How To Write A Business Case For An Employee Experience Platform

When it comes to securing budget and buy-in for any new project or platform, we need to be able to clearly articulate its benefits and projected ROI – but getting there isn’t always smooth sailing.

We’ve created this practical guide to help you write a compelling business case for a new employee experience platform (EXP), covering five critical steps.

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.

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