How to pitch project management software: A complete guide
Haynes Tran
January 17th,2023 4 min read
Summary
Convincing company leaders to adopt a new tool can be tough, especially when resources are limited. In this article, we’ll walk you through how to craft an effective pitch that speaks to what leaders care about most: value added, and measurable results.
Pitching project management software is tough, but worth it
A well-crafted pitch gets you more than approval to start using project management software. It also convinces leadership that the tool can measurably improve the business as whole—so they’re fully invested in bringing the new software on board. The more buy-in you can get from senior stakeholders up-front, the easier it will be to roll the tool out later on. When stakeholders are fully on board, they can help pave the way for digital transformation and cross-team adoption down the road.
Focus on what’s top of mind for company leaders
As a team leader, you understand business processes like the back of your hand, flaws and all. But improvement opportunities that seem glaring to you are often less obvious to executives, because they’re not directly involved in your day-to-day work. It’s not that they don’t care—quite the opposite. Company leaders want to equip your team to succeed, but they look at purchase decisions through a business-specific lens.
As Zoom grew, we wanted a standard view of everything going on so we could prioritize work and make business decisions. We needed visibility, accountability, consistency in how work gets done, and knowledge sharing across teams.”
Company leaders want to know what’s going on, so they can make informed decisions for their teams. They also want employees to have the same clarity, because getting everyone on the same page is essential for effective collaboration. But achieving clarity is hard, especially when the average knowledge worker switches between 10 apps 25 times per day. With information scattered in different places, it’s hard to track what’s happening, how projects are performing, and who’s accountable for what.
