Project Business Case template in Excel

I would like to get an Excel-based business case template that allows us to determine ROI on technology investment projects (I.e. building a data warehouse, custom software development, etc). The template would need a summary page that can easily be copied to PowerPoint if needed (example summary screenshot attached) . The spreadsheet also needs a tab for key assumptions (discount rate, capitalization term, capitalization minimum, etc). The template will need another tab to enable entry of costs, benefits (financial and non/financial), and capital expenses over a times series of 3-5 years on a separate tab. The data entry tab needs to be structured as follows:

• Allow for entry of cash and/or capital costs (labor, license, etc) on as monthly basis for up to 24 months

• Allow for entry of ongoing expenses on an annual basis (I.e. yearly license or maintenance)

• Benefits on a yearly basis for 5 years

The data entry page should have a section of rows for key common costs and allow for the addition of rows without breaking calculations (each of these could be more than one row):

• Hardware/cloud resources (storage, compute, etc)

• Software license / maintenance

• People (associate, consultant, contract) resources to build processes and capabilities

• Other (catch all for any other expenses not called out above)

The data entry page should have a section of rows for categories of financial benefits and allow for the addition of rows without breaking calculations (each of these could be more than one row):

• Revenue increases (new clients, better retention, new products, etc)

• Reduced costs (headcount reduction, license reduction, maintenance reduction, etc)

• Lower losses (credit loss, fraud, claims, etc).

• Better use of cash (I.e. timing, lower reserves, etc)

• Other (catch all for any benefits not called out above)

The data entry page should also have a section to capture key non-financial benefits we can show on the summary page such as:

• Employee satisfaction

• Customer satisfaction

• Regulatory Compliance

From a calculation and chart perspective, the summary page would need the following:

• Break even period (months)


• Net Present Value

• Chart of annual cash flows

• Chart of internal versus external expenses

Kemahiran: Excel, Pemasukan Data

Tentang Klien:
( 0 ulasan ) Silver Spring, United States

ID Projek: #33562507

43 pekerja bebas membida secara purata $452 untuk pekerjaan ini


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$500 USD dalam 7 hari
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"Sir, You will get Business case template I am Excel, Accounting, Finance Advanced Level Expert. This is basic work for me. I can complete this project with added quality. About me I am a Chartered Accountant with mor Lagi

$250 USD dalam sehari
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Here sir, I have read your job decription very very carefully, I am expert in creating customize templates.I have scatched your excel spreasheet into my mind based on your requirement... I would love to implement all t Lagi

$300 USD dalam 3 hari
(28 Ulasan)

''Business Case template in Excel'' Hi, this is Bryson Henniger here. I can't see the example summary screenshot that you're referring. Could you please share it over the chat box? Please dissect my precursory case fl Lagi

$400 USD dalam 10 hari
(5 Ulasan)

Hi As a financial analyst, I have helped many businesses with creating their business models and cases. I got extensive exposure of the industry and can show my past models to you to gain your confidence. I am well Lagi

$750 USD dalam 7 hari
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Hello, I am a PhD Industrial Engineer and apart my Engineering experience I also have experience in data science,and can work on projects in the following fields: Data Modeling, Data Analysis, Flow Chars, ERD Diagrams, Lagi

$500 USD dalam 7 hari
(10 Ulasan)

Hi there, I have read your project entitled “Project Business Case template in Excel ” I am a Certified Chartered Accountant and a duly certified mentor of ACCA (UK). I have already done numerous projects of this sort Lagi

$500 USD dalam 7 hari
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"Dear Client, I specialize in Word or Excel VBA / Macro solutions and Web Scraping/Data Mining for your Excel workbooks. I will perform any tasks in Excel to automate your business. VBA macros, custom forms, charts, ta Lagi

$250 USD dalam sehari
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Hi, I will be happy to do the needful! Please see reviews of similar projects on my profile. Regards, Furqan

$500 USD dalam 7 hari
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i seen the details which u wrote in project and understand your requirement sir please inbox with me so i can ask some important questions and do as u need sir please award me and discuss with me please

$500 USD dalam 7 hari
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Hi, I am a very talented software programmer with 13+ years of development experience (5+ years professional work experience). I am a results-oriented professional and possess experience using cutting-edge development Lagi

$500 USD dalam 5 hari
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Hi I had read your requirement and i can create automation project business case templates in excel through vba macros. I have 5+ years of experience in this field. I had done similar projects. Im expert in advanced ex Lagi

$250 USD dalam 7 hari
(5 Ulasan)

Hey, I read about your project details and can easily create a excel business case template for it. I come with 8+ years of experience in project financing. Can start immediately.

$700 USD dalam 7 hari
(1 Ulasan)

Good afternoon, my name is Víctor de la Rosa. For the day, I will satisfy your needs. I have the necessary bases to carry out your project. If you wish, we can speak internally to discuss the matter.

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