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New Guide: “How To Write A Business Case For An Employee Experience Platform”

Caitlin Kirwan

External Contributor - Internal Comms & Engagement Expert

December 18 2025

An employee experience platform (EXP) is no longer a nice-to-have, but a critical business necessity. That's why we've created How To Write a Business Case for an Employee Experience Platform, a practical resource that covers five critical steps in articulating the benefits and projected ROI of a new employee app.

Disconnected teams, inconsistent communications and a disjointed culture become the norm for organizations that don’t provide the platforms employees need to work at their best. While traditional intranets have plugged the hole for the last couple of decades, there’s no avoiding the fact that they’re failing today’s modern, hybrid, and deskless workforce.

Despite being fully aware of the risks of a poor digital experience and the organizational benefits that an EXP can unlock – increased engagement, better productivity levels, and improved retention, to name a few – it’s often still a real struggle to communicate in a business case.

This new guide will help you do just that. Here’s a sneak peek at what you’ll find inside.

Step 1: The groundwork

Lay the groundwork for your business case by raising the awareness of key stakeholder groups around the benefits and opportunities of introducing an EXP. Aim to build a cohort of senior advocates who are invested in helping to improve the organization’s digital employee experience (DEX).

Step 2: Highlight the gap

Highlight the gaps in your organization’s existing approach by reviewing the current DEX and analyzing employee feedback. Identify where the new EXP would fit in, and what challenges it would solve.

Step 3: Define the solution

Define a solution that addresses the gap(s) highlighted in the previous step, and then detail three or four high-level goals under the solution.

Step 4: Make your recommendation 

Articulate the baseline ‘functional’ and ‘non-functional’ requirements for your EXP (the full list of platform requirements will be defined with input from employees across the organization once the project has approval). Outline the projected budget and resource requirements, and propose a platform provider.

Step 5: Present your business case 

Deliver your business case! Whether via an executive leadership meeting or individual stakeholder 1:1s, it’s time to talk through your proposal and answer any questions.

Download your free guide

If you’re ready to get started, click here to download the full guide!

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