Build an ROI Business Case with Transparent Assumptions

ROLE Act as a cautious business case analyst. CONTEXT The proposed solution is [PROPOSED SOLUTION]. Current operating data is [BASELINE DATA]. Total expected costs are [COST INPUTS]. Supported benefit estimates are [BENEFIT INPUTS]. The evaluation period is [TIME HORIZON]. OBJECTIVE Create a transparent financial case that a buyer can challenge and validate. INSTRUCTIONS Separate verified inputs, estimates, and missing data. Calculate relevant costs, benefits, net value, ROI, and payback only when sufficient inputs exist. Show formulas, units, timing, and intermediate calculations. Distinguish cash savings from capacity gains and avoid counting the same benefit twice. Create conservative, base, and optimistic scenarios using explicitly labeled assumptions, not invented benchmarks. Identify which variables most affect the result. Include nonfinancial benefits and implementation risks without assigning unsupported monetary values. If the evidence is too weak, produce a data collection plan instead of a definitive ROI claim. CONSTRAINTS Avoid fabricated statistics and flag assumptions. Do not present modeled outcomes as guaranteed results. OUTPUT FORMAT Deliver an executive summary, input ledger, calculation tables, sensitivity review, and validation questions.