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Decision tool · Two matrices

Business Cases & Scorecards

Two matrices scored out of 40, one for business value, one for technical projects. A defensible way to compare any two initiatives on the same axes.

jul 2026

Every project presented to stakeholders needs to answer two questions, and only two:

Problem

What is the problem worth solving for our users? What will the user do, or do better, that they can't already?

Value

What is the value of solving this for us? Organised and presented through a standardised scorecard.

The technology to be used is always secondary. User-focused technology is a means to an end; it takes the back seat. The scorecard is the mechanism that forces this discipline, because when every project is scored on the same axes, no one can smuggle in a pet feature dressed up as strategy.

The value of the scorecard isn't the number. It's the conversation you have while scoring. When two people disagree by 3 points, that's where the real discussion lives.

Matrix 1 · The Business Scorecard

Use this for any project that touches customer-facing value, new features, product launches, upsell opportunities, compliance-driven work.

Business Scorecard

Customer value · Seven dimensions · 0–40 total

0 – 10
GA & Innovation
Weight: high
Is this bringing value to existing clients?
0 – 5
Upsell / ROI
Revenue per existing account
Does this drive additional revenue?
0 – 5
New Business
Acquisition lever
Will we gain new customers because of this?
0 – 5
Churn reduction
Retention / renewal
Will this help us retain existing customers?
0 – 5
NPS
Satisfaction impact
Will this increase user satisfaction?
0 – 5
Time to Value
Realisation speed
How quickly will we see benefit?
0 – 10
Contractual
Compliance / obligation
Is any customer already expecting this?
Total
, / 40
Sum of scores
Weighted output used in prioritisation.
The business scorecard as you'd see it on a Solution Document header.

How the weightings work

Two dimensions carry 0–10 and the other five carry 0–5. That's deliberate. Innovation and Contractual obligations are weighted higher because they're the two places where "no" has the biggest downstream cost, you either miss the market or you breach your SOW.

Matrix 2 · The Technical Project Scorecard

Use this for technology and architecture work, scalability, quality, reliability, technical debt. Things like switching to a new framework, adding automated testing, or decoupling services.

Technical Project Scorecard

Engineering health · Eight dimensions · 0–40 total

0 – 5
Scale
Throughput
Will this help us serve more users or usage?
0 – 5
Speed
Delivery velocity
Will this let us deliver work faster?
0 – 5
Quality
Defect reduction
Does this reduce defects and improve value?
0 – 5
Scalability
Growth headroom
Does this help us support more traffic / data?
0 – 5
MTTR / Reliability
Resilience
Does this make our systems more reliable?
0 – 5
eNPS
Team satisfaction
Will this make our engineers' lives better?
0 – 5
Cost
Efficiency
Does this save us money?
0 – 10
Security
Weight: high
Does this improve our security posture?
Total
, / 40
Sum of scores
Compare directly with business scores.
The technical matrix: automated testing, tech-stack migrations, reliability work, tooling investments.

Why Security carries double weight

Of the eight technical dimensions, only one sits at 0–10: Security. It's the only line item that can by itself justify a project. A 7/10 on security with zeros everywhere else is still a worthwhile investment. The inverse is rarely true.

A worked example

Imagine you're choosing between two proposals for the next quarter. Here's what the scorecard reveals.

Project A vs Project B. Scorecard comparison010203040Project ABusiness32Project ATechnical18Project BBusiness20Project BTechnical34Business (out of 40)Technical (out of 40)
Same two projects, different stories. Project A is a customer-facing win; Project B is foundational. The scorecard says you should probably do both, but stage B first if A depends on it.

Using the scorecard in practice

Score together, never alone

The scorecard should never be filled in by one person. At minimum: Product, Engineering, and a Champion from the user side. Disagreements are the feature, not the bug.

Calibrate your scores

A 10 on innovation should mean something. If every project scores 8-10 on every axis, the scorecard has become a rubber stamp. Revisit your last five scored projects quarterly. Are the rankings still defensible?

Don't mix the two matrices

Business and technical scores are both out of 40, but they're not the same currency. A business 32 isn't "better than" a technical 30. Present them side by side, not as a single total.

Let "No" be a real answer

The scorecard is also a filter. If a project scores below 15/40 on both axes, the right answer is usually not "later". It's "no, thank you". Parking things indefinitely clutters the roadmap.

Watch out for Score inflation around favourite projects. If you find yourself negotiating with the scoring to reach the total you want, the conversation has already gone wrong. Trust the number, then decide if you want to override it, but override it consciously.


What to read next

The scorecard is what goes into the Value section of the Solution Document. And once your project is scored and approved, you'll need a plan for communicating it to the people who care about it most.

→ Stakeholder Management