IT BUSINESS CASE AND BENEFITS WORKSHEET Yenra | https://yenra.com/it-value-management/ Use one common horizon and currency for all options. Record sources and dates. This editable text aid contains explicit formulas, not an automatic calculator. DECISION Problem / business owner / decision date: Baseline period, workload, quality and data collection method: Options: current approach / process improvement / technology change: For each: initial cost / annual operating cost / transition and exit cost: Cash benefits with budget evidence: Capacity benefits in hours and intended use: Risk, quality and service outcomes with evidence: Dependencies, uncertainty and assumptions requiring a pilot: CHECKED FICTIONAL EXAMPLE (USD; one year; no discounting) Eligible requests per month = 600 Minutes saved per adopted request = 6 Illustrative labor value per hour = 40 One-time implementation cost = 6000 Monthly operating cost = 600 First-year cost = 6000 + 12 * 600 = 13200 Hours released per month = requests * adoption fraction * minutes saved / 60 Annual capacity value = hours per month * 12 * labor value per hour Difference = annual capacity value - first-year cost Adoption 0.40: 24 hours/month; 11520 annual value; -1680 difference Adoption 0.60: 36 hours/month; 17280 annual value; 4080 difference Adoption 0.80: 48 hours/month; 23040 annual value; 9840 difference Capacity value is NOT cash savings. Count actual spending reductions separately and prevent double counting. Assumes 12 months steady use with no ramp-up, unchanged volume and quality, and no additional savings or revenue. Change volume, adoption, time saving and cost to explore uncertainty. For multiple years use your organization's approved cash-flow/discount method. BENEFIT REGISTER (duplicate for each benefit) Benefit / type / baseline / forecast / unit / source: Owner / operational change needed / dependency: Review date / observed value / workload or quality changes: Decision: continue / revise / expand / stop; rationale: Pilot go/revise/stop criteria and decision date: Source context: the UK Treasury Green Book is a public-sector appraisal reference; this business worksheet is an original illustrative aid, not a mandated method.