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The Right Way to Present Your Business Case

• Carolyn O’Hara

Get key stakeholders on board with one effective presentation.

You’ve already put a great deal of work into preparing a solid business case for your project or idea. But when it comes to the critical presentation phase, how do you earn the support of decision makers in the room? How do you present your case so that it’s clear and straightforward while also persuasive?

• Carolyn O’Hara is a writer and editor based in New York City. She’s worked at The Week, PBS NewsHour, and Foreign Policy. carolynohara1

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[Updated 2023] Top 10 Templates to Propose a Winning Business Case

Nawsheen Muzamil

What is more important for you as a business owner; staying afloat and amassing regular profits or becoming competitive and aiming for higher company turnovers?

If you are searching for a context to state the right answer, then congratulations, you have the correct business etiquette.

In the business world, sometimes growth implies thriving while the mediocre lose stamina and become a memory. Yet, at other times, hustle is the rule of time, and a hint of passiveness can become the downfall of the century. In such scenarios, it is the intuition that guides ventures to be known for their campaigns, product launches or ambitions as quirky as inhabiting Mars.

Pertinently, your goals are the visions that make you prioritize some projects over others. A current state assessment will thus help you align projects in the order of their domination. But how do you propose such an idea to your team, your seniors, and most importantly, the stakeholders? That’s where a business case assumes importance. A business case is a document encompassing the details of your well-researched project proposal comprising:

• The risk and the perks 
• The budget and the ROIs.
• The main proposition.

Once all this information is set straight, it must then be passed on to the relevant audience to acquire their nods and awareness. Upon their agreement, your project plan will be put into action or prioritized (if other functional projects or campaigns are in order.) 

Apropos, we present the top choice of business case templates that will help you deliver professionally and guide you in pursuing your well-planned growth strategy. The following section comprises complete decks, single slides, and one pager with which you can create an impressive presentation. Read on to discover them!

Template 1: Business Case Study PPT Template

Are you tired of struggling to create an effective business case study presentation? Look no further! Our Business Case Study PPT Template is here to help you make a strong case for your business and showcase the value you bring to the table. Our template addresses a major problem that your business can solve and helps you highlight the benefits your business provides. With our template, you can showcase your increased efficiency, improved customer engagement, better decision-making, and financial savings, all in a visually stunning and engaging presentation. Our PPT Presentation saves you time and effort and impresses your audience with its professional design and compelling content. Whether you're presenting to investors, stakeholders, or your team, our template will help you communicate your message with clarity and confidence. Get it now.

Download this template

Template 2: Business Case Study Summary Highlighting Problem and Solution PPT Design

Take your business to the next level and showcase your success as a leader in your industry with the help of our Business Case Study Summary PPT Template! It helps you present a powerful case study summary highlighting the significant problem your business addressed, your approach, the action plan you followed with step-by-step solutions, and real customer testimonials. With our template, you can demonstrate your expertise and leadership in your industry and set your business apart from the competition. Download now.

Template 3: Business Case Evaluation PPT Deck

Presenting the first choice of business case deck to help you convey your proposal effectively and thoroughly. A compilation of 12 slides with models, scorecards, risk evaluation sheets, and graphs, this is a great template to impart factual and visual comprehension to your project proposal. Download this template to help your audience explore all the dimensions of your project.

Template 4: Business Case Outline PowerPoint Example

This is an introductory slide to encase your full-fledged business case. It comprises the executive summary, the market overview, industry position and competition, sales, financial forecast, etc. Use this slide as a base to then elaborate on these headings to create an independent, customized business case.

Template 5: One-Page Business Case Template 

This is a one-page business case template to showcase your project's crucial details. Use a combination of facts, graphs, and infographics to create an impressive awareness of your proposal. Elucidate your business goals, expenses forecasted, business strategies, acquisition, and retention in this one-slider PPT template.

Template 6: Project Management Business Case Template

This is another business case example from the category of one-pagers to gain a nod from your stakeholders. Comprising facts, graphs, and infographics it helps create an impressive awareness of your proposal. Share details about your key objectives, factor analysis, action plan, potential risks, cost projections, etc, in this one-slider PPT template. Download this PPT template now.

Template 7: Business Case Summary PPT Slide 

This is an example of a colorful single-slide presentation to record your business case. Justify the viability of your project plan that takes into account the resources, risks, and ROIs involved by utilizing this slide. State your business goals and specify the timeline for achieving them with your project.

Template 8: Business Case For Hiring New Staff PPT

If your business is revamping and needs to address all its previous projects and policies, here is a business case template that you can use. Propose your fresh-out-of-the-oven idea to increase hiring efficiency and make it smoother. Use this single slide template to deliberate on the eight-core facts, including the timescale, costs, and risks.

Template 9: Product Business Case PPT Template 

This is another example of a complete deck presentation rich in infographics and tables to convey a picturesque product business case. Use the thematic findings of this complete deck to get appraised. Demonstrate the estimation of finances, resources, and workforce required in your proposal using vivid graphics. Deploy this PPT presentation and start delivering engaging presentations.

Template 10: Executive Business Case Summary PPT  

This executive business case summary template will help you effectively propose a project to your team and stakeholders. Highlight the key takeaways from your proposal using this concise PPT template. Share your proposed project's business objective, business model, market, and financial standing using this single slide template.

We have served the best business case examples in the form of templates to help you dominate the meeting room like a boss and acquire admiration for your project idea! Let us know your comments on this guide and also your favorite template design! 

P.S: We also feel the need to share a guide on current state assessment with you to help you make better decisions when it comes to your company's growth and success. Read on to know more.

Related read: Why Current State Assessment Matters for Your Organization (Best PPT Templates Included) !

FAQs on Business Case Studies

What is a business case.

A business case is a formal document that outlines the justification for an investment in a specific business initiative or project. It provides a comprehensive analysis of the costs, benefits, risks, and expected returns associated with the proposed initiative or project. The purpose of a business case is to enable decision-makers to evaluate the proposed initiative or project objectively and determine whether it is worth pursuing or not.

How to write a business case?

Here are some general steps to follow when writing a business case:

• Identify the problem or opportunity:  The first step in writing a business case is to identify the problem or opportunity the proposed initiative or project aims to address.
• Define the objectives:  Once the problem or opportunity has been identified, define the objectives the proposed initiative or project aims to achieve.
• Conduct a feasibility study:  Conduct a feasibility study to determine whether the proposed initiative or project is viable and identify potential risks or challenges.
• Analyze the costs and benefits:  Analyze the costs and benefits associated with the proposed initiative or project, including financial and non-financial aspects. This analysis should be based on thorough research and data gathering.
• Develop an implementation plan:  Develop a detailed implementation plan, including timelines, resource requirements, risk mitigation strategies, and evaluation metrics.
• Write the business case document:  Write the business case document, including an executive summary, background, objectives, analysis, recommendations, and implementation plan.
• Review and finalize:  Review the business case document with key stakeholders to ensure it is accurate, complete, and persuasive. Make necessary revisions and finalize the document.
• Present and defend the business case:  Present and defend the business case to decision-makers, stakeholders, and any other relevant parties.
• Implement the initiative or project: If the business case is approved, implement the proposed initiative or project according to the plan outlined in the document.  

What are the four key elements that a business case should contain?

The four key elements that a business case should contain are:

• Background and justification:  This section should clearly explain the background of the proposed initiative or project and why it is necessary. It should also provide a brief overview of the current situation or problem that the proposed initiative or project aims to address.
• Business benefits:  This section should outline the potential benefits of the proposed initiative or project, both tangible and intangible. It should also include an analysis of the expected return on investment (ROI) and the time frame for achieving those benefits.
• Risks and challenges:  This section should identify the potential risks and challenges associated with the proposed initiative or project and describe how they will be mitigated or managed. It should also include a contingency plan if any risks materialize.
• Financial analysis:  This section should provide a detailed financial analysis of the proposed initiative or project, including the costs, benefits, and ROI. It should also include a comparison with alternative options to show why the proposed initiative or project is the best option.

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9 Creative Case Study Presentation Examples & Templates

Learn from proven case study presentation examples and best practices how to get creative, stand out, engage your audience, excite action, and drive results.

9 minute read

helped business professionals at:

Short answer

What makes a good case study presentation?

A good case study presentation has an engaging story, a clear structure, real data, visual aids, client testimonials, and a strong call to action. It informs and inspires, making the audience believe they can achieve similar results.

Dull case studies can cost you clients.

A boring case study presentation doesn't just risk putting your audience to sleep—it can actuallyl ead to lost sales and missed opportunities.

When your case study fails to inspire, it's your bottom line that suffers.

Interactive elements are the secret sauce for successful case study presentations.

They not only increase reader engagement by 22% but also lead to a whopping 41% more decks being read fully , proving that the winning deck is not a monologue but a conversation that involves the reader.

Let me show you shape your case studies into compelling narratives that hook your audience and drive revenue.

Let’s go!

How to create a case study presentation that drives results?

Crafting a case study presentation that truly drives results is about more than just data—it's about storytelling, engagement, and leading your audience down the sales funnel.

Here's how you can do it:

Tell a story: Each case study should follow a narrative arc. Start with the problem, introduce your solution, and showcase the results. Make it compelling and relatable.

Leverage data: Hard numbers build credibility. Use them to highlight your successes and reinforce your points.

Use visuals: Images, infographics, and videos can enhance engagement, making complex information more digestible and memorable.

Add interactive elements: Make your presentation a two-way journey. Tools like tabs and live data calculators can increase time spent on your deck by 22% and the number of full reads by 41% .

Finish with a strong call-to-action: Every good story needs a conclusion. Encourage your audience to take the next step in their buyer journey with a clear, persuasive call-to-action.

Visual representation of what a case study presentation should do:

How to write an engaging case study presentation?

Creating an engaging case study presentation involves strategic storytelling, understanding your audience, and sparking action.

In this guide, I'll cover the essentials to help you write a compelling narrative that drives results.

What is the best format for a business case study presentation?

4 best format types for a business case study presentation:

• Problem-solution case study
• Before-and-after case study
• Success story case study
• Interview style case study

Each style has unique strengths, so pick one that aligns best with your story and audience. For a deeper dive into these formats, check out our detailed blog post on case study format types .

What to include in a case study presentation?

An effective case study presentation contains 7 key elements:

• Introduction
• Company overview
• The problem/challenge
• Your solution
• Customer quotes/testimonials

To learn more about what should go in each of these sections, check out our post on what is a case study .

How to motivate readers to take action?

Based on BJ Fogg's behavior model , successful motivation involves 3 components:

This is all about highlighting the benefits. Paint a vivid picture of the transformative results achieved using your solution.

Use compelling data and emotive testimonials to amplify the desire for similar outcomes, therefore boosting your audience's motivation.

This refers to making the desired action easy to perform. Show how straightforward it is to implement your solution.

Use clear language, break down complex ideas, and reinforce the message that success is not just possible, but also readily achievable with your offering.

This is your powerful call-to-action (CTA), the spark that nudges your audience to take the next step. Ensure your CTA is clear, direct, and tied into the compelling narrative you've built.

It should leave your audience with no doubt about what to do next and why they should do it.

Here’s how you can do it with Storydoc:

How to adapt your presentation for your specific audience?

Every audience is different, and a successful case study presentation speaks directly to its audience's needs, concerns, and desires.

Understanding your audience is crucial. This involves researching their pain points, their industry jargon, their ambitions, and their fears.

Then, tailor your presentation accordingly. Highlight how your solution addresses their specific problems. Use language and examples they're familiar with. Show them how your product or service can help them reach their goals.

A case study presentation that's tailor-made for its audience is not just a presentation—it's a conversation that resonates, engages, and convinces.

How to design a great case study presentation?

A powerful case study presentation is not only about the story you weave—it's about the visual journey you create.

Let's navigate through the design strategies that can transform your case study presentation into a gripping narrative.

Add interactive elements

Static design has long been the traditional route for case study presentations—linear, unchanging, a one-size-fits-all solution.

However, this has been a losing approach for a while now. Static content is killing engagement, but interactive design will bring it back to life.

It invites your audience into an evolving, immersive experience, transforming them from passive onlookers into active participants.

Which of these presentations would you prefer to read?

Use narrated content design (scrollytelling)

Scrollytelling combines the best of scrolling and storytelling. This innovative approach offers an interactive narrated journey controlled with a simple scroll.

It lets you break down complex content into manageable chunks and empowers your audience to control their reading pace.

To make this content experience available to everyone, our founder, Itai Amoza, collaborated with visualization scientist Prof. Steven Franconeri to incorporate scrollytelling into Storydoc.

This collaboration led to specialized storytelling slides that simplify content and enhance engagement (which you can find and use in Storydoc).

Here’s an example of Storydoc scrollytelling:

Bring your case study to life with multimedia

Multimedia brings a dynamic dimension to your presentation. Video testimonials lend authenticity and human connection. Podcast interviews add depth and diversity, while live graphs offer a visually captivating way to represent data.

Each media type contributes to a richer, more immersive narrative that keeps your audience engaged from beginning to end.

Prioritize mobile-friendly design

In an increasingly mobile world, design must adapt. Avoid traditional, non-responsive formats like PPT, PDF, and Word.

Opt for a mobile-optimized design that guarantees your presentation is always at its best, regardless of the device.

As a significant chunk of case studies are opened on mobile, this ensures wider accessibility and improved user experience , demonstrating respect for your audience's viewing preferences.

Here’s what a traditional static presentation looks like as opposed to a responsive deck:

Streamline the design process

Creating a case study presentation usually involves wrestling with an AI website builder .

It's a dance that often needs several partners - designers to make it look good, developers to make it work smoothly, and plenty of time to bring it all together.

Building, changing, and personalizing your case study can feel like you're climbing a mountain when all you need is to cross a hill.

By switching to Storydoc’s interactive case study creator , you won’t need a tech guru or a design whizz, just your own creativity.

You’ll be able to create a customized, interactive presentation for tailored use in sales prospecting or wherever you need it without the headache of mobilizing your entire team.

Storydoc will automatically adjust any change to your presentation layout, so you can’t break the design even if you tried.

Case study presentation examples that engage readers

Let’s take a deep dive into some standout case studies.

These examples go beyond just sharing information – they're all about captivating and inspiring readers. So, let’s jump in and uncover the secret behind what makes them so effective.

What makes this deck great:

• A video on the cover slide will cause 32% more people to interact with your case study .
• The running numbers slide allows you to present the key results your solution delivered in an easily digestible way.
• The ability to include 2 smart CTAs gives readers the choice between learning more about your solution and booking a meeting with you directly.

Light mode case study

• The ‘read more’ button is perfect if you want to present a longer case without overloading readers with walls of text.
• The timeline slide lets you present your solution in the form of a compelling narrative.
• A combination of text-based and visual slides allows you to add context to the main insights.

Marketing case study

• Tiered slides are perfect for presenting multiple features of your solution, particularly if they’re relevant to several use cases.
• Easily customizable slides allow you to personalize your case study to specific prospects’ needs and pain points.
• The ability to embed videos makes it possible to show your solution in action instead of trying to describe it purely with words.

UX case study

• Various data visualization components let you present hard data in a way that’s easier to understand and follow.
• The option to hide text under a 'Read more' button is great if you want to include research findings or present a longer case study.
• Content segmented using tabs , which is perfect if you want to describe different user research methodologies without overwhelming your audience.

Business case study

• Library of data visualization elements to choose from comes in handy for more data-heavy case studies.
• Ready-to-use graphics and images which can easily be replaced using our AI assistant or your own files.
• Information on the average reading time in the cover reduces bounce rate by 24% .

Modern case study

• Dynamic variables let you personalize your deck at scale in just a few clicks.
• Logo placeholder that can easily be replaced with your prospect's logo for an added personal touch.
• Several text placeholders that can be tweaked to perfection with the help of our AI assistant to truly drive your message home.

Real estate case study

• Plenty of image placeholders that can be easily edited in a couple of clicks to let you show photos of your most important listings.
• Data visualization components can be used to present real estate comps or the value of your listings for a specific time period.
• Interactive slides guide your readers through a captivating storyline, which is key in a highly-visual industry like real estate .

Medical case study

• Image and video placeholders are perfect for presenting your solution without relying on complex medical terminology.
• The ability to hide text under an accordion allows you to include research or clinical trial findings without overwhelming prospects with too much information.
• Clean interactive design stands out in a sea of old-school medical case studies, making your deck more memorable for prospective clients.

Dark mode case study

• The timeline slide is ideal for guiding readers through an attention-grabbing storyline or explaining complex processes.
• Dynamic layout with multiple image and video placeholders that can be replaced in a few clicks to best reflect the nature of your business.
• Testimonial slides that can easily be customized with quotes by your past customers to legitimize your solution in the eyes of prospects.

Grab a case study presentation template

Creating an effective case study presentation is not just about gathering data and organizing it in a document. You need to weave a narrative, create an impact, and most importantly, engage your reader.

So, why start from zero when interactive case study templates can take you halfway up?

Instead of wrestling with words and designs, pick a template that best suits your needs, and watch your data transform into an engaging and inspiring story.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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Blog Business How to Present a Case Study like a Pro (With Examples)

How to Present a Case Study like a Pro (With Examples)

Written by: Danesh Ramuthi Sep 07, 2023

Okay, let’s get real: case studies can be kinda snooze-worthy. But guess what? They don’t have to be!

In this article, I will cover every element that transforms a mere report into a compelling case study, from selecting the right metrics to using persuasive narrative techniques.

And if you’re feeling a little lost, don’t worry! There are cool tools like Venngage’s Case Study Creator to help you whip up something awesome, even if you’re short on time. Plus, the pre-designed case study templates are like instant polish because let’s be honest, everyone loves a shortcut.

Click to jump ahead: 

What is a case study presentation?

What is the purpose of presenting a case study, how to structure a case study presentation, how long should a case study presentation be, 5 case study presentation examples with templates, 6 tips for delivering an effective case study presentation, 5 common mistakes to avoid in a case study presentation, how to present a case study faqs.

A case study presentation involves a comprehensive examination of a specific subject, which could range from an individual, group, location, event, organization or phenomenon.

They’re like puzzles you get to solve with the audience, all while making you think outside the box.

Unlike a basic report or whitepaper, the purpose of a case study presentation is to stimulate critical thinking among the viewers. 

The primary objective of a case study is to provide an extensive and profound comprehension of the chosen topic. You don’t just throw numbers at your audience. You use examples and real-life cases to make you think and see things from different angles.

The primary purpose of presenting a case study is to offer a comprehensive, evidence-based argument that informs, persuades and engages your audience.

Here’s the juicy part: presenting that case study can be your secret weapon. Whether you’re pitching a groundbreaking idea to a room full of suits or trying to impress your professor with your A-game, a well-crafted case study can be the magic dust that sprinkles brilliance over your words.

Think of it like digging into a puzzle you can’t quite crack . A case study lets you explore every piece, turn it over and see how it fits together. This close-up look helps you understand the whole picture, not just a blurry snapshot.

It’s also your chance to showcase how you analyze things, step by step, until you reach a conclusion. It’s all about being open and honest about how you got there.

Besides, presenting a case study gives you an opportunity to connect data and real-world scenarios in a compelling narrative. It helps to make your argument more relatable and accessible, increasing its impact on your audience.

One of the contexts where case studies can be very helpful is during the job interview. In some job interviews, you as candidates may be asked to present a case study as part of the selection process.

Having a case study presentation prepared allows the candidate to demonstrate their ability to understand complex issues, formulate strategies and communicate their ideas effectively.

The way you present a case study can make all the difference in how it’s received. A well-structured presentation not only holds the attention of your audience but also ensures that your key points are communicated clearly and effectively.

In this section, let’s go through the key steps that’ll help you structure your case study presentation for maximum impact.

Let’s get into it. 

Open with an introductory overview 

Start by introducing the subject of your case study and its relevance. Explain why this case study is important and who would benefit from the insights gained. This is your opportunity to grab your audience’s attention.

Explain the problem in question

Dive into the problem or challenge that the case study focuses on. Provide enough background information for the audience to understand the issue. If possible, quantify the problem using data or metrics to show the magnitude or severity.

Detail the solutions to solve the problem

After outlining the problem, describe the steps taken to find a solution. This could include the methodology, any experiments or tests performed and the options that were considered. Make sure to elaborate on why the final solution was chosen over the others.

Key stakeholders Involved

Talk about the individuals, groups or organizations that were directly impacted by or involved in the problem and its solution. 

Stakeholders may experience a range of outcomes—some may benefit, while others could face setbacks.

For example, in a business transformation case study, employees could face job relocations or changes in work culture, while shareholders might be looking at potential gains or losses.

Discuss the key results & outcomes

Discuss the results of implementing the solution. Use data and metrics to back up your statements. Did the solution meet its objectives? What impact did it have on the stakeholders? Be honest about any setbacks or areas for improvement as well.

Include visuals to support your analysis

Visual aids can be incredibly effective in helping your audience grasp complex issues. Utilize charts, graphs, images or video clips to supplement your points. Make sure to explain each visual and how it contributes to your overall argument.

Pie charts illustrate the proportion of different components within a whole, useful for visualizing market share, budget allocation or user demographics.

This is particularly useful especially if you’re displaying survey results in your case study presentation.

Stacked charts on the other hand are perfect for visualizing composition and trends. This is great for analyzing things like customer demographics, product breakdowns or budget allocation in your case study.

Consider this example of a stacked bar chart template. It provides a straightforward summary of the top-selling cake flavors across various locations, offering a quick and comprehensive view of the data.

Not the chart you’re looking for? Browse Venngage’s gallery of chart templates to find the perfect one that’ll captivate your audience and level up your data storytelling.

Recommendations and next steps

Wrap up by providing recommendations based on the case study findings. Outline the next steps that stakeholders should take to either expand on the success of the project or address any remaining challenges.

Acknowledgments and references

Thank the people who contributed to the case study and helped in the problem-solving process. Cite any external resources, reports or data sets that contributed to your analysis.

Feedback & Q&A session

Open the floor for questions and feedback from your audience. This allows for further discussion and can provide additional insights that may not have been considered previously.

Closing remarks

Conclude the presentation by summarizing the key points and emphasizing the takeaways. Thank your audience for their time and participation and express your willingness to engage in further discussions or collaborations on the subject.

Well, the length of a case study presentation can vary depending on the complexity of the topic and the needs of your audience. However, a typical business or academic presentation often lasts between 15 to 30 minutes. 

This time frame usually allows for a thorough explanation of the case while maintaining audience engagement. However, always consider leaving a few minutes at the end for a Q&A session to address any questions or clarify points made during the presentation.

When it comes to presenting a compelling case study, having a well-structured template can be a game-changer. 

It helps you organize your thoughts, data and findings in a coherent and visually pleasing manner. 

Not all case studies are created equal and different scenarios require distinct approaches for maximum impact. 

To save you time and effort, I have curated a list of 5 versatile case study presentation templates, each designed for specific needs and audiences. 

Here are some best case study presentation examples that showcase effective strategies for engaging your audience and conveying complex information clearly.

1 . Lab report case study template

Ever feel like your research gets lost in a world of endless numbers and jargon? Lab case studies are your way out!

Think of it as building a bridge between your cool experiment and everyone else. It’s more than just reporting results – it’s explaining the “why” and “how” in a way that grabs attention and makes sense.

This lap report template acts as a blueprint for your report, guiding you through each essential section (introduction, methods, results, etc.) in a logical order.

Want to present your research like a pro? Browse our research presentation template gallery for creative inspiration!

2. Product case study template

It’s time you ditch those boring slideshows and bullet points because I’ve got a better way to win over clients: product case study templates.

Instead of just listing features and benefits, you get to create a clear and concise story that shows potential clients exactly what your product can do for them. It’s like painting a picture they can easily visualize, helping them understand the value your product brings to the table.

Grab the template below, fill in the details, and watch as your product’s impact comes to life!

3. Content marketing case study template

In digital marketing, showcasing your accomplishments is as vital as achieving them. 

A well-crafted case study not only acts as a testament to your successes but can also serve as an instructional tool for others. 

With this coral content marketing case study template—a perfect blend of vibrant design and structured documentation, you can narrate your marketing triumphs effectively.

4. Case study psychology template

Understanding how people tick is one of psychology’s biggest quests and case studies are like magnifying glasses for the mind. They offer in-depth looks at real-life behaviors, emotions and thought processes, revealing fascinating insights into what makes us human.

Writing a top-notch case study, though, can be a challenge. It requires careful organization, clear presentation and meticulous attention to detail. That’s where a good case study psychology template comes in handy.

Think of it as a helpful guide, taking care of formatting and structure while you focus on the juicy content. No more wrestling with layouts or margins – just pour your research magic into crafting a compelling narrative.

5. Lead generation case study template

Lead generation can be a real head-scratcher. But here’s a little help: a lead generation case study.

Think of it like a friendly handshake and a confident resume all rolled into one. It’s your chance to showcase your expertise, share real-world successes and offer valuable insights. Potential clients get to see your track record, understand your approach and decide if you’re the right fit.

No need to start from scratch, though. This lead generation case study template guides you step-by-step through crafting a clear, compelling narrative that highlights your wins and offers actionable tips for others. Fill in the gaps with your specific data and strategies, and voilà! You’ve got a powerful tool to attract new customers.

Related: 15+ Professional Case Study Examples [Design Tips + Templates]

So, you’ve spent hours crafting the perfect case study and are now tasked with presenting it. Crafting the case study is only half the battle; delivering it effectively is equally important. 

Whether you’re facing a room of executives, academics or potential clients, how you present your findings can make a significant difference in how your work is received. 

Forget boring reports and snooze-inducing presentations! Let’s make your case study sing. Here are some key pointers to turn information into an engaging and persuasive performance:

• Know your audience : Tailor your presentation to the knowledge level and interests of your audience. Remember to use language and examples that resonate with them.
• Rehearse : Rehearsing your case study presentation is the key to a smooth delivery and for ensuring that you stay within the allotted time. Practice helps you fine-tune your pacing, hone your speaking skills with good word pronunciations and become comfortable with the material, leading to a more confident, conversational and effective presentation.
• Start strong : Open with a compelling introduction that grabs your audience’s attention. You might want to use an interesting statistic, a provocative question or a brief story that sets the stage for your case study.
• Be clear and concise : Avoid jargon and overly complex sentences. Get to the point quickly and stay focused on your objectives.
• Use visual aids : Incorporate slides with graphics, charts or videos to supplement your verbal presentation. Make sure they are easy to read and understand.
• Tell a story : Use storytelling techniques to make the case study more engaging. A well-told narrative can help you make complex data more relatable and easier to digest.

Ditching the dry reports and slide decks? Venngage’s case study templates let you wow customers with your solutions and gain insights to improve your business plan. Pre-built templates, visual magic and customer captivation – all just a click away. Go tell your story and watch them say “wow!”

Nailed your case study, but want to make your presentation even stronger? Avoid these common mistakes to ensure your audience gets the most out of it:

Overloading with information

A case study is not an encyclopedia. Overloading your presentation with excessive data, text or jargon can make it cumbersome and difficult for the audience to digest the key points. Stick to what’s essential and impactful. Need help making your data clear and impactful? Our data presentation templates can help! Find clear and engaging visuals to showcase your findings.

Lack of structure

Jumping haphazardly between points or topics can confuse your audience. A well-structured presentation, with a logical flow from introduction to conclusion, is crucial for effective communication.

Ignoring the audience

Different audiences have different needs and levels of understanding. Failing to adapt your presentation to your audience can result in a disconnect and a less impactful presentation.

Poor visual elements

While content is king, poor design or lack of visual elements can make your case study dull or hard to follow. Make sure you use high-quality images, graphs and other visual aids to support your narrative.

Not focusing on results

A case study aims to showcase a problem and its solution, but what most people care about are the results. Failing to highlight or adequately explain the outcomes can make your presentation fall flat.

How to start a case study presentation?

Starting a case study presentation effectively involves a few key steps:

• Grab attention : Open with a hook—an intriguing statistic, a provocative question or a compelling visual—to engage your audience from the get-go.
• Set the stage : Briefly introduce the subject, context and relevance of the case study to give your audience an idea of what to expect.
• Outline objectives : Clearly state what the case study aims to achieve. Are you solving a problem, proving a point or showcasing a success?
• Agenda : Give a quick outline of the key sections or topics you’ll cover to help the audience follow along.
• Set expectations : Let your audience know what you want them to take away from the presentation, whether it’s knowledge, inspiration or a call to action.

How to present a case study on PowerPoint and on Google Slides?

Presenting a case study on PowerPoint and Google Slides involves a structured approach for clarity and impact using presentation slides :

• Title slide : Start with a title slide that includes the name of the case study, your name and any relevant institutional affiliations.
• Introduction : Follow with a slide that outlines the problem or situation your case study addresses. Include a hook to engage the audience.
• Objectives : Clearly state the goals of the case study in a dedicated slide.
• Findings : Use charts, graphs and bullet points to present your findings succinctly.
• Analysis : Discuss what the findings mean, drawing on supporting data or secondary research as necessary.
• Conclusion : Summarize key takeaways and results.
• Q&A : End with a slide inviting questions from the audience.

What’s the role of analysis in a case study presentation?

The role of analysis in a case study presentation is to interpret the data and findings, providing context and meaning to them. 

It helps your audience understand the implications of the case study, connects the dots between the problem and the solution and may offer recommendations for future action.

Is it important to include real data and results in the presentation?

Yes, including real data and results in a case study presentation is crucial to show experience,  credibility and impact. Authentic data lends weight to your findings and conclusions, enabling the audience to trust your analysis and take your recommendations more seriously

How do I conclude a case study presentation effectively?

To conclude a case study presentation effectively, summarize the key findings, insights and recommendations in a clear and concise manner. 

End with a strong call-to-action or a thought-provoking question to leave a lasting impression on your audience.

What’s the best way to showcase data in a case study presentation ?

The best way to showcase data in a case study presentation is through visual aids like charts, graphs and infographics which make complex information easily digestible, engaging and creative. 

Don’t just report results, visualize them! This template for example lets you transform your social media case study into a captivating infographic that sparks conversation.

Choose the type of visual that best represents the data you’re showing; for example, use bar charts for comparisons or pie charts for parts of a whole. 

Ensure that the visuals are high-quality and clearly labeled, so the audience can quickly grasp the key points. 

Keep the design consistent and simple, avoiding clutter or overly complex visuals that could distract from the message.

Choose a template that perfectly suits your case study where you can utilize different visual aids for maximum impact. 

Need more inspiration on how to turn numbers into impact with the help of infographics? Our ready-to-use infographic templates take the guesswork out of creating visual impact for your case studies with just a few clicks.

Related: 10+ Case Study Infographic Templates That Convert

Congrats on mastering the art of compelling case study presentations! This guide has equipped you with all the essentials, from structure and nuances to avoiding common pitfalls. You’re ready to impress any audience, whether in the boardroom, the classroom or beyond.

And remember, you’re not alone in this journey. Venngage’s Case Study Creator is your trusty companion, ready to elevate your presentations from ordinary to extraordinary. So, let your confidence shine, leverage your newly acquired skills and prepare to deliver presentations that truly resonate.

Go forth and make a lasting impact!

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Business case presentation: A comprehensive guide

Master business case presentations with this guide: audience, argument, and delivery.

Raja Bothra

Building presentations

Hey there, fellow business enthusiasts!

If you're reading this, you're probably no stranger to the term "business case." In fact, you might be here because you're keen to unravel the art of crafting an impressive business case presentation. Well, you're in the right place!

In this comprehensive guide, we're diving deep into the world of business cases, exploring why they're crucial, when to create one, and how to structure an effective business case presentation. Plus, we'll sprinkle in some do's and don'ts to ensure your presentation shines.

So, buckle up, because by the end of this journey, you'll be equipped with the skills to create a business case presentation that wows your stakeholders, just like a pro. Ready? Let's dive in!

What is a business case?

First things first, let's clarify what exactly we mean by a business case. It's more than just a buzzword; it's a powerful tool that helps organizations make informed decisions.

At its core, a business case is a document that outlines the rationale for initiating a project or making a significant business-related decision. It's like the blueprint for your business move, offering a structured way to assess the potential risks, benefits, and costs involved.

But here's the kicker: A well-crafted business case isn't just about numbers and graphs; it's a persuasive narrative that tells a compelling story about why your idea is worth pursuing. It's your secret weapon to gain buy-in from key decision-makers.

Why do you need a business case?

Now that you know what a business case is, you might be wondering why you need one. Well, here's the deal:

Clarity and focus : A business case forces you to articulate your idea clearly and concisely. It's like putting your thoughts through a refining process, leaving you with a crystal-clear vision.

Risk mitigation : Projects or decisions without a solid business case are like ships without navigation. It helps you identify potential pitfalls and navigate around them.

Resource allocation : Limited resources demand wise allocation. A business case helps you justify why your project deserves those resources.

Stakeholder buy-in : Ever tried convincing your team or investors without data? A business case equips you with the data-driven argument you need to win them over.

When should you create a business case presentation?

Alright, you're convinced of the importance of a business case. But when should you whip out your presentation skills? Here are some scenarios:

• Launching a new product or service : When introducing something new, a solid business case can prove it's worth the investment.
• Changing business processes : If you're considering a major shift in operations, a business case will help assess the pros and cons.
• Resource allocation : Whenever you're requesting significant resources, whether it's money, time, or manpower, a business case is a must.
• Problem solving : When your business encounters a challenge, a business case can outline the best course of action.

How to structure an effective business case presentation

Creating a business case presentation can be a daunting task, but fear not, we're breaking it down into manageable chunks. Here's a step-by-step guide:

Executive summary : Begin with an attention-grabbing summary. In just a few slides, give an overview of what your business case entails.

Problem statement : Clearly define the problem your business case addresses. Use real-world data to illustrate its significance.

Business objectives : Lay out your objectives and what you aim to achieve with this project.

Project plan : Detail the plan of action, including timelines, milestones, and resources required.

Key stakeholders : Identify the key players involved and their roles in the project.

Facts and figures : Support your case with concrete data. This is where those business case studies come in handy.

Solutions to the problem : Present your proposed solutions and explain why they're the best way forward.

Align with company goals : Show how your business case aligns with the broader goals of your organization.

Cost-benefit analysis : Break down the costs and potential benefits. Be transparent and realistic.

Conclusion : Summarize your business case and reiterate why it's a solid proposition.

Remember, clarity and structure are key. Use a business case presentation template to keep things organized and professional.

Do’s and don'ts on a business case presentation

Before we dive deeper, let's lay down some ground rules to ensure your business case presentation shines:

Do's :

• Do back your arguments with data and evidence.
• Do tailor your presentation to your audience.
• Do rehearse your presentation for a smooth delivery.
• Do use visuals and graphs to make your case more compelling.
• Do stay focused and avoid unnecessary jargon.

Don'ts :

• Don't overwhelm with too much information.
• Don't ignore potential objections; address them head-on.
• Don't rush through your presentation; take your time.
• Don't rely solely on your slides; engage with your audience.
• Don't forget to proofread and edit for clarity and coherence.

Summarizing key takeaways

By now, you've learned the essentials of crafting a persuasive business case presentation that combines data and storytelling to justify significant projects or decisions. They're crucial for clarity, risk mitigation, resource allocation, and gaining support for endeavors like product launches or process changes.

To create an effective business case presentation, follow a structured approach, including problem definition, objectives, plans, stakeholder involvement, data support, proposed solutions, alignment with company goals, and cost-benefit analysis. Remember to tailor your presentation to the audience, use visuals, and address objections while avoiding information overload and rushing through it. Proofreading ensures clarity and coherence. These steps will help you create a compelling business case presentation.

1. What are the benefits of employing a business case framework?

Utilizing a business case framework offers numerous advantages. It provides you with a solid foundation for your presentation, guaranteeing that you seamlessly address all critical elements. Moreover, it frees up valuable time, enabling you to concentrate on content rather than becoming entangled in formatting intricacies. Consider it your reliable companion for effortlessly crafting a compelling PowerPoint business case.

2. How can I write a business case that appeals to stakeholders?

To write a business case that truly resonates with stakeholders, it's vital to understand their needs and concerns. Start by identifying the key decision-makers and their expectations. Then, craft your business case in a way that addresses their concerns. Remember, it's not just about presenting facts; it's about presenting a compelling narrative that speaks to the business problem at hand.

3. Are there any tips for making an effective business case presentation?

Absolutely! When you're preparing to present your business case, consider these tips for success:

• Keep it concise and to the point. Don't overwhelm your audience with too much information.
• Use visuals and graphs from your powerpoint template to make complex data more accessible.
• Practice your delivery to ensure a smooth presentation.
• Address potential objections head-on and provide solutions.
• Make sure your business case is in line with the broader business requirements and goals.

4. How do I create an engaging business case powerpoint presentation?

Creating an engaging business case powerpoint is an art. Start with a captivating opening that hooks your audience. Use the slides to complement your narrative, not replace it. Remember, your ppt slides are there to support your story, not overwhelm it. Keep the design clean and consistent with your business case powerpoint template.

5. Is there a recommended length for a business case presentation?

While there's no hard-and-fast rule, a complete business case presentation should be concise but thorough. Aim for clarity rather than length. However, avoid the temptation to have too many slides – nobody wants to sit through 100 slides . Focus on presenting a strong case with the most important information. Your business case should be as long as it needs to be to make a convincing argument, but no longer.

Remember, the goal of your business case presentation is to convince others of your proposal, and using a well-structured business case template and adhering to the principles of an effective presentation will significantly increase your chances of success.

Create your business case presentation with Prezent

Imagine having a tool that not only helps you save time but also ensures your business case presentation is 100% on brand and compliant. With Prezent's real-time sharing and collaboration features, you can work seamlessly with your team to crush communication costs and deliver top-notch presentations.

So, why wait? The world of effective business presentations is at your fingertips. Get started with Prezent and elevate your presentation game today!

Are you ready to ignite your business case presentations? Try our free trial or book a demo today with Prezent!

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Free Business Case Templates for IT, Project Management, and More

By Kate Eby | June 25, 2018

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A business case helps stakeholders understand what you want to do, how your plan will benefit the organization, and if that plan is possible. A business case template provides a structure for researching and presenting a clear and comprehensive document.

In this article, you’ll learn what to include when you create your own business case , and find the ready-made, downloadable business case templates in Word and PowerPoint formats, like a one-page business case template , a construction business case template , and more.

One-Page Business Case Template

‌  Download Template in Word

Try Smartsheet Template   ‌

If you have a straightforward but costly proposal, use this short business case template to make a concise list of what you want to do, why you want to do it, how you want to do it, who benefits from the project, and anything that could hinder the project’s success. This template can also help form the basis of your project charter .

Project Business Case Template

Sometimes, it’s not easy to quantify benefits and disadvantages of a project. This project business case template includes a weighting scheme to create a score for each proposed option, and allows you to score risks.

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Construction Business Case Template

‌ ‌Download Construction Business Case Template - Word

This construction business case template includes sections for the many types of information and analysis a large construction project may require. It lists the types of documents needed to prepare for construction and includes detailed information on stakeholders and their interests. It also includes tables to help visually compare analyses. The project delivery or implementation details can form the basis for your project plan.

Simple Business Case Template

‌ Download Simple Business Case Template

This simple business case template in Word addresses all the essential areas needed in a business case. Add as much information to each section as is necessary, or include other sections to reflect your own organization’s requirements.

PowerPoint Business Case Presentation Template

‌ Download Business Case Presentation Template - PowerPoint

A simple Word document may provide a good way to document the reasons for, requirements of, and costs included in your business case. But visual representations can communicate vital facts quickly and may be necessary if you present your business case in a meeting. Use this template to visually communicate information.

IT Business Case Template

Download IT Business Case Template

For enterprise-level changes, a business case may be necessary to justify costs, resources, and effort. This IT business case template provides space to discuss why you require the change, how you will source the new solution, and how you will manage the migration and implementation.

Life Sciences Business Case Template

‌ Download Life Sciences Business Case Template - Word

In addition to the usual content sections in a business case, this life sciences business case template includes blocks for version control and revision tracking.

What Is a Business Case?

A  business case  (also known as a  business need ) defines a problem or opportunity, measures the effect of a project that solves a problem or exploits an opportunity, and clarifies the costs and benefits of a proposed plan.

You need a business case when you have to justify a resource or expenditure on a project. Through a well-considered business plan, stakeholders and investors can determine whether the enterprise should invest resources in the project. A business plan also provides a structure for presenting findings and recommendations. Moreover, it offers a way to determine if the project aligns with an organization’s strategic objectives. 

Although preparing a business case may seem like yet another document in a long chain of project management tasks, this front-loaded preparation is essential to the eventual success of any undertaking. When started before a project begins, a business case shows stakeholders — and even you — if the project is worth starting. It can reveal problems that could potentially waste time and other resources without yielding benefits. Without business cases, you have no way to prioritize projects. If you don’t clearly articulate the desired results before the project begins, investors and stakeholders can easily be dissatisfied or frustrated with the outcome. And, as the project progresses and ultimately concludes, you have no reference point for measuring achievement.

Inputs for a business case include such things as regulatory and legal requirements, changes in the market, and customer demand.

You can use a business case template as a guide so you remember to include all the necessary content. A template also offers formatting, so you don’t have to worry about layout and design. 

The Business Case and Business Case Template Writing Process

Poor preparation and a lack of senior management involvement often contribute to eventual project failure. A good case study can help you avoid these pitfalls.

Start by consulting key people, such as the finance department, to get accurate estimates and details of the current situation and an idea of what improvements would look like. In addition, remember to follow any pertinent company policies and procedures while preparing the business case and elaborating on the proposed project.

When writing the business case, consider these pointers for success:

• Write in the voice of your readers and stakeholders, but avoid jargon as much as possible.
• Communicate concisely regarding the essential content.
• Be interesting, even entertaining.
• Be clear about your goals and how they can benefit the organization.
• Limit the number of authors to keep the voice and style consistent.

The Main Elements of a Business Case Template

Your business case is intended to provide sponsors, stakeholders, and investors with a clear picture of the outcomes and benefits of your project. In general, a business case contains the following particulars about a project:

• A high-level summary
• Financial information about the costs and benefits
• Details of the scope
• Benefits and risks
• Information about how the project will be managed
• Measurements for success

A sample business case template is available here for the management certification guidelines used in the UK, Australia, and other countries. The number of sections and detail of your business case will vary with the complexity and scope of your intended project. Typical elements include most or all of the following:

• An Executive Summary: Particularly in government or formal business situations, the executive summary may be the only part of the document that stakeholders, investors, the media, and other interested parties read. An executive summary must convey what will be done, who will do it, how much it will cost, and how and who it will benefit — in one page or less. Another gauge for length is that it should take no longer than five minutes to read.
• Purpose: The purpose of the project describes the background of the business problem or opportunity. It details how the change envisioned (by completing the project) will improve the situation.
• Alternatives: Researching and describing viable alternative options to the recommended project will help provide a more vivid context for the recommended solution. Presenting alternatives will also demonstrate to stakeholders that you’ve given your project healthy consideration and that it was not chosen arbitrarily.
• Strategic Alignment: Explaining how your plan fits into and advances the overall strategic direction of the organization is crucial. Stating project goals and objectives in this context can strengthen your case.
• Organizational Impact: Discuss how the proposed project will change the organization. Consider any relevant departments, equipment, processes, or roles. Stakeholder analysis (i.e., understanding the current situation and the requirements of each stakeholder) can contribute to this picture.
• Assumptions and Constraints: Be clear about any anticipated resources or limitations. For example, if funding from one agency is certain, note that. If success depends upon implementing a new platform, note that. The list of assumptions may grow and change as the project progresses. You may also consider any interdependencies that might affect the plan.
• Benefits: Articulate the anticipated outcomes to show how the entire organization gains and improves from your project. Examples of benefits are more customers served, less eye strain for service reps at workstations, or a roof patch ahead of storm season.
• Schedule and Costs: Outline the plan with a brief timeline for project development and completion, including major milestones. For technology projects, provide an overview of the migration plan, if required. On the timeline, add a cost benefit analysis and budget, possibly even with ongoing maintenance costs.
• Risks and Opportunities: Risks describe what could happen to delay or prevent the completion of the project or raise the costs of the project. Depending on the scope of your project, complete your business case analysis by studying PESTLE factors (political, economic, social, technological, legal, and environmental). For each risk you identify, include a mitigation plan.
• Recommendation and Justification: State the preferred option and summarize its risks and costs as well as the justifying factors that recommend it.
• Governance and Progress Tracking: Describe who is responsible for managing the project and who is accountable for supporting it. Indicate how progress will be measured and reported.

You may also want to include signature blocks for approvers, a table with the sponsor name, the names of anyone providing support or expertise to the document, a table of contents hyperlinked to first- and second-level headings, an appendix for attached worksheets and other supporting documents, and a glossary of terms. To title the document, follow the naming conventions of your organization and provide a version number, especially if the project is complicated and the business case is likely to go through revisions.

Who Is Involved in a Business Case?

The project sponsor prepares the business case in cooperation with team members and subject matter experts from the applicable areas, such as IT or finance.

Some companies may have dedicated project management offices. In that case, the project management office prepares the business case. If an outside organization requests support, that entity prepares the business case. The project sponsor and interested parties review the business case. Based on the business case, the project may be approved, rejected, altered, or postponed.

Tips for Creating a Compelling Business Case and Business Case Template

A business case may seem to require a lot of information, but you can keep it simple if you keep a few things in mind:

• Define the strategic role and goals of the project early in the case study.
• Create context for the project by discussing its history and background.
• Show similarities between the proposed project and previous successful projects. Also, discuss important differences.
• Don’t just show fixes to problems. Find opportunities where possible and highlight them in your case study.
• State the benefits that will occur once the project is completed.

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When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

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Featured Reads

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• The beginner’s guide to writing an effe ...

The beginner’s guide to writing an effective business case

Nearly every project needs to be approved—whether that means getting the simple go-ahead from your team or gaining the support of an executive stakeholder. You may be familiar with using a project plan or project charter to propose a new initiative and get the green light for a project. But if your proposed project represents a significant business investment, you may need to build a business case.

If you’ve never written a business case, we’re here to help. With a few resources and a little planning, you can write a business case that will help you get the resources and support you need to manage a successful project.

What is a business case?

A business case is a document that explains the value or benefits your company will gain if you pursue a significant business investment or initiative. This initiative can be anything from the messaging for a new product or feature launch, a proposal to increase spend on a current initiative, or a significant investment with a new agency or contractor—to name a few. A compelling business case will outline the expected benefits of this significant investment decision. Key stakeholders will use the business case you provide to determine whether or not to move forward with an initiative.

If you’ve never created a business case, it may sound similar to other early project planning documentation. Here’s how it stacks up:

The difference between a business case and business plan

A  business case  is a proposal for a new strategy or large initiative. It should outline the business needs and benefits your company will receive from pursuing this opportunity.

A  business plan , on the other hand, is an outline for a totally new business. Typically, you’d draft a business plan to map out your business strategy, your mission and vision statements, and how you’re planning on getting there. There may be a case where you create a business plan for an already-existing business, but you’d only do so if you’re trying to take your business in a significantly new direction.

Business case vs. executive summary

Business case vs. project charter.

If you need to create an elevator pitch for your project but you don’t quite need the full business case treatment, you might need a project charter. Much like a business case, a project charter outlines key details of an initiative. Specifically, a project charter will cover three main elements of your project: project objectives, project scope, and key project stakeholders. Your management team will then use the project charter to approve further project development.

Do you need a business case?

Not every project needs a business case—or even a project charter. Plan to build a business case only for initiatives or investments that will require significant business resources. If you’re working on a smaller initiative, consider creating a project charter to pitch your project idea to relevant stakeholders.

Even if you don’t need to pitch your project to any stakeholders, you should be ready to answer basic questions about your proposed project, like:

What is this project’s purpose?

Why are we working on this project?

How does this project connect to organizational goals and objectives?

Which metrics will we use to measure the success of the project ?

Who is working on this project?

When is this project going to be completed?

5 steps for creating and pitching a business case

Your business case shouldn’t just include key facts and figures—it should also tell a story of why pursuing a particular investment or initiative is a good idea for your business. When in doubt, avoid jargon and be brief—but always focus on communicating the value of the project. If this is your first time creating a business case, don’t worry. Follow these five steps to create a solid one.

1. Gather input

You don’t have to write a business case on your own. Instead, make sure appropriate team members and stakeholders are contributing to the relevant sections. For example, the IT team should be involved in any tooling and timeline decisions, while the finance team should review any budget and risk management sections. If you’re creating a business case to propose a new initiative, product line, or customer persona, make sure you also consult subject matter experts.

2. Plan to write your business case out of order

Some of the first things that appear in your business case—like your executive summary—should actually be drafted last, when you have all of the resources and information to make an informed suggestion. Your executive summary will present all of your findings and make a recommendation for the business based on a variety of factors. By gathering all of those details first—like project purpose, financial information, and project risk—you can ensure your executive summary has all of the relevant information.

3. Build your business case incrementally

A business case describes a significant investment for your company. Similarly, simply writing a business case is a significant investment of your time. Not every initiative is right for your business—so make sure you’re checking your work with stakeholders as you go. You don’t want to sink hours and weeks into this document only for it to be rejected by executive stakeholders right off the bat.

Consider doing a “soft launch” with an outline of your business case to your project sponsor or an executive stakeholder you have a good relationship with to confirm this initiative is something you should pursue. Then, as you build the different sections of your business case, check back in with your key stakeholders to confirm there are no deal-breakers.

4. Refine the document

As you create sections of your business case, you may need to go back and refine other sections. For example, once you’ve finished doing a cost-benefit analysis with your financial team, make sure you update any budget-related project risks.

Before presenting your business case, do a final read through with key stakeholders to look for any sections that can be further refined. At this stage, you’ll also want to write the executive summary that goes at the top of the document. Depending on the length of your business case, your executive summary should be one to two pages long.

5. Present the business case

The final step is to actually present your business case. Start with a quick elevator pitch that answers the what, why, and how of your proposal. Think of this presentation as your chance to explain the current business need, how your proposal addresses the need, and what the business benefits are. Make sure to address any risks or concerns you think your audience would have.

Don’t go through your business case page by page. Instead, share the document with stakeholders before the presentation so they have a chance to read through it ahead of time. Then, after your presentation, share the document again so stakeholders can dig into details.

A business case checklist

Start with the why.

The first section of the business case is your chance to make a compelling argument about the new project. Make sure you draft an argument that appeals to your audience’s interests and needs. Despite being the first section in your business case, this should be the last section you write. In addition to including the  traditional elements of an executive summary , make sure you answer:

What business problem is your project solving?  This is your chance to explain why your project is important and why executive stakeholders should consider pursuing this opportunity.

What is your business objective ?  What happens at the end of a successful project? How will you measure success—and what does a successful project mean for your business?

How does this business case fit into your overall company business strategy plan?  Make sure your proposed business case is connected to important  company goals . The initiative proposed in your business case should move the needle towards your company's  vision statement .

Outline financials and the return on investment

At this point in your business case, you should outline the project finance fundamentals. Don’t expect to create this section on your own—you should draft this in partnership with your company’s finance team. In particular, this section should answer:

How much will this project cost?  Even if the initiative is completely new to your company, do some research to estimate the project costs.

What does each individual component of the project cost?  In addition to estimating the total overall cost, break down the different project costs. For example, you might have project costs for new tools and resources, competitive intelligence resourcing, agency costs, etc.

What is the expected return on investment (ROI)?  You’ve talked about the costs—now talk about how your company will benefit from this initiative. Make sure to explain how you calculated the ROI, too.

How will this project impact cash flow?  Cash flow is the amount of money being transferred into and out of your business. Significant investments are going to cost a lot of money, so they’ll negatively impact cash flow—but you should also expect a high ROI, which will positively impact cash flow.

What is the sensitivity analysis?  Sensitivity analysis is a summary of how uncertain your numbers are. There will be a variety of variables that impact your business case. Make sure to explain what those variables are, and how that could impact your projections.

Preview project details

Your business case is proposing a new initiative. In addition to the financial risks, take some time to preview project details. For example, your business case should include:

Your  project objectives  and  key project deliverables .  What will happen at the end of the project? What are you expecting to create or deliver once the project is over?

Your  project plan .  A project plan is a blueprint of the key elements your team needs to accomplish in order to successfully achieve your project goals.

The  project scope .  What are the boundaries of your project? What exact goals, deliverables, and deadlines will you be working towards?

A list of relevant  project stakeholders .  Who are the important project stakeholders and key decision makers for this work? This can include the members of the project team that would be working on this initiative, executive stakeholders who would sponsor the project, and any external stakeholders who might be involved.

A general  project roadmap  in a Gantt-chart like view.  At this stage in the process, you don’t need to provide a detailed project timeline, but you should outline a general sense of when each project stage will happen in relation to the others. To do this, create a project roadmap in  Gantt-chart like software . Make sure to include any important  project milestones  in your roadmap as well.

Any important project dependencies.  Is there anything that would get in the way of this project getting started? Does this work rely on any other work that’s currently in flight?

Discuss project risks

Once you’ve outlined the financial impact and important project details, make sure you include any potential project risks. If you haven’t already, create a  project risk management plan  for your business case. Project risk management isn’t the process of eliminating risk—instead, it’s about identifying, analyzing, and proactively responding to any potential project risks. Clearly defining each project risk and how that risk might impact your project can best equip you and the project team to manage and avoid those risks.

In the risk section of your business case, include:

A risk analysis of any potential project risks.  What is the risk? How likely is it to happen? What is the priority level of this risk?

What, if any, assumptions you are making.  In project risk management, assumptions are anything you think will be true about the project, without those details being guaranteed facts. Basing project decisions around an assumption can open your project up to risk. Make sure you ratify every project assumption to avoid jeopardizing project success.

Any comparable alternatives in the market.  If you’re writing a business case to pitch a new product or angle in the market, evaluate anything that already exists. Could the alternative impact your financial assessment or project success?

Develop an action plan

In the final section of your business case, outline how you will turn this business case into an actionable project. This section should answer questions like:

How will decisions be made?  Who is responsible for the project? Who is the project sponsor? If you haven’t already, consider creating a  RACI chart  to outline project responsibilities.

How will progress be measured and reported?  Not every project stakeholder needs to be notified of every project change. Outline key parts of your project communication plan , as well as how you’ll communicate  project status updates .

What is the next course of action?  If the management team ratifies this business case, what next steps will you take to put this into action?

Bring your business case to life

You’ve built a solid business case and it’s been ratified—congratulations! The next step is to bring your business case to life. It can be intimidating to  initiate large-scale change , and implementing your business case is no exception.

If you haven’t already, make sure you have a  project management tool  in place to manage and organize your new initiative. With a central source of truth to track who’s doing what by when, share status updates, and keep project stakeholders in the loop, you can turn a great business case into a successful project.

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10 Free Business Case Templates in PowerPoint & ClickUp

Praburam Srinivasan

Growth Marketing Manager

February 13, 2024

Every great project kicks off with a solid plan. But before diving into that plan, you need a clear and concise business case to back it up.

Here’s some good news—we’ve got you covered with top-tier business case templates you can use in ClickUp and Word.

What is a Business Case Template?

What makes a good business case template, 1. clickup business case analysis template, 2. clickup business plan template, 3. clickup business plan document template, 4. clickup lean business plan template, 5. clickup case study template, 6. clickup case study design template, 7. clickup business analysis project plan template, 8. clickup business development plan template, 9. powerpoint business case template by slidemodel, 10. business case presentation template by 24slides.

Think of a business case template as your project’s passport. A business case template details the “why’s” and “how’s” of a project or proposed business change—its benefits, cost, risks, objectives, and more.

Whether pitching an idea or seeking approval, a business case template provides the structure you need.

A compelling business case template isn’t just about numbers; it paints a clear picture. It showcases benefits, draws attention to potential risks, and defines clear objectives.

Moreover, a solid business case template is versatile, user-friendly, and adaptable to various business needs. In fact, several business case templates use a similar structure to answer or address these areas:

• Executive Summary : It gives a brief overview of the project, the overall objectives, and expected outcomes
• Problem Statement : Clearly defines the problem you’re facing and what needs to be solved
• Proposed Solution : This outlines your proposed solution in detail and includes how it will solve the problem
• Cost Benefit Analysis : This provides a detailed breakdown of the associated costs with the solution and the potential financial benefits
• Project Timeline : Outline the timeline for implementing the solution, including key milestones—basically anything that will help the project manager keep things on track
• Risk Analysis : Identify potential risks and how they will be mitigated
• Conclusion : Summarize why the proposed solution is the best choice for the business

10 Business Case Templates to Use in 2024:

Below are our favorite business case templates on the market today.

Diving into a new project demands a solid foundation. And what better way to lay it than with a well-structured business case? But crafting such a document can be challenging. Enter ClickUp’s Business Case Analysis Template : your ultimate solution!

This business case template is your assistant to visualizing and comparing different approaches to a business problem swiftly, determining the viability of your project with a cost-benefit analysis, and pinpointing key factors to the success of your business case.

Use our business case template’s custom statuses to monitor the progress of your business case analysis, and create custom fields so you can approach that business case analysis systematically. You can view different facets of the business case analysis as a Doc View, a Gantt chart, a Calendar View, or simply a list of tasks.

Bring ClickUp’s full suite of project management tools to bear as you map task dependencies to feasible due dates, then track business case progress automatically using AI-powered automations. These features are part of what makes ClickUp some of the best operations management software available.

This business case template allows you to identify your business problem and outline your business objective in ClickUp Tasks. Then, brainstorm together in ClickUp Docs to identify potential solutions for your business case.

Finally, design your roadmap and assign tasks to the team. You can automatically monitor the progress on your business case with your custom statuses and set up regular check-ins on the project calendar.

Are you embarking on a new business case? Navigate seamlessly with ClickUp’s Business Case Analysis Template.

Every flourishing venture begins with a robust business plan. It’s not just about having an idea but charting a clear course to bring it to fruition. ClickUp’s Business Plan Template simplifies this journey, providing you an efficient route to outline:

• Crystal clear goals and mission
• Comprehensive strategy, along with an execution timeline
• Performance checkpoints, risk alerts, and success metrics

Envision it, and ClickUp’s template will guide you to actualize it!

Why is a Business Plan Template essential? With ClickUp’s Business Plan Template, you can:

• Zero in on your precise objectives and aspirations
• Profile your target audience and their sectors
• Highlight your edge over competitors
• Craft a strategy aimed at exponential growth
• Write an executive summary to give investors a high-level overview of all your research

This meticulously designed business case document uses custom statuses so you can navigate from in progress through the revisions stage and finally mark each task as “complete!”

Organize your tasks with custom fields, and switch between views to emphasize different information based on your priorities.

ClickUp’s robust project management package lets you tag multiple teammates, nest subtasks in larger tasks, and set priority indicators.

This business plan template is set up so you can brainstorm your objectives with your team in ClickUp Docs and then itemize your product’s unique selling point in ClickUp Tasks. Execute your objectives on time and budget with the help of ClickUp’s Gantt charts. At the end of your proposed project, revisit your accomplishments with ClickUp Goals to see where you hit the target and where you may need to revise your approach.

If business success is your destination, ClickUp’s Business Plan Template is your map.

Crafting an impeccable business plan can be an intricate journey, given its importance in rallying investors and stakeholders. But what if there was a tool to simplify and enrich this journey?

Meet ClickUp’s Business Plan Document Template , your ally in:

• Unifying your team towards a shared vision
• Amassing all critical data for an in-depth blueprint
• Centralizing materials for seamless accessibility

Embark on fresh undertakings or rejuvenate current ones; this free business case template molds your aspirations into executable steps. Begin your ascent towards achievement today!

This ClickUp template equips you with:

• Your project scope and a charted path laden with quantifiable goals
• Resource management tools to accomplish tasks for task accomplishment
• Proactive risk anticipation and mitigation strategies
• Instant, precise data retrieval and modification

Naturally, this template includes a Doc View, but as a project manager, you have options like Gantt charts, Workload Views, and Calendar Views to help you see at a glance the information that matters most to you.

Keep a tight grip on your project with advanced comment tracking and AI automations that make your workflow run smoothly in the background while you get more work done.

To get the most out of this template, start by gathering your business objectives, audience research, product offerings, and financial picture. You can use research management software to help with this stage. Then, you can use ClickUp’s Table View to lay out a clean, easy-to-read executive summary and your market assessment and financial appraisal for investors.

Aspiring to propel your business idea into reality but are hindered by the extensive demands of traditional planning? ClickUp’s Lean Business Plan Template is your savior.

Forge an efficient, succinct business strategy, offering:

• A bird’s-eye view of your enterprise
• Intuitive blueprints for devising a cogent business plan
• Incremental assistance for fleshing out each plan segment

Elevate your business cases quickly and affordably with ClickUp’s streamlined approach.

The template allows you to define your business, describe your target market, set budgets, and create goals.

Once that’s done, use custom statuses to monitor your progress toward achieving your goals. You can set reminders to check in on different areas of your business and use different views to check on your priorities, brainstorm additions to your business plan, or see a timeline of the tasks to be completed.

With ClickUp, turning your vision into a viable venture has never been more accessible. Simplify, strategize, and succeed.

Crafting an influential case study is an art of strategic organization and detailed execution. Enter ClickUp’s Case Study Template , your ultimate companion to orchestrate, frame, and present your research seamlessly.

Use this simple business case template to gather and consolidate data to support your case study and extract meaningful conclusions and takeaways from that information.

This approach to case studies gives you space to weave a real-world, impactful narrative that resonates with your audience. These stories are an important way to validate your sales propositions with concrete results. Telling others about your clients’ successes also builds trust with prospects.

You can brainstorm potential stories with ClickUp Whiteboards, then put your plan to paper with ClickUp Docs. After that, organize your writing process with an actionable task list.

The ClickUp AI writing assistant can help you turn your ideas into a cohesive story. Then, use ClickUp’s integrated email and collaborative editing tools to get final approval from the client.

A great case study stands tall in the realm of effective enterprise marketing tools . Let ClickUp be the wind beneath its wings.

Harness the power of compelling narratives with ClickUp’s Case Study Design Template , tailored for businesses keen on weaving success tales—a well-crafted case study not only shares successes but bolsters your brand credibility.

With this template, you can:

• Demonstrate problems your customer encountered and how your offerings emerged as the proposed solution
• Showcase tangible results, affirming the prowess of your product/service to potential clients
• Ensure an organized, standardized business process , ensuring brand-consistent design and presentation across all case studies
• Save precious time with streamlined research, design, and publication processes

Use this template to track the progress of your case study, seamlessly manage and visualize the data that will inform the case study, and incorporate ClickUp’s project management features like nested subtasks, multiple assignees, and priority labeling to make case study creation a breeze.

This template has space for you to define the goal for the case study, choose and describe your subject, collect all your data in a Table View, draft the narrative in ClickUp Docs, and then create a task list for marketing and promoting your case study. A communication plan template can also be a helpful tool for this stage.

With ClickUp’s innovative design template, crafting impactful case studies becomes an organized, efficient endeavor, enhancing your brand’s narrative prowess.

Embarking on a business analysis project requires meticulous planning, resource utilization , and clear objectives. ClickUp’s Business Analysis Project Plan Template is a tailored solution to navigate these complexities seamlessly.

This template is for you if you need to:

• Craft a bespoke business analysis plan aligning with your organizational goals
• Perform a risk assessment and create mitigation strategies
• Effortlessly adapt to changing scenarios and ensure timely project delivery
• Equip your project team to dive deep into business nuances, ensuring a holistic understanding of products, clientele, and operational facets

The ClickUp Business Analysis Project Plan Template lets you lay out the scope and objectives of your plan, identify key personnel and their roles, build an action plan, and then assign the necessary resources to achieve your goals on time and on budget.

Use ClickUp to assemble your team and assign them roles. You can document deliverables in ClickUp Docs along the way and tag significant milestones with ClickUp Tasks.

With ClickUp’s template, business analysis project planning is simplified and supercharged for optimal outcomes.

Crafting a robust business plan is the cornerstone of entrepreneurial achievement. With myriad tasks to manage and objectives to meet, a streamlined tool becomes imperative. That tool is ClickUp’s Business Development Plan Template —your ultimate companion in carving out a successful business trajectory.

With this template, you can set precise, achievable targets and track your progress toward achieving them. Document clear blueprints to meet your business aspirations, but use ClickUp’s collaborative tools to edit and iterate on those plans along the way.

The beauty of this template is it ensures all stakeholders are synchronized and aligned because you have defined actionable steps to use your resources effectively.

With ClickUp’s Business Development Plan Template, chart a course toward unparalleled entrepreneurial success!

Elevate your business presentations with SlideModel’s Free Business Case PowerPoint Template . Tailored for modern professionals, this dynamic template facilitates a comprehensive discourse on new business initiatives, elucidating their relevance, objectives, and potential returns.

This template is ideal for consultants, budding entrepreneurs, and SMEs aiming to pitch their project description or corporate strategy to stakeholders or investors.

It includes an engaging title slide, slides for introduction, problem statement, solution proposal, benefits, implementation, and key takeaways. You’ll enjoy the eye-catching human character vector graphics for sharp visuals, versatile infographic icons, and a wavy timeline chart to illustrate milestones.

The template has full editability across color palettes, backgrounds, and fonts. The template’s adaptability ensures its seamless integration into diverse presentations.

Although optimized for PowerPoint, you can also download versions that cater to Google Slides and Keynote.

In search of an impressive medium to present your business case? SlideModel’s template is a click away. For alternative designs, explore their featured Business Case PowerPoint Template collection. Secure your copy today!

Introducing the Business Case Presentation Template by 24Slides —a comprehensive toolkit for innovators and visionaries ready to revolutionize their organization. Every groundbreaking idea warrants a robust presentation that encapsulates its essence, both financially and technically.

Crafted with precision, this template offers an array of instrumental slides tailored to articulate your idea seamlessly:

• Clearly define your vision and the strategic goals you aim to achieve
• Delve deep into potential challenges, ensuring stakeholders are well informed and prepared
• Offer a lucid timeline, pinpointing milestones and mapping out your project’s trajectory

Every slide has been meticulously designed to foster clarity, conviction, and comprehensibility. With the 24Slides template, you are empowered to present a holistic overview of your idea, bolstering its feasibility and implementation potential.

For those committed to driving value and championing transformative ideas, this Business Case Presentation Template serves as the ultimate companion. Express, elucidate, and execute your vision with unparalleled finesse.

Why ClickUp Stands Out in the Business Tool Realm

Templates are great, but when combined with an intuitive platform offering robust project management features? It’s a game-changer.

ClickUp isn’t just a library of versatile business templates. It’s a comprehensive tool designed to streamline your projects, optimize communication, and enhance productivity.

From setting up workflows to collaborating with your team in real-time, ClickUp seamlessly integrates every aspect of project management.

So whether you’re drafting a business case, planning a project, or managing day-to-day tasks, ClickUp is your one-stop hub, combining utility with unparalleled efficiency. Dive into ClickUp today and experience the future of business management.

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How to Write a Business Case (With Example & Template)

May 19, 2022 - 10 min read

A business plan is a straightforward document. In it, you’ll include market research, your overall goals for the business , and your strategies for achieving those goals. 

But what is a business case and why do you need one if a business plan outlines everything else?

A business case takes a closer look at a specific problem and how you can solve it. Think of a business case as the reason you create a project you’re going to manage in the first place. 

The article provides a step-by-step guide on how to write a successful business case, including a checklist for identifying problems, researching solutions, and presenting to stakeholders. As a bonus, we’ll show you how to use Wrike to manage your product business cases with a requirements management template or implement them with a project scheduling template .

What is a business case?

A business case is a project you’ll assemble for identifying, addressing, and solving a specific business problem. 

The key to a business case is the change it creates in your business. Developing a business case starts with identifying a problem that needs a permanent solution. Without that lasting change, a business case is only an observation about what’s going wrong. A complete business case addresses how a company can alter its strategy to fix that problem.

Front-to-back, a business case is a complete story. It has a beginning, a middle, and an end. It typically looks like this:

• Beginning: Someone identifies a problem within the business and presents the business case to the key decision-makers.
• Middle: With the project go-ahead, the company launches an internal team to address the business case and deliver results.
• End: The team delivers a presentation on the changes made and their long-term effects.

In short, a business case is the story of a problem that needs solving.

Examples of business cases

The problem for many companies is that they can turn a blind eye to challenges that are right in front of their faces. This is even the case when the company has a compelling product to sell.

Consider the example of Febreze . In the mid-1990s, a researcher at Procter & Gamble was working with hydroxypropyl beta-cyclodextrin. His wife noticed that his clothes no longer smelled like cigarettes, which was a frequent complaint.

P&G had something of a miracle product on its hands. However, their approach was wrong. They initially marketed Febreze as a way to eliminate embarrassing smells. Predictably, the product flopped. 

But P&G stuck at it. They had a potential business case on their hands: a highly marketable product proved difficult to market. What was going wrong? Working on the business case from beginning to end provided the answer.

After some focus group testing, P&G found out that few consumers recognized the nasty odors they were used to. Instead, they learned to use a different business case for Febreze: it was a cleaning product now, a way to make the house smell nice when the floors are vacuumed and the counters are wiped clean. They gave it its own pleasant smell and fashioned it into a cleaning product. And because it worked so well, so did the campaign. 

That’s an example of a business case overall. But let’s get specific: developing a business case is easier when you have a template to look at. Let’s build an example using a made-up company, ABC Widgets, and a hypothetical business case. Let’s call our business case example “Operation Super Widgets”:

Business Case: ABC Widgets

Section 1: summary.

Briefly describe the problem and the opportunities.  

ABC Widgets’ latest widget, the Super Widget, is suffering from supply issues, requiring higher shipping costs to procure the necessary resources, and eating into profits. We need to switch to a new supplier to restore the viability of the Super Widget.

Section 2: Project Scope

This section should include the following:

• Financial appraisal of the situation. Super Widgets are now 20% more expensive to produce than in the year prior, resulting in -1% profits with each Super Widget sold.
• Business objectives. To get revenues back up, we need to restore profit margins on Cost Per Unit Sold for every Super Widget back to 2020 levels. Benefits/limitations. Restoring Cost Per Unit Sold will restore 5% of sagging revenues. However, we are limited to three choices for new Super Widget suppliers.
• Scope and impact. We will need to involve supply chain managers and Super Widget project management teams, which may temporarily reduce the number of widgets we’re able to produce, potentially resulting in $25,000 in lost revenue.
• Plan . Project Management Teams A and B will take the next two weeks to get quotes from suppliers and select one while integrating an immediate plan to bring in new Super Widget parts for manufacturing within four weeks.
• Organization. Team Member Sarah will take the lead on Operation Super Widget Profit. Both teams will report to Sarah.

This is a bare-bones example of what a business case might look like, but it does hit on the key points: what’s the problem, how can you fix it, what’s the plan to fix it, and what will happen if you succeed?

How do you write and develop a business case?

When writing your own business case, the above example is a good guide to follow as you get started with the basics. 

But, once you’re more familiar with the nuts and bolts, it’s also worth being prepared for some potential roadblocks you could face along the way. 

Challenges of writing a good business case

Why don’t more companies create a business case? It might come down to a lack of good communication. Many people don’t even know how to write a business case, let alone present one.

“The idea may be great, but if it’s not communicated well, it won’t get any traction,” said Nancy Duarte , communication and author who wrote The HBR Guide to Persuasive Presentations.

The key challenge, notes Duarte, is taking abstract business concepts (like lagging numbers) and turning them into an immediately recognizable problem. After all, if a company already had perfect awareness that it was making a mistake, it likely would find a way to stop the error in its tracks. 

A business case is challenging because it usually means you’ll have to persuade someone that change is needed. And change can be difficult. In a thriving business, it’s especially problematic because it’s easy to point to the bottom line and say that whatever the company is doing is already working.

How do you present a business case?

The tips and examples above give you some nice remedies for creating a business case without the typical problems. But you’ll still want to present a business case with the straightforward proposals and numbers you’d associate with any new project. 

Essentially, it all comes down to how well your business case can persuade the decision-makers. That’s why you shouldn’t just build a case off of raw numbers. The bottom line might be a compelling argument, but it’s not always what “clicks.” 

If you’re presenting a business case, you’re a salesperson. And not every sale is a matter of precise logic. It’s also about emotion—the story of why something’s gone wrong and what needs doing if you’re going to overcome it. 

The art of a good business case is the art of persuasion. Keep these specific points in mind as you craft one of your own:

• Point to an example of a bad business case and liken it to the present case . No one likes the idea of watching themselves walk into a mistake. Presenting an example of a business that made the same mistake your company is making and then translating it into the present moment is a compelling way to craft a business case that makes ears perk up.
• Build a narrative. Nancy Duarte pointed out that in one business case, a client convinced a CEO to follow through with a project by using simple illustrations. It’s not that the idea of adding illustrations to the business case was so great. It’s that the illustrations were able to tell a compelling story about why the case needed to go through.
• Distill the idea into an elevator pitch. Try this exercise: get your business case down to one sentence. If you can’t explain it any more simply than that, your business case might not be as memorable as it needs to be to sway decision-makers.
• Use analogies to drive the point home. Let’s say you discovered a problem in a growing business. Overall, revenues are good — but you’ve noticed an associated cost that has the potential to explode in the future and tank the business. But it’s not compelling to use dollars and cents when the business is doing so well. Instead, consider introducing the business case with a simple analogy: “Without repair, every leaky boat eventually sinks.” You now have their attention. Use the numbers to drive the point home, but not to make the point.

If you’re presenting a business case to decision-makers, remember that it’s not only the logic of your argument that will convince people — it’s how persuasive you can be.

Business case checklist

Before you can check “learn how to write a business case” off your list, you have to know the essentials. Make sure you include the following elements in your business case checklist (and, of course, your business case itself):

• Reasons. This should be the most compelling part of your business case. You can tell a story here. And the most compelling stories start with a loss or a complication of some sort. What is the threat to the business that needs remedy? What are the reasons for moving forward?
• Potential courses of action. It’s not a complete story until we know the next chapter. A business case isn’t just about the problem — it’s about rectifying a problem through the solution. Recommend a few specific courses of action to help spur discussion about what to do next.
• Risks and benefits. Not every solution is going to be perfectly clean. There are going to be solutions with downsides. There are going to be costs along with the benefits. Make sure to include each of these to give a clear and complete picture. This is the time to manage expectations — but also the time to inspire action.
• Cost. What’s it going to cost to complete the project? The people making the decisions need to know the bottom line figure to assess which business cases to prioritize.
• Timeline. A good project isn’t only measured in dollars but in days, weeks, and months. What is the expected timeline for the business case? How quickly can the problem meet its solution? 

With every business case, specificity is key. A vague timeline won’t help — a timeline with specific weekly milestones looks more achievable. To make your business case more compelling, always look for the specific details that tie your story together.

Business case template

A business case template is a document that outlines the key elements of a business case in a structured format. By using a standardized template, companies can ensure that all relevant information is captured and shared in a clear and consistent manner.

Depending on the size of your business and the scope of your project, your business case template can be as detailed or as simple as you like. For a smaller project, you can use a one-pager to get started, detailing the main points of your project, which include:

• Executive summary: An overview of your project, its goals, and the benefits of completing it for your business
• Team and stakeholders: A list of the relevant people involved in your project, and their contact information
• SWOT analysis : An analysis of how your strengths, weaknesses, opportunities, and threats weigh up against your competitors
• Risk analysis: An overview of the kind of risks that are involved with your project and how you may avoid them
• Budget and financial plan: Details of your budget and where you may secure financing for your project
• Project plan: A schedule of how you plan to implement your project and what tasks are involved

Let's see what that might look like.

How to write a business case with Wrike

Wrike’s project management software can step in and turn a business case from the seedling of an idea to a full-fledged initiative. 

The requirements management pre-built template can help you document and track project requirements in a structured manner. The template includes sections for capturing stakeholder requirements and business cases, as well as any constraints that may affect the project’s success. By using this template, you can ensure that all necessary requirements are identified and that potential issues are addressed early in the project planning process.

If you want to move from the business case description to the actual implementation faster, consider using the project scheduling template . This template can help you create a detailed project timeline with milestones, identify task dependencies, and assign resources. By utilizing this template, you can ensure that the project is realistically achievable and meets all business needs, giving stakeholders confidence in the project’s success.

Kat Boogaard

Kat is a Midwest-based contributing writer. She covers topics related to careers, self-development, and the freelance life. She is also a columnist for Inc., writes for The Muse, is Career Editor for The Everygirl, and a contributor all over the web.

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It helps users identify which requirements produced the most number of defects during a testing cycle.  Not only does this show areas in need of improvement, but it also helps mitigate future roadblocks and identify process weaknesses.  What is a requirements traceability matrix? A requirements traceability matrix (RTM) is a tool that helps identify and maintain the status of the project’s requirements and deliverables. It does so by establishing a thread for each component. It also manages the overall project requirements. This method is straightforward and can be easily done by anyone.  There are many kinds of RTMs. For example, a test matrix is used to prove that tests were conducted. It can also be used to identify issues and requirements during the development of software. What are the benefits of a requirements traceability matrix? An RTM ensures that projects do everything they set out to do. This step-by-step process helps identify the requirements and the products that are required to be tested successfully. It also helps in determining the project's direction and timeline.  First, it will support the identification of all requirements in a work product. Then, it will check to make sure there is coverage of all the requirements throughout the project’s lifetime.  The RTM will show the requirements coverage in terms of the number of test cases, design status, and execution status. It will also show the UAT status for a specific test case. With all this information at your fingertips, your team will be able to analyze changes in requirements and make informed product development decisions on the fly.  And because traceability links artifacts across the development lifecycle, it helps teams identify and resolve issues before they become problems. It can also help avoid the pressure of an audit. And if you do get audited, having an RTM will make it easier to demonstrate that you have complied with regulations which means you can avoid additional expenses or delays the audit may cause.  You can even use it to track requirements from compliance regulations in a compliance matrix. That will help you understand what you need to test and develop before the work is finalized.  In a nutshell: a requirements traceability matrix makes it easier to meet goals and manage projects.  What do you include in a requirements traceability matrix? Create a simple chart with the following columns:  Requirements: Add sub-columns for marketing requirements, product requirements, and system-level specifications (if applicable). Testing: Add a sub column for test cases and test runs. Deviation: Add a sub-column for any issues.  Requirements traceability matrix example Here is a basic requirements traceability matrix example, including a description of the requirements, their business justification, and the status of the task.   How to create a requirements traceability matrix in Wrike The matrix should be created early in the project life cycle to ensure it is up-to-date and incorporates all the details necessary for the project to be successful. A project management tool like Wrike is perfect for tracking, organizing, and assessing every last rule.  First, gather your requirements list. Add them as individual projects in Wrike. Assign a due date, priority level, and set of corresponding tasks needed to achieve compliance to each one.  Next, each requirement must have a unique and clearly defined purpose. Add these details to the project or corresponding task description so that the assignee fully understands what they are trying to achieve.  Then, you can also use Wrike to securely plan for and store related materials. Supporting documents such as test scripts should be prepared ahead of the actual testing process. Simply create a task, set an approver, and add the final product to your Wrike files. Control who sees it with secure sharing.  Finally, identify gaps in coverage. If any defects are found during the test cases, then they can be listed and mapped with business requirements and test scenarios. In Wrike, you can assign each one to an individual or team. You can also add an Approver who will sign off on the task once it’s complete.  If there are any questions or comments, the collaborators can discuss them right within the task themselves, looping in colleagues using @mentions whenever another POV is needed. If a change request is made, you can view your existing project plans and give an informed evaluation of whether or not it can be done. If the answer is yes, you can then drag and drop project components for a new and accurate timeline. In Wrike, projects with tasks marked as dependent on one another will maintain these connections, so when you move them, you’ll still have all of your necessary components tied together, working uninterrupted.  Once your RTM is complete, you can duplicate your processes and workflows in Wrike by creating a template for the ones you plan to repeat. This saves time and adds a layer of standardization that is crucial for meeting requirements. And because the testing process should be clearly defined to avoid any confusion, using Wrike to do so will ensure that it is carried out according to the requirements and time constraints. Wrike provides a secure collaborative workspace to organize, test, and bring all your projects up to speed with your RTM. 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How To Write the Perfect Business Case

Why do too many projects fail to deliver their objectives even though project management best practices appear to be used? Project management is naturally complicated, but it can be disastrous if you don’t have sufficient buy-in from the right parties. Writing a strong and complete business case can make all the difference.

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In this how-to guide you will discover,

• What is a business case?

Why you need a business case

• Is the project worth doing?

When to use a business case

How to write a business case, the business case template, a business case example, 1. the executive summary, 2. the finance section, 3. the project definition, 4. project organization, managing the business case, making the case, frequently asked questions, what is a business case.

A business case is developed during the early stages of a project and outlines the why, what, how, and who necessary to decide if it is worthwhile continuing a project. One of the first things you need to know when starting a new project are the benefits of the proposed business change and how to communicate those benefits to the business.

While the project proposal focuses on why you want a project, it will only contain an outline of the project:

• business vision
• business need
• expected benefits
• strategic fit
• products produced
• broad estimates of time and cost
• and impact on the organization

In contrast, the business case, which is first developed during the project initiation phase , contains much more detail. It should be reviewed by the project sponsor and key stakeholders before being accepted, rejected, canceled, deferred, or revised.

Depending on the scale of the business change, the business case may need further development as part of a detailed investigation. Therefore, it should be developed incrementally so that time and resources aren’t unnecessarily wasted on the impractical.

Preparing the business case involves an assessment of:

• Business problem or opportunity
• Costs including investment appraisal
• Technical solutions
• Impact on operations
• Organizational capability to deliver the project outcomes

These project issues are an important part of the business case. They express the problems with the current situation and demonstrate the benefits of the new business vision.

The business case brings together the benefits, disadvantages, costs , and risks of the current situation and future vision so that executive management can decide if the project should go ahead.

Many projects start life as a walk in the fog, which is fine in itself, but never see the light of day or stumble along aimlessly for too long because the clarity of scope , time-scale, cost, and benefits are not defined adequately during the first stages of the project.

Is the project worth doing

Why are you starting a project? Chances are you’re doing it because you need to solve a problem.

Usually, the problem is something that gets in the way of achieving your goals . So, it seems a project is about achieving goals and your goals won’t be realized unless you deal with the problem (or opportunity or circumstance.)

If a project is worth doing you need to answer 4 simple questions:

• What is your goal?
• What’s stopping you from reaching the goal?
• How much change is needed to overcome the problem?
• Are you certain this will solve the problem?

Can you answer these questions quickly? Do you have evidence to support or refute your assumptions?

If not, it may not be worth starting a project.

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The business case is needed when resources or expenditure on a project has to be justified. Approval is usually sought from the project sponsor and other interested parties. For instance, the finance function may authorize funds and the IT department provide resources.

The purpose of the business case is communication. Therefore, each section should be written in the parlance of the intended audience.

Moreover, it should only contain enough information to help decision making. When writing a business case keep the following in mind:

• Be brief and convey only the essentials.
• Make it interesting, clear, and concise.
• Eliminate conjecture and minimize jargon.
• Describe your vision of the future.
• Demonstrate the value and benefits the project brings to the business.
• Ensure consistent style and readability.

The project sponsor is responsible for preparing the business case. However, all appropriate team members should contribute to its development. Likewise, subject matter experts from other functions ― finance, HR, IT, service delivery, and so on ― can provide specialist information.

Those writing the business case should have a thorough understanding of the project’s aims and be able to merge the varied and potentially complex plans into one document using the following business case template.

What follows are the four steps to writing a business case template for your project. It includes the following four sections:

• Executive Summary
• Project Definition
• Project Organization

This example of a business case is a simplified version for a small company with few staff. The bigger the project, the bigger the risk, which means the more detail you will need to provide for your investors and stakeholders.

EXECUTIVE SUMMARY

In 2021, retail e-Commerce revenue reached 768 billion US dollars. People are expecting more digital experiences and want to interact and purchase what they need online.

Our current website is just a static page with no interaction available to possible customers. With a website upgrade to incorporate an e-Commerce store, we can entice users to purchase all their training online, in return increasing productivity and efficiency within the office. An estimated $25,000 could be saved a year through this upgrade.

1.1 Financial Appraisal

The expected cost of the new website is $15,000 with a $500 annual maintenance fee.

The training costs of the staff is estimated at $2,000, but the reduction of administration and manual handling of orders is estimated to save $25,000 annually.

1.2 Sensitivity Analysis

The alternatives include:

• Maintaining the current system, which costs $25,000 annually to maintain and run.
• Upgrading the website, but not including an e-Commerce store. This would cost $6,000, but the cost of processing the orders is still $25,000.
• Outsourcing the training purchases to a third-party site, which would cost between $49.99 - $100 per month. In the long run this would cost more and offer less development scope.

2. PROJECT DEFINITION

2.1 Background information

The World is digitizing and we, as a business, must keep up with consumer demand if we are to remain one of the most sought-after training providers.

Since 2020 and the outbreak of Covid-19, many more people have been working remotely and wish to access their training requirements online. We need to update our systems to provide our customers with a purely online system that can provide them with their required training courses in a virtual environment, from purchase through to attendance. This new e-Commerce website is the first step in this process.

2.2 Business Objective

The goal is to provide an online platform where customers can purchase their training requirements.

The solution is to build an e-Commerce website.

This syncs with the business strategy, as it will increase efficiency and profits.

2.3 Benefits and Limitations

The benefits of this project far out-weigh the negatives. They include:

• Improvement in the quality of customer service and user journey
• Increased conversion rate through streamlined processes
• Cost savings through efficiencies
• Reduced working capital
• Increase in revenue generated
• Remain competitive in a digital world.

The limitations of this project remain with staffing, as we do not have a web designer or developer within our company, meaning this will still have to be outsourced if anything arises at a future date.

2.4 Option Identification & Selection

Options for the e-Commerce site include the following:

• WordPress website with WooCommerce store
• All-in-one website hosted on e-Commerce platform such as Shopify
• Use of third-party payment system, such as Stripe, PayPal, or Worldpay
• Ability to take payments directly through the website and acting as controller and processor of user’s sensitive data
• Inclusion of a blog
• Integration of CRM platform.

2.5 Scope, Impact, and interdependencies

The website will be built independently from the current site, so will not affect any current processes or user experience.

2.6 Outline Plan

The website will be built by an external agency and will take around 6 months to complete and push live.

One month before going live the staff will undertake essential training.

2.7 Market Assessment

Since retail e-Commerce has risen to $768 billion US Dollars, it’s time we also made the move to online sales.

2.8 Risk Assessment

The project will be completed out of house.

2.9 Project Approach

The project will be managed out of house.

2.10 Purchasing Strategy

We will enter a contractual agreement with the creative agency. Attached is a copy of the proposed contract.

3. PROJECT ORGANIZATION

3.1 Project Governance

Project will be managed by the agency and in-house by the Centre Executive.

3.2 Progress Reporting

The agency will report to the Centre Executive.

Depending on the length of the business case you may want to include a high-level summary of the project.

The executive summary is the first section of the business case and the last written. It is a short summary of the entire business case. It succinctly conveys vital information about the project and communicates the entire story to the reader.

First impressions are important. Get this right!

The finance section of an effective business case is primarily for those who approve funding. The finance function will be interested in this plus the first half of the project definition.

Financial appraisal.

When you prepare the financial appraisal seek advice on content and presentation from the finance function. In the case of capital developments, consult subject matter experts.

The purpose of a financial appraisal is to:

• Identify the financial implications for the project
• Compare project costs against the forecast benefits
• Ensure the project is affordable
• Assess value for money
• Predict cash flow.

Sensitivity analysis.

Sensitivity analysis concerns project risk and looks at alternative futures by measuring the impact on project outcomes or assumptions of changing values in which there is uncertainty.

In effect, sensitivity analysis lets the project accountant experiment with possible scenarios.

This is the largest part of the business case and is for the project sponsor, stakeholders, and project team. It answers most of the why, what, and how questions about your project.

Background information.

The purpose of this section is to give a clear introduction to the business case and project. It should contain a brief overview of the reasons why the project or business change has come about: the problem, opportunity, or change of circumstances.

If necessary, refer to related programs, projects, studies, or business plans.

Business objective.

This part describes why you are doing the project. The business objective answers the following questions:

• What is needed to overcome the problem?
• How will the project support the business strategy?

Benefits and limitations.

The benefits and limitations section describes the financial and non-financial benefits in turn. The purpose is to explain why you need a project.

For instance, to:

• Improve quality
• Save costs through efficiencies
• Reduce working capital
• Generate revenue
• Remain competitive
• Improve customer service
• Align to corporate strategy

The business case should also include any limitations since these present potential risk to the project.

Option identification and selection.

Identify the potential solutions to the problem and describe them in enough detail for the reader to understand.

For instance, if the business case and proposed solution makes use of technology, make sure to explain how the technology is used and define the terms used in a glossary. Since most problems have multiple solutions an option appraisal is often needed. This will explore the potential solutions and recommend the best option.

When writing the initial business case, the option appraisal is likely to contain a long list of options and will cover many possibilities. As the project continues a few options will be rejected. The final business case may contain three to five options ― the short list ― that includes a do nothing or benchmark option.

Scope, impact, and interdependencies.

This section of the business case template describes the work needed to deliver the business objective and identifies those business functions affected by the project.

Moreover, the project scope, impact, and interdependencies section should state the project’s scope and boundaries. It describes what is included and what is excluded plus the key interdependencies with other projects. It is important for the business case to consider the failure of other interrelated projects and show how such dependencies make impact benefits.

Outline plan.

The outline plan provides a summary of the main activities and overall timescale ― project schedule ― for the project.

A project should be divided into stages with the decisions to make preceding each stage. Use this section to answer the following questions:

• What is required?
• How is it done?
• Who does what?
• When will things happen?

This outline plan lists the major deliverables and includes a brief project description plus accountabilities for each activity.

Market assessment.

It is important that the business case provides its readers with a thorough assessment of the business context ― the market assessment. In other words, make the underlying business interests explicit.

Therefore, the market assessment should show a complete understanding of the marketplace in which your business operates.

A good starting point is the inclusions of a PESTLE ― political, economic, sociological, technological, legal, and environmental ― analysis.

Risk assessment.

The risk assessment summarizes the significant project risks and opportunities and how they are managed. Include any risks that could arise from your project, as well as the organization’s ability to deliver change.

This section answers the following questions:

• What risks are involved?
• What are the consequences of a risk happening?
• What opportunities may emerge?
• What plans are in place to deal with the risks?
• Every project should include a risk log

When writing a business case, make sure this is included as it explains how risk and opportunity are managed.

Project approach.

The project approach describes how the project is tackled. That is, the way in which work is done to deliver the project.

For instance, a project with much of the work contracted out is likely to take a different approach to a project that develops an in-house solution.

Purchasing strategy.

This section describes how a project is to be financed and whether a decision to buy, lease, or outsource should be taken by the organization before purchasing.

Moreover, the purchasing strategy should describe the purchasing process used. A formal procurement process may save time and money and reduce project risk.

The last section of the business case template is of most interest to the project manager, project team, and managers responsible for delivering work to the project. This project organization section describes how the project is set up.

Project governance.

This section of the business case template shows the reader how the project is structured and the different levels of decision-making. Usually, a business will already have implemented a project governance framework that will support the project through each stage.

If your organization does not use a structured project management process framework use this section to include:

• Roles and responsibilities (RACI Chart)
• Project tolerances
• Project standards
• Review points
• How decisions are made.

Progress reporting.

Finally, the business case should define how project progress is recorded and the project board updated on project performance. Usually, the project manager does this by preparing a concise progress report or highlight report at regular intervals.

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The completed business case provides structure for the project and project organization throughout the project lifecycle . Therefore, it should be used routinely for reference and not consigned to the shelf.

Accordingly, the project sponsor and project board should review and update the business case at key stages to check that the project remains viable and the reasons for doing it are still valid. Ideally, the review should take place before starting a new stage to avoid unnecessary investment in time and money.

In this article we showed you how to write a business case. We covered a lot of ground and may give the impression that the resulting business case is a large and unwieldy document.

This is not the case.

A business case should be concise and to the point. For small projects it may run to a few pages. For larger projects and complex business change endeavors the document will be large.

Therefore, be sure to keep the intended audience in mind when preparing each section and include supporting information in an appendix.

For instance, the option appraisal section may summarize each option with the details contained elsewhere for reference.

To conclude, the purpose of a business case is to outline the business rationale for undertaking a project and to provide a means to continually assess and evaluate project progress.

What is the difference between a business case and a business plan?

The focus of the business case is an action, which is usually the purchase of capital equipment or a service. In comparison, the focus of the business plan is to outline the future of a business proposal, it’s margins, revenue growth over several years and what the business goals and strategies will encompass.

What should be included in a business case?

Writing a business case can seem like a daunting task, which is why we have provided you with a business case template and example to help you make a start.

The four sections include:

What is a business case template?

A business case template provides you with a structure and format to present your case to relevant stakeholders and investors. It’s essential that this document communicate the essence of your project’s goals and benefits, while aligning with the company’s strategies and objectives.

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How to Write a Business Case (Template Included)

Table of Contents

What is a business case, how to write a business case, business case template, watch our business case training video, key elements of a business case, how projectmanager helps with your business case.

A business case is a project management document that explains how the benefits of a project overweigh its costs and why it should be executed. Business cases are prepared during the project initiation phase and their purpose is to include all the project’s objectives, costs and benefits to convince stakeholders of its value.

A business case is an important project document to prove to your client, customer or stakeholder that the project proposal you’re pitching is a sound investment. Below, we illustrate the steps to writing one that will sway them.

The need for a business case is that it collects the financial appraisal, proposal, strategy and marketing plan in one document and offers a full look at how the project will benefit the organization. Once your business case is approved by the project stakeholders, you can begin the project planning phase.

Projects fail without having a solid business case to rest on, as this project document is the base for the project charter and project plan. But if a project business case is not anchored to reality, and doesn’t address a need that aligns with the larger business objectives of the organization, then it is irrelevant.

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Use this free Business Case Template for Word to manage your projects better.

The research you’ll need to create a strong business case is the why, what, how and who of your project. This must be clearly communicated. The elements of your business case will address the why but in greater detail. Think of the business case as a document that is created during the project initiation phase but will be used as a reference throughout the project life cycle.

Whether you’re starting a new project or mid-way through one, take time to write up a business case to justify the project expenditure by identifying the business benefits your project will deliver and that your stakeholders are most interested in reaping from the work. The following four steps will show you how to write a business case.

Step 1: Identify the Business Problem

Projects aren’t created for projects’ sake. They should always be aligned with business goals . Usually, they’re initiated to solve a specific business problem or create a business opportunity.

You should “Lead with the need.” Your first job is to figure out what that problem or opportunity is, describe it, find out where it comes from and then address the time frame needed to deal with it.

This can be a simple statement but is best articulated with some research into the economic climate and the competitive landscape to justify the timing of the project.

Step 2: Identify the Alternative Solutions

How do you know whether the project you’re undertaking is the best possible solution to the problem defined above? Naturally, prioritizing projects is hard, and the path to success is not paved with unfounded assumptions.

One way to narrow down the focus to make the right solution clear is to follow these six steps (after the relevant research, of course):

• Note the alternative solutions.
• For each solution, quantify its benefits.
• Also, forecast the costs involved in each solution.
• Then figure out its feasibility .
• Discern the risks and issues associated with each solution.
• Finally, document all this in your business case.

Step 3: Recommend a Preferred Solution

You’ll next need to rank the solutions, but before doing that it’s best to set up criteria, maybe have a scoring mechanism such as a decision matrix to help you prioritize the solutions to best choose the right one.

Some methodologies you can apply include:

• Depending on the solution’s cost and benefit , give it a score of 1-10.
• Base your score on what’s important to you.
• Add more complexity to your ranking to cover all bases.

Regardless of your approach, once you’ve added up your numbers, the best solution to your problem will become evident. Again, you’ll want to have this process also documented in your business case.

Step 4: Describe the Implementation Approach

So, you’ve identified your business problem or opportunity and how to reach it, now you have to convince your stakeholders that you’re right and have the best way to implement a process to achieve your goals. That’s why documentation is so important; it offers a practical path to solve the core problem you identified.

Now, it’s not just an exercise to appease senior leadership. Who knows what you might uncover in the research you put into exploring the underlying problem and determining alternative solutions? You might save the organization millions with an alternate solution than the one initially proposed. When you put in the work on a strong business case, you’re able to get your sponsors or organizational leadership on board with you and have a clear vision as to how to ensure the delivery of the business benefits they expect.

Our business case template for Word is the perfect tool to start writing a business case. It has 9 key business case areas you can customize as needed. Download the template for free and follow the steps below to create a great business case for all your projects.

One of the key steps to starting a business case is to have a business case checklist. The following is a detailed outline to follow when developing your business case. You can choose which of these elements are the most relevant to your project stakeholders and add them to our business case template. Then once your business case is approved, start managing your projects with a robust project management software such as ProjectManager.

1. Executive Summary

The executive summary is a short version of each section of your business case. It’s used to give stakeholders a quick overview of your project.

2. Project Definition

This section is meant to provide general information about your projects, such as the business objectives that will be achieved and the project plan outline.

3. Vision, Goals and Objectives

First, you have to figure out what you’re trying to do and what is the problem you want to solve. You’ll need to define your project vision, goals and objectives. This will help you shape your project scope and identify project deliverables.

4. Project Scope

The project scope determines all the tasks and deliverables that will be executed in your project to reach your business objectives.

5. Background Information

Here you can provide a context for your project, explaining the problem that it’s meant to solve, and how it aligns with your organization’s vision and strategic plan.

6. Success Criteria and Stakeholder Requirements

Depending on what kind of project you’re working on, the quality requirements will differ, but they are critical to the project’s success. Collect all of them, figure out what determines if you’ve successfully met them and report on the results .

7. Project Plan

It’s time to create the project plan. Figure out the tasks you’ll have to take to get the project done. You can use a work breakdown structure template  to make sure you are through. Once you have all the tasks collected, estimate how long it will take to complete each one.

Project management software makes creating a project plan significantly easier. ProjectManager can upload your work breakdown structure template and all your tasks are populated in our tool. You can organize them according to your production cycle with our kanban board view, or use our Gantt chart view to create a project schedule.

8. Project Budget

Your budget is an estimate of everything in your project plan and what it will cost to complete the project over the scheduled time allotted.

9. Project Schedule

Make a timeline for the project by estimating how long it will take to get each task completed. For a more impactful project schedule , use a tool to make a Gantt chart, and print it out. This will provide that extra flourish of data visualization and skill that Excel sheets lack.

10. Project Governance

Project governance refers to all the project management rules and procedures that apply to your project. For example, it defines the roles and responsibilities of the project team members and the framework for decision-making.

11. Communication Plan

Have milestones for check-ins and status updates, as well as determine how stakeholders will stay aware of the progress over the project life cycle.

12. Progress Reports

Have a plan in place to monitor and track your progress during the project to compare planned to actual progress. There are project tracking tools that can help you monitor progress and performance.

Again, using a project management tool improves your ability to see what’s happening in your project. ProjectManager has tracking tools like dashboards and status reports that give you a high-level view and more detail, respectively. Unlike light-weight apps that make you set up a dashboard, ours is embedded in the tool. Better still, our cloud-based software gives you real-time data for more insightful decision-making. Also, get reports on more than just status updates, but timesheets, workload, portfolio status and much more, all with just one click. Then filter the reports and share them with stakeholders to keep them updated.

13. Financial Appraisal

This is a very important section of your business case because this is where you explain how the financial benefits outweigh the project costs . Compare the financial costs and benefits of your project. You can do this by doing a sensitivity analysis and a cost-benefit analysis.

14. Market Assessment

Research your market, competitors and industry, to find opportunities and threats

15. Competitor Analysis

Identify direct and indirect competitors and do an assessment of their products, strengths, competitive advantages and their business strategy.

16. SWOT Analysis

A SWOT analysis helps you identify your organization’s strengths, weaknesses, opportunities and threats. The strengths and weaknesses are internal, while the opportunities and threats are external.

17. Marketing Strategy

Describe your product, distribution channels, pricing, target customers among other aspects of your marketing plan or strategy.

18. Risk Assessment

There are many risk categories that can impact your project. The first step to mitigating them is to identify and analyze the risks associated with your project activities.

ProjectManager , an award-winning project management software, can collect and assemble all the various data you’ll be collecting, and then easily share it both with your team and project sponsors.

Once you have a spreadsheet with all your tasks listed, you can import it into our software. Then it’s instantly populated into a Gantt chart . Simply set the duration for each of the tasks, add any dependencies, and your project is now spread across a timeline. You can set milestones, but there is so much more you can do.

You have a project plan now, and from the online Gantt chart, you can assign team members to tasks. Then they can comment directly on the tasks they’re working on, adding as many documents and images as needed, fostering a collaborative environment. You can track their progress and change task durations as needed by dragging and dropping the start and end dates.

But that’s only a taste of what ProjectManager offers. We have kanban boards that visualize your workflow and a real-time dashboard that tracks six project metrics for the most accurate view of your project possible.

Try ProjectManager and see for yourself with this 30-day free trial .

If you want more business case advice, take a moment to watch Jennifer Bridges, PMP, in this short training video. She explains the steps you have to take in order to write a good business case.

Here’s a screenshot for your reference.

Transcription:

Today we’re talking about how to write a business case. Well, over the past few years, we’ve seen the market, or maybe organizations, companies or even projects, move away from doing business cases. But, these days, companies, organizations, and those same projects are scrutinizing the investments and they’re really seeking a rate of return.

So now, think of the business case as your opportunity to package your project, your idea, your opportunity, and show what it means and what the benefits are and how other people can benefit.

We want to take a look today to see what’s in the business case and how to write one. I want to be clear that when you look for information on a business case, it’s not a briefcase.

Someone called the other day and they were confused because they were looking for something, and they kept pulling up briefcases. That’s not what we’re talking about today. What we’re talking about are business cases, and they include information about your strategies, about your goals. It is your business proposal. It has your business outline, your business strategy, and even your marketing plan.

Why Do You Need a Business Case?

And so, why is that so important today? Again, companies are seeking not only their project managers but their team members to have a better understanding of business and more of an idea business acumen. So this business case provides the justification for the proposed business change or plan. It outlines the allocation of capital that you may be seeking and the resources required to implement it. Then, it can be an action plan . It may just serve as a unified vision. And then it also provides the decision-makers with different options.

So let’s look more at the steps required to put these business cases together. There are four main steps. One, you want to research your market. Really look at what’s out there, where are the needs, where are the gaps that you can serve? Look at your competition. How are they approaching this, and how can you maybe provide some other alternatives?

You want to compare and finalize different approaches that you can use to go to market. Then you compile that data and you present strategies, your goals and other options to be considered.

And then you literally document it.

So what does the document look like? Well, there are templates out there today. The components vary, but these are the common ones. And then these are what I consider essential. So there’s the executive summary. This is just a summary of your company, what your management team may look like, a summary of your product and service and your market.

The business description gives a little bit more history about your company and the mission statement and really what your company is about and how this product or service fits in.

Then, you outline the details of the product or service that you’re looking to either expand or roll out or implement. You may even include in their patents may be that you have pending or other trademarks.

Then, you want to identify and lay out your marketing strategy. Like, how are you gonna take this to your customers? Are you going to have a brick-and-mortar store? Are you gonna do this online? And, what are your plans to take it to market?

You also want to include detailed information about your competitor analysis. How are they doing things? And, how are you planning on, I guess, beating your competition?

You also want to look at and identify your SWOT. And the SWOT is your strength. What are the strengths that you have in going to market? And where are the weaknesses? Maybe some of your gaps. And further, where are your opportunities and maybe threats that you need to plan for? Then the overview of the operation includes operational information like your production, even human resources, information about the day-to-day operations of your company.

And then, your financial plan includes your profit statement, your profit and loss, any of your financials, any collateral that you may have, and any kind of investments that you may be seeking.

So these are the components of your business case. This is why it’s so important. And if you need a tool that can help you manage and track this process, then sign up for our software now at ProjectManager .

Deliver your projects on time and on budget

Start planning your projects.

Home Templates Business Google Slide Templates Business Case Presentation Slide

Business Case Presentation Slide

A business case is an important document that outlines an idea or proposal from all perspectives, including financial and technical. It can be used to convince others of the feasibility and value of a project or course of action. This business case slide deck offers templates to build a convincing case that can be easily implemented.

The business case presentation template includes slides for each section of a typical business case, such as an executive summary, problem statement, and analysis of alternatives, benefits, costs, and risks. Each slide is professionally designed and can be customized easily with your data and content. With this handy tool, you can build a strong business case for any proposal quickly and effectively. Download these business google slide templates now!

• All the slides are fully customizable and easily editable.
• You can find a contents slide, an executive summary slide, a team introduction slide, and many others.
• All the slides are designed with a cool white theme that keeps your audience’s attention.

For more organizational tools, explore our matrix organizational chart template .

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Home PowerPoint Templates Business PowerPoint Templates Business Case Study PowerPoint Template

Business Case Study PowerPoint Template

Business Case Study PowerPoint Template is a professional presentation created to describe Business Case Studies.

A Case Study is a research method consisting of a close and detailed examination of a subject of study (a.k.a “the case”) as well as its related contextual conditions. “The Case” studied can be an individual, an organization, an action or even an event taking place in a specific place and time frame.

The Case Method   is a teaching approach that uses real scenario cases to situate students in the role of the people (generally top management) who faced the decision making process in the specific timeframe, place and environmental condition. This method has become widespread across Business Schools as the standard learning path for the new generation of managers.

Ideal for MBA Students and Candidates that require simple and quick business PowerPoint Templates to complete their analysis for the Case Study, and present it to the class. It is created with high definition background pictures that represent the business metaphor of each section. Also it uses high quality PowerPoint Icons, to represent business ideas and be able to describe conclusions and findings with high visual impact. Business Consultants and Analysts can take advantage of this case study template to present their overall analysis and findings to the executive board or top management.

The structure of our Business Case Study PowerPoint Template consists of the following sections, each of them created through the Harvard Business School Business Case Study Guidelines.

• Problem and Solution
• Executive Summary
• Brief History
• Business Key Points
• Key Challenges
• Industry Analysis
• Environmental Analysis
• Financial Performance
• Company Analysis
• Key Success Factors
• Alternative Options
• Pros & Cons
• Solution Analysis and Comparison
• Recommendations

This sections will guide each presenter in to the full description of the Case Study Analysis , engaging the audience with powerful visual components.

Every Shape, Icon and Clipart is 100% editable, allowing the user to customize the complete appearance of the presentation, changing size, color, effects, position, etc. Also, every shape can be reused in existing presentations in the case the presentar desires to decorate existing Business Case Analysis with new high quality PowerPoint Shapes.

Impress your audience with our outstanding  Business Case Studies PowerPoint Template . Create professional PowerPoint presentations that appeal to Global audiences.

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Business Case Strategy Study

It seems that you like this template, business case strategy study presentation, free google slides theme, powerpoint template, and canva presentation template.

A business case strategy study might sound like something dry and boring, but with the right template it can become an engaging project! When setting out a business case study, first consider your objectives; what are you hoping to achieve? This template will help you find feasibility and economy solutions best suited to your needs. Get ready for success with your business case strategy study!

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Sales Presentation Examples and Tips for an Increased Conversion Rate

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Why are sales presentations important.

Think of a sales presentation as a conversation with a goal. You want to show someone why your product or service is the perfect solution to their problem. It is not about showing off features; it is about telling a story to show them how you can make their life easier.

A great sales presentation is not about you; it is about them. 

You want to understand what your potential customer really needs and show them exactly how you can help. It is also not a one-way street- the best presentations feel like a chat where you both get to talk and learn from each other.

The whole point of a sales presentation is to get your prospects to take action. This could mean buying your product right away or attending another follow-up meeting. Either way, you want them to leave feeling like they have found the answer they have been looking for.

3 types of high-impact sales presentations

While every sales presentation needs to be tailored to the prospect, there are a few tried-and-true formats that can be powerful tools in your arsenal. Here are some sales presentation examples:

1. Problem-focused presentation

Your prospects want a direct relation between what you are offering and how it can improve their setup. So, this is more of a no-nonsense approach that gets everyone on the same page.  It is ideal for prospects who might be unaware of their biggest pain point or are hesitant to change. Here is how to nail it:

• Step 1: Do not start by listing your product features. Begin by describing the problem your prospect is likely struggling with. Is it lost revenue, inefficient processes, or unhappy customers?
• Step 2: Use statistics, questions, or even a short video to highlight the negative impact of this problem on their business. A recent study suggests that having a video in your sales presentation makes prospects 85% more likely to agree to the deal.
• Step 3: Show how your product/service directly solves that core problem. This makes it feel like the inevitable answer, not just another sales pitch. 
• Step 4: Share a case study of a similar company that faced the same challenge and show how your solution transformed their situation. 

Example: UpSend’s product explainer sales presentation video 

This approach shows you understand the prospect’s world. When they recognize their own struggles reflected in your presentation, you instantly build trust and make your solution feel essential.

2. Competitor comparison presentation

Is your prospect considering the “other guys”? A competitor comparison gives you the edge. This style is perfect when your solution offers a clear advantage over a competitor whose name came up during a previous call with the prospect. When you need to guide their decision-making, here is a strategy you can follow:

• Step 1: Use battle cards to know your competitor. They are like secret cheat sheets to learn about your competitor’s good points, weaknesses, and what prospects complain about. This helps you show why you are better. Use them when prospects bring up competitor-related objections to tell them how you are better.
• Step 2: A simple table comparing features side-by-side can be very effective. Highlight areas where you win.
• Step 3: Do not just list your features. Focus on the specific pain points your solution can address that theirs cannot.
• Step 4: Show how clients switched from the competitor to you and achieved better results.

Examples: Eigen Technologies sales presentation

A word of caution: this approach can have negative outcomes if not done carefully. Focus on highlighting your value, not bashing your competitor. This helps prospects make an informed decision. Clearly focusing on your unique advantage makes it easy for them to justify choosing you.

3. ROI-driven presentation

Some prospects only speak the language of numbers. The ROI-driven presentation translates your value into dollars and cents. This is the best choice if your solution offers clear cost savings and increased profit potential or when dealing with financially focused decision-makers. Here is how to make it impactful:

• Step 1: Instead of vague promises, quantify how you will save them money or boost their revenue. For example: “Increase lead conversion rates by 20%”, not just “improve lead generation.”
• Step 2: Tailor your ROI calculations to their business. How much could they save in wasted time or operational costs?
• Step 3: Charts and infographics make the financial benefits crystal clear. Show growth projections, before/after comparisons, or even a cost-savings calculator.
• Step 4: Highlight the ongoing value of your solution, not just a one-time gain. This shows your focus on building a true partnership.

Example: Salesforce Marketing Cloud sales presentation

This approach appeals to decision-makers who need to justify the investment. By framing your solution as a profit generator, not just a cost, you increase your chances of getting them to say “yes.”

Not a design whiz? Do not worry. There are tons of tools to help you create visually stunning presentations, even if you have zero design experience. Here are a few popular options:

• Canva : Offers a vast library of pre-made sales presentation templates, making it easy to create stylish slides in minutes.
• Slidesgo : Another great resource for free and customizable sales presentation styles and templates.
• Visme : Specializes in helping you create presentations with interactive elements like charts, infographics, and even videos.

These tools take the headache out of slide design, so you can focus on crafting a close-worthy message and crushing your presentation.

Key elements of a good sales presentation

We have all been there- crafting a great presentation, then feeling crushed when it does not land. The way forward then is to regroup and restrategize. Did your presentation check off the list of key elements necessary for it to be successful? Let us see what those are:

1. Start by understanding the prospect

A winning sales presentation is all about the prospect. You must step into their shoes and figure out what they truly care about.

Before the presentation, do your pre-meeting research . Dig into their company website, industry news, and LinkedIn profiles. Oliv does this for you automatically to help you prepare in less than 5 minutes- it scours the internet and gathers this intel automatically.

2. Have an impactful opening ready

The first few seconds of your presentation are crucial. Will the audience be interested, or will they be scrolling through their emails? Here are some examples of how to grab their attention right away:

Example 1: Narrate a relatable scenario

Let us say you are selling marketing automation software. 

You could start with, “Just last month, we worked with a company facing a similar issue- they spent time and money on lead generation but struggled to convert those leads. After implementing our solution, their close rate jumped by 15%, and their sales cycle shortened by a week.” 

This brief “before and after” picture shows the potential value your solution offers.

Example 2: Shock with stats

Imagine you are presenting to a healthcare company. 

You might open with, “Every year, businesses lose [X]% of potential revenue due to [problem]. How much is that costing your company?” or “[X out of Y] prospects report feeling unsatisfied with [aspect of experience]. Is this a challenge you are facing as well?”

These kinds of eye-opening stats immediately highlight major pain points and get them thinking about the financial impact on their own organization.

Example 3: Ask a thought-provoking question

Let us assume you offer a software solution for managing construction projects. You could ask:

“Do you feel like you are constantly chasing project status updates? What if you could see potential delays before they become costly problems?” 

This question paints a picture of success, helping prospects see the positive outcome your solution could bring.

You only have a few minutes to make an impression. A strong opening immediately shows you understand their world and have valuable insights to share.

3. Consider telling a relatable story

Dry facts and figures can put your audience to sleep. On the other hand, stories stick in their minds and make you instantly more trustworthy. Here is why:

Helps build connection

Stories tap into emotions. When you share how you helped another company overcome a similar challenge, your prospects can imagine themselves achieving the same results.

Boosts credibility

Instead of just claiming your solution is great, you are providing proof. Success stories with real numbers and outcomes show you have the results to back up your promises.

A recent survey showed that 63% of sales presentation attendees remember interactions that end with a story. Let us look at a few quick sales presentation tips for impactful storytelling:

• Focus on the “why”: What drove the company in your story to seek change? This is where your prospect will relate the most.
• Humanize the numbers: Instead of saying “increased revenue by 25%”, try “this allowed them to hire three new team members and expand their impact.”
• Make them visual: Simple before and after charts can make your story more memorable.

Remember, people do not buy products; they buy the transformation that those products promise. By including relatable stories in your sales presentations, you will leave a lasting impression and inspire your prospects to say “yes.”

4. Visual appeal

Let us be honest, a wall of text on a slide is a guaranteed snooze-fest. Your sales presentation’s visuals are just as important as your content. Here is what to focus on:

Keep it clean

Simple layouts with plenty of blank space are easier for your audience to process. Think of each slide as a billboard- you want one clear message to stand out. Too much clutter distracts from that message and makes your sales presentation overwhelming.

Focus on quality

Avoid blurry images or low-resolution logos. These details may seem minor, but they make a big difference in how you are perceived. Crisp visuals signal professionalism and attention to detail, while sloppy visuals suggest the same about your solution.

Stay on brand

Use your company colors and fonts. This creates a polished feel and makes your presentation instantly recognizable. Take UPS, for example.  Their iconic brown trucks are identified far away, immediately communicating their established presence.  That same brand consistency in your presentations builds familiarity and trust with your prospects.

Go for graphs over paragraphs

Instead of long explanations, present key data with charts or graphs. This makes numbers easier to understand at a glance. Your audience instantly gets the trends or comparisons—no dense text, just quick, clear insights.

Too much text can bore prospects, and too many visuals can overwhelm them. Here are some of the best sales presentation tips to avoid a visual overload:

• Include bullets: Do not cram too much onto slides. A few well-phrased bullet points are much more impactful than a paragraph.
• Do not use unnecessary clipart: Distracting images or silly animations take away from your message. Choose relevant visuals that support your point, instead of going for decorative ones.
• Avoid confusing charts: If your graph needs a ten-minute explanation, it is too complex. Simplify complex data into clear visuals that can be understood in seconds.

Visuals help your audience understand complex information quickly. A clean, well-designed presentation increases your credibility, reinforces your message, and helps your solution stand out as the best choice.

5. Know when to demonstrate your product

A well-timed demo can be the turning point that can take a prospect from interested to excited. But, shove a demo in at the wrong moment, and it is sure to fall flat. 

Do not demo too early

If you launch into a demo soon after the brief elevator pitch after talking to them for the first time, it might come across as pushy. Your prospects barely know your offerings at this point. Instead, give them time to reflect on the need and connect for a follow-up.

Demo only what they need now

If a prospect shows a hint of interest, launching into a demo showcasing every single feature is overwhelming and often irrelevant to their needs. This generic approach makes it hard for them to see how you actually solve their specific problems.

Demos turn abstract concepts into real solutions. Providing them immediate value by showing it live, allows them to picture themselves using it to solve their problems. 

6. Always include social proof

Ever walked past two restaurants, one packed and one empty? Chances are, you would head for the busy one. Why? We trust the recommendations of others, even if they are strangers. That same psychology works in sales presentations. Here is how to use it:

Testimonials

A positive quote from a happy client is impactful. It shows your solution helps people with similar problems. It is even better if you have testimonials from different industries, solving different problems, and from different roles. This builds trust, proves your product/service’s adaptability, and makes your prospect feel more comfortable about choosing you. 

Case Studies

Case studies are short success stories backed up by numbers (like “Company X increased sales by 20% after using our software”). They provide proof that your claims are real and that your solution can deliver results.

Big-Name Clients

Seeing the logos of well-known brands gives your prospect confidence. It suggests that other successful companies trust you, so it is less risky for them to choose you, too.

By strategically using these different types of social proof, you will transform your sales presentations from pitches into trust-building conversations. Your prospects will feel confident knowing others have succeeded with your solution, making them much more likely to say “yes” to working with you.

7. Have a clear call to action (CTA)

You have given a stellar presentation. The prospect is nodding along and seems interested. Now what? Do not let all that momentum fizzle out. A clear call to action tells them the exact next step to take. Here is what makes a strong CTA:

Be specific

‍ Do not just say “I will get in touch soon”. Be as direct as possible about what you want them to do or what you think might help them, given the recent interaction. 

Example: “Let us set up a 15-minute discovery call this Wednesday to learn more about your specific needs.” or “Would you like a personalized demo?”

Keep it action-oriented

‍ Do not let the CTA be vague and purposeless. Avoid options like: 

• Discover possibilities
• Take the next step
• Explore our solutions

Instead use strong verbs like:

Example : “Start your free trial today and experience the difference.”

Have a sense of urgency

‍ A little nudge about time running out can motivate action. Try offering a limited-time discount for signing up right away. 

Example: “For a limited time, get 10% off your first month when you sign up now.”

Even the most interested prospect needs guidance. A strong CTA makes the decision-making process easier and motivates you to close the deal.

Successful sales presentation examples that closed deals

The difference between a lukewarm prospect and a signed contract often lies in the outcome of your sales presentation. More than just a slideshow, a truly effective presentation tells a story, addresses pain points, and leaves a lasting impression. Having said that, let us see what a winning sales presentation looks like. Here are five real-world examples that not only engaged prospects but sealed the deal:

1. Choose visual storytelling for better impact

The QS sales deck , created for a platform that ranks universities, shows how visual storytelling can deliver a powerful message even within a limited number of slides. Their presentation leans heavily on impactful graphics to communicate complex concepts simply. 

Icons paired with brief text blocks replace lengthy paragraphs, helping quick comprehension and maintaining focus on key points. 

Why it worked:

• In a short deck, visuals help QS front-load the most important information: features, unique value, and proven client success. They prove that when time is limited, let visuals do the talking. 
• Well-designed icons and graphics can streamline complex sales messages, making sure your core selling points resonate with the audience. 
• Cleverly chosen graphics add a visual dimension to abstract concepts like data analysis and rankings, making them more memorable. 

2. Offer personalized demos to build trust

Stephen Conway, founder of Pure Heavenly , a vegan and allergen-free chocolate brand, made a strong impression on the investors of the UK’s “Dragons’ Den.” Rather than a traditional slide deck, he began by offering samples of his product to the panel. 

Coupled with his heartfelt story about creating a safe and delicious treat for his daughters, this personalized product demonstration immediately captured their attention and created a positive first impression. His pitch was clear and concise, focusing on the unique selling points of Pure Heavenly and highlighting its potential within the growing vegan market.

This personalized demo was highly successful for several reasons. 

• Experiencing the product firsthand allowed the Dragons to taste its quality and uniqueness, going beyond mere descriptions. 
• Conway’s story connected with them emotionally, making Pure Heavenly more than just a product, but a solution with an impactful mission. 
• The demo showcased Conway’s confidence in his product- a quality that inspires investor trust. 

3. Rely on social proof to make your case

Social proof presentations make the most of the power of social influence to build trust and credibility with potential customers. A prime example is the Salesforce Marketing Cloud sales presentation, which showcases a visually appealing deck featuring success stories from satisfied customers like Bank of America, Kaiser Permanente, and Yeti.

• Seeing well-established brands using your product or service reassures prospects, lowering their perception of risk associated with trying something new. 
• Client logos act as endorsements, proving your solution is trustworthy and effective. 
• Success stories showcase the real-world impact of your product/service. Seeing quantifiable metrics like increased revenue or improved client satisfaction associated with these stories validates your value proposition.

4. Keep all eyes on the ROI

Lunchbox , a restaurant technology company specializing in online ordering and customer engagement, successfully used a data-focused approach to secure a $50 million Series B investment round in 2022. 

Their presentation deck leveraged bold visuals and graphs to communicate market opportunities, past revenue growth (ARR), and their unique position among competitors.

• Lunchbox’s presentation blended two striking narratives. First, it established Lunchbox’s track record of success using hard numbers, building credibility and investor confidence. Second, the deck highlighted the broader shift in consumer dining habits post-COVID-19. 
• By aligning its solution with industry pain points, Lunchbox showed a deep understanding of the market and positioned itself as a valuable player in the fast-changing environment. 
• This data-driven approach proves that Lunchbox is not simply offering a product but a solution backed by research and the potential to capitalize on an expanding market opportunity.

5. Paint  a ‘before vs. after’ picture

For this one, let us look at AppsFlyer’s mobile advertising analytics sales deck that won investors over. Explaining the value of complex software, particularly analytics platforms like AppsFlyer, can be difficult using words alone. Prospects without a technical background might struggle to see how the data points and dashboards will benefit their marketing efforts. 

So, instead of relying on technical jargon, AppsFlyer focused on the potential transformation their platform can bring by painting a “before vs. after” comparison.

• This approach moved beyond features and focused on results. 
• It visually contrasted the “pain” of poor data analysis with the “solution” of clear insights and how it directly impacts business outcomes. 
• Even non-technical prospects can imagine the potential for a positive change, making AppsFlyer’s value proposition more hard-hitting and grounded in reality.

Tools to help with your next sales presentation

The right tools can make all the difference in a successful sales presentation. Skip the boring slide decks and design presentations that are informative, engaging, and help you close more deals. Let us look at a few tools that will simplify the presentation process and let you focus on what matters most- connecting with your prospects: ‍

Oliv is an invaluable asset for creating cutting-edge pitches that show your in-depth understanding of your prospects. Here is how Oliv strengthens your presentation process:

• Know prospects inside-out: No more manual pre-presentation research. Oliv automatically gathers and distills information on potential clients, pinpointing their pain points, priorities, and industry trends.
• Personalize your message: Oliv’s insights allow you to tailor your presentation, addressing specific challenges and highlighting the unique value you provide.
• Get real-time guidance: Oliv’s real-time suggestions and meeting summaries help you refine your presentation continuously, making sure you’re always prepared and persuasive.

By leveraging the capability of AI-backed research, Oliv helps you build presentations that are not just informative but truly empathetic to your target audience.

Prezi breaks away from traditional linear slide decks, offering a non-linear, zooming presentation format that adds visual excitement and keeps your audience engaged. Here is why Prezi is great for sales presentations:

• Grabs attention: Prezi’s dynamic transitions and zooming effects create a memorable visual experience, making your pitch stand out.
• Flexible storytelling: The non-linear format allows you to adapt your presentation flow based on audience interest and questions in real time.
• Visualize complex ideas: Prezi helps illustrate relationships and connections between concepts, which is helpful for presenting complex products or services.

Prezi infuses energy into your presentations, helping you capture the audience's attention and deliver a message that sticks.

Emaze helps you create visually stunning presentations quickly and easily. Their focus on professional templates and design elements are great for those who want a polished look without extensive design experience. Here is how Emaze can help:

• Impress with design: Emaze offers a vast library of customizable templates, making it simple to create presentations that look professionally designed.
• Integrate multimedia: Easily embed videos, images, and interactive elements to increase audience engagement and make your content more dynamic.
• Collaboration features: Emaze’s tools allow teams to work together on presentations, streamlining the creation process.

Emaze is a great choice for sales professionals who want to create visually compelling presentations that leave a lasting impression.

4. Intuiface

Intuiface takes presentations to the next level through interactivity. It is ideal for trade shows, product demos, or situations where you want prospects to engage directly with your content. Here’s how Intuiface makes presentations impactful:

• Hands-on experience: Create touchscreens, kiosks, and digital displays that allow prospects to explore your product or service at their own pace.
• Data capture: Intuiface can collect valuable prospect information and insights through interactive elements within your presentation.
• Unique differentiator: Interactive experiences differentiate your presentations, making them more engaging and memorable for the audience.

Intuiface helps you create presentations that go beyond passive viewing. It sparks active engagement and deeper prospect understanding.

5. Zoho Show

Zoho Show integrates seamlessly with the Zoho suite of products. It is a good fit for teams already using Zoho CRM and other tools. You can collaborate conveniently and access multiple presentation delivery options. Here is how it streamlines presentations:

• Team collaboration: Multiple team members can contribute to and edit presentations in real time.
• Data integration: Easily incorporate data from other Zoho tools to ensure consistency of information across your sales and marketing materials.
• Remote presentations: Zoho Show’s broadcasting features simplify delivering presentations to remote audiences or clients.

Zoho Show is a great choice for teams that prioritize collaboration and integration with their existing sales and marketing toolkit.

Best practices for sales presentation delivery

You have crafted the perfect slides, your research is rock-solid, and you are ready to blow your prospects away. But hold on. Even the best sales presentations can fall flat with poor delivery. Let us learn some simple practices that will improve your presenting skills and help you close deals with confidence:

1. Practice makes you perfect

Winging it is a recipe for disaster. The more you rehearse your presentation out loud, the more comfortable and confident you will sound. Here is how to get the most out of practice:

• Focus on flow: Do your transitions between slides and sections feel smooth? Are there parts where you tend to stumble over your words? Work on smoothening them out.
• Master your timing: Run through the presentation with a timer. Are you within your allotted time limit? Go through multiple trial runs.
• Get feedback: If possible, practice before a colleague or friend and ask for their honest opinion. Record yourself and watch it back- it can be a brutal but effective way to spot areas for improvement.

Remember, even seasoned presenters practice. It is the key to delivering a polished and persuasive presentation.

2. Focus on body language and voice control

Your words are only part of the presentation. Nonverbal communication can make or break your delivery. Here is what to focus on:

• Own the room: Stand tall with relaxed shoulders. Avoid fidgeting or slouching, as this signals nervousness.
• Keep your eyes up: Maintain eye contact with your audience. Not only does it make you seem confident, but it also helps you gauge whether they are engaged or confused.
• Vary your voice: A monotone voice will put your prospect to sleep. Change your volume or tone to emphasize key points. Do not speak too quickly—a slightly slower pace can increase clarity.

Positive body language and strong vocal delivery project confidence and authority. It helps your prospect feel comfortable and trust that you have the solution to their problems.

3. Be ready to handle questions and objections

Questions and objections are a good sign- your prospect is engaged. Here is how to turn those potential roadblocks into wins:

• Anticipate and prepare: Do not wait to be blindsided. Think about the most common objections you hear about your product/service and craft clear, persuasive responses. Then, practice them out loud.
• Listen first: Do not rush to defend yourself. Truly understand where the objection is coming from- is it a price concern or a feature misunderstanding? It is only when you figure this out can you start thinking about the response.
• Show, do not just tell: Use examples and case studies to illustrate how you have solved similar challenges for others. Better yet, show how your solution directly addresses their specific objection.

Oliv makes this process easier. Its summaries of past calls help identify common objections and how they have been handled before. Plus, Oliv’s pre-call research and real-time guidance give you the info you need to tackle those objections head-on.

It is important to remember that an objection is not a rejection. It is a chance to clarify, build trust, and get your prospect one step closer to signing off on that deal.

4. Active listening is the key

A sales presentation should not feel like a one-way lecture. The best presenters are great listeners. Here is how to go about it:

• Read the room: Is your audience nodding along or checking their watches? Their body language and expressions tell you how they feel about your presentation.
• Do not just hear, listen: Ask clarifying questions to make sure you truly understand concerns or objections. This shows you are invested in solving their problems, not just pushing a sale.
• Be flexible: If you sense confusion or disinterest in a particular area, do not rigidly stick to your script. Adapt. Skip a less-relevant slide, elaborate on a point with a real-world example, or invite more questions.

Active listening helps you build a genuine connection with your prospect. It shows you are responsive to their needs, making your solution feel tailored and increasing their trust.

5. Do not ignore tech preparedness

Nothing derails a great presentation faster than a frozen slide or a microphone that would not work. Do not let tech glitches ruin your flow. Here is how to stay prepared:

• Conduct a pre-show test: Arrive early and test your slides, internet connection, microphone, and any other equipment you will need. Iron out any issues beforehand for a seamless presentation.
• Have a plan B: Even the most prepared can fall victim to tech glitches. Have a printed copy of your slides or be ready to switch to another device or a phone call if needed.

Tech issues can make you seem flustered and unprofessional. By being proactive and having a backup plan, you will exude confidence and keep the focus where it belongs- on the solution you are offering.

Turn your next sales presentation into a successful close

By now, one thing is clear: a sales presentation is not just about fancy slides. It is a strategic tool that can open doors, build trust, and close more deals. Let us recap the essentials:

• Know your audience inside and out. Ditch the generic pitch.
• Tell a compelling story that hooks them from the start.
• Make those visuals work for you. Stick to clean and well-spaced-out designs.
• Practice, practice, practice. Confident delivery is key.
• Embrace questions and objections as opportunities.

Learning these skills takes effort, but the payoff is huge. Remember, a well-crafted and perfectly executed presentation does not just sell a product or service- it wins you the client.

Start refining your presentations today, and let Oliv help you get ahead of the competition. Book a demo to see how.

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Microsoft Copilot Studio: Building copilots with agent capabilities

Omar Aftab , Vice President, Conversational AI , Tuesday, May 21, 2024

At Microsoft Build 2024 , we’re excited to announce a host of new powerful capabilities in   Microsoft Copilot Studio —t he single conversational AI tool you can use to create your very own custom copilots or extend Microsoft C opilot experiences with your own enterprise data and scenarios.

The first of these are c opilots that can now act as independent agents— ones that can be triggered by events— not just conversation— and can automa te and orchestrate complex, long-running business processes with more autonomy and less human intervention.

For instance, consider the potential of a copilot that can react when an email arrives, look up the sender’s details, see their previous communications, and use generative AI to trigger the appropriate chain of actions in their response. From understanding the intent of the email, to look ing up the sender’s details and account , see ing their previous communications, checking inventory,   responding to the sender asking for their preferences, and then taking the appropriate actions to close a ticket — orchestrating and shepherding an entire process over days.  

With such capabilities, copilots are evolving from those that work with you to those that work for you. They can be designed to handle specific roles or functions, such as IT, marketing, sales, customer success, and finance across various industries, including travel, retail, and financial services.  

With these new capabilities, here are some examples of the kinds of copilots our customers can build:  

• IT help desk .  IT support is complex, involving tickets, order numbers, approvals, and stock levels . O pening and closing a ticket can be a long-running task that spans days. A copilot can now handle this process, interfacing with IT service management applications, resolving IT tickets with context and memory, creating purchase orders for device refresh, and reaching out and getting managers approvals — all independently .
• Employee onboarding . Onboarding new employees is often expensive and slow. Now, imagine you’re a new hire. A copilot greets you, reasons over HR data, and answers your questions. It introduces you to your buddy, provides training and deadlines, assists with forms, and sets up your first week of meetings. Throughout all of this, the copilot is in touch, guiding you through the weeks -long onboarding and account set up processes.  
• Personal concierge for sales and service . Balancing exceptional customer experience while meeting ambitious revenue goals can be challenging. When a copilot serves guests, i t can use the memory of previous conversations with guests to remember their preferences, make reservations, handle complaints, and answer questions related to the products and services on offer. The copilot learns from its interactions and proposes new ways of handling customer scenarios. By doing so, copilots can increase upsell and attachment rates, driving revenue for the resort while simultaneously enhancing guest experience, satisfaction rates, and repeat business.

Let’s dig deeper into a few of the underlying capabilities that make all this possible:

• Asynchronous orchestration of complex tasks . The first is the ability to use generative AI- powered   planning and reasoning to manage complex, multi step, long-running tasks. For example, reacting to a new order means determining the need to verify inventory, trigger ing the right payment processes, pinging a supervisor for approval if the amount is above a certain threshold, and replying with a confirmation. Many of these events can take hours—or even days— to complete, but the copilot will run through them , maintaining the necessary state and context to do so.
• Memory and context . One of the frustrating things about support has traditionally been having to repeat information: who you are, what your policy number is, what your address is. There is no continuity of conversation. Copilots will now learn from previous conversations from the users and utilize this knowledge to continually personalize interactions . A copilot may not need to ask you for your laptop model or your address when you call again for the same issue. Conversations will thus become long-running, contextual, and deeply personalized.
• Monitor, learn, and improve . Copilots can now learn and adapt, offering monitoring and teaching capabilities to make their interactions better. Each copilot records a comprehensive history of its activities, providing transparency into its performance, including user interactions, actions taken, and feedback received, and you can see what decisions it made — and correct and teach them — with just a few clicks.

• Delegation with confidence and guardrails . When developing copilots with agent capabilities, establishing clear boundaries is paramount. Copilots operate strictly within the confines of the maker-defined instructions, knowledge, and actions. The data sources linked to the copilot adhere to stringent security measures and controls, managed through the unified admin center of Copilot Studio. This includes data loss prevention, robust authentication protocols, and more.

The se advanced new capabilities in Copilot Studio are currently accessible to customers participating in a limited private preview  where organizations such as Centro de la Familia are excited to explore agent capabilities that support teachers and case workers, allowing them to spend less time on administrative tasks and more time working with children, ultimately leading to better child outcomes . Based on feedback from program participants, we will continue to iterate and refine these capabilities for broader access in a preview planned for later this year .  

Additional innovations with Copilot Studio

There’s a lot more to share at Microsoft Build with Copilot Studio, and we’ll touch on just a few of our new capabilities here. To learn more — just sign up and try it out for yourself here .

It’s easier than ever to create c opilots .  With Copilot Studio, creating and testing copilots is now incredibly simple. You can create your copilot with our brand new conversationally driven experience — simply describe what you want it to do, and what knowledge you want it to have, and Copilot Studio will create your very own c opilot. You can then immediately test it out, add additional capabilities, such as your own actions, APIs, and enterprise knowledge — and then publish it live with a few clicks.

Connect all your enterprise data with Copilot c onnectors .   Customers want copilots connected with data from their own enterprises business systems and apps. Copilot connectors enable anyone to ground their copilot in business and collaboration data. This makes it possible for copilots to use various data sources, including public websites, SharePoint, OneDrive, Microsoft Dataverse tables, Microsoft Fabric OneLake (coming this calendar year), Microsoft Graph, as well as leading third-party apps. You can even create your own custom generative prompts to configure how a copilot handles a response from an API or connector.

Here are a few examples of how Copilot connectors can transform copilot experiences for specific personas or functions:

• Legal and Compliance . Navigate complex legal landscapes with a Copilot extension that queries specific legal datasets, ensuring controlled and compliant responses without overwhelming users with extraneous information.
• HR Helper . Assist employees with accessing essential resources for benefits and PTO policies, and even book time off directly through Copilot.
• Incident Report Coordinator . Workers can locate the right documentation, report incidents, and track them efficiently, all within the context of the chat.

Starting in June 2024, developers can access the preview for Copilot connectors and stay informed on updates here .

Conversational analytics (private preview) : One of the most common asks from customers has been the need for deeper insight into what their copilot is doing, how generative AI is responding, when it was unable to give the right answers and why — and recommendations on what to do to improve it.

Templates : If simply describing your copilot to build it wasn’t easy enough, Copilot Studio will now also include a variety of pre-built copilot samples for departments and industries. Some templates — such as Safe Travels for comprehensive travel support, Organization Navigator for organizational clarity, Kudos Copilot for fostering recognition, Wellness for employee health insights — are available now, with many more releasing in the coming months.

Enhanced security and controls (public preview ) : Administrators can now configure advanced settings beyond the default security measures and controls. With Microsoft Purview , Copilot Studio administrators gain access to more detailed governance tools, including audit logs, inventory capabilities, and sensitivity labels. They will be able to review comprehensive audit logs that cover tenant-wide usage, inventory (with API support), and tenant hygiene (such as data loss prevention violations and inactive copilots), enabling them to effectively monitor business impact. Both creators and end-users will be able to view sensitivity labels when responses are generated using AI-powered answers based on SharePoint documents.

With all the amazing innovations, numerous organizations are using Copilot Studio to build transformative generative AI-powered solutions. Check out this story from Nsure on how they are using Copilot Studio:

Get started today with Copilot Studio

This is just a glimpse of all the exciting innovation around copilots and Copilot Studio — we have a host of exciting new capabilities to share in our sessions at Build. So, join us in watching the sessions below, and try out Copilot Studio yourself and build and share your very own copilot in minutes.

Watch the sessions at Microsoft Build:

• “ Microsoft Build opening keynote ”
• “ Next generation AI for developers with the Microsoft Cloud ”
• “ Shaping next-gen development: the future of Copilot in Power Platform ”

Deeper dives:

• Breakout: “ What’s new with Microsoft Copilot Studio ”
• Breakout with demos: “ Build your own copilot with Microsoft Copilot Studio ”
• Breakout with demos: “ Build Microsoft Copilot extensions with Copilot Studio ”
• Demo (live only): “ Build your own Copilot extension with Microsoft Copilot Studio ”