IT Business Value (ROI / TCO)
Calculators & Assessment Tools
|We are transitioning all of our tools to our
AnalysisPlace.com site. This advanced
platform includes many features to extend the capabilities of Excel-based tools,
including: centralized tool management, versioning, collaboration,
currency and language switching, change tracking, and scenario analysis.
It also enables the creation of customized/editable Word and PowerPoint reports.
This is an ideal platform for ROI-based selling tools and proposal generators.
Try the free IT Project ROI Tool
Technology Investment Decision-Making Tools
These comprehensive Excel-based tools enable
organizations to credibly assess/quantify the costs and
benefits (ROI / TCO) of a variety of information
technology investments. They provide a robust structure
to help organizations develop business cases (investment
justifications) for IT projects/initiatives. They also
help to assess product features, capability/maturity
levels, and project risks.
These models can also be used as standard corporate
business case templates for technology implementation
projects. They can also be used by IT vendors and
service providers to articulate the business value of
Tool Configurator and Cost-Benefit Estimator
Use this tool to configure your own web-based and/or Excel-based tool. It also estimates the costs and benefits (ROI) of the tool to your organization.
A variety of tool types can be configured with this tool, including: ROI-focused sales tools, ROI/TCO calculators, quote/proposal generators, maturity models, quantitative surveys, decision-making tools, and business process simulators.
- Helps you to select appropriate tool features/capabilities and assess tool (and report) sizing, usage, and content.
- Produces a detailed personalized PowerPoint report (business case).
- Allows you to easily (and anonymously) collaborate with us so we can help configure/price your tool and result in a complete proposal.
- No registration required.
Tools and Calculators
Objective / Description
Cost / Availability
Initiative ROI Calculator
Detailed assessment of costs & benefits of a
wide variety of IT projects. This tool is
Windows 7 ROI Assessment Tool
Assesses features, costs, & benefits of Windows
7 (and MDOP)
$475 / Free basic assessment
Intelligence ROI Calculator
Assess costs/benefits of a wide variety of BI
initiatives. Leverages TDWI's BI Maturity
model. This tool is vendor-neutral.
$700 / Free basic assessment
Technology Capability-Maturity Assessment
Assess current and desired technology maturity
(capability & adoption) levels. Enables
improved IT project portfolio planning.
This tool is vendor-neutral.
Contact HCR / Requires consulting engagement
Initiative Business Value ROI Workbook
This free Excel tool is a very comprehensive and
flexible business value model (ROI calculator) to
support the development of business cases for a wide
variety of enterprise-scale information technology-based
projects. It provides a robust structure to help
organizations credibly assess the business value (costs,
benefits, TCO, and ROI) of technology
projects/initiatives. It supports most types of
enterprise-scale technology initiatives and includes
sample cost and benefit data for 18 common initiative
types. This workbook can be used as a standard corporate
business case template for technology-based initiatives.
It can also be used by consultants and technology
vendors to articulate the business value of their
software, hardware, and service solutions.
Business Intelligence Business Value Workbook
This BI ROI calculator helps organizations
assess/estimate the costs and benefits (ROI) of business
intelligence initiatives. This Excel tool is an
advanced/comprehensive business value model (Business
Intelligence ROI calculator) to support the development
of business cases for enterprise-scale business
intelligence projects. It provides a robust structure to
help organizations assess the business value (costs,
benefits, and ROI) of BI initiatives. It also helps to
assess the organization's current (as-is) and expected
(to-be) maturity levels using TDWIs Maturity Model.
*NOTE: Pre-populated (default/sample) cost and
benefit data should not be used for making
investment decisions. This tool cannot
accurately/credibly estimate costs/benefits
without significant user review, validation, and
adjustment of many data inputs (the detailed
inputs should be customized for each particular
organization). Pre-populated data is based on
detailed customer studies conducted by HCR, but
is not meant to represent average/typical
project results and is not based on
statistically significant research. Sample data
should only be used as a starting place for
assessing the business value of your particular
organization and Vista initiative.
assessment of project costs and benefits
- Costs: Includes
hardware; software; IT labor, training, and
services; and user labor and training. All
direct and indirect, one-time and on-going costs
needed to implement and support the initiative.
- Benefits: IT labor
TCO savings, other direct costs savings, user
productivity benefits, revenue growth, and
potential impact on non-financial KPIs (key
performance indicators). Most models list key
user-selectable features/capabilities that
enable each benefit.
- Supports rapid (30 minute)
or detailed (5+ day) assessments - The models
are designed to provide either a rapid
assessment (by just entering/selecting basic
organizational profile data) or a very detailed
(5+ day) assessments by modifying hundreds of
- Comprehensive financial analysis - Calculates
project cash flow, cost-benefit analysis, ROI,
NPV, IRR, and payback period.
- Pre-populated with default/sample costs and
benefits* - Sample input data is pre-populated
throughout the model and is re-calculated as
inputs are modified. Data/estimate sources are
listed. Users may overwrite any of the
- Supports most common scenarios
- Feature assessment - Most models enable the user
to rate the likely usefulness/adoption of
initiate features. This assessment impacts the
benefit calculations and the list of enabling
features for each of the benefits.
- Protected, yet customizable - Essentially all
values can be modified. Formulas and other areas
of the model that should not be modified are
protected (locked) to maintain integrity. HCR
can provide additional fee-based customization,
- Based on industry-standard calculations and
industry-leading methodologies - The models are
as transparent as possible so the user is able
to understand how the costs and benefits are
- User-friendly - The workbook contains
instructions, descriptions, and references.
Results are updated real-time and are displayed
graphically throughout the model. Although the
model is user-friendly, we recommend users have
at least a moderately-advanced understanding of
technology and business value concepts to
develop a credible business case.
Model Components / Flowchart
The flowchart below
graphically presents typical tool components.
Model Components / Flowchart
Why Use HCR Business Value Tools
business and technology decision-makers:
For technology product vendors and service providers:
- Develop more credible business cases (justifications)
- Objectively evaluate, quantify and prioritize investments
- Better align investments with business strategy
- Increase project ROI and technology adoption rates
- Credibly quantify and articulate product/service
business case (increasingly required by technology
- Dramatically improve sales close rates
HCR can provide fee-based
support services, including telephonic support, workbook
customizations, and comprehensive consulting engagements
to assist with business case development and validation.
For More Information
Hall Consulting & Research
(HCR); 412-344-5103; AnalysisPlace.com
Sample Organizational Profile