This document makes the case for adopting project management software to help a business better achieve its goals. It outlines common business goals and issues with the current workflow, then discusses how project management software can help through features like communication, budget, and timeline tools. Benefits are quantified such as increased productivity and cost savings. Implementation details are provided around IT, workflow changes, and costs, with the overall goal of improved project delivery and return on investment.

1. The Case for
Project Management Software
[Business name here]

2. We all have the same business goals
• [Business goal 1]: [Definition]
• [Business goal 2]: [Definition]
• [Business goal 3]: [Definition]
• [Business goal 4]: [Definition]

3. Our workflow could be better
• [Overview of current workflow]
• [Problems with current workflow]
• Common problems: using multiple tools wastes time, messy
communication, unclear or missed deadlines, dissatisfied customers
due to process problems, missed budget, etc

4. Project management software can help
us better achieve our business goals.

5. What is project management software?
Project management software is the umbrella of tools that
focuses on managing workflows with attention to
communication, budget, and timelines. Most project
management software also includes resource management, file
sharing, and task management.

6. We all have the same business goals
• [Business goal 1]: [Description of Benchmark Measurement]
• [Business goal 2]: [Description of Benchmark Measurement]
• [Business goal 3]: [Description of Benchmark Measurement]
• [Business goal 4]: [Description of Benchmark Measurement]

7. Benefits of project management software
• [Business goal 1]: [Associated PM-Tool Metric]
• [Business goal 2]: [Associated PM-Tool Metric]
• [Business goal 3]: [Associated PM-Tool Metric]
• [Business goal 4]: [Associated PM-Tool Metric]

8. Additional benefits as quantified
• [Benefit 1]: Description
• [Benefit 2]: Description
• [Benefit 3]: Description
• [Benefit 4]: Description

9. Additional benefits as qualified
• [Benefit 1]: Description
• [Benefit 2]: Description
• [Benefit 3]: Description
• [Benefit 4]: Description

10. Implementing project management
software
• [IT Implementation]: Description
• [Workflow Changes]: Description
• [Replacing Existing Tools]: Description
• [Other]: Description

11. How much does
project management
software cost?
Details about pay structure for the
software itself, in addition to any other
costs (ex: time to implement, lost
productivity). Address total cost of
ownership.

12. How much does
project management
software cost?
Details about return on investment.
(Total costs saved [yearly total savings +
total potential additional revenue] -
Total startup cost of software [license
cost + startup]) / Ongoing cost [support
+ maintenance + subscription] = [Return
on investment]

13. Our timeline
• [Feature a timeline or Gantt chart here to display your
expected adoption and implementation time frame.]

14. Change management suggestions
• [IT Implementation]: Description
• [Workflow Changes]: Description
• [Replacing Existing Tools]: Description
• [Other]: Description

15. Where to begin our search for project
management software
• [Quiz results and suggested software requirements]
• Capterra’s project management software directory

16. [Closing mentions]