Patralekh Satyam
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Case study · Investment governance

Every proposal carried a business case and an ROI model, and approval fell from thirty days to five.

Facilitating IBM India's internal investment funding process end to end, from intake and business-case review to executive board defense and change control on funded work.

What the board did

IBM India's internal funding body accepted investment proposals across six categories (mobilization, niche skill incubation, capability development, assets and accelerators, industry domain capability, other) and funded or rejected them. Every proposal required a completed template and a quantified ROI model.

What I ran

Intake and compliance checks; the cross-functional Business Case Enablement Team review spanning service line, technology, finance, operations, learning and IT; approvals in the tool; sponsor sign-off; the board review where the proposer defended the case in front of the executive board; operational close-out and project start; and ongoing governance, including progress reviews and the change control that governed any extension of scope, budget or timeline.

Why it is here

Intake, business-case and ROI validation, cross-functional review, stage-gated funding and change control on funded work is structurally the same job as AI use-case portfolio triage, which is what banking clients ask for today.

Outcomes
30+ days → 5Approval cycle.
What this proves

Use-case governance is a discipline I have run as a process, not a slide.