Gartner Research

Building a Business Case for Collaboration Initiatives

Published: 04 April 2011

ID: G00209807

Analyst(s): Craig Roth


Organizations consistently have to prove value for collaboration initiatives, but they encounter difficulties when benefits are hard to quantify. However, business cases for collaboration initiatives need not be purely quantitative, and many approaches can demonstrate the value of collaboration.

Table Of Contents

Summary of Findings

Guidance Context

  • Problem Statement
  • Guidance Applicability

The Gartner Approach

The Guidance Framework

  • Pre-Work
    • Good Initiatives Make Good Business Cases
    • Cast of Characters
    • Why Am I Being Asked to Author a Business Case?
    • What Am I Being Asked to Do?
    • How Am I Being Asked to Do the Business Case (and Do I Have a Say in the Matter)?
  • Section A: Initiative Data Sheet
    • Basic Data
    • Scope
    • References to Related Business Cases
    • Contributors
  • Section B: Executive Summary
  • Section C: Business Drivers
    • Business Imperatives
    • Business Drivers/Pain Points
  • Section D: Proposed Solution
    • Initiative Details
    • Collaboration Capabilities
    • Metrics and Success Criteria
  • Section E: Analysis
    • Analysis of Past and Present Business Environment and Trends
    • Expected Change in Information Worker Productivity
    • Analysis of User Enablement
    • Competitive Analysis
    • Analysis of Past Failures
    • Use Case Analysis
    • Analysis of Alternatives
    • Risk Analysis and Critical Assumptions
    • Financial Analysis
  • Follow Up
    • Presentation of Business Case
    • Initiative Execution
    • Post-Execution


Revision History


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