You don’t have to be an expert to create a compelling business case. The Universal CaseBuilder™ provides all the tools you need to build a complete business case or ROI analysis. Our business case templates simplify the process for you! Universal CaseBuilder™ can be used for virtually any business decision or justification, including: Product Development – Product Management – Purchasing Justification -Partnerships – Pricing – Capital Investment (ROI) – Vendor Selection – And more!

Universal CaseBuilder™ Toolbox Includes:

The Universal CaseBuilder Guide

Proven outlines and instructions for creating a business case.
Choose from – Master, Internal Project, Vendor Selection, Headcount Justification, and Product Development.
Sample mini-business cases
Best Practices & “hot to” advice
TEN Pro Forma, ROI & TCO spreadsheets (MS Excel)

All templates are pre-built and easy to use.
Ten versions are included to provide flexibility. Simply choose the one that most closely matches your specific situation and input the areas in blue.
Easy to customize with no locked cells and are pre-populated with examples.
Direct and Fully Allocated Margin, Internal Rate of Return (IRR), and Net Present Value (NPV) of cash flows are calculated in each Pro Forma.
PowerPoint Template Slides

Present Your Case with simple and easy to customize template.
Formatted to our outline with simple instructions to save you time and effort.
Simply add your logo and tell your story!
Valuable Guidelines for Effective Positioning

Internal dynamics must be considered when developing a business case.
Positioning is Key: We have been in your shoes and understand the importance of building a credible case for all stakeholders.
These guidelines are invaluable – you won’t find this information anywhere else!
Bonus Guide to Gathering Competitive Intelligence

10 Steps to gathering competitive intelligence
For only $79.95, it’s the smartest investment you can make in your business. And if you’re not satisfied for any reason, simply email us and we will refund your money. No questions asked. With our no-risk, 30-day money-back guarantee you’ve got nothing to lose!

6 Reasons to Choose the Universal CaseBuilder

1. You don’t have to reinvent the wheel. Preparing Business Cases and ROI spreadsheets from scratch takes hours or days, even if you’ve done it before. But why bother? Our no-hassle Universal Business Case template saves you the time and effort.

2. You can customize the templates with ease. Because there are no locked cells, our ProForma, ROI and TCO spreadsheets can be easily customized and adapted to your situation. Insert, delete or rearrange rows and data as you see fit. The result is a relevant analysis that speaks to your specific business.

3. You don’t need a finance degree to use them. We’ve taken the drudgery out of ProForma and Return on Investment analysis. You simply input your numbers and the spreadsheet does the rest! Even non-finance managers can easily create and understand the report.

4. You’ll look like a professional. This methodology delivers a solid analysis that’s pleasing to the eye. What’s more, we’ve formatted the worksheet for easy reading and clear interpretation.

5. You can’t make a smarter investment in your IT justification efforts. At only $79.95, the Universal CaseBuilder pays for itself in the first 30 minutes.

6. No-risk, 30-day money back guarantee If you’re not satisfied for any reason, just email us and we’ll refund your money. No questions asked.

Universal CaseBuilder


    The Business Case Team is made up of a small group of professionals, each from different business backgrounds, but with one thing in common: a passion for analyzing business decisions. 



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