Build a Comprehensive Business Case
Help decision makers understand the ROI for large, complex projects using cash flow projections.
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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.
Book Your Workshop
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.
Book NowModule 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 |
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| 1.2 | Identify the current pain points around business case development |
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| 1.3 | Become familiar with business and finance terminology |
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| 1.4 | Understand the key elements of a business case |
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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 |
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| 2.2 | Determine responsibility, accountability for the business case, as well as who should be consulted and informed |
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| 2.3 | Draft a workflow to detail the business case development and approval process |
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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 |
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| 3.2 | Set up the comprehensive business case analysis tool |
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| 3.3 | Populate the project costs |
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| 3.4 | Populate the ongoing maintenance costs |
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| 3.5 | Review the results of the analysis |
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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 |
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| 4.2 | Craft a presentation using the Executive Business Case Presentation template and make the final recommendation |
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| 4.3 | Develop a roadmap to operationalize the process for business case development |
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