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1、Business Case Report High Technology Project Virtual Reality Module Month 01 Year 2000 Copyright 2002 MOBIPRO This document is protected by European copyright law and the law of confidentiality and the comparable laws of other countries. It contains valuable information proprietary to MOBIPRO. No pa
2、rt of this material may be copied, stored or transmitted in any form, electronic or otherwise, without the prior written consent of MOBIPRO. Table of Contents 0.NOTES TO AUTHOR. 1 0.1Introduction. 1 0.2Tailoring the Template. 1 0.3General Hints. 1 1.OVERVIEW. 2 1.1Purpose. 2 1.2Related Documentation
3、 . 3 1.3Related Phases . 3 2.EXECUTIVE SUMMARY . 3 2.1Background . 3 2.2Needs Summary. 3 2.3Proposition Summary . 3 2.4Options Evaluated . 3 2.5Method of Evaluation. 4 2.6The Recommended System Acquisition/Development . 5 2.7Delivery . 5 2.8Potential Risks. 5 2.9Impact of not Proceeding. 5 2.10Next
4、Action. 5 2.11References/Appendices. 6 3.BUSINESS OVERVIEW . 6 3.1Background . 6 3.2Need Statement. 6 3.3Need Justification . 6 3.4References/Appendices. 6 4.OBJECTIVES a need to match competitors. Example : “There are two major needs behind the project to move office: Proposed seminars require larg
5、er training room Staff growth cannot be accommodated in current office premises” 2.3 Proposition Summary Brief details of the requirements for the system. eg Objectives, scope, timeframes, investment, standards etc. Example : The requirements of the system are Close to public transport Client Server
6、 Must be able to issue invoices. Has ADSL available Must link to our existing financial package. etc” 2.4 Options Evaluated A few lines to outline the options that were examined. If options were not evaluated for any reason, explain why they were excluded. Example “The team looked at two scenarios v
7、arying the scope, resources, cost and time. 1.Development using SofwareDeveloper and 5 developers 2.Development using SofwareDeveloper and 8 developers Scenarios 1 & 2 will ensure the transfer of SoftwareDeveloper skills, as well as delivery of the system. Scenario 2 shows there is little benefit to
8、 adding extra developers. A comparison of the two scenarios is shown in the following table: Scenari o ScopeDeveloper s Time (elapsed) Cost 1Module 1 (2200 FP) 523 weeks287.5K Module 2 (2500 FP) 520 weeks250K Totals4700 FP543 weeks537.5K 2Module 1 (2800 FP) 820 weeks400K Module 2 (3200 FP) 815 weeks
9、300K Totals6000 FP835 weeks700K Both scenarios include the use of SoftwareDeveloper. Using SoftwareDeveloper for the development ensures SoftwareDeveloper of quality systems in an incremental manner to fixed timeframes. SoftwareDeveloper incorporates changes rather than fighting it and because Softw
10、areDeveloper is business driven, business will get what it needs at time of delivery. The SoftwareDeveloper deliverables are also well engineered to satisfy the technical requirements of IT. The SoftwareDeveloper blends the three components of software development, People/Process/Technology via a fr
11、amework of techniques to integrate management, business users and IT as partners. It manages the process of applications development by using common sense, incorporating change (instead of fighting it), manage expectations through training, provides a transfer of skills and focuses on quality (doing
12、 the right thing in the fastest possible time). Quality, from the users perspective, is ensuring that the business users get what they need at time of delivery and from the IT perspective, is ensuring that the deliverables are well engineered.” 2.5 Method of Evaluation Outline by whom and how the ev
13、aluation was carried out. Example : “The evaluation was carried out by a team consisting of the following people during June and July this year. John Smith - IT Manager etc” 2.6 The Recommended System Acquisition/Development Document the recommendation and give a brief outline of the key issues. eg
14、Description, how it fits with Business/IT Plans, costs, benefits Example : “After looking at packages available, we recommend in house development for the following reasons. No package has more than a 60% fit with our requirements Four of the five packages do not have a client server version. The fi
15、fth consists of the LAN based version with a screen scraper etc.” 2.7 Delivery Provide details of the proposed delivery schedule if they are available. Example: “The Modules will be delivered in the following order: 1.Virtual Reality 2.Reality The plan involves incremental delivery of the above Modu
16、les to reduce risk and to obtain business benefit as early as possible.” 2.8 Potential Risks These can be picked up from the Risk Sub Report Example : “The following are the main risks. Lack of expertise in VB. Business requirements are vague. etc.” 2.9 Impact of not Proceeding What happens if we do
17、 nothing. Example : “Unless we move now, we will not be able to guarantee the system will be modified before the year 2000” 2.10Next Action The path forward. Example : “A meeting will be held next week to discuss the options and agree the development proposal” 2.11References/Appendices eg Sources, T
18、imetable and Resources 3. Business Overview This section in 2 pages maximum expands the information contained in the Executive Summary. Include the following points - 3.1 Background Example : In 1996, we first looked at modifying the existing system to cope with new products proposed for 1999. The r
19、esult was a report included as Appendix C which recommended.” 3.2 Need Statement Briefly, what is the need being addressed in the Report. Example : “We need to replace the aging Wang system with a Windows based System.” 3.3 Need Justification Outline the justification for the need. Example : “ The W
20、ang hardware, on which the current system runs, is being phased out as a matter of corporate policy. The data maintained by the existing, aging system no longer adequately meets current business needs. None of the modules of the system are integrated which, in many instances, necessitates duplicate
21、data entry. Aspects of the system handled manually are no longer manageable for current and growing staff levels.” 3.4 References/Appendices eg Business Plans, Surveys, Costs, Technical Environment, etcetera 4. Objectives & Parameters 4.1 Proposal Description Summarise the proposal, for example, as
22、follows- Example : “ To evaluate, select and acquire an efficient, integrated and modular enterprise management system that addresses the needs today of the finance, purchasing, payroll, human resources and engineering business areas, and that incorporates current best practices in these areas. Such
23、 a system will preferably be a single package-single vendor solution. Options such as package use as is, package use with customisation, and in-house development in part will be considered. The case of inaction or do nothing will also be considered.” 4.2 Objectives To Be Achieved State the goals to
24、be achieved clearly. Example : “ The primary objective is to satisfy ad-hoc queries, add new data and deliver valued-added information services to clients in a much shorter time frame than is currently the case. The secondary objectives are (list) .” 4.3 Target Markets List target markets where mark
25、et entry is enabled or market share is expanded by this proposal. Example : “The new functionality will enable the package to be used in New Zealand as we will now be able to handle GST.” 4.4 Constraints State the limits on the proposal clearly. Example : “As we have a major project underway which w
26、ill take 18 months to complete, we will not have experienced development staff available internally.” 4.4.1 Costs State the budgetary limits that apply. eg Initial, annual or total cost limits. Example : “The budget allocated is $1m with a payback period that must not exceed 2 years.” 4.4.2 Timefram
27、e State the time limits that apply. Example : “Implementation of core systems on or before 1997 financial year implementation in full by latest 1998 March quarter. “ 4.4.3 Investment State any investment criteria that apply, for example- Example : “Maximum payback period of three years Minimum inter
28、nal rate of return of 15%.” 4.4.4 Standards State any business or technical standards where conformity is required - Example : “Financial systems conform to Australian G.A.A.P. practices Accounting packages conform to NSW Government G.S.A.S. recommendations Technical platform conform to corporate IT
29、 &T standards (list) . “ 4.4.5 Other State any other constraints that apply, for example- Example : “No protracted run-off of legacy systems beyond two months duration. Policy is to implement packaged solutions rather than to develop systems.” 4.5 Infrastructure Investment Required Summarise the siz
30、e of any prerequisite investment required. Example : “A high initial investment in data, software, hardware, staff, training or management will be required to create the infrastructure needed for the project. Substantial changes in IT & T service delivery will be required in several areas. These are
31、 (list) . A medium-to-small initial investment in data, software, hardware, staff, training or management will be required to create the infrastructure needed for the project. Minor changes in IT & T service delivery will be required. These are (list) . The proposal uses existing IT & T services and
32、 facilities. No investment in infrastructure is required.” 4.6 Class of Investment Project Classify the nature of the investment project. Example : “Must Do Investment eg Compliance with legislation, statutes, regulations, or replacement of obsolete, costly high-risk systems. Core Business Investmen
33、t eg. Development or extension of products and services, opening of new channel of distribution like telemarketing, automation of operations. IT Infrastructure/Services Investment eg. Upgrade of aging printers & terminals to cut maintenance costs, linking with electronic commerce networks, or consol
34、idation of systems. Prestige Project Investment eg. Move to prestige address, joint venture in high profile technology or support of a multi-media event. Research & Development Investment eg. Tax-effective investment in document management systems for existing clients, the local market and exports.
35、Other eg. Change or consolidation of offices to cut rental & manpower costs but requiring one-off refurbishment and rewiring costs.” Note that a project may have several facets eg. core business and IT infrastructure investment. Refer to pertinent sections of corporate plans and strategies. 5. Scope
36、 of Proposal 5.1 Scope Inclusions State clearly what is included in this proposal. Example : “The proposal includes all database changes required to avoid year 2000 problems.” 5.2 Scope Exclusions State clearly what is excluded from this proposal, adding any provisos or assumptions necessary. Exampl
37、e : “The implementation of automated workflow is desirable but not included initially. However, proposed systems must have the inherent capacity to provide automated workflow.” 5.3 Assumptions & Provisos List any assumptions or un-verified facts relating to the project. Example : “ The proposal is b
38、ased on the assumption that we will be able to find a package that is an 80% fit with our requirements.” 6. Alternatives 6.1 Option 1 Do Nothing It is always a wise decision to start with the option of inaction. It will give an indication of the urgency of the situation and prompt action. 6.1.1 Over
39、view This option applies if no action is taken, or business case recommendations are rejected, or recommendations are accepted but action deferred. Example : “If no action is taken within the next two months it is highly likely we will be unable to comply with recent insurance industry legislation.
40、The implications of this non- compliance are that we may have our accreditation withdrawn.” 6.1.2 Approach Normally we would talk about how the option would be implemented. As there is no action to be taken, there is no approach. 6.1.3 Pros & Cons Advantages There may or may not be advantages to thi
41、s option. Example : “By taking no action we will defer the cost of upgrading our network for at least another year.” Disadvantages By not doing anything, there are obviously disadvantages. Example : “ Disadvantage is that current information systems problems will worsen.” 6.1.4 Risks Much of this in
42、formation comes from the Risks Sub Report. It should be categorised into High, Medium and Low risks. Example : “High Risk Funds sunk to date in the purchase, customisation and enhancement of the current system are at risk because the vendor is quitting the market, the technology is obsolete or apt technical support is increasingly scarce. It is evident that the system has no upgrade path and its continuity is at risk.” 6.1.5 Costs Much of this