Build a Comprehensive Business Case

Help decision makers understand the ROI for large, complex projects using cash flow projections.

Onsite Workshop

When you’ve tried implementing a business case process in the past:

  • It became clear that decision makers like saying “ROI” more than they like calculating it
  • Requestors had a barrier to the obtaining the data to build the business case
  • Nobody could define what the business case template should look like.
  • Making business cases a universal requirement for projects diluted their impact.

Build a better business case to:

  • Understand the finance basics.
  • Determine business case governance.
  • Determine when a business case is necessary.
  • Complete business case analysis.
  • Build a comprehensive business case document.

Module 1: Define the Current State

The Purpose

  • Align stakeholders on terminology and goals

Key Benefits Achieved

  • Develop stakeholder buy-in for the process rationale

Activities: Outputs:
1.1 Review the business context
1.2 Identify the current pain points around business case development
  • SWOT Analysis
1.3 Become familiar with business and finance terminology
  • Business Case Process Start-Stop-Continue
1.4 Understand the key elements of a business case
  • Goals for the business case process

Module 2: Develop Business Case Framework and Governance

The Purpose

  • To clarify roles and responsibilities

Key Benefits Achieved

  • Develop a repeatable and enforceable business case process

Activities: Outputs:
2.1 Develop a Business Case Classification Matrix
  • Business Case Classification Matrix
2.2 Determine responsibility, accountability for the business case, as well as who should be consulted and informed
  • Business Case Process RACI
2.3 Draft a workflow to detail the business case development and approval process
  • Business Case Development Workflow

Module 3: Pilot the Comprehensive Business Case Analysis Tool

The Purpose

  • Pilot a project for the business case development process

Key Benefits Achieved

  • Get familiar with Info-Tech’s Comprehensive Business Case Analysis Tool

Activities: Outputs:
3.1 Brainstorm a candidate to pilot
  • Comprehensive Business Case Analysis
3.2 Set up the comprehensive business case analysis tool
3.3 Populate the project costs
3.4 Populate the ongoing maintenance costs
3.5 Review the results of the analysis

Module 4: Develop an Executive Business Case Presentation

The Purpose

  • Articulate the analysis and benefits of your pilot project to the leadership team

Key Benefits Achieved

  • Get familiar with Info-Tech’s Executive Business Case Presentation

Activities: Outputs:
4.1 Determine the appropriate audience and forum for the business case presentation
  • Executive Business Case Presentation
4.2 Craft a presentation using the Executive Business Case Presentation template and make the final recommendation
4.3 Develop a roadmap to operationalize the process for business case development
  • Process Implementation Roadmap

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Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.

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