In prince2, the business case outline document is created during the preproject process of starting up a project. This business case outlines how the web platform wp project will address current. The case for pdf business compression cvision technologies. At the same time, todays versions are better than those of the past.
A business case helps to determine whether or not a project justifies an organizations investment into a project. An important point to note is that the business case should be updated over time as new facts come to light as the project is being worked on. If you have been assigned a particular project or assignment at your place of work, you first need to draw up a business case stating the reasons behind the project. The purpose of this document is to support the development of a strong business case that links investments with program results and, ultimately, with the strategic outcomes of the organization. This document has been approved as the final report for the file transfer mechanism. A business case is the best way to assess whether a project aligns with an organizations strategic plan of action. Develop a thorough business case analysis with the help of the downloadable and printable examples that we have listed in this post. A business case template provides a structure for researching and presenting a clear and comprehensive document. Sap business case builder aligning it with business benefits an idc case study sponsored by sap analysts. Regardless of the format used, the business case should include all pertinent information needed to evaluate the project benefits. How to make the business case for document management.
Refer also to the related sequence of news chronology, letters to the editor, and other files on this powerhouse museum alliance website. A good business case captures and documents the reasoning for starting a new project. The sap business case builder is an example of the. Depending on the business model and a type of business plan, you may need to include a description of the location and facilities. Business case study template provides a guide of the area to be covered in relation to the existing problem.
Business case example studies, from government and private. Its content inclusions and development can range from simple action plans up to business wide protocols. How to build a business case the lavacon conference. Describe your companys history if any or a startup information. Our free business case template provides a sound foundation for developing the business case for your next project. The business case justification clean energy project builder. Business case decisions should be made relative to all alternatives that were considered. Replace the title on the cover page with the name of the organization, the name of your project, and the document type. A business case template is a tool that assists in the development of a wellconsidered business case. However, the structure and content is the same as if it were written up. Sections may be added, removed or redefined at your leisure to meet your particular business circumstance.
A business case is used to describe the necessary business and financial information for a proposal to determine whether or not a project is worth the required investment, including monetary investments, resources, and time. Making a business case analysis can establish trust between the project manager and the stakeholders of the project. Before they attempt to create an effective business case, however, project managers must first understand the purpose of business cases and the information that executives need to make. Erp systems, for example, integrate all facets of the business across all departments and functional processes. Sample business requirement document blue cross blue shield nahush gupte sample business requirement document.
However, they are doing it in their own unique way. Yet jbig2based pdf document compression is proving to be just that. A use case defines what needs to happen upon a particular action in order for that action to be. This document is your template for producing a business case. For example, while writing about the legal structure of your business, you will realize the need to include a copy of your partnership agreement. Using a business requirement tender document template can help the company to state down these details in a very organized and systematic way that would be easy for the production team to decipher and work on. Save the template with a file name of your choice to your computer. During the development of a business case, it may be necessary to.
The business case template is offered in rich text rtf format. This page links to example cases from government and the private sector that may help your own case building. Use the home tab to apply version number to the text that you want to appear here. This document presents 3 business cases developed over the course of the 12. Trbs airport cooperative research program acrp report 151. One reallife business case example comes from a company that produces oil burners for auto repair or body shop facilities. This guide is intended to be read in conjunction with the following template for the development of a business case for a small project. The business case links investments with the strategic outcomes of the organization.
Use case document template project management docs. Xml can be transformed into pdf files as needed to be viewed as formatted text with readable. Colemans proposal for a standard use case template coleman, 1998, with some minor modifications. It is the first document used in the project lifecycle and, once approved, allows the project to be formally defined. This offers a shortened version of the main idea of. In many cases the ubc is highly developed, with longterm relations and complex interactions whereas other regions are at a much earlier stage in the process of building the right ubc ecosystem. Some examples of soft roi include faster and better decision making and more productive employees. How to write a business case template your business. You can easily modify this ms word template, which includes sample text in each chapter to get you started.
There should be a minimum of two alternatives in a business case the current state or status quo alternative and a proposed alternative but better business cases consider more than two. Annelise wang and david shiang introduction knowledgebased selling tools and decision support systems are not new. As provided for in these new guidelines, a copy of this business case is being sent to abcs value analysis repository for use, as needed, by future business case development teams. These suggestions are best presented using a document called a business case. Introduction operating a business involves ensuring that money is spent wisely and that there are returns on investment.
When project managers develop business cases to prove the benefits of organizational investments in information technology it projects, they proactively play a vital role in influencing executive actions. The business case is developed during the early stages of a project. Business case templates ms word you can use this business case template ms word 22 pages to outline the business need, current process, services, expected benefits, change analysis, cost estimate, costbenefit analysis, and project schedule. Those building the fiinancial business case can find practical help and useful ideas by studying someone elses work on the same subject. Select and buy 1 product and select and buy 100 products. Statement of the company profile and the case profile to ensure the two are perfectly aligned, before presentation. Cdc unified process practices guide business case up version.
The primary audience for this reference tool are gc program managers seeking approval for an activity, initiative, or project. This document provides a guide on the topics usually included in a business case document. Capturing the properties of a use case and its slices using postit notes the use case shown is usecase 7 browse and shop from an online shopping application. In this article, youll learn what to include when you create your own business case, and find the readymade, downloadable business case templates in word and powerpoint formats, like a onepage business case template, a. Sample contents for a business case are provided that give those developing a. Typically its not technology that derails a document management deployment, but rather the lack of user adoption. For our project business case example were going to imagine a growing company that is struggling under the weight of calls to its sales lines. Sample business requirement document 3 p a g e detailed use case 1 name allow the user to shop for health insurance and receive a free quote. Business case template download free documents for pdf. It should contain all the key information about the product to be designed and that too in detail.
Just about every project manager has the need to develop a use case document, this template is provided as a starting point from which to develop your project specific use case document. Business case document project name version confidential 2015 documentation consultants. A business case proposal is a document designed to lay down the details of a certain business project before investors, shareholders, influential clientele or companies and organizations interested in sponsoring the project or working in collaboration with the host organization. How to write a business case with business case examples. The reason for this is that as you are going through the steps prior to actually making the business case, you might discover that the project you are intending to start might not actually be realistic or feasible. Green project reserve business case examples replacement of 24,000 feet of pre1930s leadjointed cast iron ci distribution pipe with new 8inch to 16inch ductile iron di pipe to eliminate the loss of 115 million gallons of water per year mgy, equal to 10% of total production and 52% of total system water loss. Case studies do not have set elements that need to be included. As such the guide should be removed from the front of the final document. This business case analysis bca includes an objectively for name of business case documented analysis, comparison of alternatives and recommendation to address describe a. You have identified embaglobal as the right programme for your professional development, and want to. Another template for the development of a business case for a larger, more complex project pm 002 business case has also been developed.
Many business decisions are made based on suggestions from a member of the management team or from an employee who sees an opportunity that could benefit the company or her department. Developing a business case for renewable energy at airports provides instructions and tools to evaluate proposed renewable energy projects and their alternatives. Too often, however, safety is seen as a cost for business rather than an investment. Be sure to include examples of both in the business case document. Read developing a business case for renewable energy at. We also provide an outline for the business case template. We wish to thank the committee for this opportunity. You have to be aware of the basics of business continuity plan development so you. To project your business to a potential decision making body, it is essential to have a business case template. Example tables, diagrams and charts have been added where suitable to provide further guidance on how to complete each relevant section. Business case examples a business case may have many formats.
Information technology business case development pdf. Save your document with a file name that is in accordance with current branch document naming standards. Sample business case for training request for this example, lets say you want to pursue additional training in microsoft powerpoint. Given an area to handle this provides an easy way of changing topic and maintain the succession of objective and goals. To create a business case from this template, simply do the following. During the process of initiating a project, the business case refined to more detail is developed further.
The actual process of creating a business case document would actually be one of the last steps before presenting it. A highlevel summary of the contents of the business case the issues the critical external and internal factors the outcomes the desired outcomes stated in economic, stakeholder, and environmental terms the situational assessment our understanding of the most critical problems faced by the customer the value proposition. For example, the requirements section within many business. Detailed instructions on how to use the business case template are included there. This business case template includes instructions and examples to guide the user towards properly documenting, analyzing, and recommending a business case that could be. Complete example of a fictional business case that illustrates key principles and concepts outlined in the main body of the book. This template provides guidance on the structure of a highlevel business case to support potential changes to your trusts corporate services. Six essential elements for a good business case so. A simple business case template will help to create a clear, concise presentation that will relate to stakeholders and others who may not have your expertise when it comes to your project. There are different ways on how a business continuity plan can be developed.
The business case is usually presented by senior management within the business to an identified business sponsor. Prepare solicitation documents for erp software and integration vendors. Business case analysis bca, including subject, to whom submitted, and any other clarifying information. Corporations and municipalities can spend years building business cases for major construction projects, and univer.
The business case justification solutions for capital project delivery improvement page 4 in addition to deciding whether or not to approve a business case, teams should also determine a strategy for keeping in touch with the progress and realization of the value proposition. May 08, 2014 the first step in making the business case is assessing the organizational needs, including both the core objectives of the project, the types of content to be managed, and the critical success factors. In addition, experts suggest following these guidelines to ensure there is a compelling business case. May 17, 2012 a business case also helps analyze the financial and nonfinancial outcomes following from the project to determine how costs and revenue will change and what effects will occur after project completion. Jan 29, 20 a business case can be in the shape of a verbal message, it does not have to be a written document. The business case for telemedicine territories listed data as of december 31 st, 2010, based on ihs fairplay world fleet statistics 2010 6. For our project business case example were going to imagine a growing company that is. It could be in the form of a verbal message, but the structure and the content. This can be copied into the business case from the financial template if preferred, though the standard method of delivering the financial template should be to deliver the spreadsheet as a separate document rather than copying it into this business case document. This document presents 3 business cases developed over the course of the 12 weeks that huron was engaged by uwsa. The use case document ties the business needs of a system to the design and implementation of the system. You will save time by compiling your list of supporting documents while writing the text.
This business case template describes typical items to be included in a business case. A simple business case template is one that should be free of excess jargon without talking down to the reader. The issues and statistical data provided in this paper build the case for the implementation of an information management system to mitigate risk due to data loss, compliance failures, general operational inefficiency, but also to avoid potential legal fallout by creating a systematic and. Flexibility is vital for putting together a successful business case. This document must be submitted in a neat format and at the very beginning. Page includes various formats of business case template for pdf, word and excel.
It will be easier and more transparent to explain particular suggestions if there is a material that can present the specifications of option analysis within a variety of business cases. Executive summary this section should be completed after the rest of the document is finished and should be a succinct summary of all your major points. Business case introduction full version a business case document is typically a presentation or a proposal to an authority by an organization seeking funding, approval, or both for an activity, initiative, or project. We have also provided a business case example in our media gallery that talks about improving a process. The business case answers the following questions about the project and also ensures projects with unrealistic. The strategic business case pdf template free download is a very popular business case template among the business men, as it clearly point out the strategies to be used by the business. Pdf sample business requirement document blue cross. Its primary purpose is to provide the information necessary to determine whether or not a project is justified. By justifying the means and the ends, this can be a critical document that can make or break your career in the firm. To be able to successfully achieve this, youd have to make a business case template to present to potential investors and stakeholders. Cms expedited life cycle xlc business case version 1. The business case document is a formal, written argument intended to convince. This powerful technology allows electronic documents to be compressed into file sizes that offer optimal speed in transmission over business networks, via wireless and email, and on the world wide web.
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