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Understand the foundations

What is a value driver?

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A value driver is a single, measurable way your product creates value for a buyer — for example "Reduced Manual Billing Time" or "Lower Infrastructure Spend". It's the building block of every business case.

Each driver carries a formula: arithmetic over a set of inputs that produces an annual dollar figure. When you build a business case, you pick the drivers that apply to that deal and fill in the account's numbers. Serre adds up the results into the case's total annual benefit.

The anatomy of a driver#

  • Name and Description — what the benefit is, in buyer language.
  • Value category — Cost Reduction, Productivity & Efficiency, Risk Reduction, Revenue Acceleration, Revenue Growth, or Compliance & Regulatory.
  • Inputs — the numbers the formula uses. Each has a label, a unit, a display format, and an example value.
  • Formula — readable arithmetic over your inputs, with an Example calculation showing the annual value at the example values.
  • Applies to solutions — which of your solutions the driver belongs to. Leave it unmapped and the driver applies across your whole portfolio.

Example values show how the formula works. Each case uses its own account's facts; improvement assumptions and conversion constants carry over.

The numbers are math, not AI#

Every figure a driver produces comes from a formula you can read, never from the AI making up a number. Val (the AI copilot) can help you draft a driver and writes the narrative around the numbers. That's what lets the output stand up to a CFO.

Configure once, reuse everywhere#

Your driver library is the value story that value engineers normally carry in their heads. You set it up once, and your team reuses it across deals.

Each business case keeps the version of every driver it was built with. Improving a driver in the library never rewrites a case you've already delivered.

Documentation

Browse documentation or search for a topic

Selected: Set up your company profile

Get startedSet up your company profile

Your company profile is the foundation everything else builds on — solutions, drivers, and business cases all inherit context from it. This guide shows you how to cr…

Get startedManage your solutions

Solutions are the products you sell. Keeping them well-described pays off everywhere downstream: value drivers map to them, and business cases group benefits under t…

Get startedMeet Val, your value-engineering copilot

Val is the AI copilot built into Serre. Wherever you see the Val button, click it (or press ⌘J / Ctrl+J) to open a chat panel beside the page. Describe what you want…

Build and share a caseCreate an account

An account is a company you sell to: a prospect or an existing customer. Get the profile right and every business case for that account starts from solid ground. Thi…

Build and share a caseBuild a value driver

This guide walks you through the Driver Studio — one editor for creating and refining the formulas that power your business cases. New here? Read What is a value dri…

Build and share a caseBuild a business case

When you finish, you'll have a calculated, reviewed business case for one account, ready to export or share. The case walks you through eight steps, shown across the…

Build and share a caseExport and share a business case

When you finish this guide, your buyer has the case in hand — as a document, a private link, or both — and you're ready for the conversation. Everything happens in t…

Understand the foundationsWhat is a value driver?

A value driver is a single, measurable way your product creates value for a buyer — for example "Reduced Manual Billing Time" or "Lower Infrastructure Spend". It's t…

Understand the foundationsWhat is a business case?

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 wort…

Understand the foundationsHow Serre calculates ROI

Every number in a Serre business case comes from transparent math you can read — formulas with inputs you control. The AI helps you draft formulas, suggest inputs, a…

Workspace and supportManage your team and plan

Everything account-related lives under Settings: your profile, your teammates, and your plan's allowances. Your profile Settings opens as its own screen, with "Back …

Workspace and supportCommon questions

Quick answers to the issues and questions we hear most. Each entry: what you're seeing, why, and what to do. Account & sign-in I can't sign in. Check for typos first…

ReferenceSerre Connect tool reference

Every tool your assistant can use once it is connected to Serre, with the exact arguments each one takes. This page is generated from the connection itself, so it al…