Build a Comprehensive Business Case
Help decision makers understand the ROI for large, complex projects using cash flow projections.
RETIRED CONTENT
Please note that the content on this page is retired. This content is not maintained and may contain information or links that are out of date.When you’ve tried implementing a business case process in the past: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.
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 |
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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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