Developing Your Business Case and Project Brief

Securing leadership support for a transformation project requires more than an idea. Executives need to clearly understand the scope, resources, and outcomes before endorsing and funding, particularly if they don’t have a technical background. 

A well-prepared business case does exactly that, bringing together the many elements of justification, planning, and resourcing into a single, structured narrative that leaders can understand and trust.

A strong business case defines the why behind your TechnologyOne implementation, whether you’re pursuing a complete system replacement or a targeted upgrade. It articulates the value of the project, demonstrates alignment with organisational goals, and establishes a framework for realistic objective setting, measurement, and resource allocation.

We recognise that developing a compelling business case can be challenging, and requires a time investment you may not have available. To make this process more straightforward, we’ve designed two practical pathways, aligned with Lánluas’ methodology and framework:

• Business Case Template – recommended for early-stage projects. This structured tool supports option evaluation, benefit definition, and investment assessment.
• Project Brief Template – suited to more advanced initiatives. It integrates an outline business case into a broader project plan, combining justification and delivery scope in a single document.

The choice of template depends on your organisation’s maturity and needs. Some begin with the detailed business case, while others benefit from the project brief’s wider planning context. Both approaches provide a consistent and robust way to:

• Define and quantify benefits
• Anticipate risks and challenges
• Align initiatives with strategic priorities.

The advantages extend beyond the immediate project. By adopting this approach, organisations enhance their internal capability to prepare and present future business cases — providing a lasting strategic edge when seeking investment approval.

Our TechnologyOne consulting team has developed ready-to-use templates for both business cases and project briefs, to reduce the time you need to spend on this part of the project.

Access the Business Case Templates by downloading our transformation guide