business-case

Document Intelligence

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

Mode Detection

Signal	Mode	Confidence
"update", "revise", "modify" in input	UPDATE	100%
File path provided (`@path/to/business-case.md`)	UPDATE	100%
"create", "new", "draft" in input	CREATE	100%
"find", "search", "list business cases"	FIND	100%
"the business case", "our business case"	UPDATE	85%
Just initiative/investment name	CREATE	60%

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

Mode Behaviors

CREATE: Generate complete new business case using template below.

UPDATE:

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

FIND:

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

Search Locations for Business Cases

business/
strategy/
proposals/
cases/

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

Year	Revenue	Growth Rate
Year 1	$X	-
Year 2	$X	X%
Year 3	$X	X%

Cost Structure

Category	Year 1	Year 2	Year 3
Development	$X	$X	$X
Operations	$X	$X	$X
Marketing	$X	$X	$X
Total	$X	$X	$X

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

Risk	Probability	Impact	Mitigation	Residual Risk
[Risk]	High/Med/Low	High/Med/Low	[Plan]	High/Med/Low

9. Implementation Timeline

Phase	Duration	Key Deliverables	Investment
Phase 1	X months	[Deliverables]	$X
Phase 2	X months	[Deliverables]	$X

10. Success Criteria

Metric	Target	Timeframe	Measurement Method
[Metric]	[Target]	[When]	[How measured]

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

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

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