October
Request a demoDemo
October
Request a demo

Make the case. With your numbers.

Choose a focused starting package, assess the costs and prepare a brief your team can review. Free to use, with no email required.

Build your case Blank brief template

Your draft stays in this browser tab for this session. Print it to keep a copy; it is not sent to October.

01 · Your prioritiesStart with the operating problem

A reason to change.
A way to measure it.

Define the outcome and the trigger before choosing the software.

Consider the alternatives

Continue as-isRetain current spend and workflows. Consider the cost of unresolved work.

Improve existing toolsAssess configuration, integrations and process changes, including the effort to maintain them.

Adopt selected People modulesCompare replacement value with subscription, migration and adoption effort.

02 · Your packageA focused first phase

Start with the work
that matters now.

Core HR provides the employee record. Select the capabilities needed for your first phase; availability and commercial scope are confirmed in your quote.

Core HR foundation · included in this planning scope
People modules
Optional services to scope
Services

Services are subject to a separate agreed scope. October Advisory can support process and management changes; it is optional.

03 · The economicsCash, capacity and full costs

Make every assumption
visible.

Compare with continuing your current tools and hiring approach. All figures are planning inputs, including the illustrative launch and adoption settings.

Changing currency changes units only. Re-enter any amounts that use a different currency.

Current costs and potential improvements

Subscriptions and contract timing

Software savings begin after 0 months, subject to rollout. Using the latest contract date for the bundle is conservative. Existing contract overlap is already reflected in delayed savings.

Explore the HR systems calculator Explore the hiring calculator

Full investment and timing

Enter a scoped quote or clearly identified budget assumptions. Blank costs remain unconfirmed; enter zero only when there is no incremental cost. Subscription and ongoing costs start at project outset in this conservative model.

Internal project time is valued separately from cash expenditure. Enter only extra transition / exit charges above the existing-cost baseline; do not add existing subscriptions again.

Scenarios and workings

Conservative / base / optimistic realise 50% / 75% / 100% of the improvements entered above. These are explicit sensitivity assumptions, not customer evidence. All costs stay fixed; benefits build evenly over the adoption period from month 3.

Year one from project start · USD
ScenarioCash benefitFull investmentNet benefit
Conservative · 50%USD 0IncompletePending
Base · 75%USD 0IncompletePending
Optimistic · 100%USD 0IncompletePending

Software run rate = retireable subscriptions, capped at current spend. Agency run rate = hires × salary × agency share × fee × in-house share. Each monthly benefit is multiplied by that month's adoption and starts only when launch / contract timing permits. Capacity = administration hours × reduction × adoption, reported separately.

Full investment = subscription + one-time project costs + ongoing incremental costs + sourcing costs from launch + valued internal project time. Cash payback uses cumulative cash benefits less cash costs from project start, excluding staff capacity and internal time valuation. Five-year payback assumes the annual hiring volume and costs repeat without inflation or discounting.

Base annual cash benefit at full adoption: USD 0. Net recurring annual cash benefit after subscription, sourcing and ongoing costs: pending costs. This run rate is a later-period view of the same benefits, not an additional saving.

04 · Rollout and decisionAgree the work before committing

A defined starting point.
A measurable rollout.

Use these stages to scope delivery with October. Dates, responsibilities, included services and reviews belong in your agreed proposal.

  1. 01

    Scope & baseline

    Agree modules, success measures and accountable owners.

  2. 02

    Prepare & test

    Confirm data, integrations, migration responsibilities and acceptance checks.

  3. 03

    Launch & adopt

    Plan role-specific training, support and meaningful use.

  4. 04

    Review & expand

    Assess results and agree whether to adjust or extend the scope.

Assign an owner to each outcome, agree the baseline and review adoption alongside the results. Confirm the review schedule and support arrangements during scoping.

For finance and procurement

Request the materials relevant to your scope: service and support terms, migration responsibilities, continuity arrangements, data export and exit process, references, feature availability and AI oversight. Any commitments must be confirmed in your proposal and contract.

Trust Centre Published legal documents AI governance Discuss procurement requirements

Your decision brief

Ready for a conversation.

Review the draft below. Print or save as PDF to share it with your team.

Discuss your business case
OCTOBER PEOPLEDecision brief · 1 / 2 · USD

Your People investment case

Draft · assumptions and open items require validation

Why now

To be agreed.

Success measure

To be agreed.

Accountable owner / review date

To be agreed.

Alternatives considered

To be agreed.

Recommended first phase

500 employees · Core HR foundation only.

Optional services to scope: None selected.

Conservative economics · first 12 months

Potential cash benefit · 50% realisation
USD 0
Full investment, including internal time
Incomplete — see open items
Net benefit
Pending full costs
Capacity released · excluded from cash benefit
0 hours

Cost status: budget assumptions / pending scoped quote. Downside with no benefits: Full exposure is pending complete costs.

Decision requested

To be agreed.

OCTOBER PEOPLEAssumptions & delivery · 2 / 2

Baseline and sources to validate

Customer-entered contracts: not yet identified. Annual current spend USD 0; retireable spend USD 0; savings delayed 0 months. Confirm against contracts and notice terms.

Administration: 0 hours/year × 0% reduction, reported as capacity only.

Investment inputs · USD

Annual October subscriptionUnconfirmed

Implementation and configurationUnconfirmed

Data migrationUnconfirmed

Integration setupUnconfirmed

Training and adoption supportUnconfirmed

Additional transition or exit chargesUnconfirmed

Annual incremental administration / integration costsUnconfirmed

Internal project time: 0 hours × USD 0 = USD 0. Staff time is included in full investment but excluded from cash payback.

Milestones and delivery

Project start: to agree; latest contract end: to confirm. Benefits begin in month 3, ramping over 3 months. Conservative / base / optimistic realisation: 50% / 75% / 100% of entered improvements. These are assumptions, not measured results.

Agree data preparation, integrations, testing, training, owners and support scope.

Open items

Define the objective. Agree a measurable target and baseline. Assign an accountable owner. Set a review date. Record why now. Review the alternatives. Confirm delivery responsibilities and dependencies. Confirm annual october subscription. Confirm implementation and configuration. Confirm data migration. Confirm integration setup. Confirm training and adoption support. Confirm additional transition or exit charges. Confirm annual incremental administration / integration costs. Validate the scoped quote and internal costs. Specify the approval requested.

Model: 10 September 2026 · No vacancy, retention or strategic value included in cash benefits. Software and hiring inputs are counted once. See on-page workings for monthly timing and cost treatment.