Manage & Close: Business case toolkit

Overview

You know that manual processes are holding your team back, but getting leadership to invest in a new solution can be tough. The key is to show them the numbers. Our Buildout Business Case Toolkit is a complete, two-part guide that helps you do just that.

This isn't just about asking for a new tool—it’s about proving how a modern solution will make the firm more profitable.

What's inside

• The Stakeholder Letter: A pre-drafted letter to present your findings clearly and persuasively to leadership.
• Buildout Manage & Close: Business Case Worksheet: A fillable checklist that helps you calculate the true cost of your current workflows and project the financial savings from automation.