Workflow · Psychosocial Safety
Psychosocial Risk ROI / Business Case Builder
This workflow helps users build a compelling, executive-ready business case for a psychosocial control or improvement initiative. It translates safety and wellbeing actions into commercial language suited for finance teams, boards, and senior leadership. The workflow begins by silently gathering context from workspace data sources, records, and connected systems, then guides the user through a deeply conversational, multi-round process to understand the initiative, quantify the cost of inaction, estimate the investment required, project the return, and confirm the regulatory angle. Only after all inputs are agreed does it produce a professional Word document with executive summary, ROI calculations, and a clear recommendation.
What goes in
A proposed psychosocial control or improvement initiative the user wants to build a business case for.
What you get
A professional Word document (.docx) containing an executive-ready business case with quantified ROI and recommendation.
How it works
- 1Gather Workspace Context — The AI silently scans data sources, records, and connected systems for relevant psychosocial, HR, and incident data.
- 2Understand the Initiative — The AI asks the user to describe the proposed initiative and what prompted it.
- 3Clarify Audience and Stakes — The AI asks who the business case is for and what that audience cares about most.
- 4Quantify the Cost of Inaction — The AI works with the user to estimate current costs from turnover, absenteeism, claims, and productivity loss, supplementing with researched benchmarks.
- 5Estimate the Investment — The AI helps the user itemize one-off and ongoing costs for the proposed initiative.
- 6Project the Expected Return — The AI and user agree on realistic improvement targets, timelines, and ROI horizon, supported by external benchmarks.
- 7Confirm Regulatory Context — The AI researches applicable regulations and discusses compliance motivators with the user.
- 8Summarize and Confirm — The AI presents a structured summary of all agreed inputs, calculations, and framing for user sign-off.
- 9Produce the Business Case Document — The AI creates a professional Word document with executive summary, quantified problem, solution, ROI, non-financial benefits, risk of inaction, and recommendation.
Related pages
What this workflow delivers
A professional Word document (.docx) containing an executive-ready business case with quantified ROI and recommendation.
Saves 4-8 hours of manual research, financial modelling, and document drafting per business case.
- Guided step by step, no blank page
- Owners and follow-up on every run
- Human review before sign-off