business-caselisted

# Business Case ## Document Structure ``` 1. Executive Summary (1 page — decision + recommendation) 2. Problem Statement (current state + cost of inaction) 3. Proposed Solution (options considered + recommendation) 4. Financial Analysis (ROI, NPV, payback, sensitivity) 5. Risk Assessment (risks + mitigations) 6. Implementation Plan (phases, milestones, resources) 7. Stakeholder Analysis (who's affected, how) 8. Recommendation (clear ask) Appendix: Supporting data, assumptions, comparisons ``` --- ## Executive Summary Template ``` SITUATION [Company/team] currently [describe current state]. This results in [quantified pain: cost, time, risk, revenue lost]. PROPOSAL We recommend [specific solution] at a total investment of $[X] over [timeframe]. FINANCIAL IMPACT - Expected annual benefit: $[Y] - Payback period: [Z] months - 3-year NPV: $[W] at [r]% discount rate DECISION REQUIRED Approval of $[X] capital investment by [date] to begin [Phase 1] by [start date]. ``` --- ## ROI Calculation ### Simple ROI ``` ROI % = (Net Benefit / Total Investment) × 100 Net Benefit = Total Benefits - Total Costs (over analysis period) Example: Total Benefits (3yr): $450,000 Total Costs (3yr): $150,000 Net Benefit: $300,000 ROI: 300,000 / 150,000 × 100 = 200% ``` ### NPV (Net Present Value) ``` NPV = Σ [Cash Flow_t / (1 + r)^t] - Initial Investment Where: r = discount rate (WACC or hurdle rate, t