Free template
Business Case for IT Consultants
The document a client takes to their leadership or finance team to approve an IT project, comparing the options and setting out the costs, benefits, and risks honestly.
What this template covers
- 1
Executive Summary
The problem, the recommended option, and the headline financial case.
- 2
Problem Statement
The current situation, the pain or opportunity, and the cost of inaction.
- 3
Proposed Solution
What is proposed and why it was chosen over the alternatives.
- 4
Options Considered
Each option with its pros and cons, always including doing nothing.
- 5
Cost Analysis
One-time and recurring costs by item, with figures marked to be confirmed where unknown.
- 6
Benefit Analysis
Financial, operational, and strategic benefits, with values and timeframes where known.
- 7
Return on Investment
Payback, ROI, and NPV where the figures support them, labelled as estimates.
- 8
Risks
The risks of the project, rated for likelihood and impact, with mitigations.
- 9
Recommendation
One clear recommendation, the reason for it, and the next step.
Example Business Case
Generated by PropellaDocs AI from a real project brief. Review all terms before sending to clients.
How to use this template
- 1
Pick your template
Choose from proposals, SOWs, and more, all structured for IT consulting engagements.
- 2
Complete your brief
Add project details, client context, and scope. The more context, the more specific the output.
- 3
Generate and refine
Review the AI draft section by section. Regenerate anything that needs work and edit inline.
- 4
Export and deliver
Send professional PDF or DOCX exports with your branding, or share a link directly with clients.