Unit4 Business Case Builder

1 · Pick your sales scenario

This determines the suggested improvement ranges for each KPI. Choose the one that best matches the customer's starting point and destination.

1OnPrem → ERPx

Existing on-premise ERP customer moving to Unit4 ERPx. Typically the largest improvement ranges — full infrastructure elimination, AI automation, and modern UX replace the most manual environment.

2OnPrem → ERP SaaS

Existing on-premise ERP customer moving to Unit4 ERP SaaS. Still eliminates infrastructure and upgrade burden, with more moderate ranges than a full ERPx move.

3ERP SaaS → ERPx

Existing Unit4 ERP SaaS customer upgrading to ERPx. Infrastructure gains are already banked, so ranges reflect incremental AI/automation improvements only.

Select a scenario above to unlock scenario-specific improvement guidance for every KPI. You can still build a business case without selecting one — you'll just enter target values directly.

Select the KPIs that apply to this business case

Check every KPI relevant to this customer. Only the inputs needed for your selected KPIs will appear below — pick a handful that matter most rather than all 30, so the business case stays credible and easy to defend.

Confidence rating (how reliable the suggested improvement range is): HIGH MEDIUM LOW-MEDIUM Hover any badge, or see for the full explanation.

Costs & Finance

Enter what Unit4 has quoted (or your best estimate). License and implementation costs are provided directly by you — the app does not assume any pricing.

Business case horizon

Choose 3 or 5 years. Cost inputs, calculations, labels, and results all adapt automatically.

Implementation cost (Year 1, one-off)

$ / one-off

Total one-time cost to implement Unit4 (services, data migration, configuration).

License cost — Y1

License cost — Y2

License cost — Y3

Other costs — Y1

Other costs — Y2

Other costs — Y3

"Other costs" covers items like training, change management, or third-party add-ons — anything beyond license and implementation.

Discount rate

% / year

Typical range: 8–15%. Use your organization's WACC (weighted average cost of capital) when known.

Implementation & adoption timeline

Year‑1 benefits are prorated by (12 − months) ÷ 12 to reflect go‑live and ramp-up time.

Calculate

Once your KPIs and costs are in, generate the full 3‑year business case: ROI, NPV, IRR, payback, and a year‑by‑year benefit breakdown.

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No business case calculated yet

Go to Build the Case, select at least one KPI, fill in the costs, and click Calculate business case.

3‑Year Business Case Summary

ROI (3 years)

—

Net benefit ÷ total cost

NPV (3 years)

—

at discount rate

IRR

—

Internal rate of return

Payback

—

Years to break even

Year-by-year cash flow

Item	Year 1	Year 2	Year 3	3‑Year Total

Benefit contribution by KPI (annual run-rate at Year 3)

KPI	Annual Value (run-rate)	Share of Total
Total annual benefit (run-rate)		100%

Benchmarks & Sources

For every KPI in the catalog: the suggested improvement ranges by scenario (conservative–likely), TVST's confidence rating, and curated third-party sources. Use these as directional guidance and adapt to the customer's actual context (size, industry, geography, maturity).

What do "High", "Medium", and "Low-Medium" mean?

These badges rate how reliable the suggested improvement range is — not how important the KPI is. A KPI can be highly relevant to a customer's story even with a Medium or Low-Medium confidence rating; it just means the number needs more care (and ideally the customer's own data) before you commit to it in a conversation.

HIGH

The range is backed by solid, consistent market benchmarks (e.g. APQC, Gartner, AWS) and/or a very direct, well-documented Unit4 value driver. Safe to use as quoted in most conversations.

MEDIUM

The range is reasonable and has some benchmark support, but depends more on the customer's specific context (size, maturity, sector), or draws on less direct sources. Consider validating with the customer's own data before committing to a specific figure.

LOW-MEDIUM

More of a directional estimate — third-party benchmarks for this KPI are limited or not yet curated (this currently applies to the four Professional Services / PSO KPIs). Use the conservative end of the range and validate with the customer wherever possible.

Filter by category

How this app works

Pick a sales scenario. Scenario 1 (OnPrem → ERPx), 2 (OnPrem → ERP SaaS), or 3 (ERP SaaS → ERPx). Each scenario carries its own suggested improvement range per KPI, reflecting how much of the value driver is still "on the table" for that starting point.
Select relevant KPIs. Organized into six categories: TCO & Infrastructure, Finance Operations, Service Management, Human Capital Management, Supply Chain, and Professional Services (PSO). Choose only what's relevant to this customer's operating model.
Fill in baseline data. Each KPI asks for the minimum inputs its formula needs — always in the same units the formula uses. A conservative/likely range and an "Apply" shortcut help you set the target quickly; you can always override with your own number.
Check the math. Every KPI has a "How is this calculated?" panel showing the exact formula, a live calculation using your numbers, and a worked example from the Unit4 Business Case Manual.
Enter costs & finance settings. Implementation cost (Year 1 one-off), license & other costs per year, discount rate, and the implementation/adoption timeline (which prorates Year‑1 benefits).
Calculate. The app produces annual benefits by KPI, a year‑by‑year net cash flow, and the four headline metrics: ROI, NPV, IRR, and Payback.
Export. Download the full business case as an Excel file to save, edit, or share.

The financial formulas

Year‑1 benefit proration	Year‑1 run‑rate benefits are prorated by (12 − implementation months) ÷ 12, to reflect go‑live and adoption ramp.
Annual net benefit	Y1 = (Annual Benefits × proration) − (Implementation + Y1 License + Y1 Other). Each subsequent year (Y2, Y3, and Y4/Y5 if a 5-year horizon is selected) = Annual Benefits − (that year's License + that year's Other costs).
ROI (%)	((Y1 + Y2 + Y3) ÷ Total Costs over Y1–Y3) × 100.
NPV (3 years)	NPV = Σ [ NetBenefit_t ÷ (1 + r)^t ], where r is your discount rate (WACC recommended).
IRR (%)	Internal Rate of Return over the net cash-flow vector for your chosen horizon ([Y1, Y2, Y3] for 3 years, or [Y1…Y5] for 5 years), solved numerically.
Payback (years)	The year when cumulative cash flow turns non‑negative, with linear interpolation within that year.

Source: Unit4 Business Case app Manual, Section 5 — Business Case Concepts and Formulas (TVST, July 2026 Unit4 edition).

Scope & methodology

This app is fully transparent: every formula, benchmark, and assumption is shown to you before it affects a result. It is designed to give a directionally accurate, defensible estimate — not a substitute for a full collaborative business case. Actual results depend on your organization's specific processes, data quality, and change-management execution.

If you'd like to go deeper — validating assumptions against your own data, modeling additional KPIs, or building a formal business case document — Unit4 is glad to build one together with you.

About this tool

This app was designed by TVST — The Value Search Team (valuesearchteam.com) for Unit4 (unit4.com), based on the Unit4 Business Case app Manual and the Unit4 Sales Scenarios and Key Value Drivers Analysis (TVST, July 2026). It runs entirely in your browser: no data is stored or transmitted.