Business Case Evaluation
Evaluate alternative solutions using business need, costs, benefits, financial measures, strategic fit, customer value, risk and feasibility. Compare the evidence transparently and develop a management recommendation with explicit assumptions and conditions.
Evaluate the Case for Change, Not Just the Cost of the Solution.
A business case brings together the rationale for change, credible alternatives, costs, benefits, financial appraisal, risk, feasibility and strategic fit. Its purpose is to support a transparent investment decision.
- Start with the business need and target outcome.
- Compare more than one credible solution option.
- Separate one-time costs from recurring costs.
- Evaluate both quantified and qualitative benefits.
- Integrate financial attractiveness with risk, feasibility and strategic considerations.
Business Case Evaluation — Step by Step
Eight locked stages move from business need and options through cost, benefit, financial, risk and integrated evaluation to the management recommendation.
Establish the Business Need and Decision
Customer Onboarding Improvement — Investment Options
Establish the business need before comparing solutions.
Business Case Option Register
The option register keeps the alternatives, investment profile and headline evaluation evidence visible outside the guided demonstration.
Test the Business Case Sensitivity
Experiment Mode is isolated from the guided example. Change Option B benefit, annual operating cost and discount rate to see how its financial case changes.
Quick Knowledge Check
Core Evaluation Principles
Business Need
State the problem or opportunity and the outcome the investment must achieve.
Financial Appraisal
Compare cost, benefit, cash flow, NPV, payback and other relevant measures consistently.
Non-Financial Value
Consider strategic fit, customer value, risk, feasibility and other material qualitative factors.
Recommendation
Explain why the preferred option offers the strongest overall case and state the conditions for approval.