You can use a Business Case document to outline the Business Need, Current Process, Services, Expected Benefits, Change Analysis, Cost estimate, Cost/Benefit Analysis, and Project Schedule.

 

Table of Contents

1 Executive Summary
1.1 Business Need
1.2 Anticipated Outcomes
1.3 Justification
1.4 Critical Success Factors
2 Governance and Analysis Team
2.1 Governance
2.2 Business Case Team Members
3 Current Position
3.1 Current Process & Services
3.2 Current Technology Environment
3.2.1 Current Software
3.2.2 Current Hardware
4 Future Process
4.1 Process Description
4.2 Performance Measures
4.3 Proposed Technology Environment
4.3.1 Methodology For Technology Selection
4.3.2 Statutory Fulfillment
4.3.3 Strategic Alignment
4.3.4 Alternatives Analysis
4.3.5 Appropriateness of Technology
4.3.6 Proposed Software
4.3.7 Proposed Hardware
5 Expected Risks
6 Expected Benefits
7 Change Analysis
8 Cost Estimate
9 Cost/Benefit Analysis
10 Project Schedule
10.1 Project Milestones
10.2 Assumptions
10.3 Constraints
10.4 Dependencies
11 Appendix
11.1 Glossary of Terms
11.2 Acronyms and Abbreviations

If you want some perspective on how you or your company needs to enhance their Sales/Client Management Capabilities, please email me (Shubhanjan Saha) at This email address is being protected from spambots. You need JavaScript enabled to view it.

 

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