Making the Business Case for Workflow Automation

A template for developing your workflow automation business case.

making the business case for workflow automation presentation

This Workflow Automation Business Case Template is used to make your internal business case for bringing workflow automation software into your organization/department.

We have built this template based on customer and prospect feedback to provide a persuasive and succinct business case that provides an appropriate level of detail for approvers.

We have provided instructions and examples within the template to help you think through your unique situation and provide approvers with compelling information to consider.
Ultimately, this is your project and your document. Add/delete/modify it as you see fit.

The template covers:

  • Defining the business problem.
  • Data collection issues
  • Information routing issues
  • Work management issues
  • Managing the sales process