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Business Value Advisory Services

IT Business Case Consulting Assessments

We conduct highly credible business value studies to assist IT purchasers in understanding the qualitative and financial implications (ROI) of technology-enabled investments. Engagements typically include: assessment of the existing customer environment (maturity levels) and the proposed solution; identification and quantification of costs, benefits, and risks; financial analysis (cash flow, ROI, etc.); and development of the business case. HCR has conducted many strategic high-profile business value studies.  HCR has influenced over $100 million in IT investments.

IT Economic Justifications

Business Value Assessment Types 

Assessment Type



Key Components

IT Initiative Business Value Study

Quantify the costs and financial and strategic benefits of IT projects

  • Any IT-enabled project/investment
  • Needs analysis
  • Solution benefits (IT, business; qualitative, quantitative)
  • Costs & risks
  • Financial analysis (ROI)

Business Process Assessments

Recommend IT-based solutions to improve the effectiveness and efficiency of business processes

  • Variety
  • Process diagramming & analysis
  • Solution recommendations
  • Business case

Business Productivity Assessment

Propose solutions to enhance information worker (IW) productivity and effectiveness

  • BI, collaboration, mobility, content management, etc.
  • Activity and technology assessment
  • Benchmarking
  • Solution business case

Microsoft Business Value Study

Develop economic justification for investing in or upgrading Microsoft technologies

  • Client, server, and cloud products and services
  • Quantify costs and benefits
  • Develop business case

Licensing Option Analysis

Financial analysis of complex software licensing scenarios

  • Enterprise agreements (EA), select agreements, software assurance
  • Scenario total cost analysis
  • Software assurance benefits
  • Financial analysis

Project Portfolio Analysis

Assesses the financial and strategic impacts of initiative portfolio strategies

  • IT-enabled projects/investments
  • Assess current state
  • Analyze solutions
  • Quantify business performance changes

Business Intelligence Business Value Study

Assess BI maturity and ROI of BI initiatives

  • Data warehouse
  • Scorecards
  • Analytics
  • Data management
  • Reporting
  • Assess maturity/capability levels
  • Assess initiative costs
  • Assess financial and strategic benefits

Business Value Study Potential ScopeBusinessValueStudy

  • Situation assessment, including current practices, issues, needs, objectives, etc.
  • Solution assessment
    • Analysis of solution feature/capability needs
    • Pre-requisites capabilities (e.g. infrastructure, skills, etc.)
    • Likely feature adoption
  • Maturity (best practice) assessment, including assessment of solution impact on maturity levels
  • Quantification of solution costs and benefits (see below for details)
  • TCO analysis, including current TCO and TCO changes due to the solution
  • KPIs assessment:  impact of the solution on key performance indicators
  • Benefits will be linked to their enabling technology features/capabilities
  • Deployment planning:  implementation method, strategy, & timing
  • Risk assessment
    • Identification of risks
    • Quantification of mitigation and remediation costs
  • Financial Analysis
    • Total costs and benefits by type
    • Cash flow analysis
    • Payback period, ROI, NPV, IRR

Typical Deliverables

  • Excel workbook Business value study sample deliverables
    • Contains all inputs, assumptions, calculations, and results
    • Model inputs can be traced to the source of the data/estimates
    • Workbook can be modified and reused by the customer
  • Research/data collected
    • Research used to support analysis
  • Results presentation - with detailed appendices
    • 1-2 hour presentation
    • 30-40 slide presentation
  • Final report (Business case)
    • Provides additional explanations of information in the results presentation
    • 15-25 pages

Typical Methodology and Tools Used

Our methodologies are based on industry-standard best practice techniques/analysis/tools; are as transparent and objective as possible; and leverage existing 3rd party research from Gartner, IDC, Forrester, Wipro, etc to enhance credibility.  All methods/calculations be based on standard industry best practices

  • Spreadsheet tools developed by HCR
  • Output of other 3rd party tools (Gartner, WiPro, Forrester, Alinean, etc.) may also be used as appropriate
  • Results of prior studies and other 3rd party research (IDC, Gartner, Forrester, scholarly, books, etc.) will be referenced whenever possible to support estimates and enhance accuracy of results
  • Survey/questionnaire – used to assess the current customer environment
  • Maturity models are often used to assess opportunities to enhance value by adopting best practices

Typical Assessment Activities
Typical Assessment Activities

Costs (the investment)
All one-time and on-going costs required to implement/deploy, adopt, maintain, and support the solution(s)



IT Labor, Services, & Training

End-User Labor & Training

  • PCs (new/upgraded)
  • Servers
  • Mobile devices
  • Storage
  • Networking equipment
  • Client/server applications
  • Client/server operating systems
  • Client access licenses (CALs)
  • Databases
  • Utilities
  • Planning, Evaluation and Project Management
  • Engineering/Development
  • Lab Testing, Pilot Testing
  • Rollout
  • Performance Tuning
  • Documentation
  • Implementation User Support
  • Consultants / External Services
  • Maintenance/ support
  • IT training (formal external, formal internal, self study)
  • Solution planning & testing
  • Downtime (Unable to be productive); e.g. during implementation of the solution
  • Resolution of issues related to the new solution
  • System configuration
  • Data entry
  • End-user training and ramp–up

IT Labor TCO (Total Cost of Ownership)
Annual on-going/recurring labor and services required to support and maintain the "as-is" (current or status quo) and "to-be" (after the solution is deployed) environment

PC Management Services

Help Desk (Tech Support)

Server & Network Mgmt Services

Application Development & Administration

  • PC HW / SW Evaluation
  • PC Image Management
  • User Admin & Provisioning
  • Application Management
  • Software Deployment
  • Security Assessment & Planning
  • Security Patch Management
  • Security Incident Remediation
  • Data Mgmt, Backup & Restore
  • Tools/GPO Management
  • 3rd Level Support
  • Proprietary Applications
  • Standard Desktop Software
  • Operating Systems
  • Hardware (except printers)
  • Data Communications/ Network
  • Password Resets
  • Databases
  • Service Requests
  • Voice Communications
  • Printers
  • Others
  • Network management
  • Hardware management
  • Operating system support
  • Server application mgmt
  • Security
  • Storage management
  • Database Mgmt & Admin
  • Other
  • Application Development
    • Design
    • Development
    • Testing
    • Support
  • Administration & Other
    • Planning
    • Purchasing
    • Finance
    • Training
    • Senior management

Direct and Indirect benefits enabled by the initiative -- the "return" part of ROI

IT Labor/Services TCO Savings

Other Direct Cost Savings

User Productivity Benefits 

Revenue Growth

  • PC Management Services
  • Help Desk (Tech Support)
  • Server & Network Mgmt Services
  • Application Development
  • Administration & Other
  • IT Savings         
    • Software - Clients
    • Software - Servers
    • Hardware
    • IT Services
    • Power/Electricity Usage
  • Business Savings            
    • Travel Expenses
    • Business Services
    • Operating Expenses
  • Individual Computing
    • Document Creation
    • Data & Information Access/Analysis
    • Email, Calendar, Contact, & Task Mgmt
    • LOB Application-Related Activities
  • Collaborative Computing
    • Document Collaboration
    • Workflow (routing)
    • Coordination / Project Mgmt
  • PC Systems Management
    • Support, Self-Help, & Learning
    • Performance
    • Mobility & Remote Connectivity
    • Security & Privacy
    • System UI Navigation
    • Availability & Reliability
  • Improved Sales Effectiveness
  • Improved Marketing Effectiveness
  • Improved Customer Service
  • New/Expanded Channels/Geographies
  • New/Enhanced Products/Services
  • Improved Product Availability (fill rate, up-time)

Non-Financial KPIs (Key Performance Indicators)
Below are some KPIs that are frequently quantified in HCR economic justifications:

Sales/Marketing Performance

Business Management Effectiveness

Supply/Operations Performance

Technology effectiveness

  • Marketing/R&D Effectiveness (lead generation)
  • Sales Effectiveness (Customer Acquisition)
  • Product Price & Mix Optimization
  • Customer Satisfaction (Retention)
  • Decision-Making Effectiveness
  • Compliance/Governance
  • Business Visibility
  • Reaction Time to Market Event/Opportunity
  • Working Capital interest expense
  • Waste
  • New Product Revenue Percentage
  • Time-to-market
  • Supply Chain Effectiveness
  • Forecast Accuracy
  • Product/Service Quality
  • Security Vulnerabilities
  • Downtime
  • Deployment Speed
  • User Computing Experience Satisfaction
  • Information Quality

Business value study sample deliverables