Part 4
Building a business case proposal
Once you’ve gained insights into key audiences that you’ll need to engage with throughout the process, the next step is to build your business case.
Here are the key factors you’ll need to consider that will shape and build your proposal:
Resource
Who will be involved in the project and how other workstreams will factor into meeting deadlines.
Internal purchasing requirements
Make sure that your proposal meets your procurement team guidance and processes.
Budget
Determine who will be responsible for paying for the software and any current financial year considerations that may have an impact on affordability.
Internal IT requirements
Make sure that your proposal meets your IT team’s guidance, configuration of internal systems and maintenance support.
Price and ongoing costs
Clearly state all the costs, from upfront pricing to training and ongoing running costs.
Software user requirements
Show that your proposal has been influenced by key user group feedback and needs.
What to include in your business case:
✔ - Introduction/executive summary
✔ - Benefits for your business from EHS software
✔ - Strategic and tactical objectives
✔ - Comprehensive breakdown of costs
✔ - Supporting research insights – internal and/or third party
✔ - Alternative options and cost analysis
✔ - Risks of the project and risks of not going ahead
✔ - Implementation timeline and resource allocation
✔ - Key people required for agreement/ sign off
✔ - ROI and savings
