How it works
Fill in the essentials
About a dozen things only you know (company name, number of users, the people involved) are at the top of the form. Everything else is already pre-filled with sensible defaults.
Step 2Read and adjust
In Parts A to D, click any coloured value to change it: yellow is a default, green is your edit, orange is still needed.
Step 3Create the report
As a PDF or a Word document: the full business case, or only the parts each reader needs (Part B for Finance, Part C for IT and Security).
Your values stay private. Every change, in the form or in the text, goes into one set of parameters kept in your browser. Save parameters stores named versions in your own private workspace; Load parameters lists them, and gives you a private link to continue on another computer or share with a colleague.
The four parts
The problem and the proposal
What problem we are solving, what Trilivy.AI is, what it is not, and how it fits our situation.
Part B · For the CFOFinancial justification
The cost of doing nothing, buy vs. build, 3-year cost of ownership, the value we expect, ROI and payback.
Part C · For CIO / CTO / CISOTechnical due diligence
A summary of the X-Ray reviews, a verification checklist, one page per review, the bonus add-ons, and open source.
Part D · For the decision-makerRecommendation and ask
What we propose, the 90-day plan, success criteria, risks, the decision options and sign-off.
Part C, page by page
- C0 · Summary, scorecard and verification checklist
- C1 · Whole-platform ecosystem review (A-, 8.8/10)
- C2 · RAG ingestion & retrieval engine review (A, 9.4/10)
- C3 · Chatbot (BOTY) review (A-, 8.8/10)
- C4 · Agents, MCP & API review (A-, 8.7/10)
- C5 · Bonus add-ons and learning companions
- C6 · Open source, reverse engineering and coding agents
Who you will need to ask
| Information | Who usually knows |
|---|---|
| Hours lost searching for information, loaded hourly cost, planned hiring | HR / Finance |
| First use case, its audience and its documents | Business owner |
| Hosting, AI model usage, integrator or IT team costs | IT / your Trilivy partner |
| Security, privacy and compliance requirements | CISO / Legal |
| Executive sponsor, AI Data Expert, owners | You |