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The Case for Project Management Software

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Getting buy-in from stakeholders can be difficult, especially when it comes to software when the buying process can be expensive, time-consuming, and confusing. Try out our system for building a business case for project management software to take the ambiguity out of it.

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The Case for Project Management Software

  1. 1. The Case for Project Management Software [Business name here]
  2. 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. 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. 4. Project management software can help us better achieve our business goals.
  5. 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. 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. 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. 8. Additional benefits as quantified • [Benefit 1]: Description • [Benefit 2]: Description • [Benefit 3]: Description • [Benefit 4]: Description
  9. 9. Additional benefits as qualified • [Benefit 1]: Description • [Benefit 2]: Description • [Benefit 3]: Description • [Benefit 4]: Description
  10. 10. Implementing project management software • [IT Implementation]: Description • [Workflow Changes]: Description • [Replacing Existing Tools]: Description • [Other]: Description
  11. 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. 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. 13. Our timeline • [Feature a timeline or Gantt chart here to display your expected adoption and implementation time frame.]
  14. 14. Change management suggestions • [IT Implementation]: Description • [Workflow Changes]: Description • [Replacing Existing Tools]: Description • [Other]: Description
  15. 15. Where to begin our search for project management software • [Quiz results and suggested software requirements] • Capterra’s project management software directory
  16. 16. [Closing mentions]

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