BUSINESS CASE - TEMPLATE

TEMPLATE

PROJECT IDENTIFICATION
Project Name CPI Project Number
<Project Name>
Customer Name Customer Number
<Customer Name>
SAP Project Manager Customer Project Manager
<SAP Project Manager> <Customer Project Manager>

DOCUMENT IDENTIFICATION
Author Document Location (repository/path/name)
<Author> <Document location>
Version Status Date (YYYY-MM-DD) Document Classification
0.1 Final <Date> Internal

REVISION HISTORY
Version Date Description
0.1 February 4, 2010 <Text here>
0.2

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TABLE OF CONTENT
Business Case................................................................................................................................................ 3
The Business Case provides the economic justification for the proposed project. It documents how and when
the investment will be profitable for the customer............................................................................................. 3
Executive Summary.......................................................................................................................................... 3
Strategic Allignment.......................................................................................................................................... 3
Benefits............................................................................................................................................................. 3
Investment Appraisal........................................................................................................................................ 4
Interface Dependencies.................................................................................................................................... 4
Stakeholder...................................................................................................................................................... 4

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Business Case
The Business Case provides the economic justification for the proposed project. It documents how
and when the investment will be profitable for the customer.

Executive Summary
Objective
< State what business need the project is solving. Highlight the economic justification for the
project >
Problem/Opportunity
< Leverage some of this information from the Project Charter. This section presents the “As Is”
Situation. The objective in producing an “As Is” description is to understand the underlying
reasons for the existing process. To create this information use the following process, as
needed: Break the problem into concise distinct bullets and separate them into causes and
effects. Then consolidate the bullet items into a concise statement. >
Proposed Resolution
< Define what the project will deliver—how it will address the identified functional/operational
need. This section presents the “To-Be” situation. >
Industry Comparison
< If you know if other companies have invested in this type of technology initiative, describe
similar technology initiatives. >

Strategic Allignment
Business Strategy
< All projects should support and tie to the
organization’s strategic goals. Answer how the
objectives align with the business strategy. >
TECHNOLOGY STRATEGY
< All projects should support and tie to strategic
goals. Answer how the objectives align with the
technology strategy. >
Business Strategy
< All projects should support and tie to the
organization’s strategic goals. Answer how the
objectives align with the business strategy. >
TECHNOLOGY STRATEGY
< All projects should support and tie to strategic
goals. Answer how the objectives align with the
technology strategy. >

Benefits

TANGIBLE BENEFITS
< Tangible Benefit>
< Tangible Benefit>
< Tangible Benefit>
< Tangible Benefit>
INTANGIBLE BENEFITS
< Intangible Benefit>
< Intangible Benefit>
< Intangible Benefit>
< Intangible Benefit>

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Investment Appraisal

Interface Dependencies

DEPENDENCIES
<<Identify the projects, people and/or organizations along with the associated locations that will
be affected or impacted by the proposed need/solution.>
AFFECTED SYSTEMS
< Identify the systems, along with the associated locations that will be affected or impacted by
the proposed need/solution.

Stakeholder
INDIVIDUALS AND ORGANIZATIONS WHO HAVE INTEREST IN THE PROJECT
<Identify name and title of the stakeholders that will be involved in the project. Stakeholders are
individuals or organizations who are involved in the project and whose interests may positively
or negatively impact the completion of the project, i.e., John Doe – Purchasing Manager. Note:
Identification is necessary to manage and influence those expectations for success. Indicate
other organizations and individuals who will have crucial responsibilities for the project or will be
affected by project outcomes. Also include any non-IT organizations, such as external
consultants or vendors. This list is further refined in the Initiating and Planning Processes>
< Stakeholder/Stakeholder Area>
< Stakeholder/Stakeholder Area>
< Stakeholder/Stakeholder Area>

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