Using a Business Case Throughout an Investment: An Exploratory Case Study on a Business Case Process

A discretionary information technology (IT) enabled business investment is often associated with an enterprise-wide transformation (e.g. Enterprise Resource Planning (ERP) investment). Although it may deliver operational excellence and a competitive advantage, it is a risky endeavour with high failure rates. One of the critical factors to achieve a successful outcome is to develop a sound business case. In response to a lack of business case knowledge, Ward, Daniel, and Peppard (2008) designed a business case development process. The process ends on investment approval while others scholars call for a continuous business case process used throughout the entire investment life cycle. The present paper responds to this call with an exploratory case study and identifies multiple business case tasks which complement the process of Ward et al. (2008) resulting in an initial business case process.

[1]  John M. Ward,et al.  Beyond strategic information systems: towards an IS capability , 2004, J. Strateg. Inf. Syst..

[2]  Carol A. Beatty,et al.  Preaching the Gospel: The Evangelists of New Technology , 1991 .

[3]  M. Jeffery,et al.  Best Practices in IT Portfolio Management , 2004 .

[4]  Frank F. Land,et al.  Moving IS evaluation forward: learning themes and research issues , 1999, J. Strateg. Inf. Syst..

[5]  George Westerman,et al.  Building IT-Enabled Innovation Capabilities at Intel , 2008, MIS Q. Executive.

[6]  Philip Powell,et al.  Causality in the alignment of information technology and business strategy , 1993, J. Strateg. Inf. Syst..

[7]  Shirley Gregor,et al.  The transformational dimension in the realization of business value from information technology , 2006, J. Strateg. Inf. Syst..

[8]  Alfred Taudes,et al.  Options Analysis of Software Platform Decisions: A Case Study , 2000, MIS Q..

[9]  R. Yin,et al.  Case Study Research: Design and Methods (4th ed. , 2009 .

[10]  Sabine Matook,et al.  Competitive advantage from mandatory investments: An empirical study of Australian firms , 2009, J. Strateg. Inf. Syst..

[11]  John M. Ward,et al.  Building Better Business Cases for IT Investments , 2008, MIS Q. Executive.

[12]  Saonee Sarker,et al.  An Exploration into the Process of Requirements Elicitation: A Grounded Approach , 2010, J. Assoc. Inf. Syst..

[13]  Steven De Haes,et al.  A Research Journey into Enterprise Governance of IT, Business/IT Alignment and Value Creation , 2010, Int. J. IT Bus. Alignment Gov..

[14]  Peter G. Goldschmidt,et al.  HIT and MIS , 2005, Commun. ACM.

[15]  Ephraim R. McLean,et al.  Key Issues for IT Executives , 2004, MIS Q. Executive.

[16]  David Sammon,et al.  Towards a framework for evaluating investments in data warehousing , 2002, Inf. Syst. J..

[17]  Bobby J. Calder,et al.  Focus groups and the nature of qualitative marketing research. , 1977 .

[18]  Michael L. Barnett Stakeholder Influence Capacity and the Variability of Financial Returns to Corporate Social Responsibility , 2005 .

[19]  Ruey-Lin Hsiao Knowledge Sharing in a Global Professional Service Firm , 2008, MIS Q. Executive.

[20]  Constantinos J. Stefanou,et al.  A framework for the ex-ante evaluation of ERP software , 2001, Eur. J. Inf. Syst..

[21]  John Thorp,et al.  The Information Paradox: Realizing the Business Benefits of Information Technology , 1999 .

[22]  James D. McKeen,et al.  Investment Spend Optimization: A New Approach to IT Investment at BMO Financial Group , 2010, MIS Q. Executive.

[23]  K. Eisenhardt Building theories from case study research , 1989, STUDI ORGANIZZATIVI.

[24]  Izak Benbasat,et al.  Empirical Research in Information Systems: The Practice of Relevance , 1999, MIS Q..

[25]  Abdullah S. Al-Mudimigh,et al.  ERP software implementation: an integrative framework , 2001, Eur. J. Inf. Syst..

[26]  Somendra Pant,et al.  Development of a framework to assess and guide IT investments: An analysis based on a discretionary-mandatory classification , 2008, Int. J. Inf. Manag..

[27]  D. J. Wu,et al.  Investment in Enterprise Resource Planning: Business Impact and Productivity Measures , 2002, J. Manag. Inf. Syst..

[28]  C. Edwards,et al.  Executing Strategic Change: Understanding the Critical Management Elements That Lead to Success , 2009 .

[29]  Charalambos L. Iacovou,et al.  Turning around Runaway Information Technology Projects , 2004, IEEE Engineering Management Review.

[30]  Guy Paré,et al.  Matching information technology and organizational structure: an empirical study with implications for performance , 1995 .

[31]  Kemal Altinkemer,et al.  Productivity and Performance Effects of Business Process Reengineering: A Firm-Level Analysis , 2011, J. Manag. Inf. Syst..

[32]  Robert N. Charette EHRs: Electronic Health Records or Exceptional Hidden Risks? , 2006, Commun. ACM.

[33]  Janine Morgall Traulsen,et al.  Development of a qualitative exploratory case study research method to explore sustained delivery of cognitive services , 2010, Pharmacy World & Science.

[34]  John M. Ward,et al.  Unlocking Sustained Business Value from it Investments , 2005 .

[35]  Daniel R. Krause,et al.  Avoid the Pitfalls in Supplier Development , 2000 .

[36]  Thomas H. Davenport,et al.  The New Industrial Engineering: Information Technology and Business Process Redesign , 2011 .