Introducing a new toolchain integration platform to a technology organization can be challenging, but with a well-crafted and persuasive pitch, you can enhance the probability of gaining enthusiastic support and approval. With a bit of preparation and using the right tools like this Integration Platform Pitch Deck Template, you will be able to provide your stakeholders with enough information to squash any hesitations, get the necessary buy-in across your organization, and start the process of buying an integration platform.

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BUSINESS CASE OVERVIEW
Integrated
Toolchain Solution
Business Case
<date>
<company>
<logo>

2. • Executive Summary
• Situation Summary
• Recommended Solution
• Technical Proof Process
• Next Steps
Agenda

3. - Brief history & goal of this initiative
- Recommended solution
- Success metrics
- Etc.
DATE
Executive Summary

4. < Discuss your organization’s
current state and need for
integration solutions>
Situation Summary

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CHALLENGES & CONSTRAINTS
EXAMPLES:
• Cross-functional delivery teams use too
many tools
• Lost productivity due to duplicate entry,
manual processes
• Poor data integrity due to human error
• Plugins and customizations frequently break
GOALS
EXAMPLES:
• Maximize productivity in a best-of-breed
toolchain
• Real-time synchronization to eliminate
overhead of duplication and manual
traceability
• Status and progress visibility from different
tools
EXPECTED BUSINESS OUTCOMES
EXAMPLES:
• Improved throughput and speed
• Improved quality; less rework
• Thousands of hours restored to engineering
staff
• Higher employee morale and retention
• Hundreds of hours restored to IT admin staff
REQUIRED CAPABILITIES
EXAMPLES:
• An interoperable best-of-breed toolchain
that functions and reports as one
• Automated traceability across the software
delivery supply chain
• Visibility into progress from many entry
points
• Ability to rapidly absorb changes to
underlying tools without disrupting everyday
work for our teams
BUSINESS IMPACT
EXAMPLES:
• Poor visibility into progress & process
• Difficult to upgrade tools for our teams
today; lost productivity
• Tens of hours spent on even smallest of
current integration updates
Current Challenges and Future Goals

6. <Highlight the benefits and ROI of
an advanced integration solution>
Solution
Recommendation

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Why an Advanced Integration Solution is Needed
<State your use case and why your current approach is falling short>
An advanced integration platform shines in many areas where our free / low-cost / homegrown solution
falls short:
EXAMPLES:
• Plugins or native integrations don’t exist
• Internally built integrations are costly to develop, take a long time, hard to maintain, and don’t perform
efficiently
• Sophisticated use cases or advanced business logic are not supported
• Integrations are inefficient or reliable: slow, poor performance, break easily, hard to troubleshoot
• Integrations don’t scale well: setup, rollout, and maintenance create a ton of overhead

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Benefits of an Advanced Integration Solution
An advanced solution has immense benefits that go above and beyond what we achieve with
our current approach.
Restores hours of productivity
• No more copy/paste. Implement
intelligent cross-tool integrations to
streamline collaboration between
teams.
Reduces rework & avoids delays
• Immediately notify all affected parties
of changes and updates, regardless
of the tool they work in.
Accelerates development &
resolution times
• Instantly hand over work, exchange
information, and provide visibility into
progress from any tool.
Boosts customer satisfaction
• Improve efficiency, consistency, and
communication and eliminate
escalations.
Makes regulatory compliance
easier
• Automate traceability with embedded
cross-referenced links from
requirements, to code, to test.
Improves talent retention
• Reduce toil and frustration by
bringing work to the people, in their
tool of choice.

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EXAMPLES:
• Increased employee happiness
• Reduced development risk
• Improved customer satisfaction
• Easy to manage, maintain, and modify
QUALITATIVE
EXAMPLES:
• Reduced time to market / reduction in product
delivery time
• Reduction in unproductive FTE time
• Speed of integration (near real-time vs. waiting
for hours)
• Fidelity of work items across toolchain
• Reliability of the integration (stable, reliable,
resilient to API changes)
• Complete and 100% accurate handoffs
QUANTITATIVE
How Success Will Be Measured

10. < Highlight the technical criteria and
steps taken to select the right vendor
for an advanced integration
solution>
Technical Proof
Process Summary

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EXAMPLES
• Planview Tasktop Hub
• Build yourself?
• Others?
SOLUTIONS EVALUATED
• <x> days technical evaluation
with a representative project /
data set
• Defined criteria (E.g., ease of
use, scalability, reporting,
integration, security, cost, etc.)
• Refer to the sample timeline on
the next slide
EVALUATION PROCESS
• Name / role / responsibility
STAKEHOLDERS / EVALUATORS
Evaluation Overview

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Fully Launched
30-45 days
30-50 days 30-45 days
30 days
Contracts
(Legal)
Plan / Implement /
Optimize
Kickoff Remote Planning
Define Business
Justification
First Working Session
Purchase Order
Vendor
Setup
IT/
Security
Final
Approvals
Exec
Justification
Now Technical Decision
Example Evaluation & Deployment Timeline

13. <Highlight next steps after getting
buy-in for purchasing an advanced
integration solution >
Next Steps

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Thank You
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