Making theBusiness Case for

Cloud-Based Chargeback

What’s Inside: This PowerPoint template will walk you through

putting together the numbers you need to make a business case for a cloud-based chargeback solution in your organization

The accompanying Excel Calculator is designed for simplicity: It befits a feasibility-level study; more complex

analyses would require a more robust model It is based on cash flow, not P&L It has no macros All data and assumptions are to be entered on one

tab, the other tabs are for display only

Show Current State1. Input current state data Simply enter in values in

the green boxes

ShowProject Costs2. Enter the project costs and discount rate Estimate costs based on prior experience, market

scan, or vendors’ indicative pricing Discount rate can be usually obtained from CFO

group

ShowTarget State3. Enter in target state deltas by year

It is best to start with the last year, then back into how much of that benefit you’re likely to achieve by the end of each intervening year

Customizethe Presentation4. Customize the PowerPoint to fit your needs Review the numbers in your completed Excel

spreadsheet then cut and paste the exhibits into this PowerPoint presentation

Follow the format of presenting the current state, project costs, target state and investment analysis

Make it Work6. If you don’t like the answer, just change the assumptions You can always go back and change:

Target state reduction projections and the forecast speed to attainment

The discount rate you’ll receive

Created by William Freedman @ITCaseMaker& Tom’s IT Pro @TomsITPro