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Business case

Business case template for a software purchase

A software business case should expose its assumptions. It can model a decision without claiming that a prospect will achieve the modelled result.

Accountmade Research · Updated · 1 sources

Filled preview

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

A 20-person operations team currently spends 12 hours each week locating evidence for exceptions. The model uses 40% adoption in the first quarter, a $70 fully loaded hourly estimate, and $18,000 in first-year software and implementation cost. It presents the labor calculation as a scenario, not as realized savings: 12 × 13 × 40% × $70. The decision asks whether the team should fund a POC to validate retrieval time and adoption rather than 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

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