Created by Stefanos Karakasis.
Format by Fluint.
<aside> 💡 Key Docs: start drafting during your first Discovery call and enable your buyers to sell internally on your behalf. Build your narrative early on while bringing meaning to the ROI you can bring.
One-Page Business Case - Example
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Developed by: [ Champion Name ], [ Key Deal Players ]
Headline: [ Buying team or business unit ] should [ recommended action ] by [ timeline ].
This will result in [ outcome ], while avoiding [ cost of the problem ] created by [ problem ].
Include who’s impacted, the cost, how it impacts a company-wide goal, and why the problem’s getting worse. Example formats include:
Outline your solution design, how it’s been tested and proven, plus the factors that must be true for the solution to work. Include a short note on how to successfully resource the shift.
The point is to first gain agreement on the approach, agnostic of vendors, while transitioning by sharing “ [ your company ] was found to meet and exceed all requirements.”
Here, outline a vivid picture of the before vs. after state for daily users, while showing the time to impact on executive-level metrics: