Business Case Books, Templates, and Tools
It's one thing to know in principle how to build a business case or how to develop cost/benefit data. Moving forward in practice can be more difficult. Solution Matrix Ltd. business case books, templates, and tools provide clear, practical guidance through all stages of your business case project, whether it's a financial justification, an ROI analysis, or a cost/benefit study.
The Business Case Guide, 2nd ed.
by Marty J. Schmidt, ISBN 1-929500-01-7
The recognized standard source
The Business Case Guide is a step-by-step instruction manual for building the business case. With 254 pages of clear, practical advice, examples, and a sample case, the Guide is ideal for those with no prior background in business planning or finance. The Guide is available as an eBook (PDF), downloaded from the internet, and in a printed edition. Read a detailed overview of the Guide, pricing and ordering information.
Since the first edition appeared in 1999, the Guide has become recognized as the authoritative, standard source for those who build the business case. Organizations like Cisco Systems and the US Department of Defense, and hundreds of others have made it their standard.
Business Case Essentials: A Guide to Structure and Content, 3rd ed.
by Marty J. Schmidt, ISBN 978-1-929500-02-5
The world's most frequently cited business case resource
The complete, concise guide to what belongs in a business case and why. First published as a 20 page white paper in 1998, expanded to 31 pages in 2006, and now, just released as a 103 page book. With nearly one million copies in circulation since its first edition, the Essentials has become the world's most frequently cited business case resource (search Google for the Book's title to see tens of thousands of citations). Click here for a detailed overview of the Essentials and ordering information.
The Definitive Guide to Getting Your Budget Approved!
by Johannes Ritter & Frank Röttgers, ISBN 9-783000-263071
Cut your case development time in half
The Definitive Guide to Getting Your Budget Approved illustrates how soft benefits in your business projects and investment opportunities can be quantified in monetary terms and how you cut the preparation time for your Business Case in half. The book describes the easy adaptable step by step procedure on how to measure intangible benefits and uses customer satisfaction as a practical example. The Guide is ideal for those who need a method to get their budget approved! Read a detailed overview of Getting Your Budget Approved.
Financial Metrics Pro™
The complete financial metrics resource: Tutorial, usage guide, templates, and handbook. ISBN 978-1-929500-07-9
A comprehensive set of easy to understand, easy to use spreadsheet templates and working examples covering more than 100 financial metrics.
- Cash flow metrics: Business case cash flow statements with working examples of NPV, IRR, CAGR, ROI, breakeven, and and many more.
- Financial statement ratios and metrics: A complete set of interrelated financial statements, multi year comparisons, 6 categories of metrics and ratios, and a working Du Pont system.
Financial Metrics Pro defines each financial metric, illustrates the best approaches for spreadsheet implementation and graphing, and summarizes the metric's strengths and weaknesses. Modify, copy, and use in your own spreadsheet models. Read a complete overview and summary of contents.
Financial Modeling Pro™
Tutorial and templates for building the heart of your business case.
ISBN 978-1-929500-08-6
A unique guidebook-in-a spreadsheet, providing an easy to use, step-by-step tutorial for building the financial model to "make" your case. By working in a live spreadsheet, you can try out and modify examples as you read about them.
Financial Modeling Pro assumes no prior background in finance and only very basic MS Excel Skills. The package includes a complete working dynamic modeling system, representing many typical business case situations, and 60-page text in PDF format. Click for more on Financial Modeling Pro and a Complete overview of contents.
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