A business case is the deliverable Serre exists to produce: a quantified, defensible answer to the question every buyer eventually asks — "what is this actually worth to us?"
It pairs one account (the company you're selling to) with the solutions and value drivers from your library. It fills in that account's numbers and produces ROI, payback, and net present value — plus a range, not just a single point estimate.
The shape of a case#
Every business case moves through eight steps, shown across the top of the case:
- Company — the company you're selling from.
- Account — the company you're selling to.
- Case Profile — who's buying, what you know from discovery, which solutions are in scope, and what the case needs to achieve.
- Drivers — the value claims and value drivers that apply to this deal.
- Inputs — the account's numbers: their current state and the improvement you're proposing.
- Calculate — the investment side and the results.
- Val Review — Serre's copilot pressure-tests the case before a CFO does.
- Deliver — exports, a share link, and meeting prep.
You can go back to any step. Later steps unlock as you go: generate the case profile first, and calculate before Val Review and Deliver. The case has no saved results until you calculate.
Statuses#
- Draft — the case hasn't been calculated yet.
- Generated — the case has saved results.
- Needs review — Val Review found red flags that haven't been handled yet.
- Account plan ready — an account plan has been generated for the case.
The numbers are frozen on purpose#
When you calculate, Serre saves a snapshot: the results are stamped exactly as they were at that moment. Each driver on the case also keeps the formula it had when you added it.
If you later improve a value driver in your library, cases you already built do not silently change. The version you showed a buyer last month still says what it said last month. New cases use the improved driver.
When you change a case's numbers yourself, you update the case on purpose from the Calculate step. If someone has already opened its share link, Serre asks you to confirm first.
This is deliberate. A business case is a document you put in front of people; documents that quietly rewrite themselves don't survive procurement.