Building a business case with Blueworks Live IQ

Introduction

Tip: Use the thumbs up and thumbs down icons to evaluate the quality of the response and improve feedback and model training.

Tutorial

Step 1. Open your process blueprint and create a business case

1. In the Library tab, open the Hiring - Onboarding process blueprint that you used for the previous tutorials. If you are starting from scratch, go to the Templates tab and import this blueprint to the space of your choice.
   • The process includes the following phases (milestones): candidate selection, background check, offer creation, HR record setup, orientation, and workspace provisioning.
   • Involved roles and teams include: Recruiter, Hiring manager, HR docs team, HR Specialist, Facilities team, Background check vendor, Candidate, and others.
2. When the Hiring - Onboarding blueprint is open, click the AI icon and select the Blueworks Live IQ tile to open the chat interface.

   

3. Click the following suggested prompt, or type it in the chatbox:

   Create a business case

   Blueworks Live IQ replies with a full, structured business case.

Step 2. Review the business case analysis from Blueworks Live IQ

Your analysis typically includes the following components:

Table 1. Blueworks Live IQ business case

Assessment results	Interface example
Executive summary Summarizes the problem, recommended improvements, and expected outcomes, for example faster cycle time, lower cost‑per‑hire, or higher SLA compliance.
Current state analysis Establishes a performance baseline by using current metrics (cycle time, cost). Identifies high-impact issues and provides a reference point for measuring improvements.
Proposed solution and benefits Outlines the practical changes, such as formalizing SLAs, capturing durations and costs, or automating hand-offs for equipment or badge provisioning. This section ties each proposal to a problem it solves, which helps ensure investments are traceable to outcomes. It also helps all teams, for example product, HR, IT, and facilities align on the same plan.
SLAs and KPIs (target values) Sets measurable targets as testable success criteria, for example 12-day cycle time or 95% on-time completion for background checks. This helps all teams staying on scope.
Investment and return Lists the different one-time or regular costs, such as tooling, vendor changes, or training. Transparency here builds trust and lets stakeholders check assumptions quickly. It also surfaces potential hidden costs early, for example integration work or change‑management time. Blueworks Live IQ can also details the return on investment on a 3-year projection period. If necessary, you can refine the assumption that this data is based on, or calculate benefits for a different period.
Implementation roadmap Breaks delivery into specific phases with clear exit criteria. A concrete timeline helps resource planning and sets expectations across different stakeholders and teams. It also provides milestones to reflect on your progress, share information with other teams, and potentially correct your course of action.
Risks and mitigations Identifies likely blockers, for example issues with data quality if the metadata is not correct or low adoption of new tooling, and how you can handle them. For example, improve the data validation workflow or organize hands-on training sessions with usage tracking. This reduces approval friction by showing that the plan is realistic, not optimistic. It also gives program managers a ready checklist for governance.
Conclusion Briefly summarizes your requirement and the immediate actions to take. This makes the business case actionable and ready to be presented to relevant stakeholders.
Appendixes If needed, might generate simple charts to illustrate specific metrics for continuous stakeholder visibility and performance tracking. For example, a chart that shows the KPIs to track for the hiring and onboarding process.

Step 3. Refine the business case

To tailor the business case according to your need, you can ask more targeted prompts or use the suggested follow-up prompts in the chat panel.

For example:

• Prompt: Replace generic estimates with real data

  Revise the business case by using these metrics:
  - Hires per year: 250
  - Current avg. cycle-time: 18 business days
  - Background-check vendor SLA: 72 hours today; target 24 hours
  - Equipment vendor lead time: 3 days; target 1–2 days with automation
  
  Recompute payback and 3-year net benefit. Show a table of assumptions.

• Prompt: Adjust the solutions to local constraints

  Revise solutions to fit our environment:
  - Keep existing HRIS (human resource information system), no new BPM tool license
  - Use internal BI (business intelligence) dashboard instead of developing a new custom dashboard
  - Stage changes: start with SLA formalization, then automation after 4 weeks
  
  Update costs, timeline, and risk/mitigation accordingly.

• Prompt: Configure KPI Dashboard

  Configure KPI Dashboard

  Blueworks Live IQ can provide a ready-to-use Apache EChart in JSON format that shows the core KPIs defined in your business case. You can configure this chart with guidance from Blueworks Live IQ, integrate the chart into a compatible dashboard tool, embed it into a web page, and more. You can also use a quick checklist to review validation criteria.

  

Completion summary

You have now completed the generation of a comprehensive, actionable business case to improve your process.

You’ve learned how to:

✔ ︎Prompt IQ effectively to get an exec-ready business case to optimize the hiring and onboarding process.

✔ ︎Understand the different elements that are required for the business case, including the executive summary, current process state, solution and benefits, target values, investment costs and returns, risks, and implementation roadmap.

✔ Tailor the data and metrics to your specific scenario. You can fine-tune analysis and output by adding real values, recalculate payback and x-year benefits with your specific data, or adjust IQ's initial assumptions.

What to do next