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Initiating and reviewing a business case for a new  project

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A business case captures the reasoning for initiating a project or task. It is often presented in a written document, but may also come in the form of group discussions, or presentations. A business case includes information such as the expected business benefits, the options considered (with reasons for rejecting or carrying forward each option), the expected costs of a project, a gap analysis and the expected risks. Based on information collected for a business case, IT can decide if the business case warrants a start of a project or should be closed.

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in conjunction with BMC Service Request Management provides the capability to manage request and review of a business case.

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provides an out-of-the-box business case service request definition (SRD). When you install

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, you can select to install the SRD to add to the service catalogue in your BMC Service Request Management.

Note

In BMC IT Business Management Suite version 7.6.04, the out-of-the-box SRD provided a field called Project Requested On Behalf Of. Starting from 7.6.04 SP1 version of the software, the SRD does not provide this field. This is because the software now uses the on-behalf-of rules that the system administrator sets while configuring BMC Service Request Management. For more information about setting the rules, see Creating on-behalf-of definition rules in BMC Service Request Management Administration Guide.

You use BMC Service Request Management to gather basic information for the business case review and initiate a business case review life cycle in

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. The IT staff uses

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to complete the review of business case. If at the end of the business case review it is decided that the business case warrants a project,

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provides the ability to promote the business case to one or more projects. On the other hand, if the business case is not viable, the review is closed. The request status in BMC Service Request Management is updated to reflect the state of the review in

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.
The flow of information from BMC Service Request Management to

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is as follows:

  1. User submits a project request in BMC Service Request Management for a business case. The project request contains basic information for the business case.
  2. The request initiates a business case review lifecycle in

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    and is visible as a project in the list of projects.
  3. IT staff uses

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    to gather information and complete the business case review. The request status in BMC Service Request Management reflects the State of review in

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    . The information added by IT staff is also reflected in the activity log for the BMC Service Request management console.
  4. Once the business case review is complete, the request in BMC Service Request Management is closed. If the business case is approved, the IT staff promotes the business case to a project and the status of Service Request is set to Complete. If the business case is rejected, the IT staff can close the business case in

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    and the status of Service Request is set to Rejected.

 

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