How to Build a Strong Business Case for Automation

Webinar

How to Build a Strong Business Case for Automation

Watch how Checkbox guides you to build a strong business case by aligning goals, engaging stakeholders, proving ROI, and securing executive approval with no code.

00:32 Speaker intro: Matthew Johnson (Sr. Solutions Engineer)
01:02 Q&A, recording & logistics
01:32 What Checkbox is: 6 core components
02:06 Forms: capture data via web/mobile/external links
02:36 Workflow: rules, routing, approvals
03:07 Document generation: letters, NDAs, offers
03:38 Integrations + no-code drag-and-drop studio
04:08 What a business case is (and is not)
04:40 Anchor to org objectives; cover why/what/how/who
05:11 Make decisions easy; avoid wasted effort
05:44 Stand out among competing priorities
06:20 Rule of 3: engage stakeholders → research → build case
06:51 Identify stakeholder types & tailor messages
07:23 What IT, leadership, comms, sales each care about
07:54 Personalize targeting; right level of status reporting
08:28 Proactive comms, set expectations, “office hours”
09:25 Research & data: ground the case in reality
09:58 Cap research (≤3 months); avoid analysis paralysis
10:30 Ideation: surface pain points with SMEs
10:57 Validate with users; secure mgmt time approval
11:26 ROI checkpoint: quick calculator before building
11:54 Determine value areas that resonate with execs
12:23 Think in themes, not one-offs (bank example)
13:24 Qualitative vs quantitative benefits; TCO note
13:54 Qualitative (soft ROI) questions to ask
14:24 Quantitative ROI: core time-savings formula
14:52 Convert hours saved → $ using hourly rates
21:23 Build the compelling case: certainty & value
21:50 Step 1: Confirm problem/opportunity & context
22:20 Step 2: Analyze & shortlist options (2–4 vendors)
22:48 Step 3: Evaluate solution & usage; pick preferred
23:19 Step 4: Implementation plan, milestones, risks
23:47 Step 5: Recommendation & approval pathway
24:42 Recap: engage early, align to org, show clear ROI

Timestamps