Download Your ATS Business Case Template

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.

Build a business case for an ATS with a template that keeps you focused, structured, and aligned with what your stakeholders want to see.

You’ll get a complete business case template you can adapt to any organization. Use the prompts, tables, and structure to organize your thinking and map out a case built around your own challenges, data, and context.

With this template, you’ll:

Stay focused on the real problem you’re trying to solve
Connect your case to business priorities and KPIs
Lay out risks and mitigation plans upfront
Show the impact of doing something vs. doing nothing
Present a structured, defensible case that’s easy for stakeholders to follow

What's included in the ATS business case template

A structured, editable document that walks you from problem to sign-off, in 10 ready-to-fill sections:

Executive summary: the proposal, expected impact, and the decision you need.
Strategic alignment and business goals: link hiring to company priorities (goals, current problems, and how a new ATS helps).
Defined problem: the barriers in your current process and the cost of doing nothing.
Baseline metrics: time to fill, cost per hire, recruiter capacity, agency spend, and current tooling and integrations.
Target outcomes: the hard and soft ROI you're aiming for, and how you'll measure success.
ROI and payback analysis: current vs projected cost, annual savings, and payback period.
Risk assessment: risks, likelihood, impact, and mitigation plans.
Stakeholder alignment plan: who you've consulted, and how you've answered Finance, IT, and leadership concerns.
Vendor evaluation summary: a scorecard to compare shortlisted vendors on a like-for-like basis.
Final recommendation: your recommended vendor, and exactly what you need from leadership.