Gartner Research

An ERP Business Case Tutorial

Published: 11 April 2011

ID: G00211869

Analyst(s): Denise Ganly


Creating a business case is a time-consuming and contentious task. However, it forms the foundation for a successful application initiative. Investing time and effort to document the business case is essential to understanding and measuring the benefits of an initiative.

Table Of Contents
  • Overview


  • Context
  • Initiation Stage
    • Define the Initiative and How It Addresses the Business Strategy
    • Form the Business Case Team, and Identify Stakeholders and Business Case Audience
  • Business Impact Stage
    • Document Current State
    • Determine Future State
    • Quantify Benefits and Risks
  • Option Evaluation
    • Determine Options
    • Determine Evaluation Criteria and Weightings
    • Create a Model
    • Populate the Model, Analyze the Results and Determine the Preferred Option
  • Documentation and Review
    • Write/Compile the Business Case
    • Revisit the Business Case

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