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7/24/2019 CIO Business Case Template
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Business Case Template
CEB CIO Leadership Council
7/24/2019 CIO Business Case Template
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CEB CIO Leadership Council
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 $utlook......
+, +/ C0B. All Rig!ts Reser"ed.
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I. Executive Summary
II. Appendix
Table of Contents
7/24/2019 CIO Business Case Template
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I. EEC!TI"E S!##A$%
, +/ 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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2, +/ C0B. All Rig!ts Reser"ed.
'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@
3, +/ C0B. All Rig!ts Reser"ed.
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@
4, +/ C0B. All Rig!ts Reser"ed.
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
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Scope K Constraints
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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 $eason Eliminated Cost Summary
Continue legac CR: process
9ack o' compati%ilit ;it!ne;er applications
0 tec!nologimplementation
@ot optimied 'or mo%ile JM
OAlternati"e 1 OReason eliminated JM
6, +/ C0B. All Rig!ts Reser"ed.
hat are the viable alternatives tothe pro
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ey Sta5eholders
InternalSta5eholders
-epartment'ro
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Ob'Is@
:inimie up-'ront reuirementsto reduce de"elopment time andspeed to market
A more producti"e end-usere
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Benefits or5sheet
2, +/ C0B. All Rig!ts Reser"ed.
Consider both Duantitativeand Dualitative benefits ofthe pro
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Cost or5sheet
Annual Capital Expenditure -escription Cost >in 1?F777s@
Dard;are 9ine-o'-Business =9$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
3, +/ C0B. All Rig!ts Reser"ed.
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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