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Business case

Business case template for a software purchase

A software business case should show its assumptions. It can model a purchase without promising that the buyer will reach the modeled result.

AccountMade Research · Updated · 1 sources

Filled preview

Illustrative example. Names, volumes, dates and outcomes are fictional; replace them with approved evidence before use.

InputLowBaseHighTreatment
Eligible users122030Assumption
Adoption20%40%60%Validate in POC
Weekly time baseline8 hours12 hours16 hoursObserved or estimated
First-year cost$18,000$18,000$18,000Quote / budget input

Sources: WorkOS pricing

Separate facts, estimates, and decisions

The decision can be sound even when some inputs remain uncertain, as long as they are visible.
InputEvidence typeExample treatment
Subscription and service costQuote or public termUse the approved commercial source
Implementation effortEstimateState hours, role, rate, and range
AdoptionAssumptionState eligible users and expected usage
BenefitObserved baseline or scenarioShow calculation and sensitivity
AlternativeDocumented optionInclude cost and risk of doing nothing

Sources: WorkOS pricing

Illustrative model

Illustrative example. Names, volumes, dates and outcomes are fictional; replace them with approved evidence before use.

Twenty eligible users each spend about 12 hours a week locating evidence for exceptions. The model assumes 40% adoption in the first quarter, a $70 fully loaded hourly estimate and $18,000 of first-year software and implementation cost. The labor figure is a scenario, not realized savings: 20 users × 12 hours × 13 weeks × 40% × $70 = $87,360 for the quarter. The decision is whether to fund a POC that measures retrieval time and adoption, not whether to approve a benefit claim.

Sources: WorkOS pricing

Review the model

  • Link cost inputs to the quote or published terms and their date.
  • Give benefit inputs a baseline source or label them assumptions.
  • Show a low, base, and high adoption case.
  • Do not combine avoided risk, revenue, and labor time into one unsupported number.

Sources: WorkOS pricing

Sources and dates

  1. WorkOS pricing ↗

    Current product and packaging reference; confirm terms before quoting a price.

    Reviewed 2026-09-08

Found an error or a changed source? Send a correction.

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