tasklist__hr " /><div class="custom-tasklist__content "></div></div></div><div class="tasklist-content"><div class="custom-tasklist"><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg class="custom-tasklist__toggle custom-tasklist__toggle--rotated"/></button><p class="custom-tasklist__title">Interview process owners</p></div><span class="custom-tasklist__completed">0/0 completed</span></div><hr class="custom-tasklist__hr " /><div class="custom-tasklist__content "></div></div></div><div class="tasklist-content"><div class="custom-tasklist"><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg class="custom-tasklist__toggle custom-tasklist__toggle--rotated"/></button><p class="custom-tasklist__title"> Document current workflows</p></div><span class="custom-tasklist__completed">0/0 completed</span></div><hr class="custom-tasklist__hr " /><div class="custom-tasklist__content "></div></div></div><h2>ROI Calculations</h2><h3>Costs</h3><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><th colspan="1" rowspan="1"><p>Category</p></th><th colspan="1" rowspan="1"><p>Year 1</p></th><th colspan="1" rowspan="1"><p>Year 2</p></th><th colspan="1" rowspan="1"><p>Year 3</p></th></tr><tr><td colspan="1" rowspan="1"><p>License</p></td><td colspan="1" rowspan="1"><p>$</p></td><td colspan="1" rowspan="1"><p>$</p></td><td colspan="1" rowspan="1"><p>$</p></td></tr><tr><td colspan="1" rowspan="1"><p>Implementation</p></td><td colspan="1" rowspan="1"><p>$</p></td><td colspan="1" rowspan="1"><p>-</p></td><td colspan="1" rowspan="1"><p>-</p></td></tr><tr><td colspan="1" rowspan="1"><p>Training</p></td><td colspan="1" rowspan="1"><p>$</p></td><td colspan="1" rowspan="1"><p>$</p></td><td colspan="1" rowspan="1"><p>$</p></td></tr><tr><td colspan="1" rowspan="1"><p>Total</p></td><td colspan="1" rowspan="1"><p>$</p></td><td colspan="1" rowspan="1"><p>$</p></td><td colspan="1" rowspan="1"><p>$</p></td></tr></tbody></table></div><h3>Benefits</h3><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><th colspan="1" rowspan="1"><p>Category</p></th><th colspan="1" rowspan="1"><p>Year 1</p></th><th colspan="1" rowspan="1"><p>Year 2</p></th><th colspan="1" rowspan="1"><p>Year 3</p></th></tr><tr><td colspan="1" rowspan="1"><p>Cost Savings</p></td><td colspan="1" rowspan="1"><p>$</p></td><td colspan="1" rowspan="1"><p>$</p></td><td colspan="1" rowspan="1"><p>$</p></td></tr><tr><td colspan="1" rowspan="1"><p>Revenue Gain</p></td><td colspan="1" rowspan="1"><p>$</p></td><td colspan="1" rowspan="1"><p>$</p></td><td colspan="1" rowspan="1"><p>$</p></td></tr><tr><td colspan="1" rowspan="1"><p>Total</p></td><td colspan="1" rowspan="1"><p>$</p></td><td colspan="1" rowspan="1"><p>$</p></td><td colspan="1" rowspan="1"><p>$</p></td></tr></tbody></table></div><h3>Financial Metrics</h3><ul><li><p>Net Present Value (NPV):</p></li><li><p>Internal Rate of Return (IRR):</p></li><li><p>Payback Period:</p></li><li><p>ROI %:</p></li></ul>

Detailed Value Analysis

Andy

Project Manager

Sally

Implementation specialist

Lisa

<h2>Project Leadership</h2><div company="Distribute" description="Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy" isDescriptionBlockVisible isPhotoBlockVisible jobTitle="" name="Andy" photoUrl="https://storage.distribute.so/media/main/b85468e7-0197-4188-a40b-fc4c4562e09f/78675c16-4a9d-434a-9a46-1da84eb64dd8.png" serializedContacts="[]" class="contact-card" data-type="contactCard"><div class="contact-card__description "><p class="contact-card__description-text">Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy</p></div><div class="contact-card__content"><div class="contact-card__personal-info"><span class="avatar avatar--src contact-card__avatar "><img class="avatar__img" src="https://storage.distribute.so/media/main/b85468e7-0197-4188-a40b-fc4c4562e09f/78675c16-4a9d-434a-9a46-1da84eb64dd8.png" alt="User profile avatar"></span><div class="contact-card__basic-info"><span class="contact-card__name">Andy</span><span class="contact-card__company-info">Distribute</span></div></div><div class="contact-card__contact-list"></div></div></div><p></p><h2>Key Contacts</h2><div company="Distribute" description="Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy" isDescriptionBlockVisible isPhotoBlockVisible jobTitle="Project Manager" name="Sally" photoUrl="" serializedContacts="[]" class="contact-card" data-type="contactCard"><div class="contact-card__description "><p class="contact-card__description-text">Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy</p></div><div class="contact-card__content"><div class="contact-card__personal-info"><span class="avatar  contact-card__avatar "><span class="avatar__initials">S</span></span><div class="contact-card__basic-info"><span class="contact-card__name">Sally</span><span class="contact-card__company-info">Project Manager • Distribute</span></div></div><div class="contact-card__contact-list"></div></div></div><div company="Distribute" description="Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy" isDescriptionBlockVisible isPhotoBlockVisible jobTitle="Implementation specialist" name="Lisa" photoUrl="" serializedContacts="[]" class="contact-card" data-type="contactCard"><div class="contact-card__description "><p class="contact-card__description-text">Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy</p></div><div class="contact-card__content"><div class="contact-card__personal-info"><span class="avatar  contact-card__avatar "><span class="avatar__initials">L</span></span><div class="contact-card__basic-info"><span class="contact-card__name">Lisa</span><span class="contact-card__company-info">Implementation specialist • Distribute</span></div></div><div class="contact-card__contact-list"></div></div></div><p></p><h2>Implementation Timeline</h2><div data-type="timeline" class="timeline"><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Planning &amp; Setup</h4><p>Duration: Weeks 1-2</p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h2>Configuration &amp; Testing</h2><p>Duration: Weeks 3-4</p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h2>Training &amp; Launch</h2><p></p></div></div></div></div><p></p><h2>Project Tasks</h2><div class="tasklist-content"><div class="custom-tasklist"><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg class="custom-tasklist__toggle custom-tasklist__toggle--rotated"/></button><p class="custom-tasklist__title">Phase 1: Planning & Setup</p></div><span class="custom-tasklist__completed">0/0 completed</span></div><hr class="custom-tasklist__hr " /><div class="custom-tasklist__content "></div></div></div><div class="tasklist-content"><div class="custom-tasklist"><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg class="custom-tasklist__toggle custom-tasklist__toggle--rotated"/></button><p class="custom-tasklist__title">Phase 2: Configuration & Testing</p></div><span class="custom-tasklist__completed">0/0 completed</span></div><hr class="custom-tasklist__hr " /><div class="custom-tasklist__content "></div></div></div><div class="tasklist-content"><div class="custom-tasklist"><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg class="custom-tasklist__toggle custom-tasklist__toggle--rotated"/></button><p class="custom-tasklist__title">Phase 3: Training & Launch</p></div><span class="custom-tasklist__completed">0/0 completed</span></div><hr class="custom-tasklist__hr " /><div class="custom-tasklist__content "></div></div></div><h2>Success Metrics</h2><h4>Implementation Metrics</h4><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>On-time delivery</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Within budget</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>User adoption rate</p></div></li></ul><h4>Business Metrics</h4><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Efficiency gains</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Cost reduction</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Revenue Impact</p></div></li></ul>

Business Case Playbook