One of the most powerful features in OutSail is the Business Case Builder. Selecting an HRIS is a major investment, and at the end of your evaluation you'll need to defend your decision to your executive team. With OutSail, that documentation builds itself: everything you do to run your evaluation simultaneously generates the business case you'll present at the end of the process. This article explains how the Business Case Builder works and how to make the most of it.

How the Business Case Builder Works

Your business case is built from the actions you take within OutSail. As you work through the 10-step buying process in the To-Do tab — from your Tech Stack Audit through scorecards, proposals, and references — each completed task generates new content in your business case. There's no separate writing exercise or end-of-project scramble; simply following OutSail's guided process produces the documentation automatically.

Previewing Your Business Case

Your business case lives in the To-Do tab, and you can preview it at any time. On the right-hand panel of the To-Do tab, you'll see your business case taking shape — including both the pages that already exist and the pages that will be added as you complete more tasks. This gives you a clear picture of what your final deliverable will look like and which steps will make it stronger.

Downloading Your Business Case

You can download your business case at any point in the process, though it becomes more robust and complete as you finish more steps. When you're ready to download, you can:

• Choose your format: Export your business case as a PowerPoint (PPT) or PDF.

• Hide pages: Deselect any pages you don't want included in the download.

Editing and Customizing Your Download

When downloaded in PowerPoint format, every asset in your business case is fully editable. You can change the text, backgrounds, and images — making it easy to align the document with your company's brand before sharing it. The result is a complete 30–40 page presentation, built with the click of a button, simply by working through OutSail's guided 10-step buying process.

Conclusion

The Business Case Builder turns your evaluation work into your final deliverable. By documenting every stage of your process — your requirements, your shortlist, your team's scorecard results, your proposal comparisons, and your peer references — it gives you a defensible, executive-ready story for the decision you've made. Follow the steps, and the business case takes care of itself.