EnterpriseDealDesk buyer kit

Enterprise decision package

Build the business case before you buy.

A practical package for the executive sponsor, finance, IT, legal, and the operating team. Replace assumptions with your own inputs, then use the rollout and controls checklists to define the decision.

Illustrative model only. Capacity value is not a guarantee of savings or revenue; validate inputs against your operating baseline.

01 · Economic case

Model recovered operating capacity.

48 working weeks · editable assumptions

Annual hours recovered

7,200

Gross capacity value

$1,008,000

Net capacity value

$948,000

Illustrative first-year ROI

1580%
Illustrative payback0.7 months

02 · 90-day rollout

A controlled path from proof to adoption.

Days 0–30

Prove

  • Choose one office and three governed workflows
  • Import active deals and score readiness
  • Set baselines and acceptance criteria
  • Run champion and administrator training
Days 31–60

Govern

  • Configure playbooks and approval thresholds
  • Connect identity, email, and storage
  • Launch role-based views and audit exports
  • Review exceptions and data-quality actions
Days 61–90

Expand

  • Add offices and client deal rooms
  • Measure cycle time and hours recovered
  • Retire overlapping manual workflows
  • Approve the next workflow rollout

03 · Procurement checklist

Questions worth resolving before signature.

Use this list to structure diligence. Availability and configuration should be confirmed in your order form and security review.

Identity and access

Role-based permissions, SSO, SCIM provisioning, and approval limits.

Data governance

Retention policy, legal hold, tenant isolation, and customer-controlled exports.

AI governance

Source citations, deterministic calculations, assumptions, confidence, and human approval.

Auditability

Exportable audit history for control changes, approvals, and governed actions.

Implementation

Named owners, source connection plan, data cleanup, playbook configuration, and training.

Success measurement

Baseline and target cycle time, approval latency, adoption, forecast accuracy, and hours recovered.

Next decision

Pressure-test this case with your real workflow.

Bring one process, one active deal, and your current baseline. The goal is a defensible go/no-go decision—not a generic product tour.

Explore demoDesign the proof