Step 1: Starting Your Business Case
First, you need to navigate to the specific customer for whom you want to create a business case.
From your dashboard, go to the Customer List and select the desired company. This will take you to their Customer Detailed Page.
At the top right of the page, click the Business Cases button.
Step 2: Entering Initial Data
You will now be on the Business Case Generator page. Here, you'll input the core data for your analysis.
Fill in the primary fields:
Total Cost (USD$): The total cost associated with the project or solution.
Time Invested (Hours): The total hours invested.
Impacted Revenue (USD$): The amount of customer revenue that is impacted.
Add Custom Fields (Optional): If you need to include metrics not covered by the standard fields:
Click + Add Fields.
Select a value from the dropdown list (e.g., Conversion Rate Improvement, Employee Productivity).
Choose a unit (e.g., %, $, count) and enter the corresponding value.
Select Key Metrics: Check the boxes for the key metrics you want to calculate, such as Total Cost Savings, Total Time Saved, and Overhead Reduction.
Click Next.
Step 3: Selecting and Customizing Value Drivers
The next screen displays a list of value drivers relevant to this customer.
Select Value Drivers: Check the boxes next to each value driver you want to include in your business case analysis.
Customize Formulas (Advanced): For each selected value driver, you can customize the calculation.
Click the edit icon next to a value driver to open the Formula Editor.
Here, you can adjust the formula's components like Benchmark, Weight, and Impacted Revenue to fine-tune the calculations.
Note: The default formulas are robust and suitable for most scenarios.
Step 4: Generating and Reviewing Your Business Case
Once you have selected your value drivers, you are ready to generate the report.
Scroll to the bottom of the page and click Generate. The platform may take a few moments to process the data.
The generated report will display an Overall Business Impact summary at the top, showing the total cost savings, time saved, and overhead reduction.
Below the summary, you'll find the Value Drivers Breakdown. You can expand each value driver to see:
Business Case Explanation: A narrative explaining the value.
Reasoning: The logic behind the calculation.
Calculation Details: Hover over the info icon to see the exact formula used.
At the very bottom, you will find a comprehensive Business Case Summary that weaves all the data points into a compelling narrative.
Step 5: Editing and Saving
If you need to make changes, you can easily go back and edit your inputs.
To Edit: Click the Edit button at the top right to modify your initial inputs or formula selections. Click Regenerate Explanation to apply your changes.
To Save: Click Save Business Case, give your record a name, and click Save Business Case again. This saves the report to the customer's history for future reference.
Step 6: Exporting Your Business Case
Divacs allows you to export your business case for presentations and sharing.
Save as PDF: Click Save as PDF. You can customize the cover page with a title, description, background color, and more before generating the file.
Save as PPTX: Click Save as PPTX to download the business case as a PowerPoint presentation.
You have now successfully created a comprehensive business case in the DIVACS platform! For more guides, please continue to explore our Help Center.