Getting the Business Case Right A complete guide to create compelling presentations that align IT technology benefits to enterprise value initiatives. - Making Technology Investments Profitable: ROI Roadmap from Business Case to Value Realization by Jack M. Keen Presented by Sheldon McCarthy, BA at Farm Credit Bank of Texas 1

Definition of a Business Case A document written for executive decision makers, assessing the present and future business value and risks related to a current IT-enabled investment opportunity. The purpose of a business case is to guide management in making the investment decision, from a business value point of view. A business case primarily consists of cost and benefit calculations, assumptions, rationale, evidence, and support – all recapped into a narrative “value story.” - Making Technology Investments Profitable: ROI Roadmap from Business Case to Value Realization by Jack M. Keen Presented by Sheldon McCarthy, BA at Farm Credit Bank of Texas 2

Getting the Business Case Right Defining ScopeCriteriaAlign INPUTS Decision Needs -Who expects what? -Who cares about what? Align Criteria to Enterprise Business Strategy & Values OUTPUTS Project Plan Aligned Criteria 3 - Making Technology Investments Profitable: ROI Roadmap from Business Case to Value Realization by Jack M. Keen

Getting the Business Case Right Assessing CalculateProveAnalyze INPUTS Aligned Criteria Determine Proof Needs Provide Evidence Payoff Explanations OUTPUTS Calculated Payoffs ROI Computations 4 - Making Technology Investments Profitable: ROI Roadmap from Business Case to Value Realization by Jack M. Keen

Deliver Getting the Business Case Right Delivering – Story telling INPUTS ROI Computations OUTPUTS Final Business Case 75% 5 - Making Technology Investments Profitable: ROI Roadmap from Business Case to Value Realization by Jack M. Keen Test Build Define

What makes business cases FAIL 50 pages of data and no pages of why it matters! Abundant use of technical terminology to which the audience cannot relate Details about systems features, but little explanation of how they help the enterprise Unclear reasoning behind the conclusions offered A writing style that does not communicate well to an executive audience - Making Technology Investments Profitable: ROI Roadmap from Business Case to Value Realization by Jack M. Keen Presented by Sheldon McCarthy, BA at Farm Credit Bank of Texas 6

Supporting Documents Mind Mapping Diagram of Business Case Report POLDAT Questionnaire List – Process, Organization and Location (Business Architecture) and Data, Applications and Technology (Systems Architecture) Detail cost estimating spreadsheet ( show calculations ) Business Case and Feasibility Study Templates are available online at the IIBA Austin Chapter website development/template-library Presented by Sheldon McCarthy, BA at Farm Credit Bank of Texas 7

8

DETAIL COST ESTIMATING SPREADSHEET 9

References IIBA Online Library Book: Making Technology Investments Profitable: ROI Roadmap from Business Case to Value Realization, Second Edition by Jack M. Keen IIBA Austin Template Library – Business Case Template – Feasibility Study Template – Risk Assessment Template Presented by Sheldon McCarthy, BA at Farm Credit Bank of Texas 10