Get your business case past the CFO — free.
Turn what your team lives with into payback in months, a conservative floor and one page your CFO can check. Plain Excel. No finance background needed.
- Project leads: build the case yourself in plain language, and know the CFO’s questions before the meeting.
- Benefit Owners: see exactly what you are signing, with every number’s source and certainty.
- CFOs: hand it to your project leads, so every case reaches you in the same format, with the same checks.
Your first case in three steps
- Look at the example. Nordic Pumps A/S is a finished case with invented numbers. Five minutes there saves an hour later.
- Build your case. Pick a domain and a capability, then answer seven plain questions per line: the problem, how often, what it costs, how much you remove, how sure you are, and who owns it.
- Hand over one page. When the “Ready for the CFO?” check turns green, print the CFO One-Pager.
What’s inside
- 165 capabilities in 11 master-data domains, so you pick from a list instead of starting from a blank page
- Every line weighted by its evidence: measured, estimated or gut feeling
- Four scenarios, one logic: the plan, the conservative floor, the ceiling and a stress test
- Built-in checks: line strength A/B/C, a CFO coach on every line, and “Ready for the CFO?”
What your CFO will see — on one page
The answer in one sentence · payback for the plan and the floor · the full range · how sure the numbers are · the three lines that carry the case, with their owners · the cost of waiting · the “Ready for the CFO?” check.
The full edition adds Steer It (monthly follow-up as real data arrives) and Keep It (the harvest, signed by your Benefit Owner). It is included when you work with BenefitPartner.
Get the free edition
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