{"id":10687,"date":"2022-02-08T10:00:13","date_gmt":"2022-02-08T10:00:13","guid":{"rendered":"https:\/\/www.sage.com\/en-gb\/blog\/?p=10687"},"modified":"2026-01-29T09:29:24","modified_gmt":"2026-01-29T09:29:24","slug":"how-to-build-hr-investment-business-case","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-gb\/blog\/how-to-build-hr-investment-business-case\/","title":{"rendered":"10 steps to building a successful business case for HR tech investment"},"content":{"rendered":"
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\n\t\t\t\t\t\t\tPeople & Leadership<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t
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\n\t\t\t\t\t\t10 steps to building a successful business case for HR tech investment\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t

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\n\t\t\t\n\t\t\t\t\"Headshot\t\t\t\tCharlotte Penny<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t<\/div>\n\t\t<\/div>\n\n\n\n

A 33% reduction in recruitment time. An 18% drop in time spent on admin. Just some of the benefits of investing in technology such as an HR system.<\/p>\n\n\n\n

Sound appealing?<\/p>\n\n\n\n

Investing in your people is one of the most important business decisions an organisation can make.<\/p>\n\n\n\n

Get it right and your business will thrive.<\/p>\n\n\n\n

Yet HR and People teams are in fierce competition for that all-important slice of budget. As a result, building a robust and comprehensive business case is the most powerful tool that can be used to get that investment.<\/p>\n\n\n\n

Packed with tangible benefits, clear facts about return on investment (ROI), and information tailored to meet the needs of key internal stakeholders, it can give decision makers the confidence to say yes.<\/p>\n\n\n\n

Here’s what we cover in this article:<\/p>\n\n\n\n

1. Define your business needs<\/a><\/p>\n\n\n\n

2. Ensure the HR vision fits in with the business strategy<\/a><\/p>\n\n\n\n

3. Identify the benefits of investing in new HR tech<\/a><\/p>\n\n\n\n

4. Define what success will look like<\/a><\/p>\n\n\n\n

5. Compare vendors<\/a><\/p>\n\n\n\n

6. Identify and evaluate risks<\/a><\/p>\n\n\n\n

7. Outline requirements and make a recommendation<\/a><\/p>\n\n\n\n

8. Get management and key stakeholder buy-in<\/a><\/p>\n\n\n\n

9. Demonstrate the ROI of new technology<\/a><\/p>\n\n\n\n

10. Create a comprehensive plan<\/a><\/p>\n\n\n\n

The numbers are on your side<\/a><\/p>\n\n\n\n

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Download your free guide, The 10 step guide to building a compelling business case for an HR system<\/a><\/div>\n<\/div>\n\n\n\n

1. Define your business needs<\/h2>\n\n\n\n

Each organisation has its own unique needs.<\/p>\n\n\n\n

You\u2019ll have a range of reasons to invest in tech, and the best way to start a business case is to set these reasons out clearly.<\/p>\n\n\n\n

It\u2019s even more persuasive if a cost can be attributed to these reasons, for example, the cost of doing nothing.<\/p>\n\n\n\n

2. Ensure the HR vision fits in with the business strategy<\/h2>\n\n\n\n

A good business case sets out what you want to achieve. The objective can take many forms but the most effective goals are single minded, action based and achievable.<\/p>\n\n\n\n

Then, align what you\u2019re aiming for with the organisation\u2019s over-arching aims.<\/p>\n\n\n\n

Make sure your business case shows how the investment will directly contribute to achieving them.<\/p>\n\n\n\n

3. Identify the benefits of investing in new HR tech<\/h2>\n\n\n\n

Be specific about the technology benefits for your organisation.<\/p>\n\n\n\n

Describe exactly what will be different, and better, in your operation using performance measures.<\/p>\n\n\n\n

As well as setting this out in HR terms, make sure you\u2019re also considering the impact and benefits for other functions and the business more widely.<\/p>\n\n\n\n

4. Define what success will look like<\/h2>\n\n\n\n

Make sure you can answer the question \u2018Why are we doing this?\u2019.<\/p>\n\n\n\n

A cost versus benefits analysis is an effective tool to gain buy-in. If your main aim is to streamline your processes, make sure the new system<\/a> will integrate with existing technology.<\/p>\n\n\n\n

5. Compare vendors<\/h2>\n\n\n\n

Research all vendors and their solutions thoroughly and make a rational, well-balanced decision.<\/p>\n\n\n\n

Consider how the investment can meet the objectives you\u2019ve set out, which may include things such as:<\/p>\n\n\n\n