Product-org-os business-case
'Create comprehensive business case with ROI analysis and investment justification. Activate when: "build a business case", "justify this investment", "ROI analysis", investment justification,
install
source · Clone the upstream repo
git clone https://github.com/yohayetsion/product-org-os
Claude Code · Install into ~/.claude/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/yohayetsion/product-org-os "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/business-case" ~/.claude/skills/yohayetsion-product-org-os-business-case && rm -rf "$T"
manifest:
skills/business-case/SKILL.mdsource content
Document Intelligence
This skill supports three modes: Create, Update, and Find.
Mode Detection
| Signal | Mode | Confidence |
|---|---|---|
| "update", "revise", "modify" in input | UPDATE | 100% |
File path provided ( | UPDATE | 100% |
| "create", "new", "draft" in input | CREATE | 100% |
| "find", "search", "list business cases" | FIND | 100% |
| "the business case", "our business case" | UPDATE | 85% |
| Just initiative/investment name | CREATE | 60% |
Threshold: ≥85% auto-proceed | 70-84% state assumption | <70% ask user
Mode Behaviors
CREATE: Generate complete new business case using template below.
UPDATE:
- Read existing business case (search if path not provided)
- Preserve unchanged sections exactly
- Update specific sections (financials, risks, assumptions)
- Show diff summary: "Updated: [sections]. Unchanged: [sections]."
- Note: Financial projections may need recalculation
FIND:
- Search paths below for business cases
- Present results: title, initiative, status, path
- Ask: "Update one of these, or create new?"
Search Locations for Business Cases
business/strategy/proposals/cases/
Gotchas
- Never fabricate financial projections (revenue, costs, ROI) — provide frameworks with [TBD] inputs
- Sensitivity analysis must test key assumptions — a business case with only one scenario is fiction
- Opportunity cost must be stated — what are we NOT investing in if we do this?
Create a comprehensive Business Case for the specified initiative or investment.
Vision to Value Phase
Phase 2: Strategic Decisions - Business cases are the commercial filter that determines whether to proceed.
Prerequisites: Phase 1 complete (strategic foundation, market analysis) Outputs used by: Phase 3 (roadmap, GTM commitment), Decision records
Output Structure
Generate a complete business case with the following sections:
1. Executive Summary
- One paragraph recommendation
- Investment ask
- Expected return
- Timeline to value
- Key risks
2. Problem/Opportunity Statement
- Current state
- Problem being solved OR opportunity being captured
- Cost of inaction
- Why now?
3. Proposed Solution
- Solution description
- Key capabilities
- Differentiators
- Build vs buy analysis (if applicable)
4. Market Analysis
- Market size (TAM, SAM, SOM)
- Market trends
- Customer segments
- Growth projections
5. Competitive Landscape
- Key competitors
- Competitive positioning
- Differentiation strategy
- Competitive risks
6. Financial Projections
Revenue Model
| Year | Revenue | Growth Rate |
|---|---|---|
| Year 1 | $X | - |
| Year 2 | $X | X% |
| Year 3 | $X | X% |
Cost Structure
| Category | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Development | $X | $X | $X |
| Operations | $X | $X | $X |
| Marketing | $X | $X | $X |
| Total | $X | $X | $X |
ROI Analysis
- Investment required: $X
- Payback period: X months
- NPV: $X
- IRR: X%
7. Investment Requirements
- Capital expenditure
- Operating expenditure
- Resource requirements (headcount)
- Technology requirements
- Timeline of investment
8. Risk Analysis
| Risk | Probability | Impact | Mitigation | Residual Risk |
|---|---|---|---|---|
| [Risk] | High/Med/Low | High/Med/Low | [Plan] | High/Med/Low |
9. Implementation Timeline
| Phase | Duration | Key Deliverables | Investment |
|---|---|---|---|
| Phase 1 | X months | [Deliverables] | $X |
| Phase 2 | X months | [Deliverables] | $X |
10. Success Criteria
| Metric | Target | Timeframe | Measurement Method |
|---|---|---|---|
| [Metric] | [Target] | [When] | [How measured] |
11. Assumptions
- Key assumptions underlying the analysis
- Sensitivity of results to assumption changes
12. Recommendation
- Clear recommendation (proceed / don't proceed / conditional)
- Conditions or prerequisites
- Next steps if approved
Instructions
- Ask clarifying questions about scope and assumptions
- Reference any market or financial documents provided via @file syntax
- Be explicit about assumptions
- Include sensitivity analysis for key variables
- Save as markdown file
- Offer to create presentation version using /present