The executive case for Claude
A board-ready, one-page case for a governed, company-wide Claude rollout — the opportunity, the controls, the ROI math, and a 90-day plan.
3 min read · Current as of
This is the one-page executive pitch. Fill in [bracketed] values with your numbers. Current as of June 2026 — verify model details and pricing at platform.claude.com / claude.com/pricing before formal use.
The opportunity
Claude (by Anthropic) is a frontier AI assistant that helps every team work faster and better — drafting, analyzing, summarizing, extracting data, researching, and writing and maintaining code. The technology is mature, the controls are enterprise-grade, and our competitors are already compounding these gains. A governed, company-wide rollout lets us capture the productivity upside while keeping our data and compliance posture firmly in our control.
Three high-value use cases at [Company]
- [Function A — e.g., Legal/Procurement]: [e.g., contract & document review — summarize, extract obligations, draft redlines]. Est. [X] hrs/week saved per reviewer.
- [Function B — e.g., Sales/Marketing]: [e.g., proposals, RFPs, and content drafted from our own templates]. Faster cycle time, more consistent quality.
- [Function C — e.g., Engineering/Support]: [e.g., Claude Code for bug fixes, tests, and reviews; faster ticket resolution]. Measurable throughput gains.
What we'd deploy
| Surface | Who | Value |
|---|---|---|
| claude.ai (web/desktop/mobile) | Everyone — no coding | Chat + Projects for everyday knowledge work |
| Claude Code | Engineering | Agent that edits code, runs tests, opens PRs |
| Developer Platform / API | Builders | Claude embedded in our own internal tools |
Delivered on a Team or Enterprise plan with central admin, SSO, and spend controls.
The numbers (illustrative — replace with our data)
| Item | Assumption |
|---|---|
| Pilot size | [50] users |
| Cost | ~$[20–30]/user/month seat + metered usage (capped) |
| Time saved | [3] hrs/user/week × $[60] loaded hourly cost |
| Est. monthly value | ≈ $[36,000] vs. est. cost ≈ $[3,000–5,000] → [~8×] return |
Cost is controllable by design: per-seat + metered usage with hard spend caps, Batch API (−50%) for bulk jobs, and prompt caching to cut repeat costs.
Governed by design (why this is safe)
- No training on our content by default (Team & Enterprise).
- SSO, domain capture, JIT provisioning, role-based access, and org/user spend limits.
- Enterprise adds: audit logs, Compliance API, customer-managed encryption keys, US-only inference, and Zero Data Retention options for sensitive workloads.
90-day plan
| Phase | Weeks | What happens |
|---|---|---|
| Pitch | 1–2 | Sponsor + budget secured; Security approves permitted data classes |
| Pilot | 3–6 | Train 1–2 departments; capture before/after metrics |
| Prove | 7–10 | Expand; stand up champions + support |
| Scale | 11–13 | Report measured impact; decide on company-wide rollout |
The ask
A named executive sponsor, a [50]-seat pilot budget for [one quarter], and Security's approval of permitted data classes. I will own delivery, training, and impact reporting.
Prepared by [Name] · [Title] · [Date] · [email]