ATS Business Case Template Download

An ATS business case templated designed for Talent Acquisition and People leaders who need to present a clear case for a new applicant tracking system to Finance and leadership.

Download your ATS Business Case Template

Building the case for a new ATS? This template gives you a clear, board-ready structure to show the cost of your current process, the return a new system delivers, and exactly what you're asking leadership to approve. Fill in the blanks, walk in with the numbers, and get to a faster yes.

What's inside?

An editable document with 10 ready-to-fill sections that take you from problem to recommendation, with prompts, tables, and guidance built in.

Executive summary: your proposal, the expected impact, and the decision you need from leadership.
Strategic alignment and business goals: how hiring connects to company priorities and what an ATS changes.
Defined problem: the barriers in your current process and the cost of leaving them in place.
Baseline metrics: time to fill, cost per hire, recruiter capacity, agency spend, and your current tools.
Target outcomes: the hard and soft ROI targets you're aiming for, and how you'll measure success.
ROI and payback analysis: current versus projected costs, annual savings, and your payback period.
Risk assessment: the risks, how likely they are, their impact, and how you'll handle each one.
Stakeholder alignment plan: a record of who you've consulted and clear answers for Finance, IT, and leadership.
Vendor evaluation summary: a scorecard for comparing your shortlisted vendors side by side.
Final recommendation: the vendor you're recommending and what you need from leadership to move ahead.