Build Your Business Case

What is the Business Case Tool?

The Business Case tool helps you quantify the value of adopting Foreman and communicate that value to decision-makers. It combines two capabilities:

• ROI Calculator — Input your environment details (projects, team size, workflows) and see exactly how much time and money Foreman saves compared to manual Forma administration.
• Message Generator — Use AI to create a polished, data-backed message (email, executive summary, or Slack/Teams post) tailored to your audience.

You can access the tool at any time from the sidebar or by visiting /business-case directly.

Using the ROI Calculator

The ROI Calculator tab lets you model your current environment and see projected savings.

Step 1: Enter your environment

Adjust the sliders or type values directly for each input:

1. Forma Projects — Number of active Autodesk Forma projects you manage.
2. Team Members — Total people across your projects who need access management.
3. New Projects / Month — How many new projects your team sets up each month.
4. Avg Folders / Project — Typical number of folders in each project's structure.
5. Access Requests / Month — How many access requests your team processes monthly.
6. Admin Hourly Rate — The loaded cost per hour for the staff doing Forma administration.

Step 2: Review assumptions

Click Assumptions to expand the panel and fine-tune the calculation model:

• Manual Time Per Task — How many minutes each task takes without Foreman (folder operations, folder creation, access requests, audits).
• Foreman Time Reduction — The percentage reduction Foreman delivers for each task type (defaults are based on industry averages).

All results update instantly as you adjust any input.

Step 3: Read your results

The Time & Cost Savings card shows:

• Bar chart comparing manual vs. Foreman hours per month.
• Six key metrics — manual hours/month, Foreman hours/month, hours saved/year, cost saved/year, Foreman cost/year, and net savings/year.
• ROI highlight — your return on investment percentage, payback period, and break-even month.

Step 4: Choose a plan

If pricing data is available, the Recommended Plan card shows Foreman's subscription tiers with the recommended plan highlighted based on your environment size. Select a plan to include its pricing in the ROI calculation.

Step 5: Share your results

Use the action buttons to:

• Copy Summary — Copy a text summary of your ROI numbers to the clipboard.
• Share Link — Generate a shareable URL that preserves all your inputs so others can see the same results.

Using the Message Generator

The Message Generator tab creates a ready-to-send message using your ROI data and context.

Step 1: Provide your context

Fill in details that personalise the message:

• Your Role / Title — e.g., BIM Manager, Project Admin.
• Company Size and Industry — helps the AI tailor the message tone.
• Output Format — choose Email Draft, Executive Summary, or Slack/Teams Message.
• Recipient's Name and Title (optional) — personalises the greeting and framing.
• Additional Context (optional) — mention budget constraints, upcoming projects, or tools you've tried.

Step 2: Select pain points and features

Choose the Key Pain Points your team currently faces (e.g., manual folder setup, inconsistent permissions) and the Foreman Features most relevant to your case. These selections shape the message content.

Step 3: Generate and edit

Click Generate to create your message. The AI incorporates your ROI data, context, pain points, and selected features into a professional, persuasive message.

Once generated, you can:

• Preview — See a rendered preview of the message.
• Edit Markdown — Switch to the editor to make manual adjustments with the formatting toolbar (bold, italic, headings, lists, links, tables).
• Fill Placeholders — If the AI left any placeholders (shown in amber), click to fill them in via a dialog.

Step 4: Send or share

After reviewing your message:

• Copy to Clipboard — Paste it into any email client or messaging app.
• Regenerate — Create a fresh version if the first doesn't quite fit.
• Send via Email (signed-in users) — Send directly from Foreman. Enter the recipient's email and subject line, then click Send. If any placeholders remain unfilled, you'll see a warning before sending.

Your Usage Data (signed-in users)

If you're authenticated, the Message Generator shows a Your Usage Data section with stats pulled from your actual Foreman activity:

• Projects managed, members tracked, folder operations completed
• Folders created, access requests processed, scheduled jobs configured
• MCP-enabled projects, estimated hours saved

These numbers are automatically included in your generated message, making the business case backed by real data rather than hypothetical projections.