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AI agent for vp of its

IT Business Case Review Agent

A business case with tested numbers and a clear view of its weakest assumptions

AnalysisIT and developmentManagementExecutives and strategy
See how it worksGet access
IT Business Case Review Agent: what goes in, what the agent does and what you get

What it does

A project says it will save 30 percent and pay back in a year, and no one checks. This agent reads a business case and recalculates costs and benefits from the source data, such as vendor quotes, current spend, headcount and volumes. It lists each assumption and tests it with a low, expected and high range to see how the result changes. It compares the assumptions with what similar past projects actually delivered, including their overruns. It flags assumptions that are far more optimistic than history, such as full adoption in month one. It asks the sponsor for support on flagged items and recalculates once answers arrive. It then writes the result with the strongest and weakest points. The leader approves the conclusion. Edge case: savings count staff time that will not actually be released.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedApprovedNoNo 1 STARTS WHEN Business case is submitted for review 2 USES A TOOL Read the case and list every assumption and number 3 USES A TOOL Recalculate costs and benefits from source data 4 CHECKS THE RESULT Do the recalculated totals match the case within 5percent? If not: list the differences and the data behind each.Back to step 3. 5 DOES Test each key assumption with low, expected and highvalues 6 USES A TOOL Compare assumptions with past project outcomes 7 CHECKS THE RESULT Do any assumptions beat history by over 25 percentor flip the result in the low case? If not: flag them and prepare questions for the sponsor.Back to step 4. 8 YOU APPROVE Leader approves the questions to the sponsor 9 USES A TOOL Record sponsor answers, recalculate and write theconclusion with strongest and weakest points 10 YOU APPROVE Leader approves the conclusion 11 RESULT Business case review
Read the steps as a list
  1. Business case is submitted for review
  2. Read the case and list every assumption and number
  3. Recalculate costs and benefits from source data
  4. Do the recalculated totals match the case within 5 percent?If not: list the differences and the data behind each. Back to step 3.
  5. Test each key assumption with low, expected and high values
  6. Compare assumptions with past project outcomes
  7. Do any assumptions beat history by over 25 percent or flip the result in the low case?If not: flag them and prepare questions for the sponsor. Back to step 4.
  8. Leader approves the questions to the sponsorThe agent waits here for your OK.
  9. Record sponsor answers, recalculate and write the conclusion with strongest and weakest points
  10. Leader approves the conclusionThe agent waits here for your OK.
  11. Business case review

How it decides

An assumption is weak if the result flips at a realistic low case, or if it is more than 25 percent better than past similar projects.

  • Flag an assumption better than history by over 25 percent
  • Count time savings only if the time is released
  • Test a 6-month delay in every case
  • Use quotes, not estimates, for costs where possible

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Cases tested
  • Delay scenario (default 6 months)
  • History gap threshold (default 25 percent)
  • Past project source

What keeps you in control

It always asks you first

  • Questions sent to the sponsor
  • The conclusion

Hard limits

  • Never approves or rejects the project
  • Shows ranges, not a single number

It stops when

  • Done: tested conclusion approved
  • Stop: source data for key numbers is unavailable

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA case claimed $900,000 yearly savings and a 10-month payback. The agent found $380,000 came from staff time that stays on payroll. Recalculated savings were $520,000. A 6-month delay pushed payback to 22 months. Similar past projects reached 60 percent adoption in year one, not 100. After sponsor answers, the leader approved a smaller first phase.

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