Getting budget approved for new tech or services isn’t just about selling an idea, it’s about proving it will move the business forward. This guide walks you through how to craft a business case that resonates with finance and executive teams, so your next investment request gets a confident “yes.”
Here’s how:
Start with the problem: map real customer and employee pain points, not just wishlist features.
Define how you will measure success: show what’s broken, what’s at risk (retention, revenue, efficiency), and how you’ll measure outcomes.
Build around what finance cares about: ROI clarity, tech and process fit, scalability and AI-readiness, ease of adoption, and future-proofing.
Show trade-offs: what the investment replaces, offsets, or eliminates.
Align your team early: secure internal champions and cross-functional buy-in.
Pitch like a partner: lead with the problem, outline total cost of ownership, and show time to value.
Pro tip: The best business cases aren’t sales pitches, they’re strategic plans.
Ready to build yours? Download the one pager or watch our webinar on How to Build a Business Case
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