When software purchases are being made by businesses, they’re frequently a group decision. This means that the person overseeing the creative team – who is most often the person who really sees the need for a workflow automation solution and wants to implement one – may need to get buy-in from their leadership team before making a purchase.
So what does a smart creative leader need to do to draft a business case for workflow automation and get that buy-in? We’ve got you covered:
- Identify the challenges
Example: Our department is being asked to produce more content with fewer personnel and are finding that the biggest challenge in meeting deadlines is the amount of administrative effort needed to manage projects.
Providing detail around the challenges that your department is facing will give decision makers context for understanding why you are proposing a solution.
- Estimate the business cost
Example: Amount that projects go over budget when approval due dates are missed and printing or production has to be expedited.
Showing that there are quantifiable losses that are routinely incurred because of the above challenges will get decision makers invested in exploring potential resolutions.
- Propose the solution
Example: This solution makes it easy for us to keep track of our active projects and their tasks and proofs. It also automates the review process so that routing and proof status updates don’t require manual effort.
Describing the solution that you’ve selected and explaining why it’s the preferred solution will allow decision makers to understand how the solution will resolve your challenges.
- Show ROI
Example: If we had been using this solution for the past year, we would have saved $2,000 per month in expedited printing costs, make-goods, and wasted employee time. Since the solution costs less than $1,500 per month we can expect to see a net gain of $6,000 annually.
Ultimately, for your decision makers it all comes down to the bottom-line. Demonstrating how a solution will be a boon for the company makes advocating the purchase a no-brainer. Keep in mind that some “soft” benefits – like improved creative energy and happier clients – while difficult to quantify are also important.
- Be transparent about risks
Example: There may be some lag time while users get accustomed to new processes but we’ve mitigated that risk by finding a solution with a simple interface and ensured that training and support are available.
Showing that you understand any risks associated with implementing a solution and have a plan in mind for mitigating those risks will make your decision makers far more confident in moving forward.
Laying this out for your leadership team will help them understand the importance of the challenges that you’re trying to address and how the business can benefit from solving those challenges.