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 IT Business Case What's a Business Case Business Process Re-engineering Guide NAVAIR BCA Lessons Learned Reference
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.	Critical Success Factors for Application Service Providers
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 Sample Estimating Model Guide to sample estimating model Estimating Overview Information Assurance Roadmap Information Assurance Guide
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 Score Card Guide LMI's Recommended Measurement Scorecard Reference DLA Link Logistics and Project Metrics Sample KPIs and Measures Sample Document Performance Bonus Plan Sample Document
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.	Business Case Document Template Post Implementation Review Analysis Sample Cost Benefits Analysis Sample Analysis of Alternatives Template Sample legacy system retirement report