My Business Case Hub® for Teams
Why Teams Choose Us
Win approvals faster: build CFO/Board-ready cases with shared templates, financials, risks, and slide decks.
Cut prep time 30–40%: standardise the process; focus effort where it matters.
Stay in control: add/remove users, manage permissions, and keep sensitive drafts private until ready.
What Your Team Gets
Platinum seat for every user – full toolset, no feature gaps.
Individual & Team Cases – draft privately or co-author in a shared workspace.
Comments & Tasks – collaborate, assign and resolve with confidence.
Controls that scale – roles/permissions, export policy, retention, and audit log.
Individual vs Team Access
Individual Business Cases = private by default; share when ready.
Team Business Cases = shared workspace for co-authoring and reviews.
Best For:
Access:
Ownership:
- Private to creator
- Early drafting, personal notes
- Individual
- Creator (transferable by Admin)
- Shared in team workspace (invite or team-wide)
- Multi-author writing, stakeholder review
- Team-based: AI generation, AI rewrite, editing
- Workspace (assigned owner; transferable)
How Teams Work
Create a case – start from a pre-built template.
Collaborate – assign team members, build the business case.
Strengthen – run financials, risks, and sensitivity analysis.
Approve – export the business case, finalise for executive/board presentation and approval.
Archive – lock the final version.
Roles & Permissions
Org Owner – Billing, policies, and seat allocation.
Admin – Invite/remove users, set case defaults, transfer ownership, manage templates, and dashboards.
Member – Create Individual and Team Cases, edit and export (per policy).
Admin Controls Teams Need
Add teammates in seconds: invite by email; assign Admin/Member roles.
Seat management & billing: centralised invoices and usage dashboards.
Security: SSO, audit log for key actions.
Pricing & Seats
- Per-user (Platinum) pricing – each team member is a paid seat.
- Flexible – add/remove seats anytime; prorated.
Ask about Enterprise for volume pricing and customized templates tailored to your brand.
Trusted by leaders in 55+ countries.
Get Started
Book a 30-minute Demo → see roles, sharing, and approvals in action.
Frequently Asked Questions
- Do all team members need Platinum? Yes—per-seat ensures full capability across cases.
- Can we keep drafts private? Yes. Start as an Individual Case and share when you’re ready.
- What happens when someone leaves? Admins transfer ownership and revoke access instantly.
Trusted by Leading Organisations
