The Free Business Case Template provides the toolset to develop a thorough financial analysis and justification for an information technology (IT) project. The Workbook is intended to be used in conjunction with the Business Case Template.
The Free Business Case Template comprises multiple Excel worksheets that enable input of cost estimates, quantitative benefits, and other evaluation factors. Entered data is presented in the Cost-Benefit Summary, Financial Analysis, and Selection Results worksheets.
Information within the Workbook flows from left to right. The first three worksheets after these instructions support data entry; the Cost-Benefit Summary and Financial Analysis worksheets are protected from change because they automatically summarize information from the first three worksheets. The Selection Results worksheet is not protected so the user can copy the required information into the Business Case Template.
Note: Data entry cells are in red text. Cells referenced by other worksheets are in blue text. Cells calculated or referenced within the same worksheet are in black text. Subtotal, total, and cumulative total cells are in bold black text.
An overview of the Workbook contents and line item descriptions of the worksheet elements are provided below. Detailed instructions for these worksheets are provided in the Business Case Instructions.
Table of Contents:
Cost
Analysis
Quantifies business
case cost estimates required for project development, implementation, and
maintenance
Quantitative
Benefit Analysis
Quantifies
incremental cost savings, cost avoidance, and revenue generation benefits for
the agency, as well as service delivery and regulatory savings for
constituents
Evaluation
Factors
Rates the qualitative
and quantitative factors that support and justify an IT project, including
Statutory Fulfillment, Strategic Alignment, Agency Impact Analysis, Financial
Analysis, Initial Risk Consideration, and Alternatives Analysis
Cost-Benefit
Summary
Summarizes major
categories of business case costs and quantitative and qualitative benefits
Financial
Analysis
Contains various
measures of financial feasibility, including incremental and cumulative Net
Cash Flow, Net Present Value (NPV), Breakeven Point, and Financial Return on
Investment (ROI)
Selection
Results
Provides a summary of
project evaluation factors and financial analysis results that should be
copied into the Business Case Template. Note, this worksheet is not
protected.
Cost
Mapping
Provides an estimated
cost mapping from the business case costs (i.e., project costs plus
non-project/operational costs) identified on the Cost Analysis worksheet to
the ITD costs (i.e., project costs) and then allows agency adjustments to the
ITD costs.
This optional worksheet is one of the tools in the Project
Financial Life Cycle Extension. This worksheet is included within the
Business Case Workbook tool to facilitate calculations used in the mapping. For
guidance on use of the Cost Mapping worksheet, refer to the Project Financial
Life Cycle Guide within the Project Financial Life Cycle Extension.
Agency
Additional Information
Provides a blank,
free-form spreadsheet that allows agencies to include any additional
information that is helpful.
This optional worksheet is one of the tools in the Project
Financial Life Cycle Extension. This worksheet is included within the
Business Case Workbook to facilitate agency calculations and mapping. For
guidance on use of the Agency Additional Information worksheet, refer to the
Project Financial Life Cycle Guide within the Project Financial Life Cycle
Extension.
Version
History
Summarizes the
revision history of the Business Case Workbook beginning with Release 2.1
(January 2013).
Thank you
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