Business case template to help you to make the case for digital transformation in your business

Convince others of your case for investment with our business case template

Managing Digital Marketing Transformation Toolkit
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Business case template

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How will this Business Case Template help me?

With many competing priorities for investment in your business, or in your clients’ businesses, a solid, well presented business case will help you get investment in your initiatives.

If your organisation doesn’t have a defined template for businesses case, as many don’t, then presenting your arguments to your managing, marketing or finance director using this structured template could prove more persuasive.

This tried-and-tested template is developed by Paul Hill who has worked in a number of senior digital roles and has prepared and sponsored many Business Cases over the years. Now a consultant at agency First 10, he is working with a number of clients to develop their digital strategies and secure the required investment and Board level buy-in.

Who is this for?

Marketing managers and those in senior positions who are trying to make a case to very senior management or if you’re trying to convince your team that now is the time to invest in digital marketing.

About the Business case template

About the author

This guide was produced by Paul Hill 

With 10 years experience in eCommerce, marketing and systems development across SME and PLC organisations I deliver business change projects that cut across brand, people and systems.

Working in consultancy, project management and Director level operational roles for a wide range of businesses in the travel and financial services sectors I bring a wide range of experience in digitally integrated sales and marketing. A passionate believer in people and culture being the essence of all good strategies and systems, I bring a down to earth, balanced, holistic approach to projects seeking to achieve true business change.

What does the business case template include?

The template is split into 13 sections covering all aspects of commercial justification and proposed implementation to give confidence in the viability of the case and to enable it to be assessed.

It has been developed to support investment in a range of different types of capital and operational expenditure related to marketing including new systems, online software services or new marketing processes requiring increased headcount.

Related resource: Making the Business Case EbookCustomer Lifetime value model and revenue model spreadsheet

This unbranded 18 page Ebook for you to create your own case for digital transformation and digital marketing investment is ready for immediate use, to help you create and build the case for investment from senior management.

Look Inside the Business case template

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Like all Smart Insights' resources, our Business case template includes our "practical" promise to you: Unlike other sites—that just give you research—we only deal in practical, actionable, insight-driven resources that you can use to guarantee success on your projects TODAY.

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Brilliant

I recently completed the RACE Digital Strategy Course. It was brilliant, and the 7-Steps guides are excellent resources, too. Thanks for providing such a fantastic collection.

Translated complex digital marketing channels into easy-to-understand concepts

Translates complex digital marketing channels into easy-to-understand concepts. Constantly updated with new insights that will help whether you own your own business or work for a large corporation.

Managing Digital Marketing Transformation Toolkit

The Business case template is part of Smart Insights Managing Digital Marketing Transformation Toolkit. With a Smart Insights membership you gain access to, not only this guide, but also the 5 other resources in the toolkit.

..but that’s not all. With Business Membership you also gain access to 20 other Toolkits containing 150+ other resources, all available to you. All toolkits are designed to be super- actionable, to help you:

  • Plan - Create a structured plan and roadmap by reviewing your current weaknesses and the opportunities to boost online leads and sales
  • Manage - Review your marketing activities, so that you know where to focus to get the Quick Wins which will make the biggest difference
  • Optimise - Learn the best practices and success factors to help you compete to get better results

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