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Technology Strategy and Investment

Build a technology business case that makes its assumptions visible.

Purchase price is only one part of an investment decision. Compare alternatives using full costs, plausible benefits, delivery risk and the evidence that could change your recommendation.

Who it's for

Designed around these roles

Business sponsors, finance partners, technology managers and founders preparing or reviewing technology proposals.

Purpose

Build a technology business case that makes its assumptions visible.

Purchase price is only one part of an investment decision. Compare alternatives using full costs, plausible benefits, delivery risk and the evidence that could change your recommendation.

At a glance

Best for
Business sponsors, finance partners, technology managers and founders preparing or reviewing technology proposals.
Planned outputs
3 draft outputs for your team to review
Topics
6 topics of learning and practice
Formats
Online, Onsite, Hybrid
Engagement
Standalone workshop or a module in a wider engagement

Why teams take this workshop

Challenges this workshop addresses

01

Benefits stated without a baseline

02

Hidden operating and transition costs

03

Business cases that ignore uncertainty

How the workshop works

From your challenge to working material

Follow how the topics build towards each planned output. Select a stage or a topic to step through it.

You bring

  • Benefits stated without a baseline
  • Hidden operating and transition costs
  • Business cases that ignore uncertainty

You work through

You leave with

Output 1 of 3

An options comparison with explicit cost and benefit assumptions.

Learning outcomes

What your team leaves with

The outputs below are proposed workshop deliverables: drafts and working tools for your team to review and develop. Final scope is agreed before an engagement. Business results depend on subsequent decisions, implementation and context.

  1. Output 1An options comparison with explicit cost and benefit assumptions.
  2. Output 2A draft business case with sensitivity questions and decision criteria.
  3. Output 3A benefits-ownership and review plan.

Workshop outline

Topics and the outputs they feed

The outline below shows the learning scope. Sequence, depth and timing are agreed during scoping.

01

Topic
Problem definition and alternatives to investment
Builds towards
An options comparison with explicit cost and benefit assumptions.

02

Topic
Total cost of ownership and transition costs
Builds towards
An options comparison with explicit cost and benefit assumptions.

03

Topic
Benefits hypotheses and baseline evidence
Builds towards
A draft business case with sensitivity questions and decision criteria.

04

Topic
ROI, payback and uncertainty
Builds towards
A draft business case with sensitivity questions and decision criteria.

05

Topic
Build-versus-buy and vendor trade-offs
Builds towards
A benefits-ownership and review plan.

06

Topic
Decision criteria and benefits follow-through
Builds towards
A benefits-ownership and review plan.

Engagement paths

Two ways to run this workshop

Our team will use transparent assumptions and authorised examples. The workshop is managerial decision education, not investment or tax advice.

DiagnoseThis workshopDecideAdopt

Standalone workshop

Use an investment-decision workshop to develop or challenge a draft business case for a defined technology choice.

Discuss the scope

Discuss the audience, format, timing, facilitation needs and any follow-on support before confirming an engagement.

Discuss your business-case challenge