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Shared Business Case: Theory and Practice
Dave LindsayChief Information OfficerMid Kent ICT Services
What’s a business case ?
A business case captures the reasoning for initiating a project or task.
A business cases will contain justifications for a project such as value for money for what is to be done and why it should be done now.
A business case is an argument, usually documented, that is intended to convince a decision maker to approve some kind of action.
Rationalise & test the viability of the shared vision …. in terms of feasibility, political appetite, and measurable improvement & efficiency gains - SSA
Typical approach
• Prince II• Focus on:
– Business benefits– Savings– Organisational structure – Risks
Limitations of typical approach
• Over-reliance on Project Management methodologies
• At the expense of Change Management• Single organisation perspective• Lack of focus on shared vision, limits horizon
Limitations of typical approach
• No common syntax• Scope of ambitions of each partner• Lack of focus on ‘soft’ issues: Trust, consensus
& buy-in from all stakeholders• Fixation on cost results in early design of new
organisational structure
Case Studies• Phrases that should set alarm bells ringing• "Best practice staff consultation and dialogue
processes will be adopted within the Shared Service to support any required harmonisation."
• "Adoption of best practice approaches to staff and trade union engagement and consultation once final Council decisions taken on participation.“
The collaborative business case
• Must start with a mandated shared vision• Trust & vision must be in place before a
business case is commissioned• Make it an iterative process• Create boundary spanning roles• Resource it properly
The 5 key steps of the collaboration business case route map
The Business Case Introduction
Setting out the strategic
context
Developing the economic
case
Evaluating the finance &
risks
Establishing consensus &
buy-in
Design of the business case document
Maximising the executive overview
Restating the shared vision & options
Setting out the consultation journey
How ambitious is each partner ?
Choosing what can be developed in-house
and what needs to be developed externally
Developing the financial business case
Setting our the implementation
timeline
Assessing the risks & governance
Supporting the decision making
process
Releasing the business case document
© 2013 Shared Service Architecture Ltd
Design
Shared Vision
