The Master Case Builder Shop

Master Case Builder Shop

Premier Business Case Books & Resources by Solution Matrix


Business Case Essentials

The Most Frequently Cited Business Case Authority
Business Case Essentials Ebook

by Marty Schmidt
ISBN 978­1929500031
4th Ed 2016
Published by Solution Matrix Ltd
PDF ebook 110 pages  US$ 29

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The concise, complete introduction to business case content and structure.

Essentials is written for those who must learn case building quickly—those who must deliver a compelling professional quality case in the shortest possible time.

Essentials is a complete, concise guide to what belongs in your case and why. First published as a white paper in 1998 and expanded regularly since then, Business Case Essentials is now the most frequently cited business case authority in print.

More information on Business Case Essentials…

PDF ebook 110 pages. Download today!   US$ 29
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London Business Case Building Seminar. Join Us at Trafalgar Square!

New York City Business Case Seminar

When:
Next offering with availability:
Wednesday-Friday 7 – 9 February 2018

Where:
Hilton Trafalgar Square, 2 Spring Gardens, London
Availability as of 20 December 2017: 7 places open

Seminars also in New York & Washington DC

The Business Case is No Longer Optional

Business people today are rapidly losing tolerance for management error. They are also demanding real accountability for decisions and plans. And, everywhere, the competition for scarce funds is increasing.

It is no surprise that many organizations now require a business case to support proposals for projects, products, investments, and capital acquisitions.

As a result, those with proven expertise in case building and risk management are rare and in high demand. They have a strong advantage over their professional colleagues in project management, product management, asset management, finance, strategic planning, corporate governance—and the job search.
Continue reading “London Business Case Building Seminar. Join Us at Trafalgar Square!”

Washington DC Business Case Seminar. Join Us at the US Capitol

New York City Business Case Seminar

When:
Next offering with availability:
Wednesday-Friday, 21-23 February 2018

Where:
Hilton Springfield 6550 Loisdale Rd Springfield VA
Availability as of 9 January  2018: 8 places open

Seminars also in London & New York City

The Business Case is No Longer Optional

Business people today are rapidly losing tolerance for management error. They are also demanding real accountability for decisions and plans. And, everywhere, the competition for scarce funds is increasing.

It is no surprise that many organizations now require a business case to support proposals for projects, products, investments, and capital acquisitions.

As a result, those with proven expertise in case building and risk management are rare and in high demand. They have a strong advantage over their professional colleagues in project management, product management, asset management, finance, strategic planning, corporate governance—and the job search. Continue reading “Washington DC Business Case Seminar. Join Us at the US Capitol”

New York City Business Case Seminar. Join Us at Times Square!

New York City Business Case Seminar

New York Business Case Master Class Seminar: Join Us at Times Square!

When:
Next offering with availability:
Wednesday-Friday 14-16 February 2018

Where:
Hilton Times Sq 234 W 42 St New York NY
Availability as of 10 January 2018: 7 places open

Seminars also in London & Washington DC

The Business Case is No Longer Optional

Business people today are rapidly losing tolerance for management error. They are also demanding real accountability for decisions and plans. And, everywhere, the competition for scarce funds is increasing.

It is no surprise that many organizations now require a business case to support proposals for projects, products, investments, and capital acquisitions.

As a result, those with proven expertise in case building and risk management are rare and in high demand. They have a strong advantage over their professional colleagues in project management, product management, asset management, finance, strategic planning, corporate governance—and the job search. Continue reading “New York City Business Case Seminar. Join Us at Times Square!”

Government is Not Business! How Then Do You Build a Government Business Case?

The Non Profit -Government Business Case Challenge

Business Case support is becoming mandatory for the government business case

When they must  produce a cost/benefit analysis, or a business case, these worlds come face to face with a special issue. And that challenge is completely unknown to their counterparts in private industry.

They ask:

  • How do you write a business case if you are not in business?
  • Can find find financial benefits besides cost savings?
  • Do standard financial metrics such as NPV, IRR, or ROI have meaning in the not-for-profit world?

Continue reading “Government is Not Business! How Then Do You Build a Government Business Case?”

Do Soft Benefits Belong in a Serious Business Case?

To some business people, non financial benefits are soft benefits. Unfortunately, soft benefits are often treated as second class citizens in the business case.

Soft benefits in a hard business case

When non financial outcomes help meet important, they deserve value and a place in the business case.

Important benefits from an action are sometimes hard to value in financial terms. Are these benefits soft benefits? Or, real business benefits that belong in the business case?

The answer to such questions can be an emphatic Yes! Outcomes qualify as business benefits if they meet two conditions.

  1. Outcomes contribute to meeting important business objectives.
  2. There is tangible evidence for the outcomes.

Continue reading “Do Soft Benefits Belong in a Serious Business Case?”

The CFO Approves! What it Takes to Get a Yes From the CFO

In some minds, a successful business case is one that brings CFO approval for a funding request.  

CFO Success is What Matters

CFO approval is often the primary objective for the business case
Understand what the CFO is looking for in your business case.

For many case builders, CFO approval is the very definition of business case success. However, participants in our Business Case seminars tell us that this kind of success can have a short life.

A business case that wins CFO approval is a case that will soon be put to the test. CFOs and others who decide funding requests know that they, themselves, will bear accountability for the actions they approve. For them, approving an action is not “success,” when predicted results do not arrive as promised.

CFO-IT Magazine recently asked 241 senior finance executives the following question:

“In the past year, have your IT expenditures produced the return on investment you expected?”

Of the finance executives who responded, fifty seven either said “no” or “unsure.” Only 9% said they had resolved the ROI debate by relying on one or more formal approaches to ROI for all or most IT expenditures. The rest are either using other decision criteria, or searching for other criteria. Continue reading “The CFO Approves! What it Takes to Get a Yes From the CFO”