Emory University: Business Case

Proposal Name:	Organizational Sponsor:	Date Submitted:
Customer(s) Affected:	Project Requestor:	Prepared by:

INTRODUCTION	A business case is a high-level description that aids governance bodies, advisory councils, and leadership in approving and prioritizing work. Note: This document is neither the final description of customer requirements nor the final budget quote. Please do not delete any sections from this document. If a section does not apply, add N/A to that section.

Project Information
DESCRIPTION	Provide a high-level summary of the project that can be easily understood by any member of the Emory community.
JUSTIFICATION / PROBLEM STATEMENT	What are the problems, issues, and/or opportunities that will be addressed by this proposal? Attach any available documents/diagrams about the current state.
GOALS & OBJECTIVES	Describe the high-level business outcomes, highlighting how they support business needs. Attach any available documents/diagrams about the future state.

SCOPE & DELIVERABLES	What will this project produce? What supporting work will need to be completed (e.g., integrations, trainings, communications)? What will be the resulting products, processes, and/or services?
In Scope (Processes & Technology)
Out of Scope (Processes & Technology)
BENEFITS AND SUCCESS METRICS	Describe the specific metrics that will be used to measure the project’s success. At LEAST ONE metric must have a numerator and denominator.
EMORY MISSION	To create, preserve, teach, and apply knowledge in the service of humanity. Describe how the work you will be doing supports Emory’s Mission. Indicate which mission this project will support: Foundation, Clinical / Service, Education, Research.

Solution Information
BUSINESS OWNER	Who will be the business owner of the solution or service? If questions of use, access, or availability arise, what unit or department will be the point of contact for Emory stakeholders or end-users? If this is a vended solution, who will own the relationship with the vendor?
SERVICE OWNER	Who will be the service owner of the solution or service? In the event of outages or downtimes, who will provide technical support to the business owner or Emory end-users?
STAKEHOLDERS	What units, departments, or populations of the Emory community will be impacted by the project? Who will use the solution or service?
COORDINATION WITH OTHER AREAS	To help ensure other areas are aware of the project, particularly when there is a resource requirement, please identify any potential impact the project may have.
___ Have you engaged with the Enterprise Project Management Office in the development of this business case? ___ Could other areas of the University or Healthcare benefit from or be impacted by your solution? ___ Does your solution involve a new product or service? ___ If so, has it gone through a Security review? ___ If so, has your solution gone through an Architecture (ART) review? ___ If so, has Procurement been engaged? ___ Will your solution be considered the authoritative source for any data used across the enterprise?
Will your solution require the use of any of these services? ___ Shibboleth or other authentication using an Emory username and password ___ Enterprise data warehouse or existing EBI warehouse data to enhance reporting and/or analytics ___ Any type of data integration with a centrally-managed data source, such as OPUS, PeopleSoft HR, or Compass (extracts and uploads, APIs, etc.) ___ Modification to the enterprise IT infrastructure, such as networking or AWS Cloud services
VENDOR INTAKE	If the effort includes a vendor or a 3rd party implementation, please provide details of the vendor engagement. What services or support will the vendor provide?

Risks and Constraints
RISKS	Risks are events that may negatively impact project outcomes and require active management to mitigate. What are the risks for this project? What is their probability of occurring (high/medium/low) and their potential impact (high/medium/low)? Include any strategies you have identified for mitigating these risks.
Probability / Impact	Risk Event / Mitigation
CONSTRAINTS	What constraints affect the proposed project? These generally involve technology limitations, budget issues, regulatory requirements, external timelines, dependencies, or business processes. Constraints are absolutely true (100% accuracy) and cannot be changed by the project.
ASSUMPTIONS	List any assumptions made that impact the feasibility or success of the proposed project.
ALTERNATIVES CONSIDERED	If other alternatives (vendors, platforms, or workarounds) were considered, why were they not selected?
Status Quo

Initial Cost, Funding, and Timeline Overview
COSTS	One-Time Costs: Initial deployment and / or stand-up costs such as professional services, consultants, implementation, hardware, training, and one-time licensing costs. Annual, Recurring Costs: Ongoing or recurring costs such salary / fringe for new FTEs, vendor support, licensing, hosting, storage, and and / or maintenance.
Description of Item	One-Time Costs	Annual, Recurring Costs
Total Cost of All Items
EXPECTED FUNDING: Do you have approved funding for this request?
SAVINGS: How much is this project expected to save (time, money)?
TIMELINE: What is the preferred start date or target completion date?
DURATION: Once initiated, how long is this project expected to take?

Project Resources
RESOURCE REQUIREMENTS: Roles for Project Time & Maintenance	What resources does this project need? Add/change roles and resources as needed. Please note that central OIT Service Center resources are $100/hour. Estimate (plus/minus 50%) the level of effort. Note that estimates will be further refined during planning phase and the development of the project charter. If engagement of OIT resources is required but estimates are not known, enter TBD in the appropriate field.
Business Unit / Requestor	One-Time Business Unit Hours	Annual, Ongoing Business Unit Hours
Business / Product Owner
Subject Matter Experts
Internal IT Staff
Internal Stakeholders
Total Business Unit / Requestor Hours =
Emory University (Emory OIT)	One-Time Emory OIT Hours	One-Time Outsourced / Vendor Hours	Annual, Ongoing Emory OIT Hours	Annual, Ongoing Outsourced / Vendor Hours
Authentication (SSO)
Business Analysis
Cloud Hosting
Development
Integration / Interfaces
Network Infrastructure
PeopleSoft Student (OPUS)
PeopleSoft HR
Project Management (typically 8 hrs / week for duration of project)
Security / Access
Support / Help Desk
Testing
Training
Web Management
Total Hours =

Approvals

By signing the Business Case you are in agreement with the preliminary estimates for duration, scope, anticipated costs, and the project analysis as described herein. All signatories to this agreement acknowledge that actual costs and duration will differ from the preliminary estimate.

NAME	SIGNATURE	DATE
Business Case contributor(s):
Business Case point of contact:
Primary business owner:
PMO point of contact (if applicable):
Joanna Green (for any business case over $100K)