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1、Business Case ReportHigh Technology ProjectVirtual Reality ModuleMonth 01 Year 2000 Copyright 2002 MOBIPROThis document is protected by European copyright law and the law of confidentiality and the comparable laws of other countries. It contains valuable information proprietary to MOBIPRO. No part o
2、f this material may be copied, stored or transmitted in any form, electronic or otherwise, without the prior written consent of MOBIPRO.Table of Contents0.NOTES TO AUTHOR10.1Introduction10.2Tailoring the Template10.3General Hints11.OVERVIEW21.1Purpose21.2Related Documentation31.3Related Phases32.EXE
3、CUTIVE SUMMARY32.1Background32.2Needs Summary32.3Proposition Summary32.4Options Evaluated32.5Method of Evaluation42.6The Recommended System Acquisition/Development52.7Delivery52.8Potential Risks52.9Impact of not Proceeding52.10Next Action52.11References/Appendices63.BUSINESS OVERVIEW63.1Background63
4、.2Need Statement63.3Need Justification63.4References/Appendices64.OBJECTIVES & PARAMETERS64.1Proposal Description64.2Objectives To Be Achieved64.3Target Markets74.4Constraints74.4.1Costs74.4.2Timeframe74.4.3Investment74.4.4Standards74.4.5Other84.5Infrastructure Investment Required84.6Class of Invest
5、ment Project85.SCOPE OF PROPOSAL95.1Scope Inclusions95.2Scope Exclusions95.3Assumptions & Provisos96.ALTERNATIVES96.1Option 1 Do Nothing96.1.1Overview96.1.2Approach96.1.3Pros & Cons96.1.4Risks106.1.5Costs106.1.6Benefits116.1.7Strategy Fit127.ALTERNATIVES127.1Option 2 - Develop a new system127.1.1Ove
6、rview127.1.2Approach137.1.3Pros & Cons137.1.4Risks137.1.5Costs137.1.6Benefits157.1.7Strategy Fit168.COSTS SUMMARY168.1General Costs168.2Implementation Costs188.3Total Annual Operating Costs188.4Change Management Costs188.5Other Costs188.6Investment Appraisal199.BENEFITS SUMMARY199.1Benefits Sought &
7、 Achieved or not Achieved.199.2Benefits Applicable1910.RISKS SUMMARY1910.1Traditional Risks1910.2Extended Risks2011.RECOMMENDATION2112.NEXT STEPS2113.APPENDICES2113.1Appendix A, Customisation2113.1.1Additional Mandatory Features2213.1.2Additional Desirable Features2213.2Appendix B - Cost Benefit Ana
8、lysis Worksheet.2313.3Appendix C - Cost Sub Report2313.4Appendix D - Benefit Sub Report2313.5Appendix E - Risk Sub Report2313.6Appendix F - Strategy Match Sub Report2313.7Appendix G Change Management Strategy2313.8Appendix H: Overview Of Phases2313.9Appendices260. Notes to Author0.1 IntroductionThis
9、 skeleton Business Analysis Report contains Notes to the Reader in italics in each section. This information is not normally included in the final Business Analysis Report and is intended only to provide assistance to the team creating a Business Analysis Report.These notes describe the intended con
10、tent and scope of the section. In addition, each section contains information about which team members usually write the section. This is based on past experience and is not intended as a firm rule, merely a guideline. Each team should decide how each section should be completed and by whom.Addition
11、al information may be required to accommodate the specific needs of a project. Likewise, information may not be relevant to the specific needs of a project and should be omitted. Each team should address this early in the creation of a Business Analysis Report.0.2 Tailoring the TemplateSearch for th
12、e following information and make the changes which are appropriate to your specific situation. Each of these has been used consistently within this document.Company Name: MOBIPROProject Name: High Technology ProjectModule Name: Virtual Reality ModuleThe usage of a company name in this report has bee
13、n deliberately minimised because we consider this to be a security issue.0.3 General Hints Include (in appendices) any relevant information that helps clarify the case. Ensure the report is realistic, factual, useful and above all understandable. Apply the “So What?” and “Is This Us?” tests. If it f
14、ails the test, then drop it. Avoid any and all jargon, and explain any necessary terminology. It is important to have a clear path forward so that the business case is not put into the too hard basket. Make sure that there is reference to what will happen next. For example, the audience may have a w
15、eek to look at the report before a meeting to decide if the recommended option is accepted. Unless there is major padding in the costing, it is likely the budget need to rise over time. Common sense tells us that there will be things unknown at this point in time, which will become apparent in the f
16、uture and cost additional money. Unless there is a contingency in the budget, there is no facility to pay for the unknown.If approval of the business case is a major exercise in the organisation, it may be useful to gain agreement that there will be no further submissions unless the budget is exceed
17、ed by x%. If costs do exceed x%, there will be a supplementary submission. It is important the approving body realizes the costs are based on what you know at this point in time.Another approach is to have a contingency fund which is approved by the board, and on which the project team reports expen
18、diture separately to the board.References & Guides Before commencing the process, the Sub Reports should be completed. These will provide the foundation for the Business Case Report. The Sub Reports are the explanation behind the calculation of details. The Sub Reports are used as a prompt to ensure
19、 ALL the information required is discovered, and documented. There will be overlap in the Sub Reports and this is to be expected. For example, achievement of a Strategic Objective may also be a benefit. Use your own discretion as to how it should be included in the Business Case Report. Do not slavi
20、shly transfer information from the Sub Reports. Distil the details. One failure of major projects is that managing the expectations of the users is neglected because there is no money. Nobody thinks about it until after the budget is approved. It is important to have completed a change management st
21、rategy and built the costing into the business case.1. OverviewJustifying an investment in technology requires a rational business case. That case takes organisational benefits into account without ignoring costs, benefits, return on investment and risk. Strategic and other benefits need be balanced
22、 against cost and risk. All proposals furthermore have alternatives, including inaction or do nothing. An assessment of alternative options helps the business better understand the relative value of a proposal and whether to support it. The Business Case Report then - Scans the range of business sys
23、tem options available Examines their advantages and disadvantages, both financial and non-financial Estimates the Costs, Benefits Risks and Strategic Match of each option Recommends a relative best option or the do nothing option1.1 PurposeThe Business Case Report serves to - Clarify, size and choos
24、e between competing business system options. Quantify the cost and benefits of each option. Present a clear review of the options and recommend a course of action. 1.2 Related Documentation Business Case - Benefits Sub Report Business Case - Risks Sub Report Business Case - Costs Sub Report Business
25、 Case - Strategic Match Sub Report Business Case - Cost - Benefit Worksheet Key Memos1.3 Related Phases Business Analysis phase2. Executive SummaryThis section in 3 pages maximum is a precise of the report, major recommendations and benefits. This information is usually written by the whole team.Inc
26、lude the following paragraphs in brief, precise style -2.1 Background A short description of the project historyExample :“The project was initiated in June last year at the request of the Board. The driving force was the need to cope with Year 2000.”2.2 Needs Summary What are the “needs” that are dr
27、iving the project. eg a need to comply with legislation; a need to match competitors.Example :“There are two major needs behind the project to move office: Proposed seminars require larger training room Staff growth cannot be accommodated in current office premises”2.3 Proposition SummaryBrief detai
28、ls of the requirements for the system. eg Objectives, scope, timeframes, investment, standards etc.Example :The requirements of the system are Close to public transport Client Server Must be able to issue invoices. Has ADSL available Must link to our existing financial package. etc”2.4 Options Evalu
29、ated A few lines to outline the options that were examined. If options were not evaluated for any reason, explain why they were excluded.Example“The team looked at two scenarios varying the scope, resources, cost and time.1. Development using SofwareDeveloper and 5 developers2. Development using Sof
30、wareDeveloper and 8 developersScenarios 1 & 2 will ensure the transfer of SoftwareDeveloper skills, as well as delivery of the system. Scenario 2 shows there is little benefit to adding extra developers.A comparison of the two scenarios is shown in the following table:ScenarioScopeDevelopersTime (el
31、apsed)Cost1Module 1 (2200 FP)523 weeks287.5K Module 2 (2500 FP)520 weeks250KTotals4700 FP543 weeks537.5K2Module 1 (2800 FP) 820 weeks400KModule 2 (3200 FP)815 weeks300KTotals6000 FP835 weeks700KBoth scenarios include the use of SoftwareDeveloper. Using SoftwareDeveloper for the development ensures S
32、oftwareDeveloper of quality systems in an incremental manner to fixed timeframes. SoftwareDeveloper incorporates changes rather than fighting it and because SoftwareDeveloper is business driven, business will get what it needs at time of delivery. The SoftwareDeveloper deliverables are also well eng
33、ineered to satisfy the technical requirements of IT. The SoftwareDeveloper blends the three components of software development, People/Process/Technology via a framework of techniques to integrate management, business users and IT as partners. It manages the process of applications development by us
34、ing common sense, incorporating change (instead of fighting it), manage expectations through training, provides a transfer of skills and focuses on quality (doing the right thing in the fastest possible time). Quality, from the users perspective, is ensuring that the business users get what they nee
35、d at time of delivery and from the IT perspective, is ensuring that the deliverables are well engineered.”2.5 Method of Evaluation Outline by whom and how the evaluation was carried out.Example :“The evaluation was carried out by a team consisting of the following people during June and July this ye
36、ar. John Smith - IT Manager etc”2.6 The Recommended System Acquisition/Development Document the recommendation and give a brief outline of the key issues. eg Description, how it fits with Business/IT Plans, costs, benefitsExample :“After looking at packages available, we recommend in house developme
37、nt for the following reasons. No package has more than a 60% fit with our requirements Four of the five packages do not have a client server version. The fifth consists of the LAN based version with a screen scraper etc.”2.7 DeliveryProvide details of the proposed delivery schedule if they are avail
38、able.Example:“The Modules will be delivered in the following order:1. Virtual Reality2. RealityThe plan involves incremental delivery of the above Modules to reduce risk and to obtain business benefit as early as possible.”2.8 Potential RisksThese can be picked up from the Risk Sub ReportExample :“T
39、he following are the main risks. Lack of expertise in VB. Business requirements are vague. etc.”2.9 Impact of not ProceedingWhat happens if we do nothing.Example :“Unless we move now, we will not be able to guarantee the system will be modified before the year 2000”2.10 Next ActionThe path forward.
40、Example : “A meeting will be held next week to discuss the options and agree the development proposal”2.11 References/Appendiceseg Sources, Timetable and Resources3. Business OverviewThis section in 2 pages maximum expands the information contained in the Executive Summary.Include the following poin
41、ts -3.1 Background Example :In 1996, we first looked at modifying the existing system to cope with new products proposed for 1999. The result was a report included as Appendix C which recommended.”3.2 Need Statement Briefly, what is the need being addressed in the Report.Example : “We need to replac
42、e the aging Wang system with a Windows based System.”3.3 Need JustificationOutline the justification for the need.Example : “ The Wang hardware, on which the current system runs, is being phased out as a matter of corporate policy. The data maintained by the existing, aging system no longer adequate
43、ly meets current business needs. None of the modules of the system are integrated which, in many instances, necessitates duplicate data entry. Aspects of the system handled manually are no longer manageable for current and growing staff levels.”3.4 References/Appendiceseg Business Plans, Surveys, Co
44、sts, Technical Environment, etcetera4. Objectives & Parameters4.1 Proposal DescriptionSummarise the proposal, for example, as follows-Example : “ To evaluate, select and acquire an efficient, integrated and modular enterprise management system that addresses the needs today of the finance, purchasin
45、g, payroll, human resources and engineering business areas, and that incorporates current best practices in these areas. Such a system will preferably be a single package-single vendor solution. Options such as package use as is, package use with customisation, and in-house development in part will
46、be considered. The case of inaction or do nothing will also be considered.” 4.2 Objectives To Be AchievedState the goals to be achieved clearly.Example : “ The primary objective is to satisfy ad-hoc queries, add new data and deliver valued-added information services to clients in a much shorter time
47、 frame than is currently the case. The secondary objectives are (list) .”4.3 Target Markets List target markets where market entry is enabled or market share is expanded by this proposal.Example : “The new functionality will enable the package to be used in New Zealand as we will now be able to handle GST.”4.4 ConstraintsState
