Business Case Stream
The Business Case Stream helps organisations plan, evaluate, and justify investments in warehouse automation, intralogistics systems, and broader supply chain transformation. Through structured, independent analysis, we provide the commercial clarity and strategic insight needed to enable confident, well-informed decision-making.
Our services support the full lifecycle of investment planning—from defining scope and capturing vendor input to modelling costs, benefits, and ROI, and ultimately securing executive approval.
Scoping
We conduct on-site assessments and structured workshops to define the future operational and functional requirements of your warehouse or supply chain environment. This ensures that all planning is grounded in real operational context and aligned with your strategic objectives.
Business Case Creation
We create a rigorous, structured business case that quantifies the commercial viability of the proposed solution. This includes detailed modelling, qualitative assessment, and clear visibility of benefits, risks, and assumptions.
This phase includes a full baseline analysis of current processes and systems, supported by a Day-in-the-Life operational model and labour modelling to forecast future resource needs. We define the future-state scope for processes, automation, and system design, along with high-level functional and technical requirements. All boundaries, assumptions, and dependencies are documented, and we provide visual artefacts such as scope diagrams, flowcharts, and interface outlines. Together, these elements ensure that all subsequent planning remains tightly aligned with your strategic goals and operational constraints.
Building & Benefits Model
We develop a comprehensive Building and Benefits Model that outlines both the physical infrastructure and the measurable business value associated with the proposed investment.
Our models include high-level building layouts, sizing requirements, storage design, and spatial planning, supported by a Benefits Realisation Framework that quantifies improvements in cost, throughput, labour, and service. We align CAPEX with expected benefits and timelines and perform scenario analysis comparing manual, automated, and hybrid solutions. A Value Realisation Roadmap defines the steps needed to capture the identified benefits after go-live. This forms a critical element of any board-level investment justification.
Request for Information (RFI) / Request for Proposal (RFP)
Following scoping, we prepare and manage a structured RFI or RFP process to engage vendors—whether automation suppliers, WMS providers, or system integrators. The aim is to gather budgetary pricing, technical options, and solution concepts that strengthen and inform the business case.
We deliver complete RFI/RFP documentation, develop a vendor shortlist strategy, and coordinate all interactions during the process. Vendor responses are compiled, normalised, and compared through an evaluation framework covering technical fit, operational impact, cost, and risk. We manage Q&A, clarification rounds, and follow-up sessions to ensure a transparent and highly informative process for decision-makers.
Financial Modelling & Investment Evaluation
We develop detailed financial models that evaluate the investment from multiple angles and support evidence-based approval.
Our financial evaluation includes CAPEX and OPEX modelling over defined planning horizons, supported by key financial metrics such as payback period, IRR, and NPV. We perform scenario and sensitivity analysis for risk-adjusted decision-making and identify non-financial benefits including service-level improvements, labour optimisation, and customer experience enhancements. A comprehensive risk register and mitigation plan accompany a draft investment recommendation to guide executive discussions.
Business Case Presentation & Stakeholder Buy-In
We prepare and deliver a board-ready investment pack designed to clearly communicate the recommendation, rationale, risks, and expected outcomes. This ensures strong alignment and facilitates informed decision-making at the executive level.
Our work includes a concise, visually supported executive summary presentation delivered in PowerPoint or PDF format, with the option for in-person or virtual presentations from senior consultants. We tailor messaging to specific stakeholder groups—finance, operations, executive leadership—and provide supporting Q&A materials and documentation that facilitate an efficient approval process.
Value to Your Organisation
The Business Case Stream provides your organisation with clear, independent guidance at the earliest and most influential stage of an automation or supply chain investment. By grounding every decision in real operational data, structured analysis, and a transparent set of assumptions, we remove uncertainty and ensure your leadership teams can move forward with confidence and alignment.
Through rigorous modelling, scenario comparison, and vendor-neutral assessment, we create a complete view of the opportunity — from financial returns and operational impacts to risks, dependencies, and strategic value. This enables your organisation to make decisions based not on guesswork or vendor influence, but on evidence, clarity, and realistic commercial expectations.
Ultimately, the Business Case Stream strengthens governance, reduces risk, and accelerates internal approval. It equips your organisation with the insight and documentation needed to secure funding, select the right partners, and lay a solid foundation for all subsequent design, tender, and implementation activities.