# Investment case workflow

Example workflow using fictional company records.

## Trigger
A contractor’s quote arrives for North Quay, £150k above the draft build-cost assumption.

## Company context
The draft build cost is £1.20m within a £2.40m total project budget. The quote is £1.35m for the agreed scope. Maya reviews cost assumptions; Sam owns the investment case and investor communication.

## Operating loop
1. **Connect.** Match the incoming quote to the build-cost assumption and show the £150k difference against the prior draft.

2. **Prepare.** Revise the draft cost model to £1.35m and the draft project budget to £2.55m. Update the case and prepare an investor update explaining the change.

3. **Review.** Maya checks the changed cost assumption. Keep the revised case and investor wording together for Sam’s decision.

4. **People decide.** Sam confirms the revised budget and approves the investor update before any communication. The prior figures stay visible for comparison.

## Intended business consequence
A new quote becomes a reviewable draft decision with the financial change visible, rather than a number stranded in one document.

## Company context sources
### Contractor quote
North Quay construction works: £1.35m for the agreed scope, £150k above the build-cost assumption in the current draft model.

### Cost model and investment case
Draft build cost: £1.20m. Draft total project budget: £2.40m. Sam owns the investment case; Maya reviews cost assumptions.

### Investor communication rule
Show changed assumptions in the revised draft case. Maya reviews cost changes; Sam confirms the budget and approves investor wording before any message is sent.