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Digital Project Business Case Checklist Cover
Checklist

The Digital Project
Business Case Checklist

Introduction

How do you go forth to present a new digital experience proposition to your board of directors or other senior stakeholders? The best bet is a business case. With our checklist, we aim to guide you through all the steps in delivering a rock solid business case, with all the important aspects included. So, go ahead and use the Digital Project Business Case Checklist for all it’s worth. Good luck!
Siw Grinaker, Community Manager Enonic
Digital Project Business Case Tools

What a Business Case Is (and What It Is Not)

A business Case Is

  • A short, essential document
  • Purposeful
  • Supporting business needs
  • Overview of pros and cons
  • Capturing both quantifiable and non-quantifiable characteristics of a proposed project

A Business Case Is Not

  • A lengthy treatise
  • Dreamy stream-of-consciousness
  • Supporting “cool” stuff
  • Solely focusing on positives or negatives
  • Only capturing quantifiable or non-quantifiable characteristics

The Essential Structure of a Business Case

The exact structure of a business case depends on the needs of you and your organisation. Check each section that fulfils a purpose for your organisation, and exclude the ones that don’t qualify.

  • Executive summary

    Provide an essential overview of the issues you want to address, what goal you want to reach, what benefits your organisation can expect, and what specific actions will be performed.

  • Situation

    Describe your current context, what challenges and opportunities it creates, what impact this has on your organisation.

  • Benefits and limitations

    Present both financial and non-financial benefits of the proposal for your organisation, as well as any potential and actual limitations.

  • Proposed solutions

    Identify potential solutions—i.e. CMSs or digital experience platforms—to your challenges, and provide substantial details for your stakeholders with a range of possible options.

  • Impacts

    List what stakeholders and processes will be impacted by the solution, as well as detailing side-effects.

  • Outline plan

    Document the implementation approach, timeline, and required resources—all in logical stages.

  • Market assessment

    Consider political, economic, sociological, technological, and legal factors in your industry, in order to demonstrate a thorough understanding of your key market.

  • Governance

    Clarify project ownership, project leadership and management, as well as budget, oversight process, and reporting.

  • Financial analysis

    Outline the forecasted costs and benefits, both total and spend profile over time—together with ROI and NPV.

  • Risks assessment

    A more in-depth consideration of risks and limitations, where you can summarise all significant risks and opportunities, and how they will be managed.

Digital Project Business Case Team

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