Professional Documents
Culture Documents
Business Case
(Template)
EI Toolkit
Submitted: Version 1.0
EI Toolkit Page i of 10
Document version 1.0, December 2003 EITK0604
Last validated: December 2003
Business Case (Template)
Table of Contents
EXECUTIVE SUMMARY.........................................................................................................................................1
1 INTRODUCTION......................................................................................................................................................2
1.1 BACKGROUND..................................................................................................................................................2
1.2 SUBJECT OF THE BUSINESS CASE...........................................................................................................................2
1.3 PURPOSE OF THE BUSINESS CASE...........................................................................................................................2
1.4 GOVERNING MANDATES......................................................................................................................................2
1.5 ACKNOWLEDGEMENTS / CREDITS..........................................................................................................................2
2 METHODS AND ASSUMPTIONS..........................................................................................................................3
2.1 ALTERNATIVE SOLUTIONS AND DATA.......................................................................................................................3
2.2 SCOPE OF THE CASE...........................................................................................................................................3
2.3 FINANCIAL METRICS...........................................................................................................................................3
2.4 BENEFITS........................................................................................................................................................3
2.5 COSTS............................................................................................................................................................3
2.6 MAJOR ASSUMPTIONS.........................................................................................................................................3
3 BUSINESS IMPACTS...............................................................................................................................................4
3.1 OVERALL RESULTS............................................................................................................................................4
3.2 BENEFITS........................................................................................................................................................4
3.3 COSTS............................................................................................................................................................4
3.4 ANALYSIS OF ALTERNATIVES................................................................................................................................4
4 SENSITIVITIES, RISKS, AND CONTINGENCIES.............................................................................................5
5 RECOMMENDATIONS AND CONCLUSIONS...................................................................................................6
Table of Tables
Table Page
Table of Figures
Figure Page
EI Toolkit Page i of 10
Document version 1.0, December 2003 EITK0604
Last validated: December 2003
Business Case (Template)
EXECUTIVE SUMMARY
Provide supportive net cash chart or tables for primary alternatives to support decision
process.>
EI Toolkit Page 1 of 10
Document version 1.0, December 2003 EITK0604
Last validated: December 2003
Business Case (Template)
1 INTRODUCTION
1.1 Background
<Provide limited background on the organization, industry or market conditions, that
create drivers for the project.>
EI Toolkit Page 2 of 10
Document version 1.0, December 2003 EITK0604
Last validated: December 2003
Business Case (Template)
2.4 Benefits
<Describe the expected primary benefit areas (revenue enhancement and cost reduction)
for each alternative solution.>
2.5 Costs
<Describe the expected primary cost areas (capital and expense) for each alternative
solution.>
EI Toolkit Page 3 of 10
Document version 1.0, December 2003 EITK0604
Last validated: December 2003
Business Case (Template)
3 BUSINESS IMPACTS
3.1 Overall Results
<Present net result (Cash Flow, IRR, etc.) that demonstrate impact of primary alternatives
under consideration.
Supplement with tables and / or charts that demonstrate accrual and cash flow impacts of
the investment (for example, annual and cumulative cash flow charts and summary
financial results tables).>>
3.2 Benefits
<Present significant benefit impacts (both revenue enhancement and cost reduction) for
each project alternative under consideration>
3.3 Costs
<Present significant cost impacts (both capital and expense) for each project alternative
under consideration.>
EI Toolkit Page 4 of 10
Document version 1.0, December 2003 EITK0604
Last validated: December 2003
Business Case (Template)
<Identify key parameters and conditions that impact the investment decision. Present
potential contingent actions that could mitigate the uncertainty. Identify how such
uncertainties impact the analysis and investment decision
Link spreadsheet sensitivity or simulation charts or tables if they clarify the decision
process. Also consider using a decision tree if it aids in understanding the alternative
solution uncertainties..>
EI Toolkit Page 5 of 10
Document version 1.0, December 2003 EITK0604
Last validated: December 2003
Business Case (Template)
EI Toolkit Page 6 of 10
Document version 1.0, December 2003 EITK0604
Last validated: December 2003