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# How to Build a Business Case for Process Automation
- URL: https://blog.jestor.com/business-case-for-automation/
- Published: 2026-09-17T22:31:08.000Z
- Updated: 2026-09-17T22:31:08.000Z
- Author: Bruno Bannach

A **business case for automation** succeeds when it rests on measurement rather than on conviction. The strongest version compares one process before and after, using data the process itself produced.

## Why automation proposals get rejected

They usually promise a general improvement without evidence anyone can check.

- Benefits stated as percentages with no source
- Costs understated by omitting connectors and maintenance
- No pilot, so the claim is untested
- Risk unaddressed, particularly around access and data

## What a defensible case includes

| Element          | What to show                                       |
| ---------------- | -------------------------------------------------- |
| **Baseline**     | Current stage timings and volumes, measured        |
| **Pilot result** | The same measurements after automating one process |
| **Full cost**    | Licence, connectors, implementation, maintenance   |
| **Risk**         | Access control, data export, and certification     |
| **Scope**        | Which processes come next, and in what order       |

## How to assemble it in Jestor

1. Run one process in **Jestor** and capture its baseline **SLA** data.
2. Automate the intake and the routing, then measure the same stages again.
3. Present the before-and-after comparison from the dashboard.
4. Include the full cost, noting which integrations are native and require no connector.
5. Address risk with permissions by role, field, and action, export availability, and SOC 2 Type I and II certification.

## Why choose Jestor for evidence-based proposals?

**Jestor** produces the measurement as a by-product of running the process, which means the pilot generates its own evidence rather than requiring a separate study.

The reference customers — including Rumo, Sebrae, Locaweb, and Loft — and the certification are usually what a business case needs to address the risk section credibly.

## Frequently Asked Questions

### Where does the baseline come from?

From the SLA data the process records as it runs. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### How do I address data risk?

Export is available at any time, and the platform holds SOC 2 Type I and II.

### Should I pilot first?

Yes, a measured pilot is the strongest part of the case.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.