Use case · ROI analysis
Build the business case
from their own numbers
Volumes, channels, coverage and languages come off the record with the call each one came from. Three scenarios, ranges rather than false precision, and a talk track that changes when the model does.
- Inputs with their sources
- Three scenarios, indexed
- Ranges, not false precision
Documents
Sample dataOpen
AnyCRM. Documents.
The ask
Hannah Boyd, Finance Director at Vantorre Foods, asks for the business case before the steering group: in-house today against the BPO model, and what the AI piece changes.
Inputs
Annual contact volume, channels, hours of coverage and languages are pulled from dated calls and the accepted proposal, each with its source. Seasonal peak shape was never discussed, so it stays an empty field.
Scenarios
Three scenarios indexed against today: in-house today at 100, with the BPO at 78, with the BPO and AI at 61. An index, not a quote.
Outputs
Payback in two to three quarters. Return index 168 to 214, with an 80% confidence band, and every assumption listed with the call it came from.
Risk
Vantorre revised the volume assumption down and the case fell below the threshold procurement named. The return index reads 112 to 140, and the input that moved it is named.
Your call
Three moves: add the AI scenario to the client-facing case, propose a phased ramp, or bring the economic buyer in to reset the threshold.
Resolved
The rep proposes a phased ramp. Phase one carries the transition at the lower volume, phase two steps up once containment is proven, and the return index recovers to 159 to 198 on the same confidence band.
Talk track
The plain-English summary the rep says on the call, rewritten when the ramp was chosen so the words and the model cannot drift apart.
Deliverables
Client-facing brief, internal briefing, the ROI model as XLSX with inputs, sources and checks, and a read-only link procurement can forward. Filed on the deal, activity logged.
Close
A business case the buyer can forward, built from their own numbers.
Vantorre Foods, where Hannah Boyd runs finance and asks for the business case before the steering group.
How it works
Four steps, and none of them is typing.
- 1
Inputs come off the record.
Unibox
Sample- Hannah Boyd
Vantorre Foods asks for the business case
Before the steering group
Volumes, channels, coverage and languages are already on the deal, each with the call it came from.
Volumes, channels, hours of coverage and languages are pulled from dated calls and the accepted proposal, each with its source. Anything nobody has stated stays an empty field with a placeholder.
- 2
Three scenarios, side by side.
ROI model
SampleIn-house today
the baseline
With the BPO
indexed
With the BPO and AI
indexed
In-house today, with the BPO, and with the BPO and AI, indexed against today so the shape is the argument. Payback and return are ranges with a confidence band and every assumption listed.
- 3
The case falls under the line.
ROI model
SampleThe case has fallen below the threshold procurement named.
Below thresholdWhen the buyer revises an assumption the case moves with it, and the platform names the input that did it rather than quietly re-rendering a chart. Add the AI scenario, propose a phased ramp or reset the threshold with the economic buyer. The talk track rewrites itself to match whichever you choose.
- 4
Something they can forward.
Documents
SampleClient business case
Three pages the buyer can forward
Internal briefing
Where the argument is thin
Shared with a read-only link
A client-facing brief, an internal briefing, the model as a spreadsheet with its sources and checks, and a read-only link, all filed on the deal.
The risk beat
When something turns, it tells you and shows you the moves.
Here the turn is: The case has fallen below the threshold procurement named. Three moves were offered and a person took one: propose a phased ramp.
Risk beat · AnyCRM AI
Sample data- 1
Detection
The case has fallen below the threshold procurement named.
- 2
Explanation
Vantorre revised the volume assumption down on yesterday's call. That one input carries most of the return, so the range moved with it.
Below thresholdOne input, named - 3
Options
- Add the AI scenario to the client-facing case
- Propose a phased ramp
- Bring the economic buyer in to reset the threshold
- 4
Human choice
Propose a phased rampA person presses one. Nothing is sent or written until then.
- 5
Resolution
Back above the threshold, on the revised volumes.
The phased ramp is in the proposed model, the inputs that produced it are listed, and the change is on the deal for anyone to read.
Phased ramp in the proposed modelSame confidence band
Where the answers come from
The record you already have.
A business case is only as good as its inputs, and the buyer already gave you most of them. Every figure in the model points back at the call it came from.
The deal
What is in scope and what has been agreed so far
Meeting transcripts
Volumes and coverage, quoted with their dates
Discovery notes
Channels, languages and the shape of the peak
The output
A client-facing brief
Every line points back at one of these.
The accepted proposal
Commercial terms the case has to sit inside
The buying committee
Who set the threshold the case has to clear
Activities
When an input changed, and on whose call
What you receive
Documents, not a dashboard.
Procurement gets something they can forward, and you get an internal briefing that says where the argument is thin.
See the full Finance Leaders pageA client-facing brief
A client-facing brief
The case, the scenarios and the assumptions
An internal briefing
An internal briefing
Where the argument is thin, and who owns it
A three-page business case
A three-page business case
The case, the outcomes and their attribution, and the pilot plan
- XLSX
The CFO's model
A workbook with current state, proposed model and every assumption
- LinkRead-only. Revoke any time.
A read-only link
Forwardable inside the buyer's business
Why BPOs need this
What we heard, in their words.
The problem
Every business case starts as a blank spreadsheet and somebody's memory.
A finance director
The problem
Procurement asks for the numbers and we go quiet for a week.
A sales director
The problem
The buyer changes one assumption and the whole case has to be rebuilt.
A bid manager
Questions
The honest answers.
Where do the figures come from?
From the deal record: volumes, channels, coverage and languages as discussed on dated calls, each carrying its source. Anything nobody has stated is left as an empty field rather than filled with a guess.
Why ranges instead of a single number?
Because a single number implies a precision the inputs do not have. Payback and return are shown as ranges with a confidence band, and the assumptions behind them are listed.
What happens when the buyer changes an assumption?
The case moves, the platform says which input moved it, and it offers the ways back: add the AI scenario, propose a phased ramp, or bring the economic buyer in to reset the threshold. You choose, and the talk track rewrites itself to match.
Can the buyer open it without a login?
Yes. The read-only link is forwardable inside their business, and you can revoke it whenever you like.
The pricing engine behind the case: cost floor, market anchor and value ceiling, with margin guardrails on every shape of the deal.
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