Document Intelligence
This skill supports three modes: Create, Update, and Find.
Mode Detection
| Signal | Mode | Confidence |
|---|---|---|
| "update", "revise", "modify" in input | UPDATE | 100% |
File path provided (@path/to/business-case.md) | UPDATE | 100% |
| "create", "new", "draft" in input | CREATE | 100% |
| "find", "search", "list business cases" | FIND | 100% |
| "the business case", "our business case" | UPDATE | 85% |
| Just initiative/investment name | CREATE | 60% |
Threshold: ≥85% auto-proceed | 70-84% state assumption | <70% ask user
Mode Behaviors
CREATE: Generate complete new business case using template below.
UPDATE:
- •Read existing business case (search if path not provided)
- •Preserve unchanged sections exactly
- •Update specific sections (financials, risks, assumptions)
- •Show diff summary: "Updated: [sections]. Unchanged: [sections]."
- •Note: Financial projections may need recalculation
FIND:
- •Search paths below for business cases
- •Present results: title, initiative, status, path
- •Ask: "Update one of these, or create new?"
Search Locations for Business Cases
- •
business/ - •
strategy/ - •
proposals/ - •
cases/
Create a comprehensive Business Case for the specified initiative or investment.
V2V Phase
Phase 2: Strategic Decisions - Business cases are the commercial filter that determines whether to proceed.
Prerequisites: Phase 1 complete (strategic foundation, market analysis) Outputs used by: Phase 3 (roadmap, GTM commitment), Decision records
Output Structure
Generate a complete business case with the following sections:
1. Executive Summary
- •One paragraph recommendation
- •Investment ask
- •Expected return
- •Timeline to value
- •Key risks
2. Problem/Opportunity Statement
- •Current state
- •Problem being solved OR opportunity being captured
- •Cost of inaction
- •Why now?
3. Proposed Solution
- •Solution description
- •Key capabilities
- •Differentiators
- •Build vs buy analysis (if applicable)
4. Market Analysis
- •Market size (TAM, SAM, SOM)
- •Market trends
- •Customer segments
- •Growth projections
5. Competitive Landscape
- •Key competitors
- •Competitive positioning
- •Differentiation strategy
- •Competitive risks
6. Financial Projections
Revenue Model
| Year | Revenue | Growth Rate |
|---|---|---|
| Year 1 | $X | - |
| Year 2 | $X | X% |
| Year 3 | $X | X% |
Cost Structure
| Category | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Development | $X | $X | $X |
| Operations | $X | $X | $X |
| Marketing | $X | $X | $X |
| Total | $X | $X | $X |
ROI Analysis
- •Investment required: $X
- •Payback period: X months
- •NPV: $X
- •IRR: X%
7. Investment Requirements
- •Capital expenditure
- •Operating expenditure
- •Resource requirements (headcount)
- •Technology requirements
- •Timeline of investment
8. Risk Analysis
| Risk | Probability | Impact | Mitigation | Residual Risk |
|---|---|---|---|---|
| [Risk] | High/Med/Low | High/Med/Low | [Plan] | High/Med/Low |
9. Implementation Timeline
| Phase | Duration | Key Deliverables | Investment |
|---|---|---|---|
| Phase 1 | X months | [Deliverables] | $X |
| Phase 2 | X months | [Deliverables] | $X |
10. Success Criteria
| Metric | Target | Timeframe | Measurement Method |
|---|---|---|---|
| [Metric] | [Target] | [When] | [How measured] |
11. Assumptions
- •Key assumptions underlying the analysis
- •Sensitivity of results to assumption changes
12. Recommendation
- •Clear recommendation (proceed / don't proceed / conditional)
- •Conditions or prerequisites
- •Next steps if approved
Instructions
- •Ask clarifying questions about scope and assumptions
- •Reference any market or financial documents provided via @file syntax
- •Be explicit about assumptions
- •Include sensitivity analysis for key variables
- •Save as markdown file
- •Offer to create presentation version using /present