Making the Business Case for Workflow Automation
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Use this Workflow Automation Business Case Template to present a clear, compelling case for introducing automation software into your organization. Designed with input from customers and prospects, this template offers a concise structure with just the right amount of detail for decision-makers.
With built-in instructions and examples, it helps you tailor your proposal to your organization’s needs. Customize it to fit your unique goals, ensuring it reflects your project vision while equipping approvers with the insights they need to move forward confidently.
The template covers:
- Defining the business problem.
- Data collection issues
- Information routing issues
- Work management issues
- Managing the sales process
