Business Cases

Definitive Pro and Business Cases

Definitive Pro includes a business case for organizations that want to improve and standardize their approach to assessing the financial value of investments. The business case includes the following configurable tabs:

TabDescription
Business NeedProvides the submitter with the capability to enter data and textual information describing the business need for the project.
Business Need AssessmentProvides scorecard(s) to support an initial strategic alignment assessment of the business need.
Solution ApproachProvides the capability for the delivery organization to describe the solution approach to the business need.
Resource BudgetingProvides the capability to collect estimates from the resource teams required to deliver on the solution.
Resource PlanningProvides a time-phased resource management capability by enabling resources to load their capacity over time (by month) and to allocate their resources for each investment. The capacity and allocations enable the portfolio manager to review and analyze the data at the portfolio and enterprise level, identify resource conflicts and bottlenecks, and act to alleviate the resource contention.
ForecastProvides the capability to enter a 5-year cost and benefit projection and to discount out-year cash flows. It automatically calculates total cost (pre-project, project, and post-project), total benefits (revenue, cost reduction and cost avoidance) by year for a 5-year planning horizon. Definitive Pro® has the capability to configure which cost pools are to be used in the business cases. Options available include: technology business management (TBM); construction, and custom.
GovernanceProvides the capability to assign key roles, set key milestones, manage change requests, and track project health and status.
LocationProvides the capability to enter the location of the project and to plot the location on a map. This Geographic Information System (GIS) feature can be used to plot the location of multiple projects.
ContractsProvides the capability to establish the acquisition approach for contract action required, and to assign contract budget $ to contracts.
DocumentsProvides a repository for reference documents associated with the business need and project.
ResultsProvides auto-calculated financial metrics, such as Return $, ROI %, IRR%, payback period, and net present value (NPV), and depicts whether each metric meets the establish hurdle rate (optional). Also provides visual charts and graphs and a one-click business case report in PDF. Definitive Pro® also provides an investment dashboard to visualize the composition of selected investments and depicts a “pass/fail” indicator of each investment versus established hurdle rates.
LookbackProvides the capability to track and analyze changes to the business case over time.
What is a Business Case?

A business case is used to: manage purposeful business change by organizing the financial impacts in relationship to time to support decision-making regarding potential investments. An effective business case will use a proven methodology – a key to establishing credibility. It will also esure that the underlying methodology is clear to the evaluators.

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