Business Value ROI Analysis
Financial Analysis This model simulates the costs and benefits of the initiative. The tables and charts below summarize the tool results.
Summary of Results The tables and graphs summarize the costs and benefits and calculates ROI, NPV, IRR, and payback period. The results are shown average per PC and the total for the organization.
Total Costs Vs Benefits $ $ $ $
Organization Total ($000) $ 8,716 $ 26,697 $ 17,982 $ 13,908
$6,000
Costs & Benefits ($/PC)
Costs (3-Yr) Benefits (3-Yr) Net Benefits NPV (Net Present Value) ROI (Return on Investment) - [Total Net Benefits / Total Costs] IRR (Internal Rate of Return) Payback Period Number of PCs
Per PC 1,743 5,339 3,596 2,782
206% 124% 9 Months 5000
$5,000 $4,000 $3,000
$5,339
$2,000 $1,000
$1,743
$0 Costs (3‐Yr)
Benefits (3‐Yr)
Costs & Benefits ($ per PC) Costs & Benefits ($000) Annual On3-Year Annual OnOne-Time Going Total One-Time Going 3-Year Total $ 1,242 $ 167 $ 1,743 $ 6,210 $ 835 $ 8,716 $ 75 $ 1,755 $ 5,339 $ 376 $ 8,774 $ 26,697
Costs Benefits
Initiative Cost Summary (per PC
Costs ($ per PC)
$1,800 $1,600 $1,400
$343
$1,200
$268
$1,000 $800
$253 Software
$600 $400
IT Labor, Services, & Training
$879
$200 $‐
(per PC
$6,000
End‐User Labor & Training
$5,000 Benefits ($ per PC)
$2,000
Initiative Benefit Summary
$1,070
$4,000 $1,616 $3,000 $400 $2,000 $1,000
User Productivity Benefits Other Direct Cost Savings
$2,253
Hardware
IT Labor/Services TCO Savings
$‐ 3‐Year Total
Revenue Growth
3‐Year Total
Cost Summary Below are the initial design/development/deployment and added annual on-going costs required to fully deploy, adopt and support the initiative. Additional details can be found below and on the "Cost" worksheet.
Hardware Software
Business Value ROI Analysis.xls
Costs ($ per PC) Costs ($000) Annual On3-Year Annual OnOne-Time Going Total One-Time Going 3-Year Total $ 606 $ 91 $ 879 $ 3,030 $ 455 $ 4,394 $ 150 $ 34 $ 253 $ 748 $ 172 $ 1,265
ROI
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Financial Analysis IT Labor, Services, & Training End-User Labor & Training
Business Value ROI Analysis.xls
$ $ Total $
213 $ 273 $ 1,242 $
18 24 167
$ $ $
268 $ 343 $ 1,743 $
1,067 1,364 6,210
$ $ $
ROI
91 $ 118 $ 835 $
1,340 1,717 8,716
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Financial Analysis Benefits Summary Below are the benefits enabled by the initiative. The detailed calculations are below and on the green benefit tabs.
Benefit Summary IT Labor/Services TCO Savings Other Direct Cost Savings User Productivity Benefits Revenue Growth
Benefits ($ per PC) Annual On3-Year One-Time Going Total $ - $ 751 $ 2,253 $ 75 $ 108 $ 400 $ - $ 539 $ 1,616 $ - $ 357 $ 1,070 Total $ 75 $ 1,755 $ 5,339
Benefits ($000) Annual OnOne-Time Going 3-Year Total $ $ 3,755 $ 11,264 $ 376 $ 542 $ 2,001 $ $ 2,694 $ 8,082 $ $ 1,784 $ 5,351 $ 376 $ 8,774 $ 26,697
Benefit Sub-Categories IT Labor/Services TCO Savings Other Direct Cost Savings IT Savings Business Savings Total
$
-
$
751
$
2,253 $
$ $ $
75 $ - $ 75 $
94 15 108
$ $ $
356 $ 44 $ 400 $
$ $ $ $ $ $
75
274 265 539 357 1,755
$ $ $ $ $ $
-
$
3,755 $
11,264
376 376
$ $ $
468 $ 73 $ 542 $
1,781 220 2,001
376
$ $ $ $ $ $
User Productivity Benefits Individual Computing Collaborative Computing PC Systems Management Total
Revenue Growth Total
$ $ $ $ $ $
823 794 1,616 1,070 5,339
$ $ $ $ $ $
1,372 1,323 2,694 1,784 8,774
$ $ $ $ $ $
4,115 3,968 8,082 5,351 26,697
Cash Flow Shown below are the costs and benefits by year, the net benefits (benefits-costs), and the cumulative cash flow. This is used to calculate payback period, IRR, and NPV. Costs Benefits Net Benefits Cumulative Cash Flow Payback Period (Months)
$ $ $ $
Initial 1,242 75 (1,167) (1,167) 9
$ $ $ $
Year 1 167 1,755 1,588 421
$ $ $ $
Year 2 167 1,755 1,588 2,009
$ $ $ $
Year 3 167 1,755 1,588 3,596
Year 4 $ $ $ $
Year 5 -
$ $ - $ 3,596 $
3,596
$ $ $
Total 1,743 5,339 3,596
$ $ $
NPV 1,657 4,439 2,782
Cumulative Cash Flow ($/PC)
Cumulative Cash Flow $4,000 $3,000 $2,000 $1,000 $0 ‐$1,000 ‐$2,000 0
1
2
3
4
5
Year
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Financial Analysis
Business Value ROI Analysis.xls
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Financial Analysis Cost Details The table/chart below provide additional cost details. Costs ($ per PC) Annual OnOne-Time Going
Cost / Benefit Category
3-Year Total
One-Time
Costs ($000) Annual OnGoing 3-Year Total
Hardware Client Hardware Server Hardware
$ $ Total $
600 $ 6 $ 606 $
90 1 91
$ $ $
870 $ 9 $ 879 $
3,000 30 3,030
$ $ $
450 $ 5 $ 455 $
4,350 44 4,394
$ $ Total $
143 $ 7 $ 150 $
33 2 34
$ $ $
242 $ 11 $ 253 $
715 33 748
$ $ $
164 $ 8 $ 172 $
1,208 56 1,265
151 11 52 213
$ $ $ $ $
18 18
$ $ $ $ $
151 55 11 52 268
$ $ $ $ $
753 54 261 1,067
$ $ $ $ $
$ $ Total $
60 $ 213 $ 273 $
24 24
$ $ $
130 $ 213 $ 343 $
299 1,066 1,364
$
1,242 $
167
$
1,743 $
6,210
Software Client Software Server Software
IT Labor, Services, & Training One-time Implementation Labor/Services Annual On-Going Labor/Services Incremental Help Desk Calls IT Training Total
$ $ $ $ $
91 91
$ $ $ $ $
753 273 54 261 1,340
$ $ $
118 $ $ 118 $
652 1,066 1,717
$
835 $
8,716
End-User Labor & Training End-User Labor End-User Training
Total Costs
Total Implementation Costs (Per PC) $2,000
End‐User Training
Total Costs ($ per PC)
$1,800 $1,600 $1,400 $1,200 $1,000 $800
$213 $130 $52 $11 $55 $151 $11 $242 $9
$600 $400
$870
$200
End‐User Labor IT Training Incremental Help Desk Calls Annual On‐Going Labor/Services One‐time Implementation Labor/Services Server Software Client Software Server Hardware
$0
Client Hardware 3‐Year Total
Business Value ROI Analysis.xls
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Financial Analysis Benefit Details The tables/charts below provide additional details regarding each of the four quantified benefit types.
IT Labor/Services TCO Savings
PC Management Services Help Desk (Tech Support) Server & Network Mgmt Services Application Development Administration & Other
Benefits ($ per PC) Annual On3-Year One-Time Going Total $ - $ 233 $ 699 $ - $ 146 $ 437 $ - $ 173 $ 520 $ - $ 128 $ 383 $ - $ 71 $ 214 Total $ - $ 751 $ 2,253
$ $ $ $ $ $
IT Labor Comparison
IT Labor TCO Comparison $4,000
As-Is TCO
To-Be FTEs
47.3
50
TCO per PC per Year
$1,144
$488
Application Development
$2,000 $1,016
Server & Network Mgmt Services
$774
$1,000 $396
$601
Help Desk (Tech Support)
35 26.8
$625
$392
$As-Is TCO
25.2
25.2
$800
22.4 19.5
$400
30 25
27.1
$600
20 15
18.5
10 $200 5
$251
$500
40
42.6
33.2 $1,000
FTEs (Full Time Equivalents)
45 $1,200
$3,000 TCO per PC per Year
As-Is FTEs
Administration & Other
$559
$1,500
To-Be TCO
$1,400
$3,500
$2,500
One-Time -
Benefits ($000) Annual OnGoing 3-Year Total $ 1,164 $ 3,493 $ 728 $ 2,185 $ 867 $ 2,602 $ 638 $ 1,915 $ 356 $ 1,069 $ 3,755 $ 11,264
PC Management Services
$625 $392
$396 $251
$774 $601
$1,144$1,016
$559 $488
PC Management Services
Help Desk (Tech Support)
Server & Network Mgmt Services
Application Development
Administration & Other
$-
0
To-Be TCO
Other Direct Cost Savings Benefits ($ per PC) Annual On3-Year One-Time Going Total
Benefits ($000) Annual OnOne-Time Going 3-Year Total
IT Savings Software - Clients Software - Servers Hardware IT Services Power/Electricity Usage Other IT Costs
$ $ $ $ $ $ Total $
60 8 7 75
$ $ $ $ $ $ $
41 1 1 5 45 1 94
$ $ $ $ $ $ $
183 12 10 14 134 2 356
$ $ $ $ $ $ $
300 40 36 376
$ $ $ $ $ $ $
205 6 5 24 224 4 468
$ $ $ $ $ $ $
915 58 52 72 672 12 1,781
$ $ $ Total $
-
$ $ $ $
15 15
$ $ $ $
44 44
$ $ $ $
-
$ $ $ $
73 73
$ $ $ $
220 220
Business Savings Travel Expenses Business Services Other Business Expenses
Business Value ROI Analysis.xls
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Financial Analysis Total Other Direct Cost Savings
Business Value ROI Analysis.xls
$
75 $
108
$
400 $
376
$
ROI
542 $
2,001
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Financial Analysis Direct Cost Savings $450
Benefit ($ per PC)
$400
Other Business Expenses
$‐ $44 $2
$350
Business Services Travel Expenses
$300
$134 Other IT Costs
$250 $14 $10 $12
$200
Power/Electricity Usage IT Services
$150
Hardware
$100
$183 Software ‐ Servers
$50
Software ‐ Clients
$‐ 3‐Year Total
User Productivity Benefits Benefits ($ per PC) Annual On3-Year One-Time Going Total
Benefits ($000) Annual OnOne-Time Going 3-Year Total
Individual Computing Document Creation Data & Information Access/Analysis Email, Calendar, Contact, & Task Mgmt LOB Application-Related Activities Other -
$ $ $ $ $ $
45 60 169 274
$ $ $ $ $ $
135 181 507 823
$ $ $ $ $ $
-
$ $ $ $ $ $
-
$ $ $ $ $
-
$ $ $ $ $
-
$ $ $ $ $
-
$ $ $ $ $
Total $
-
$ $ $ $ $ $ $
63 118 18 31 14 20 265
$ $ $ $ $ $ $
188 354 55 93 43 61 794
$ $ $ $ $ $ $
-
$ $ $ $ $ $ $
314 590 91 154 72 101 1,323
$ $ $ $ $ $ $
941 1,770 273 463 217 304 3,968
$
-
$
383
$
1,148 $
-
$
1,913 $
5,738
Total $
225 302 845 1,372
$ $ $ $ $ $
674 906 2,535 4,115
Collaborative Computing Document Collaboration Workflow (routing) Coordination / Project Mgmt Other Total $
-
$ $ $ $ $
-
PC Systems Management Support, Self-Help, & Learning Performance Mobility & Remote Connectivity Security & Privacy System UI Navigation Availability & Reliability
Total User Productivity Benefits
Time per Activity Business Value ROI Analysis.xls
Business Value of ROI
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Financial Analysis Time per Activity
Business Value of Productivity Benefits
Time (Hours / Week) 5
PC Systems Management
Non‐Computing‐Related Activities
15
20
$600
25
10.8 10.6
Individual Computing
Collaborative Computing
10
As‐Is
3.9 3.9
To‐Be
1.0 0.8 19.4 19.4
Annual Productivity Benefits ($/PC)
0
PC Systems Management
$500 $265
$400 $300
$‐
Collaborative Computing
$200 $274 $100
Individual Computing
$‐
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Financial Analysis Revenue Growth Benefits ($ per PC) Annual On3-Year One-Time Going Total $ 268 $ 803 $ $ $ 89 $ 268 $ $ $ $ -
Improved Sales Effectiveness Improved Marketing Effectiveness Improved Customer Service New/Expanded Channels/Geographies New/Enhanced Products/Services Improved Product Availability (fill rate, uptime) Other Total $
-
$
-
$
$ $
357
$ $
Benefits ($000) Annual OnGoing 3-Year Total $ 1,338 $ 4,013 $ $ $ 446 $ 1,338 $ $ $ $ -
$ $ $ $ $
One-Time -
$
-
$
$ 1,070 $
-
$ $
-
-
$
$ 1,784 $
5,351
Annual Revenue Growth (Margin) $400
Other $‐
Annual Benefit per PC
$350
$89
$300
$‐
$250
Improved Product Availability (fill rate, up‐time) New/Enhanced Products/Services
$200
New/Expanded Channels/Geographies
$150
$268
$100 $50
Improved Customer Service Improved Marketing Effectiveness
$0 Benefit …
Improved Sales Effectiveness
Summary of Non-Financial Key Performance Indicator Changes The table/chart below provides a summary of the 4 categories of non-financial KPIs. There are 4 to 10 specific KPIs in each category. The percentiles shown are how the organization compares to others in the industry. 0% represents worst performance in the industry (laggard); 50% is average performance; 100% is best in the industry (world class performance). The "Improvement" indicates how much the organization is expected to improve KPI performance due to the solution. Additional details can be found in the "KPIs" worksheet. Percentile As-Is 32.5% 32.9% 33.3% 41.4% 35.0%
Sales/Marketing Performance Business Management Effectiveness Supply/Operations Performance Technology Effectiveness Average
World Class
Business Value ROI Analysis.xls
To-Be 32.5% 32.9% 33.3% 68.6% 41.8%
Improvement 0.0% 0.0% 0.0% 27.1% 6.8%
As‐Is
KPI Performance Comparison
To‐Be
100% 90%
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Financial Analysis Performance Percentile
90% 80%
Laggard
0%
69%
70% 60% 50% 40% 30%
41% 33%
33%
33%
33%
33%
33%
20% 10% Sales/Marketing Performance Business Management Supply/Operations Performance Effectiveness Technology Effectiveness
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Summary of Results The tables and graphs summarize the costs and benefits and calculates ROI, NPV, IRR, and payback period. The results are shown average per PC and the total for the organization.
Total Costs Vs Benefits $ $ $ $
Organization Total ($000) $ 8,716 $ 26,697 $ 17,982 $ 13,908
$6,000
Costs & Benefits ($/PC)
Costs (3-Yr) Benefits (3-Yr) Net Benefits NPV (Net Present Value) ROI (Return on Investment) - [Total Net Benefits / Total Costs] IRR (Internal Rate of Return) Payback Period Number of PCs
Per PC 1,743 5,339 3,596 2,782
206% 124% 9 Months 5000
$5,000 $4,000 $3,000
$5,339
$2,000 $1,000
$1,743
$0 Costs (3‐Yr)
Benefits (3‐Yr)
Costs & Benefits ($ per PC) Costs & Benefits ($000) Annual On3-Year Annual OnOne-Time Going Total One-Time Going 3-Year Total $ 1,242 $ 167 $ 1,743 $ 6,210 $ 835 $ 8,716 $ 75 $ 1,755 $ 5,339 $ 376 $ 8,774 $ 26,697
Costs Benefits
Initiative Cost Summary (per PC
Costs ($ per PC)
$1,800 $1,600 $1,400
$343
$1,200
$268
$1,000 $800
$253 Software
$600 $400
IT Labor, Services, & Training
$879
$200 $‐
(per PC
$6,000
End‐User Labor & Training
$5,000 Benefits ($ per PC)
$2,000
Initiative Benefit Summary
$1,070
$4,000 $1,616 $3,000 $400 $2,000 $1,000
User Productivity Benefits Other Direct Cost Savings
$2,253
Hardware
IT Labor/Services TCO Savings
$‐ 3‐Year Total
Revenue Growth
3‐Year Total
Cost Summary Below are the initial design/development/deployment and added annual on-going costs required to fully deploy, adopt and support the initiative. Additional details can be found below and on the "Cost" worksheet.
Hardware Software
Business Value ROI Analysis.xls
Costs ($ per PC) Costs ($000) Annual On3-Year Annual OnOne-Time Going Total One-Time Going 3-Year Total $ 606 $ 91 $ 879 $ 3,030 $ 455 $ 4,394 $ 150 $ 34 $ 253 $ 748 $ 172 $ 1,265
ROI
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Financial Analysis IT Labor, Services, & Training End-User Labor & Training
Business Value ROI Analysis.xls
$ $ Total $
213 $ 273 $ 1,242 $
18 24 167
$ $ $
268 $ 343 $ 1,743 $
1,067 1,364 6,210
$ $ $
ROI
91 $ 118 $ 835 $
1,340 1,717 8,716
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Financial Analysis Benefits Summary Below are the benefits enabled by the initiative. The detailed calculations are below and on the green benefit tabs.
Benefit Summary IT Labor/Services TCO Savings Other Direct Cost Savings User Productivity Benefits Revenue Growth
Benefits ($ per PC) Annual On3-Year One-Time Going Total $ - $ 751 $ 2,253 $ 75 $ 108 $ 400 $ - $ 539 $ 1,616 $ - $ 357 $ 1,070 Total $ 75 $ 1,755 $ 5,339
Benefits ($000) Annual OnOne-Time Going 3-Year Total $ $ 3,755 $ 11,264 $ 376 $ 542 $ 2,001 $ $ 2,694 $ 8,082 $ $ 1,784 $ 5,351 $ 376 $ 8,774 $ 26,697
Benefit Sub-Categories IT Labor/Services TCO Savings Other Direct Cost Savings IT Savings Business Savings Total
$
-
$
751
$
2,253 $
$ $ $
75 $ - $ 75 $
94 15 108
$ $ $
356 $ 44 $ 400 $
$ $ $ $ $ $
75
274 265 539 357 1,755
$ $ $ $ $ $
-
$
3,755 $
11,264
376 376
$ $ $
468 $ 73 $ 542 $
1,781 220 2,001
376
$ $ $ $ $ $
User Productivity Benefits Individual Computing Collaborative Computing PC Systems Management Total
Revenue Growth Total
$ $ $ $ $ $
823 794 1,616 1,070 5,339
$ $ $ $ $ $
1,372 1,323 2,694 1,784 8,774
$ $ $ $ $ $
4,115 3,968 8,082 5,351 26,697
Cash Flow Shown below are the costs and benefits by year, the net benefits (benefits-costs), and the cumulative cash flow. This is used to calculate payback period, IRR, and NPV. Costs Benefits Net Benefits Cumulative Cash Flow Payback Period (Months)
$ $ $ $
Initial 1,242 75 (1,167) (1,167) 9
$ $ $ $
Year 1 167 1,755 1,588 421
$ $ $ $
Year 2 167 1,755 1,588 2,009
$ $ $ $
Year 3 167 1,755 1,588 3,596
Year 4 $ $ $ $
Year 5 -
$ $ - $ 3,596 $
3,596
$ $ $
Total 1,743 5,339 3,596
$ $ $
NPV 1,657 4,439 2,782
Cumulative Cash Flow ($/PC)
Cumulative Cash Flow $4,000 $3,000 $2,000 $1,000 $0 ‐$1,000 ‐$2,000 0
1
2
3
4
5
Year
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Financial Analysis
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Financial Analysis Cost Details The table/chart below provide additional cost details. Costs ($ per PC) Annual OnOne-Time Going
Cost / Benefit Category
3-Year Total
One-Time
Costs ($000) Annual OnGoing 3-Year Total
Hardware Client Hardware Server Hardware
$ $ Total $
600 $ 6 $ 606 $
90 1 91
$ $ $
870 $ 9 $ 879 $
3,000 30 3,030
$ $ $
450 $ 5 $ 455 $
4,350 44 4,394
$ $ Total $
143 $ 7 $ 150 $
33 2 34
$ $ $
242 $ 11 $ 253 $
715 33 748
$ $ $
164 $ 8 $ 172 $
1,208 56 1,265
151 11 52 213
$ $ $ $ $
18 18
$ $ $ $ $
151 55 11 52 268
$ $ $ $ $
753 54 261 1,067
$ $ $ $ $
$ $ Total $
60 $ 213 $ 273 $
24 24
$ $ $
130 $ 213 $ 343 $
299 1,066 1,364
$
1,242 $
167
$
1,743 $
6,210
Software Client Software Server Software
IT Labor, Services, & Training One-time Implementation Labor/Services Annual On-Going Labor/Services Incremental Help Desk Calls IT Training Total
$ $ $ $ $
91 91
$ $ $ $ $
753 273 54 261 1,340
$ $ $
118 $ $ 118 $
652 1,066 1,717
$
835 $
8,716
End-User Labor & Training End-User Labor End-User Training
Total Costs
Total Implementation Costs (Per PC) $2,000
End‐User Training
Total Costs ($ per PC)
$1,800 $1,600 $1,400 $1,200 $1,000 $800
$213 $130 $52 $11 $55 $151 $11 $242 $9
$600 $400
$870
$200
End‐User Labor IT Training Incremental Help Desk Calls Annual On‐Going Labor/Services One‐time Implementation Labor/Services Server Software Client Software Server Hardware
$0
Client Hardware 3‐Year Total
Business Value ROI Analysis.xls
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Financial Analysis Benefit Details The tables/charts below provide additional details regarding each of the four quantified benefit types.
IT Labor/Services TCO Savings
PC Management Services Help Desk (Tech Support) Server & Network Mgmt Services Application Development Administration & Other
Benefits ($ per PC) Annual On3-Year One-Time Going Total $ - $ 233 $ 699 $ - $ 146 $ 437 $ - $ 173 $ 520 $ - $ 128 $ 383 $ - $ 71 $ 214 Total $ - $ 751 $ 2,253
$ $ $ $ $ $
IT Labor Comparison
IT Labor TCO Comparison $4,000
As-Is TCO
To-Be FTEs
47.3
50
TCO per PC per Year
$1,144
$488
Application Development
$2,000 $1,016
Server & Network Mgmt Services
$774
$1,000 $396
$601
Help Desk (Tech Support)
35 26.8
$625
$392
$As-Is TCO
25.2
25.2
$800
22.4 19.5
$400
30 25
27.1
$600
20 15
18.5
10 $200 5
$251
$500
40
42.6
33.2 $1,000
FTEs (Full Time Equivalents)
45 $1,200
$3,000 TCO per PC per Year
As-Is FTEs
Administration & Other
$559
$1,500
To-Be TCO
$1,400
$3,500
$2,500
One-Time -
Benefits ($000) Annual OnGoing 3-Year Total $ 1,164 $ 3,493 $ 728 $ 2,185 $ 867 $ 2,602 $ 638 $ 1,915 $ 356 $ 1,069 $ 3,755 $ 11,264
PC Management Services
$625 $392
$396 $251
$774 $601
$1,144$1,016
$559 $488
PC Management Services
Help Desk (Tech Support)
Server & Network Mgmt Services
Application Development
Administration & Other
$-
0
To-Be TCO
Other Direct Cost Savings Benefits ($ per PC) Annual On3-Year One-Time Going Total
Benefits ($000) Annual OnOne-Time Going 3-Year Total
IT Savings Software - Clients Software - Servers Hardware IT Services Power/Electricity Usage Other IT Costs
$ $ $ $ $ $ Total $
60 8 7 75
$ $ $ $ $ $ $
41 1 1 5 45 1 94
$ $ $ $ $ $ $
183 12 10 14 134 2 356
$ $ $ $ $ $ $
300 40 36 376
$ $ $ $ $ $ $
205 6 5 24 224 4 468
$ $ $ $ $ $ $
915 58 52 72 672 12 1,781
$ $ $ Total $
-
$ $ $ $
15 15
$ $ $ $
44 44
$ $ $ $
-
$ $ $ $
73 73
$ $ $ $
220 220
Business Savings Travel Expenses Business Services Other Business Expenses
Business Value ROI Analysis.xls
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Financial Analysis Total Other Direct Cost Savings
Business Value ROI Analysis.xls
$
75 $
108
$
400 $
376
$
ROI
542 $
2,001
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Financial Analysis Direct Cost Savings $450
Benefit ($ per PC)
$400
Other Business Expenses
$‐ $44 $2
$350
Business Services Travel Expenses
$300
$134 Other IT Costs
$250 $14 $10 $12
$200
Power/Electricity Usage IT Services
$150
Hardware
$100
$183 Software ‐ Servers
$50
Software ‐ Clients
$‐ 3‐Year Total
User Productivity Benefits Benefits ($ per PC) Annual On3-Year One-Time Going Total
Benefits ($000) Annual OnOne-Time Going 3-Year Total
Individual Computing Document Creation Data & Information Access/Analysis Email, Calendar, Contact, & Task Mgmt LOB Application-Related Activities Other -
$ $ $ $ $ $
45 60 169 274
$ $ $ $ $ $
135 181 507 823
$ $ $ $ $ $
-
$ $ $ $ $ $
-
$ $ $ $ $
-
$ $ $ $ $
-
$ $ $ $ $
-
$ $ $ $ $
Total $
-
$ $ $ $ $ $ $
63 118 18 31 14 20 265
$ $ $ $ $ $ $
188 354 55 93 43 61 794
$ $ $ $ $ $ $
-
$ $ $ $ $ $ $
314 590 91 154 72 101 1,323
$ $ $ $ $ $ $
941 1,770 273 463 217 304 3,968
$
-
$
383
$
1,148 $
-
$
1,913 $
5,738
Total $
225 302 845 1,372
$ $ $ $ $ $
674 906 2,535 4,115
Collaborative Computing Document Collaboration Workflow (routing) Coordination / Project Mgmt Other Total $
-
$ $ $ $ $
-
PC Systems Management Support, Self-Help, & Learning Performance Mobility & Remote Connectivity Security & Privacy System UI Navigation Availability & Reliability
Total User Productivity Benefits
Time per Activity Business Value ROI Analysis.xls
Business Value of ROI
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Financial Analysis Time per Activity
Business Value of Productivity Benefits
Time (Hours / Week) 5
PC Systems Management
Non‐Computing‐Related Activities
15
20
$600
25
10.8 10.6
Individual Computing
Collaborative Computing
10
As‐Is
3.9 3.9
To‐Be
1.0 0.8 19.4 19.4
Annual Productivity Benefits ($/PC)
0
PC Systems Management
$500 $265
$400 $300
$‐
Collaborative Computing
$200 $274 $100
Individual Computing
$‐
Business Value ROI Analysis.xls
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Financial Analysis Revenue Growth Benefits ($ per PC) Annual On3-Year One-Time Going Total $ 268 $ 803 $ $ $ 89 $ 268 $ $ $ $ -
Improved Sales Effectiveness Improved Marketing Effectiveness Improved Customer Service New/Expanded Channels/Geographies New/Enhanced Products/Services Improved Product Availability (fill rate, uptime) Other Total $
-
$
-
$
$ $
357
$ $
Benefits ($000) Annual OnGoing 3-Year Total $ 1,338 $ 4,013 $ $ $ 446 $ 1,338 $ $ $ $ -
$ $ $ $ $
One-Time -
$
-
$
$ 1,070 $
-
$ $
-
-
$
$ 1,784 $
5,351
Annual Revenue Growth (Margin) $400
Other $‐
Annual Benefit per PC
$350
$89
$300
$‐
$250
Improved Product Availability (fill rate, up‐time) New/Enhanced Products/Services
$200
New/Expanded Channels/Geographies
$150
$268
$100 $50
Improved Customer Service Improved Marketing Effectiveness
$0 Benefit …
Improved Sales Effectiveness
Summary of Non-Financial Key Performance Indicator Changes The table/chart below provides a summary of the 4 categories of non-financial KPIs. There are 4 to 10 specific KPIs in each category. The percentiles shown are how the organization compares to others in the industry. 0% represents worst performance in the industry (laggard); 50% is average performance; 100% is best in the industry (world class performance). The "Improvement" indicates how much the organization is expected to improve KPI performance due to the solution. Additional details can be found in the "KPIs" worksheet. Percentile As-Is 32.5% 32.9% 33.3% 41.4% 35.0%
Sales/Marketing Performance Business Management Effectiveness Supply/Operations Performance Technology Effectiveness Average
World Class
Business Value ROI Analysis.xls
To-Be 32.5% 32.9% 33.3% 68.6% 41.8%
Improvement 0.0% 0.0% 0.0% 27.1% 6.8%
As‐Is
KPI Performance Comparison
To‐Be
100% 90%
ROI
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Financial Analysis Performance Percentile
90% 80%
Laggard
0%
69%
70% 60% 50% 40% 30%
41% 33%
33%
33%
33%
33%
33%
20% 10% Sales/Marketing Performance Business Management Supply/Operations Performance Effectiveness Technology Effectiveness
Business Value ROI Analysis.xls
ROI
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