CIO Business Case Template

7/24/2019 CIO Business Case Template

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Business Case Template

CEB CIO Leadership Council


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cio.executiveboard.com

Case-on-a-Page.........................................................................

Project Background..............

Value Assessment.......

Risk Assessment............................

Scope & Constraints...........

Ke Stake!olders.........

Alternati"e #n"estment Analsis......

$%jecti"es $utcomes and KP#s ....

Bene'its (orks!eet.....

Cost (orks!eet.......

Risk Assessment ........

)i"e-*ear )inancial $utlook......

+, +/ C0B. All Rig!ts Reser"ed.

1

/

2-3

4-5

+

6

1

/

2

3

4

I. Executive Summary

II. Appendix

Table of Contents


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I. EEC!TI"E S!##A$%

, +/ C0B. All Rig!ts Reser"ed.


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1, +/ C0B. All Rig!ts Reser"ed.

Business Case&on&a&'a(e

'$O)ECT AT&A&*LA+CE

+ame, #obile C$# Application -evelopment

Summary, 7e"elop an internal customer relations!ip mo%ile application to ena%le emploees to access client data pro'iles 'rom remote locations using cellp!ones and ta%lets.

E% 'E$/O$#A+CE I+-ICATO$S

E% OB)ECTI"ES'$O)ECT S+A'S0OT

E% STAE0OL-E$S

+'", 12 millionTotal Cost, 13.4 million

"alue Score,

$is5 Score

E% ASS!#'TIO+S

8p-to-date client in'ormation is critical to impro"ing t!e sales process.

9ack o' mo%ile access to data is a major road%lock.

:o%ile applications are more "alue-add t!an compara%le ;e% applications.

Build "s. Bu due diligence ;as per'ormed to a satis'actor le"el.

0


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/, +/ C0B. All Rig!ts Reser"ed.

Business Case&on&a&'a(e 8 9 Blan5 :

'$O)ECT AT&A&*LA+CE

+ame, 9 Text :

Summary, 9 Text :

E% 'E$/O$#A+CE I+-ICATO$S

E% OB)ECTI"ES

'$O)ECT S+A'S0OT

E% STAE0OL-E$S

+'", 9 metric :Total Cost, 9 metric :

"alue Score,

$is5 Score

E% ASS!#'TIO+S

9 Text :

9 Text :

9 Text :

9 Text:

9 Text :

9 Text :

9 Text :

9 Text :

9 Text :

ASSET CLASS

9;:

9;:


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'rovide critical context around the pro application 'or smartp!ones toimpro"e t!e CR: process 'or account e


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"alue Assessment >? of 4@


Criteria "alue Score ? "alue Score 4 "alue Score 3 Score

Business andor#anufacturin( Customer

'ull

@oneResistanceSingle roup:ultigroup or

7epartment

:ultidepartment:ultisite or

Compan;ide

3

+Ali(nment =ith Strate(ic*oals

9o; @A :edium Dig! 2

6Business 'roductivityImprovement

@one or 7ecrease E F G F 3

1 $evenue Impact7ecreases @one or

:inimal.+/H./F G ./F 3

/Criticality of -eliverin('ro


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"alue Assessment >4 of 4@


Criteria "alue Score ? "alue Score 4 "alue Score 3 Score

5'roductTechnolo(y

#aturity ithin IT

9egac =Almost 0$9> orPilot Adopter =)irst Time

8se in #T>

0arl Adopter:inimal Support

0n"ironment

Sta%lePre'erred:ature Support

0n"ironment

3

Level of Learnin($eDuired

Dig! or 9o; Training Dig!@um%er o' 8sers

Dig! Training 9o;@um%er o' 8sers

9o; Training 9o;@um%er o' 8sers

2

IT Service ualityImprovement

@oneReduces Slig!t #mpro"ementSigni'icant

#mpro"ement 3

+IT Employee 'roductivityImprovement

@o C!angeReduces Slig!t #mpro"ementSigni'icant

#mpro"ement 1

6Time&toar5etImprovement

@o C!ange9engt!ens E F G F 3

1'romotes $euse of ITEnvironment

@oneSlig!t Reuse o' Tools

andor Processes

Signi'icant Reuse o'Tools andorProcesses

1

/Improvement to ServiceStability andor$ecoverability

@oneDinders Slig!t #mpro"ementSigni'icant

#mpro"ement 2

Total "alue Score, 36

After completin( the scorecardFcalculate your overall score and assi(na value color usin( the scale belo=.

Score ?G&47

Score 4?&3H

Score 7&G


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$is5 Assessment >? of 4@

5

Criteria $is5 Score ? $is5 Score 4 $is5 Score 3 Score

Estimated profitcontribution

9ess t!an JJ toJ6

:ore t!an J6 1

+ Estimated pro


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$is5 Assessment >4 of 4@

Criteria $is5 Score ? $is5 Score 4 $is5 Score 3 Score

+umber of sub


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II. A''E+-I

, +/ C0B. All Rig!ts Reser"ed.


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Scope K Constraints

+, +/ C0B. All Rig!ts Reser"ed.

In&Scope

Timeframe Lune +M- $cto%er+M

-epartment>s@ andfunction>s@

#T DR Sales

Technolo(y Smartp!ones =e.g.iP!one>

:o%ile 7e"ice

:anagement =:7:>so't;are

Out&of&Scope $eason hy

indo=s compatibility

@o plans to deplo

External&facin(interface

Dig! enterprise risk Dig! process

comple 9egal Sales DR

Critical dependencies @et;ork and data%ase communication


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Alternative Investment Analysis

-escription $eason Eliminated Cost Summary

Continue legac CR: process

9ack o' compati%ilit ;it!ne;er applications

0 tec!nologimplementation

@ot optimied 'or mo%ile JM

OAlternati"e 1 OReason eliminated JM


hat are the viable alternatives tothe pro


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ey Sta5eholders

InternalSta5eholders

-epartment'ro


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Ob'Is@

:inimie up-'ront reuirementsto reduce de"elopment time andspeed to market

A more producti"e end-usere


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Benefits or5sheet


Consider both Duantitativeand Dualitative benefits ofthe pro


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Cost or5sheet

Annual Capital Expenditure -escription Cost >in 1?F777s@

Dard;are 9ine-o'-Business =9$B>application and ;ireless JM

So't;are Back-end ser"er and mo%ilede"ices

JM

#T la%or #nstallation and annualmanagement

JM

Ser"ices :o%ile data and telep!oneconsulting

JM

Training 8ser and #T Sta'' JM

Total Capital Expenditure 1


Consider the cost for soft=areFhard=areF professional servicesFand other one&timeF up&frontexpenses.

Annual Operatin( Expenditure -escription Cost >in 1?F777s@

Product 7e"elopment Patc! and upgrade release JM

Testing Qualit assurance testing JM

$ngoing TrainingAdoption 0nd-user adoption managementAdministrati"e training

JM

Compliance and Securit @et;ork access monitoring datasecurit monitoring

JM

$n-demand So't;are Ser"ice Customiation & Con'iguration JM

0nterprise upgrades #ntegration-related upgrades JM

Total Annual Operatin(Expenditure

1

Total Cost >Total Annual Capital Expenditure Total AnnualOperatin( Expenditure@

1


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/ive&%ear /inancial Outloo5'KL and Cash /lo= /% /% /% /% /% Total

Re"enues

Cost o' oods Sold

ross :argin

:argin =Percentage> @A @A @A @A @A

$perating 0


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CIO Business Case Template

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