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Create your own 'business case'
You have been hired as a consultant and asked to implement Salesforce.com for your client. Your task is to create a use case/ business case based on a business / client YOU will create.
About The Business Case
There is a fallacy that a business case is a thick tedious manuscript, written by professional consultants in an incomprehensible language. It's printed on high-quality paper stock and placed onto the top shelf of an executive's office to be used as a breeding ground for dust bunnies.
This is not a business case; this is a disaster.
The sole role of a business case is that of a communication tool, composed in a language that the target audience understands and with enough detail to facilitate decision making on his or her part. There's no magic formula when it comes to the size of a business case. The size is irrelevant. What is relevant is that the business case provides all the necessary information to make the job of the decision maker possible.
Think about it, you present and hear business cases all the time, with your parents, significant others, friends, and colleagues
Business Case Structure + Components
The business case should describe:
List several alternatives you considered, complete with benefits and costs, and risk assessment. Show how they align with such considerations as corporate and business unit strategy, vision, current priorities and other factors discussed in the blog I mentioned at the start of this piece.
How many should you list? Three is a good number, five is too many, but never just one.
You should use your judgment and include the appropriate amount of detail so not to overwhelm the reader and yet provide enough information for effective decision making. This is the old "know your audience" maxim, and it rings especially true here
Always state what the preferred option is and explain why it is preferred.
It's usually appropriate to provide some ideas on how the implementation of the preferred solution should proceed, to show that you're presenting not a pipe dream but a carefully thought through solution. Rarely is it necessary to create an exhaustive plan, unless specifically required by the decision makers.
Include all supporting information, such as cost benefit analyses, reference materials, calculations, and charts.
Developerforce.com, Salesforce Help and Training (in the app), Google, and anything else you can get your hands on! You also could try the Force.com workbooks (they are free and have step-by-step instructions).
Tutorial #1 to 6 are the best in this workbook: http://www.salesforce.com/us/developer/docs/workbook/forcecomworkbook.pdfhttps://resources.docs.salesforce.com/sfdc/pdf/forcecomworkbook.pdf