Customer Engagement Business Case

Resource Overview

Use our Customer Engagement Business Case to provide senior management with a use case for a Customer Engagement program in your organization.


Related Resources

Your Problem

You have researched Customer Engagement and clearly understand how your organization stacks up on the scale of maturity (from Undefined to World-Class) for Customer Engagement. You now want to create a document to share your findings with senior management in order to gain approval to begin the project or for an increase in staff/resources for the project.

Our Solution

The Customer Engagement Business Case will help you share your Customer Engagement research with your senior management team to gain their support for this program.  This Microsoft Word template allows you to document the following regarding your use case: Executive Summary, Opportunity Overview & Key Success Factors, Assumptions & Decision-Making Criterion, Business Impact Analysis, Risks & Contingency Plans and Recommendations.

The in-depth quality of this 12-page document will allow you to provide senior executives with enough information to ensure them this project will be beneficial for the organization.

Key Benefits

  • a formal business case format
  • 12 pages of suggestions for content
  • provides an in-depth guideline
  • enables senior management support
  • saves hours on formatting


Microsoft Excel Spreadsheet

Estimated Time Required: 1 Hour

Skills Required: Excel (basic)