Business Case Template:

Project: Customer Portal Modernization
Date: January 2025
Prepared By: Product Manager
For: Finance & Executive Review

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def calculate_irr(self, cash_flows):
    """Calculate Internal Rate of Return"""
    # Approximate IRR calculation
    for irr_guess in range(0, 100):
        npv = self.calculate_npv(cash_flows, irr_guess / 100)
        if npv <= 0:
            return irr_guess / 100

def calculate_payback_period(self, initial_investment, annual_cash_flows):
    """Calculate months to break even"""
    cumulative = 0
    for year, cash_flow in enumerate(annual_cash_flows):
        cumulative += cash_flow
        if cumulative >= initial_investment:
            remaining = initial_investment - (cumulative - cash_flow)
            months = (remaining / cash_flow) * 12
            return year + (months / 12)
    return None

def create_financial_summary(self, investment, benefits, costs):
    """Create comprehensive financial analysis"""
    cash_flows = [-investment]  # Year 0

    for year in range(1, 6):  # 5-year projection
        annual_benefit = sum(benefits.values()) * (year / 2) if year < 2 else sum(benefits.values())
        annual_cost = costs['annual']
        cash_flows.append(annual_benefit - annual_cost)

    return {
        'investment': investment,
        'annual_benefit_year_1': cash_flows[1] + costs['annual'],
        'annual_cost': costs['annual'],
        'net_benefit_year_1': cash_flows[1],
        'payback_months': self.calculate_payback_period(investment, cash_flows[1:]),
        'npv_5_year': self.calculate_npv(cash_flows),
        'irr': self.calculate_irr(cash_flows),
        'roi_percent': ((sum(cash_flows[1:]) - investment) / investment) * 100
    }

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Presentation Structure:

Slide 1: Executive Summary (1 min)
  - What: Portal modernization
  - Why: Competitive advantage, cost reduction
  - How Much: $800K investment
  - Return: $500K annual benefit, 18-month payback

Slide 2: Strategic Context (2 min)
  - Business goals alignment
  - Market trends
  - Competitive pressure
  - Customer feedback

Slide 3: Current State (2 min)
  - Current system limitations
  - Operational costs
  - User experience gaps
  - Support burden

Slide 4: Proposed Solution (2 min)
  - Cloud-native architecture
  - Feature improvements
  - Timeline overview
  - Team approach

Slide 5: Financial Analysis (3 min)
  - Investment required
  - Benefits quantified
  - Cost-benefit summary
  - Payback period

Slide 6: Risk Management (2 min)
  - Key risks identified
  - Mitigation strategies
  - Contingency plans
  - Executive sponsorship

Slide 7: Implementation Timeline (2 min)
  - Phased approach
  - Key milestones
  - Go-live plan
  - Post-launch support

Slide 8: Recommendation & Next Steps (1 min)
  - Clear recommendation
  - Next steps
  - Timeline to decision
  - Questions?

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Key Messages to Emphasize:
  1. Strong financial case (45% IRR)
  2. Strategic necessity (competitive pressure)
  3. Manageable risk (experienced team)
  4. Phased approach (reduce execution risk)
  5. Customer focus (improved experience)