BUSINESS CASE
Intrigued by Annum But Not Convinced?
Need to Get Buy-in?
We’ve pulled together a business case to help you assess the potential benefits and business impact of adding Annum to your martech stack. Need to get approval to move forward? Customize our template to present a thorough and persuasive proposal for modernizing your approach to integrated marketing planning.
Business Case Overview
We put it all down in black and white to help you thoroughly evaluate Annum and conduct the necessary due diligence. Our template is a Word Document that you can customize as appropriate.
It includes the following:
- Objective: adopt a more customer-centric omnichannel approach to marketing planning
- Situation analysis: challenges with current tools
- Solution: benefits and business impact of Annum
- Pros and cons of alternatives evaluated
- 5-point plan for becoming more customer-centric
- Risks involved with sticking to the status quo

Download the Template
It is set up as an editable Microsoft Word document. If you need a different file type, contact us.
How to Use Our Template for Presenting a Business Case
As I’ve learned throughout my career when you present a solution to a problem, or recommend a more effective approach or tool you will more likely than not be tasked with leading implementation. So be prepared to roll your sleeves up. Leading a team through an operational transformation is a great achievement and resume builder.
If leading the charge automatically falls under someone else’s role, present your business case to them first to get their input and enlist their support in getting buy-in across the organization. Make sure to tailor the presentation of the business case to the priorities of your audience. Senior executives are often more interested in high-level strategic implications and financial outcomes, while operational managers prioritize feasibility and implementation details.
- Download our Business Case Template
- Customize the template to align with your needs, requirements, and business priorities
- Schedule time to present your business case to key stakeholders and ultimately the decision maker
- Present your case, follow up on any questions that arise
- Get your answer
- If you don’t get approval to move forward when you present a business case don’t despair. There are many factors involved in decisions impacting business operations. Think of your efforts as planting the seeds of changes. Get feedback on how you presented the business case and ask what is needed in order to secure approval
- If you do get the approval, find out what is required to finalize the purchase process, create an implementation plan, and start moving things forward
Customizing our Business Case Template
Note areas highlighted yellow:
- Front Cover: Add your corporate logo, date and name
- Current Tools and Proposed Change (bottom of page 2): Enter the tools you will be replacing or integrating with in the left hand column, remove rows that don’t apply
- Solutions Evaluated (top of page 7): Enter the other tools you have assessed, along with their pros and cons