3b. Develop Business Case (getting started)


Make decisions and get started on a business case

Having considered what developments you are going to undertake and why; and how you are going to do it, it’s now time to construct your formal business case for your digital transformation. This will encourage you to distill your plans into a short format that will concisely make the arguments – your case – for why you are suggesting investing in digital transformation. At this stage you are ready to make decisions, and start to make your business case.

First you will need to justify how your digital transformation wish-list meets your value proposition, and how it fits with your core capabilities. Write simple higher-level specifications – e.g.

“We want a mobile website that does… 5x bullet points”

– What evidence do you have that the digital development is worth investing in?

– What would be the main benefits/advantages, in the short, medium and long-term: to you; to your customers; and, to the wider sector?

Secondly, have you identified any important risks? (e.g. intellectual property or contractual issues around what is proposed?) Have you sought advice to mitigate risks?

Allocating resources

What do you need to achieve it:

  • Kit (hardware)?
  • Software or cloud services?
  • Person power or subcontractors?
  • Content (do contracts need looking at, do you need any licenses)?
  • Training?

How will the digital transformation project or process be led

  • How will direction be set, momentum built, and the plans followed through?
  • Who will drive the change forward and direct the new activities and behaviours?
  • How will the digital initiatives and capabilities and processes and products be governed?
  • If there’s an IT department, what is their role in the leadership of digital transformation activities?

  • Consider how staff will be involved, engaged, and informed:

    • one-off (eg. implementation, training)
    • ongoing (e.g. managing new services, processes, subcontractors, new staff, etc.)
    • engaged in the change (e.g. through sharing feedback or ideas on the new implementations via a staff intranet or social channel

    Consider what additional expertise will be required:

    • External Consultants (technical, social media, data analysts)?
    • Project manager for implementation (secondment? short term contract?)
    • Digital technology developers or designers?
    • Other suppliers?

    Milestones & planning

    How are you going to do it? Create a timeline and milestone path to achieving your aspirations.

    Although creating timelines and milestone paths is best done in chronological order, you might like to work more visually than just writing a document as you begin to map out your decisions and their resource implications. We love online collaborative mindmapping software Mindmeister, and Prezi is a great free online mindmap presentation tool.

    Now develop your Business Case in Detail.