Why a Business Case Template Helps
Workplace health, safety, claims, absence, accommodation, and return-to-work processes often involve multiple departments, sensitive information, time-sensitive follow-up, and operational consequences. When these processes are managed through disconnected systems, spreadsheets, email, shared drives, or manual tracking, it can be difficult to maintain visibility, consistency, accountability, and reporting.
A business case template gives internal teams a structured way to explain why a dedicated workplace case management platform is needed. It helps shift the conversation from software preference to operational need.
Core message:
A strong business case should clearly define the operational challenge, explain the impact of the current process, describe the required future state, and identify the capabilities needed to manage workplace cases more effectively.
Who Should Use This Template
This template is intended for teams preparing an internal proposal, budget request, management briefing, procurement discussion, or early-stage software evaluation.
- Human Resources teams
- Health and Safety
- Disability Management
- Claims Management
- Absence Management
- Accommodation and Return-to-Work Teams
- Operations and Corporate Services
- Public-sector, education, municipal, not-for-profit, and community-service employers
What the Template Helps You Document
The template is designed to help organizations present a practical and management-ready case for change. It focuses on the operational reasons workplace case management software may be required and the capabilities the organization should evaluate.
1. Executive Summary
A concise summary of the business need, the current challenge, the proposed future state, and the decision being requested.
2. Operational Problem
A clear description of the problem the organization is facing, such as manual case tracking, inconsistent follow-up, limited reporting, fragmented documentation, unclear ownership, delayed return-to-work activity, or difficulty managing cases across departments and locations.
3. Current-State Limitations
A practical assessment of the tools and processes currently being used, including the limitations of spreadsheets, email, shared drives, legacy systems, payroll reports, or disconnected records.
4. Impact on Cost, Risk, and Service Delivery
A section to describe how current process limitations may affect administrative effort, supervisor time, replacement staffing, overtime, claims duration, accommodation review, compliance confidence, operational continuity, and management visibility.
5. Required Future State
A description of the desired operating model, including centralized case records, structured workflows, role-based ownership, document tracking, dashboards, reporting, and better visibility from intake to resolution.
6. Required Software Capabilities
A structured list of required capabilities that can later support vendor review, procurement, or an RFP/RFQ process.
- Unified workplace case management
- Incident reporting connected to WCB/WSIB claims management
- Absence case management
- Accommodation and return-to-work tracking
- Configurable workflows and task assignment
- Document and form tracking
- Role-based access to sensitive information
- Dashboards for open, overdue, and prolonged cases
- Reporting by department, location, case type, status, and outcome
7. Expected Benefits
A section to identify expected benefits such as improved visibility, reduced manual effort, clearer accountability, earlier intervention, improved documentation control, better reporting, and more consistent case management.
8. Decision Request
A closing section that clearly states the request for leadership approval, budget consideration, vendor evaluation, procurement activity, or next-step review.
Download the Business Case Template
Use the editable template to prepare internal proposal language for workplace case management software. The downloadable document will be linked here once finalized.
Download the TemplateWhy the Capabilities Matter
The template is designed to help organizations define requirements around the work that needs to be managed, not just the information that needs to be stored.
For example, an organization may already have systems that record absence, claims, incidents, or employee information. The business case should explain whether those systems provide the connected workflow needed to manage documentation, task ownership, review dates, accommodation, modified work, return-to-work activity, reporting, and case resolution.
This distinction is important. Recording that a case exists is not the same as managing the work required to move the case forward.
How atworkCare Supports the Required Future State
atworkCare is designed to help organizations manage workplace cases through a connected platform model. The system supports structured workflows across incidents, WCB/WSIB claims, absence, accommodation, return-to-work, documentation, task ownership, dashboards, and reporting.
For organizations preparing a business case, this provides a practical example of the type of future-state capability that can help reduce manual effort, improve visibility, support earlier intervention, and give leadership better information for decision-making.
