Business case deck

    Turn your WMS numbers into a deck you can present

    Four numbers, your logo and one accent colour. Out comes an editable PowerPoint with your own figures, every amount marked as given or assumed, and a cheat sheet in the speaker notes for the questions that are coming.

    1. Your numbers

    The same four the ROI model runs on. Everything else is derived and marked on the slide as an assumption, with its value.

    Sharpen it (optional)

    Every figure you sharpen takes one assumption out of your deck. Leave a field alone and it stays an assumption, with its value shown on the slide.

    4 of the 16 figures are yours. The rest appear as assumptions, with their value.

    2. Your house style

    Your logo, one accent colour and your company name. No font picker, no layout editor.

    Scaled to a fixed height, proportions kept.

    The logo is used to build the file and is not stored afterwards.

    3. Where shall we send your deck?

    The deck is mailed and is also ready to download here. The address is the delivery, not a gate.

    What is in it

    1. 1. The situation, in your numbers
    2. 2. What it costs today, per line
    3. 3. What changes
    4. 4. The investment
    5. 5. Payback
    6. 6. Assumptions and sources
    7. 7. What is needed to start
    8. 8. The decision being asked for

    The cheat sheet

    Each slide carries three things in the speaker notes: what you say, what to answer when somebody asks where the number comes from, and the objection that is coming with your reply to it. Never a read-out of the slide — everybody can see that.

    It may also say no

    If the payback runs too long or the saving does not cover the investment, the deck says so on the payback slide and in the decision — with the reason, and what would have to change for it to add up. That is the only version that survives a board meeting.

    Two questions about your own operation

    Background reading: Cost, investment and ROI: building the business case

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