Repeatable client analysis
Run the same structured analysis for every client or business unit so quality no longer depends on who picked up the work.
— Finance & Investment
Extracts the assumptions, costs, benefits, risks and dependencies from a business case, checks the numbers for internal consistency, and runs the challenge an investment committee would run before approval.
1 week → ~25 minutes
For a full population, not a sample
No coding required
— USE CASES
Run the same structured analysis for every client or business unit so quality no longer depends on who picked up the work.
Turn raw source material into a working draft in minutes and spend your time on judgement instead of assembly.
Produce the same shape of output each cycle so movement is measurable rather than re-argued.
— HOW IT BEHAVES
The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.
Metrics buried in narrative documents are extracted as data you can compute with.
Every row of your table is processed on the same basis, however long the table is.
Findings are written up as a document that reads like professional output rather than raw model text.
Detail rows are summarised into the grouped view without losing the underlying lines.
In finance & investment work, business Case Review is one of those tasks that looks straightforward until you are three documents deep and the details stop agreeing with each other. Repeatable client analysis is the typical trigger — run the same structured analysis for every client or business unit so quality no longer depends on who picked up the work. Done properly it is defensible; done at pace it becomes a judgement call nobody can retrace. And "properly" usually means 1 week of manual work.
As a Skill, the work is already sequenced. You bring the evidence, and the run produces a structured, review-ready deliverable plus a traceable record of what informed each conclusion. The judgement is built in — how items are broken up, what standard they are held to, and where the run stops for a human review. In effect, 1 week of senior time compresses into ~25 minutes — and the output is comparable across clients, quarters and colleagues instead of shaped by whoever ran it.
Business Case Review exports as a structured SKILL.md file and is MCP-ready, so the same method runs in ChatGPT, Claude, Copilot or your own AI products. Adapt it to your methodology, and the intelligence stays yours — not locked to one vendor.
Investment Potential Analysis
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Fee proposal from scoping brief
Extracts workstreams and effort from a scoping brief and builds lean, baseline and stretch fee scenarios with per-phase pricing and margin notes.
P&L variance commentary
Calculates actual-versus-budget variance per account in the database, ranks the top movers, then writes the commentary explaining what moved, why, and whether it is timing or permanent.