Enterprise Integration Toolkit: Define High Level Business Case

Initiation | Define High Level Business Case

Creates high level description of costs & benefits; Quantifies high level costs and benefits; Builds preliminary financial justification for project

| | Steps
	Step	Tools
1	Preparation 4 Ensure Initiation Team understands purpose and rationale for developing a business case.	Business Case Development Guide Business Case Essentials: A Guide to Structure and Content Business Case Lessons Learned: NAVAIR Business Process Reengineering Guide IT Business Case: Keys to Accuracy and Credibility What's a Business Case? And Other Frequently Asked Questions
2	Identify solution alternatives 4 Through research, interviews, brainstorming, and development of architecture products to support the business change, identify the possible solution alternatives that could meet the program's needs / mission as specified in the Project Needs Document Template. Acquiring a solution as part of a comprehensive service approach versus implementing a solution presents two different approaches. This solution service needs to be approached differently in the areas of acquisition and service level agreements and is not addressed in this toolkit at this time. Both the solution service and solution implementation approach need to address requirements and active reengineering by the organization.	Application Service Provider Selection Criteria
3	Prepare financial metrics 4 For each alternative, prepare a high-level Return on Investment analysis to compare the financial impact of each alternative. Ensure information assurance costs are included in the analysis.	Business Case Spreadsheet (Template) Estimating Model Guide Estimating Model (Sample) Estimating Overview Information Assurance Guide Information Assurance Roadmap Total Cost of Ownership: Gartner
4	Establish Outcome Based Performance Measures 4 Identify & Assemble Team Develop Initial Strategy Statement Schedule LSM Workshop on Metrics/Scorecarding Schedule LSM Workshop on metrics as follows: Update metrics in appropriate OV5/6 Functional Allocation Diagrams(s) (FADs) Attend LSM Workshop Develop Baseline and Target Metrics in Support of 4 Quadrant Objectives Gain Written Approval from Highest Level Executive Sponsor Incorporate/Integrate with Business Case, Requirements, AoA and Acquisition Strategy	Balanced Scorecard: Approach to Design, Development and Rollout Balanced Scorecard Collaborative Web Site Balanced Scorecard: Level 1 & 2 Metrics COTS System Performance Indicators (Sample-DLA) Logistics & Materiel Readiness Web Site: Balanced Scorecard Resources Performance-Based Contracting Considerations Performance-Based Contracting Lessons Learned: Army Performance Management: Driving Best Practices Supply Chain Council Web Site Supply Chain Management: A Recommended Performance Measurement Scorecard (Sample - LMI)
5	Establish Clear Measures and Accountability for Program Progress 4 Develop an Earned Value Baseline (similar to an Acquisition Program Baseline) to capture the ongoing measurement of program performance, cost and schedule.	Project Status Report (Template)
6	Document the Business Case 4 Show alternatives and high-level cost estimates for each alternative. Include outcome-based performance measures linked to strategic goals.	Analysis of Alternatives (Template) Business Case (Template) Legacy System Retirement Report (Sample)

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