Building a Business Case and ROI Course

This course shows you how to build a business case for a proposed investment, quantify the business benefits and the costs and determine the return on investment achievable with the project. It shows you all the factors you need to take into account when building a successful business case. It shows you how to model the sales benefits, gross margin improvements and the impact on inventory and expenses to create a credible ROI model.

To view a sample of this Building a Business Case and ROI  e-learning course select the Video tab above.

Who Is It Suitable For?

This program is designed for retailers who want to evaluate the impact of proposed new IT systems or other capital projects. It is also ideal for people who sell or market technology to retailers and who want to be able to support their sales activity by quantifying the return on implementing their systems.

Detailed Content

The detailed content includes:

• How to state the ‘before’ scenario
• Identifying the benefits and costs
• Modelling the sales benefits
• Modelling the gross margin improvements
• Modelling the impact on stock and expenses
• Creating the solution costs
• Phasing the benefits over time
• Showing the net effect
• Carrying out sensitivity analyses
• Ensuring the benefits are achieved and what to do when rectification is necessary
• Mastery test
• Learners completing the mastery test and obtaining an 80% pass mark will also receive a mastery certificate upon completion

Benefits of Studying This Program

Learners studying this program will be able to build return on investment analyses including time-phased before and after P&Ls, balance sheet impact analyses, cash flow analyses and calculation of key metrics such as net present value and internal rate of return.

They will also understand how to adjust project implementation plans to minimize the impact on cash required by financing future phases from benefits delivered in the early phases.

Hours of Study

3-4 hours

Resources Included

The class includes the following downloadable resources for printing and review:

• Summary of module
• Summary of calculation postings
• Summary of calculations

Price

The price for a single student isUS $180, or UK £144 or EU €166. This includes one year’s access to the class.

Corporate licences are available.

Pre-Requisites Necessary

Knowledge of the Retail Financials module would be an advantage.