Finance, Legal & Compliance template
Business case room
Investment, assumptions, benefits, risks and ROI, as one link the people you send it to can explore, ask questions in and act on.
What's inside
Built on WZRD's Boardroom. WZRD AI shapes the tabs and blocks for a business case room from your material.
KPIs
KPIs and What changedReports
Board pack and StrategyDecisions
Approvals and DecisionsMeeting materials
Agenda and Meeting materialsIts AI agent
Answers visitors' questions from your material, by voice or text, and points them to the next step.
Who it's for
- Made by Finance Lead, Legal Counsel, Compliance Officer and CFO
- For business stakeholders, executives, board / investors and auditors
- In Professional Services, Regulated Industries, Enterprise and Fintech
When to use it
- During planning: a Finance Lead sends it to the business stakeholders
- Before approval: a Legal Counsel sends it to the executives
- During review: a Compliance Officer sends it to the board / investors
- During audit / diligence: a CFO sends it to the auditors
- Before final decision: a Finance Lead sends it to the business stakeholders
What WZRD needs
- Contracts + policies
- Budget + forecasts
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create a business case room for Professional Services during planning, using my contracts + policies.
Questions
What is a business case room in WZRD?
Investment, assumptions, benefits, risks and ROI, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Boardroom.
What do I need to make one?
Usually contracts + policies and budget + forecasts. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by Finance Lead, Legal Counsel, Compliance Officer and CFO, for business stakeholders, executives, board / investors and auditors.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create a business case room for Professional Services during planning, using my contracts + policies." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.