Business Case

[Subject/Project]

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Doc 1itle: 2usiness ,ase Subject: [Subject/Project]

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Revision History
Date <MM/DD/YY > Revision 1.0 )ut*or [Author] ,*an(es <Original document created>

Document Reviewers / Approvers

Name <Joe Smith> <James !nderhill> <Mar" Jane> <Note: $he text in %lue and italic is &or guidance onl" and should %e deleted %e&ore the document is #u%lished' (& an" section o& this document is not re)uired &or the #ro*ect at hand it ma" %e delete it or its content re#laced +ith ,-/A.' All ta%les and &igure in the document +ill %e automaticall" added to the ta%les and &igures ta%les o& content a&ter the" are gi en a ca#tion' /o to ,0ile/1ro#erties. and on the ,Summar". ta% u#date the &ollo+ing &ields to match "our #ro*ect2 o o o o $itle 3 re#lace the 4$itle5 #art o& the title +ith the name o& the use case descri%ed in this document6 Su%*ect 3 enter "our #ro*ect7s name here6 Author 3 enter "our names or &irst initial &ollo+ed %" "our last name6 8om#an" 3 enter "our com#an"7s name' Position <Business Executi e> <Anal"sis Manager> <De elo#men t Manager> 4 4 Revie3er Revie3er an& )--rover 4 Si(nature o' )--rover Si(n/o'' Date

0or the changes &rom the ,Summar". ta% to ta9e e&&ect select the all the text in the document and #ress 0:' o o ;e#eat this in the header and &ooter areas o& the document as +ell' (& a message sho+s u# a&ter "ou7 e #ressed 0:< select the ,!#date entire ta%le. o#tion'

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Doc 1itle: 2usiness ,ase Subject: [Subject/Project]

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A&ter each u#date o& the document ma9e sure to increase the re ision num%ers and u#date the re ision date manuall" on2 o o o $he &irst #age $he document header (n the re ision ta%le and to descri%e the changes>

$he %usiness case should %e signed %" the 9e" sta9eholders' According to the BABO= er' >'? the 9e" sta9eholders are2 / / / / Business executi e s#onsor o& the #ro#osed #ro*ect Business #rocess o+ner and %usiness SME &or the a&&ected %usiness area ($ manager +ho is su##orting the %usiness area Senior #ro*ect manager 41M5

$he document structure is %ased on BABO= er'>'? >

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Doc 1itle: 2usiness ,ase Subject: [Subject/Project]

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Table of Contents
1 EXECUTIVE SUMMARY............................................................................................................................................5 2 INTRODUCTION AND SUMMARY.........................................................................................................................5 3 APPROACH......................................................................................................................................................................9 4 KEY SELECTION CRITERION ................................................................................................................................9 5 PREFERRED ALTERNATIVE (INSERT TITLE) ...............................................................................................10 REFERENCED DOCUMENTS .................................................................................................................................10

Table of Figures

Table of Tables
TA!LE 1" SOLUTION 1 # PAY!ACK PERIOD........................................................................................................9

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Doc 1itle: 2usiness ,ase Subject: [Subject/Project]

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Business Case
<$his #art o& the document must start on an odd #age' (& necessar" add a %lan9 #age' BABO= er'>'? ,$he BA colla%orates +ith su%*ect matter ex#erts 4the %usiness s#onsor< %usiness re#resentati e4s5 and ($ management5 to sco#e the #ro#osed #ro*ect< ma9e time and cost estimates< )uanti&" %usiness %ene&its and #re#are the %usiness case'. ,De elo# the Business 8ase at the le el o& detail su&&icient to demonstrate #ro*ect ia%ilit" and secure a go/no go decision &or the initiati e'.>

1 E ecutive !ummary
<Descri%e the %usiness #ro%lem this #ro*ect is initiated to sol e' Brie&l" descri%e the #ro*ect< including external %eha ior o& the a##lication or su%s"stem identi&ied< %usiness #rocess changes and the &unctional and non&unctional re)uirements' S#eci&" the #ur#ose and the audience o& this document' $he audience is usuall" the sta9eholders +ho sign the document' BABO= er' >'? Business 8ase 1ur#ose ,$he Business 8ase +ill ultimatel" %e su%mitted to management as a %asis to determine +hether &urther in estment in the #ro*ect is +arranted< i'e'< &unding &or #ro*ect initiation< #lanning and re)uirements elicitation< anal"sis and documentation' (t is common %usiness #ractice to re)uire the disci#line o& Business 8ase de elo#ment &or large@scale initiati es' $he Enter#rise Anal"sis acti ities culminate in de elo#ment o& the Business 8ase to ensure that ade)uate in&ormation is #resented &or the #ort&olio management go ernance grou# to ma9e the %est in estment decisions. $his section should not %e longer than hal& a #age' Ma" add a context diagram here'>

" #ntro$uction an$ !ummary

"%1 &ro'ect Rationale for &referre$ (ption
<Ex#lain +h" the #ro*ect is initiated and the #re&erred o#tion has %een chosen'>

"%" Current Business &rocess

<Descri%e the current as@is %usiness #rocess' Ma" %e com%ined +ith the Descri#tion o& the 1ro%lem section'>

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"%) Description of t*e &roblem

<Descri%e in more details than used in the Executi e summar"' (denti&" the #ro%lems in the current %usiness #rocess that lead to the #ro*ect initiation' Ma" %e com%ined +ith the 8urrent Business 1rocess section>

"%+ (pportunity
<BABO= er' >'? ,Ain&ormation a%out the o##ortunit" in terms o& the mar9et trends< com#etiti e en ironment and ex#ected mar9et #enetration i& a &easi%ilit" stud" is not a aila%le to #ro ide this context in&ormation. Man" times the o##ortunit" is related to the #ro%lem at hand and the current %usiness #rocess'>

"%, &ro'ect (b'ectives

<Bist and descri%e the %usiness goals and o%*ecti es the #ro*ect +ill satis&"'>

"%- &ro'ect !cope

<As identi&ied >

"%. Business Benefits

<BABO= er' >'? ,$he Business 8ase also includes )ualitati e and )uantitati e %ene&its< estimates o& cost and time to %rea9e en< #ro&it ex#ectations< &ollo+@on o##ortunities< etc' $he Business 8ase ma" #resent ex#ected cash &lo+ conse)uences o& the action< o er time< and the methods and rationale that +ere used &or )uanti&"ing %ene&its and costs' $his #ro ides a &rame+or9 to demonstrate ho+ the initiati e is ex#ected to achie e %usiness o%*ecti es. ,(denti&" and Cuanti&" the Bene&its Measure the %ene&its o& the recommended solution in terms o& %oth )ualitati e and )uantitati e gains to the enter#rises' Dhere #ossi%le< %ene&its should %e )uanti&ied< ho+e er< %ene&its o& a non@&inancial nature are also identi&ied' (deall"< %ene&it estimates should relate %ac9 to strategic goals and elements o& the %alanced scorecard'. ,$he Business 8ase ma" also include a #lan &or %ene&it measurement and re#orting< including +here realignment o& internal measures or s"stems is needed to ensure that the %eha iors +e are see9ing can %e seen< e aluated< and realiEed'. Sam#le %usiness %ene&its2 @ %e &irst on the mar9et +ith such a #roduct/ser ice @increase re enue %" FF G in F num%er o& "ears @decrease the ser ice deli er" time/ the FFFFF turnaround @ser ice more clients #er da"/month
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@etc' !suall" the %usiness %ene&its are related to the com#an" goals< o%*ecti es and #olic"'>

"%/ &ro'ect Costs

<BABO= er' >'? ,(denti&" and Cuanti&" the 8osts Estimate the total net cost o& the solution' $his re)uires estimates to %e made o& ca#ital ex#enditures &or the ne+ in estment< costs o& de elo#ing and im#lementing the change< o##ortunit" costs o& not in esting in other o#tions< costs related to changing the +or9 and #ractices o& the organiEation< total cost o& o+nershi# to su##ort the ne+ solution and conse)uential costs %orne %" others' (t is a di&&icult endea or to #re#are cost estimates &or ($ #ro*ects during #re@#ro*ect Enter#rise Anal"sis acti ities< +hen onl" er" high le el #lanning and re)uirements de&inition has occurred' Since the decision is made to in est in #ro*ects at this earl" #oint< there is a strong desire on the #art o& senior management to ha e cost estimates &ixed at this #oint in time' $he desire &or &ixed cost estimates< ho+e er< is not su##orted %" the realit" o& most ($ #ro*ects' B" their nature< ($ #ro*ects ha e a higher le el o& uncertaint"< and re)uire a greater in estment in de&ining the solution %e&ore costs and %ene&its can %e articulated +ith a high le el o& con&idence' At this #oint< the accurac" o& the cost estimates is used to hel# con&irm the ia%ilit" o& the #ro#osed ne+ #ro*ect'. Sam#le costs to consider 4&or so&t+are de elo#ment #ro*ect5 to determine the total cost o& o+nershi# 4$8O52 @ De elo#ment/enhancement/customiEation costs @ $esting< CA costs @ Em#lo"ee training on the ne+/u#graded #roduct costs 3 time< materials< #re#aration and execution costs @ !ser/client training on the ne+/u#graded #roduct costs3 time< materials< #re#aration and execution costs @ Hard+are #urchased &or de elo#ment @ S"stem/a##lication su##ort #er "ear 3 time< materials< #re#aration and execution costs @ Mar9eting and sales training and ex#enses %oth initial and ongoing @ Etc'>

"%0 Assumptions
<Bist an" assum#tions made and 9no+n at the moment' BABO= er' >'? ,$he %usiness de&ines assum#tions regarding ho+ %ene&its +ill %e a##ortioned6 #articularl" in situations 4increased re enue %eing the most common5 +here a change in +hat is %eing measured cannot al+a"s %e &ull" attri%uted to one #ro*ect alone'I

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Both %usiness and technical assum#tions are to %e listed' 0or the %usiness assum#tions contact the manager o& the %usiness area a&&ected %" the #ro*ect &or the technical ones contact the ($ de#artment head or SMEs'>

"%11

&otential Business an$ !taff #mpact Analysis

<BABO= er'>'? ,$he Business 8ase also discusses the im#act o& the #ro#osed change initiati e on the %usiness o#erations< as +ell as on the technolog" in&rastructure'. Descri%e %oth the #ositi e and negati e %usiness and sta&& im#act2 hiring< realignment< etc' $his must %e discussed +ith the manager o& the %usiness area a&&ected %" the #ro*ect' >

"%11

&otential Tec*nology #mpact Analysis

<BABO= er'>'? ,$he Business 8ase also discusses the im#act o& the #ro#osed change initiati e on the %usiness o#erations< as +ell as on the technolog" in&rastructure'. $he technolog" im#act is usuall" related to the #urchase< re#lacement or u#grade o& hard+are< data%ases< and in&rastructure' $he technical as#ect must %e discussed in details +ith the ($ de#artment head and the costs +ith the Manager o& the %usiness area a&&ected' 0or exam#le i& this is the &irst s"stem that must %e a aila%le JKxLthis +ill re)uire a lot o& additional hard+are to su##ort its uninterru#ted o#erations and ma" lead to changes in the hard+are used &or some o& the existing s"stems'>

"%1"

(t*er #ssues

<BABO= er' >'? ,(n addition< the Business 8ase lists the constraints associated +ith the #ro#osed #ro*ect< along +ith the estimated %udget< and alignment +ith #riorities esta%lished %" the %usiness'.>

"%1)

#mplementation &lan

<Descri%e at er" high le el< ho+ the #ro*ect +ill %e im#lemented' (nclude num%er o& #hases< high le el deli era%les and their current target dates< #ersonnel re)uired &or each #hase< #ro*ect structure< etc' $his is not a #ro*ect #lan' $he #ro*ect #lan +ill %e created %" the #ro*ect manager once the #ro*ect is gi en a green light' $his in&ormation +ill %e used %" the #ort&olio management team 4#ro*ect go ernance grou#5 to determine +hether to in est in the #ro#osed ne+ initiati e'>

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) Approac*
)%1 Financial 2etrics
<Descri%e the &inancial metrics used &or solution and alternati es e aluation' @8ost@%ene&it anal"sis @strengths< +ea9nesses< o##ortunities and threats 4SDO$5 anal"sis @etc' You ma" add a ta%le li9e the one %elo+ &or each solution and alternati e e aluated' Table 1: Solution 1 Payback Period Solution 1 Benefits: Expected Revenue Costs: Analysis Design !ple!entation Maintenance & Support: Personnel So"t#are$%ard#are Accumulated Benefits Accumulated Costs Pa off Year: > Year 0 $ $ $ $ $ $ $ Year 1 $ $ $ $ $ $ $ Year 2 $ $ $ $ $ $ $ ! Year 3 $ $ $ $ $ $ $

)%" &rivacy #mpact Assessment

<Descri%e the im#act on client or em#lo"ee #ri ac" o& e er" solution and alternati e e aluated' >

)%) Alternative Evaluation Criterion

<Descri%e an" alternati e e aluation criteria a##lied'>

+ 3ey !election Criterion

<Descri%e the selection criteria a##lied +hen e aluating the solutions and alternati es'>

+%1 4eig*ting
<Descri%e the s"stem used to +eight the results &rom the e aluation o& all the solutions and alternati es'>

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+%" Constraints an$ 5imitations

<Descri%e an" constraints or limitations that came u# and +ere considered during the e aluation o& the solutions and alternati es'>

, &referre$ Alternative 6#nsert Title7

<Descri%e the #re&erred solution' Document the reason &or its selection'>

- Reference$ Documents
<0or e er" re&erenced document #ro ide the &ollo+ing in&ormation2 Se)uence num%er in the list 3 the document +ill %e re&erenced through out this document %" that num%er 0ull correct name< document name could also %e a lin9'' ersion< and &ull correct location 3 i& #ossi%le the

$hen re&erence the document num%er &rom this section in the document a%o e using ,(nsert/;e&erence/8ross@;e&erence. as this +ill create a h"#erlin9 &rom the document text to this list o& documents' BABO= er' >'? ,@ Strategic 1lan/ /oals/O%*ecti es @ Business 1ro%lem/ O##ortunit" De&inition @ Business Architecture Arti&acts @ Business 0easi%ilit" Stud" @ 1ro#osed 1ro*ect Sco#e De&inition.>

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