可行性報告模板FeasibilityStudyTemplate

ProjectsOffice

TariKaupapa

TITLE

ProjectName

SUBJECT

FeasibilityStudy

TableofContents

1 Introduction

4

1.1 Purpose

4

1.2 Audience

4

1.3 Assumptions

4

1.4 AssociatedDocuments

4

1.5 Definitions

4

2 VersionControl

4

3 ExecutiveSummary

5

4 Background

5

5 CurrentBusinessOverview

6

5.1 CurrentBusinessDefinition

6

CurrentBusinessProcesses

6

CurrentBusinessOrganisation

6

CurrentBusinessLocations

6

CurrentBusinessData

6

CurrentBusinessApplications

6

CurrentBusinessTechnologies

6

5.2 CurrentBusinessProblems

7

BusinessProcessProblems

7

BusinessOrganisationProblems

7

BusinessLocationProblems

7

BusinessDataProblems

8

BusinessApplicationProblems

8

BusinessTechnologiesProblems

8

OtherBusinessProblems

8

6 BusinessRequirements

9

6.1 BusinessProcessRequirements

9

6.2 BusinessOrganisationRequirements

9

6.3 BusinessLocationRequirements

9

6.4 BusinessDataRequirements

10

6.5 BusinessApplicationRequirements

10

6.6 BusinessTechnologyRequirements

10

6.7 OtherBusinessRequirements

10

7 Options

11

7.1 OptionsIdentified

11

Option1-<Name>

11

Option2-<Name>

11

Option3-<Name>

13

7.2 OptionsAnalysis

14

Financialcosts

14

Non-Financialcosts

14

Financialbenefits

15

Non-Financialbenefits

15

Duration

15

Risks

15

Issues

15

Other

15

7.3 OptionsSelection

15

8 Recommendations

1

Introduction

Purpose

Thisfeasibilitystudyhasbeenconductedtodeterminethebestcourseofactiononthexxxxxxx.

Audience

Identifiedstakeholdersinclude:

Assumptions

Thisdocumentassumes

AssociatedDocuments

Therearenodocumentstobereadinconjunctionwiththisdocument.

Definitions

Thefollowingdefinitionsapplytothisdocument:

<Entertext>

VersionControl

FileName:

FILENAME

feasibilitystudy.dot

Date

Status

Version

Updatedby

ReasonforUpdate

3/11/04

Draft

a

ExecutiveSummary

Thepurposeofthissectionistoprovideanoverviewoftheentirefeasibilitystudyreport.

Provideadescriptivesummaryofthe;

purposeofthisdocument

currentbusinessorganisationsandITsystemsinplacetoday

requirementforchangetocurrentbusinessorganisationsandITsystems

optionsforchangetocurrentbusinessorganisationsandITsystems

recommendedoptionchosen

financialexpenditureassociatedwithrecommendedoption

risksandissuesassociatedwithrecommendedoption

businessbenefitsassociatedwithrecommendedoption

natureofapprovalrequestedforthisdocument

nextstepsrequested

Background

Describetheprojectbackground.Thisincludes:

Thedateofformationoftheproject

Themethodofformationandcurrentlevelofapproval

Thegeneralbusinessproblemtowhichtheprojectwilladdress

CurrentBusinessOverview

CurrentBusinessDefinition

CurrentBusinessProcesses

Listeachofthecurrentbusinessprocessesrelevanttothisproject.Provideadescriptionforeachmajorbusinessprocess.Depictallbusinessprocesseswithinaprocessflowdiagraminordertohighlighttypicalbusinesstransactiontypes(e.g.thepaymentsprocess).

CurrentBusinessOrganisation

Listeachofthecurrentbusinessunits(egFinanceDepartment)relevanttothisproject.Provideadescriptionofthefunctionofeachmajorbusinessprocess.Depictallbusinessunitswithinanorganisationchartinordertohighlightbusinessreportingandinternalcommunicationlines.

CurrentBusinessLocations

Documentthephysicallocation(e.g.streetaddress)ofeachbusinessunitrelevanttothisproject.Depictallbusinesslocationswithinageographicalmap(whereappropriate)inordertohighlightthephysicalplacementofeachbusinessunit.

CurrentBusinessData

Documentthemajortypesofbusinessdata(e.g.paymentinformation)requiredinordertoundertakethegenericbusinessprocesseslistedabove.Documentthesourcerepositoriesofeachofthedatatypeslisted(e.g.paymentsdatabase).Depictallbusinessdatatypesandsourceswithinadataflowdiagram.

CurrentBusinessApplications

Listeachofthecurrentbusinessapplications(e.g.financialmanagementsystem)relevanttothisproject.Provideadescriptionforeachcurrentbusinessapplication.Depictallbusinessapplicationswithinanapplicationsarchitecturediagraminordertohighlighttheinterfacesbetweencurrentbusinessapplications.

CurrentBusinessTechnologies

Listeachofthecurrentbusinesstechnologies(e.g.mainframe)relevanttothisproject.Provideadescriptionforeachmajortechnology.Depictallbusinesstechnologieswithinatechnologyarchitecturediagraminordertohighlighttheinterfacesbetweencurrentbusinesstechnologies.

CurrentBusinessProblems

BusinessProcessProblems

Listallissuesandproblemsassociatedwiththecurrentbusinessprocesses(asdefinedabove).Examplesinclude:

Processefficiencyproblems

Processtimelinessproblems

Processownerproblems

Processclarityproblems

Processdependencyproblems

Processrelevancyproblems

Rateandprioritisetheproblemshighlightedabove.

BusinessOrganisationProblems

Listallissuesandproblemsassociatedwiththecurrentbusinessunits(asdefinedabove).Examplesinclude:

Businessunitdefinitionproblems(lackofvision,scope,objectives…)

Businessunitdirectionproblems(misalignmentwithcorporatevision…)

Businessunitstructureproblems(inefficient/inappropriatestructure…)

Businessunitsizeproblems(tolarge/small…)

Businessunitmakeupproblems(percentagecontractorstopermanent….)

Businessunitperformanceproblems(lackofserviceperformance…)

Businessunitexpenditureproblems(expenditureconsistentlygreaterthanbudget…)

Rateandprioritisetheproblemshighlightedabove.

BusinessLocationProblems

Listallissuesandproblemsassociatedwiththecurrentbusinesslocations(asdefinedabove).Examplesinclude:

Businesslocationsecurityproblems(lackof…)

Businesslocationsizeproblems(toolarge/small…)

Businesslocationrelevancyproblems(notfitcorporateimage…)

Businesslocationfinancialproblems(toexpensive…)

Businesslocationphysicalproblems(deterioration…)

Rateandprioritisetheproblemshighlightedabove.

BusinessDataProblems

Listallissuesandproblemsassociatedwiththecurrentbusinessdata(asdefinedabove).Examplesinclude:

Businessdataqualityproblems

Businessdatamanagementproblems

Businessdataownershipproblems

Businessdatamaintenanceproblems

Businessdataadequacyproblems

Businessdataconsistencyproblems

Businessdatareliability

BusinessApplicationProblems

Listallissuesandproblemsassociatedwiththecurrentbusinessapplications(asdefinedabove).Examplesinclude:

Businessapplicationreliabilityproblems

Businessapplicationscalabilityproblems

Businessapplicationrelevancyproblems(i.e.fittobusinessobjectives)

Businessapplicationperformanceproblems

Businessapplicationarchitectureproblems

Businessapplicationsizingproblems

BusinessTechnologiesProblems

Listallissuesandproblemsassociatedwiththecurrentbusinesstechnologies(asdefinedabove).Examplesinclude:

Businesstechnologyreliabilityproblems

Businesstechnologyscalabilityproblems

Businesstechnologyrelevancyproblems(i.e.fittobusinessapplication)

Businesstechnologyperformanceproblems

Businesstechnologyarchitectureproblems

Businesstechnologysizingproblems

OtherBusinessProblems

Listanyotherbusinessproblemshere.Examplesinclude:

Lackofcompliancewithsafety/regulatorystandards

BusinessRequirements

BusinessProcessRequirements

Listtherequirementsassociatedwithallbusiness-process-relatedproblems(seeabove).

ProcessProblem

RequirementSummary

RequirementDescription

BusinessOrganisationRequirements

Listtherequirementsassociatedwithallbusiness-organisation-relatedproblems(seeabove).

OrganisationalProblem

RequirementSummary

RequirementDescription

BusinessLocationRequirements

Listtherequirementsassociatedwithallbusiness-location-relatedproblems(seeabove).

LocationalProblem

RequirementSummary

RequirementDescription

BusinessDataRequirements

Listtherequirementsassociatedwithallbusiness-data-relatedproblems(seeabove).

DataProblem

RequirementSummary

RequirementDescription

BusinessApplicationRequirements

Listtherequirementsassociatedwithallbusiness-application-relatedproblems(seeabove).

ApplicationProblem

RequirementSummary

RequirementDescription

BusinessTechnologyRequirements

Listtherequirementsassociatedwithallbusiness-technology-relatedproblems(seeabove).

TechnologyProblem

RequirementSummary

RequirementDescription

OtherBusinessRequirements

Listtherequirementsassociatedwithallother-business-relatedproblems(seeabove).

OtherProblems

RequirementSummary

RequirementDescription

Options

OptionsIdentified

(NBAn‘option’isdescribedasasetofactivitieswhichonceimplemented,willresultinthesatisfactionofthebusinessrequirement,asdescribedabove)

Listeachoftheoptionsavailableforimplementation.Eachoptionshouldbedescribedasfollows:

Option1-<Name>

Overview

Provideacomprehensivedescriptionoftheoption.Completethefollowingtable.

Category

Requirement

(seesection4)

Solutions

Process

e.g.undertakeabusinessprocessre-engineeringexercise

Organisation

e.g.undertakeabusinessre-organisationexercise

Location

e.g.undertakeabusinessre-locationexercise

Data

e.g.undertakeadataclensingexercise

Application

e.g.replacetheexistingbusinessapplications

Technology

e.g.replacetheexistingbusinesstechnologies

Other

e.g.undertakeasafetystandardscomplianceexercise

Issues

Listanyissues(egtechnical,architectural,cultural)tobetakenintoaccountwhenconsideringthepotentialimplementationoftheaboveoption.

Constraints

Listanyconstraintstobetakenintoaccountwhenconsideringthepotentialimplementationoftheaboveoption.

Risks

Listanyrisks(egbusiness,safety,regulatory)tobetakenintoaccountwhenconsideringthepotentialimplementationoftheaboveoption.

Assumptions

Listanyassumptionstobetakenintoaccountwhenconsideringthepotentialimplementationoftheaboveoption.

Option2-<Name>

Overview

Provideacomprehensivedescriptionoftheoption.Completethefollowingtable.

Category

Requirement

(seesection4)

Solutions

Process

e.g.undertakeabusinessprocessre-engineeringexercise

Organisation

e.g.undertakeabusinessre-organisationexercise

Location

e.g.undertakeabusinessre-locationexercise

Data

e.g.undertakeadataclensingexercise

Application

e.g.replacetheexistingbusinessapplications

Technology

e.g.replacetheexistingbusinesstechnologies

Other

e.g.undertakeasafetystandardscomplianceexercise

Issues

Listanyissues(egtechnical,architectural,cultural)tobetakenintoaccountwhenconsideringthepotentialimplementationoftheaboveoption.

Constraints

Listanyconstraintstobetakenintoaccountwhenconsideringthepotentialimplementationoftheaboveoption.

Risks

Listanyrisks(egbusiness,safety,regulatory)tobetakenintoaccountwhenconsideringthepotentialimplementationoftheaboveoption.

Assumptions

Listanyassumptionstobetakenintoaccountwhenconsideringthepotentialimplementationoftheaboveoption.

Option3-<Name>

Overview

Provideacomprehensivedescriptionoftheoption.Completethefollowingtable.

Category

Requirement

(seesection4)

Solutions

Process

e.g.undertakeabusinessprocessre-engineeringexercise

Organisation

e.g.undertakeabusinessre-organisationexercise

Location

e.g.undertakeabusinessre-locationexercise

Data

e.g.undertakeadataclensingexercise

Application

e.g.replacetheexistingbusinessapplications

Technology

e.g.replacetheexistingbusinesstechnologies

Other

e.g.undertakeasafetystandardscomplianceexercise

Issues

Listanyissues(egtechnical,architectural,cultural)tobetakenintoaccountwhenconsideringthepotentialimplementationoftheaboveoption.

Constraints

Listanyconstraintstobetakenintoaccountwhenconsideringthepotentialimplementationoftheaboveoption.

Risks

Listanyrisks(egbusiness,safety,regulatory)tobetakenintoaccountwhenconsideringthepotentialimplementationoftheaboveoption.

Assumptions

Listanyassumptionstobetakenintoaccountwhenconsideringthepotentialimplementationoftheaboveoption.

OptionsAnalysis

Analyseandrateeachoftheaboveoptionsbasedonthefollowingcriteria:

Financialcosts

Non-financialcosts

Financialbenefits

Non-financialbenefits

Duration

Risks

Issues

Other

Financialcosts

Calculatethefinancialcostsassociatedwitheachoptionandcompriseanoverallratingonascaleof1-10.Financialcostingexamplesinclude:

One-offprojectcosts(CAPEX)

Internallabourcosts

3rdpartyvendorcosts

IThardwarecosts

ITsoftwarecosts

Premisescosts

Communicationscosts

Trainingcosts

On-goingSupportCosts(OPEX)

On-goingsupportcosts

On-goingmaintenancecosts

On-goingtrainingcosts

Non-Financialcosts

Identifyallnon-financialcostsassociatedwitheachoptionandcompriseanoverallratingonascaleof1-10.Non-financialcostingexamplesinclude:

Temporaryreductionincustomerserviceduringrollout

Financialbenefits

Calculatethefinancialbenefitsassociatedwitheachoptionandcompriseanoverallratingonascaleof1-10.Financialbenefitexamplesinclude:

Revenuegeneration

Costreduction

Non-Financialbenefits

Identifyallothernon-financialcostsassociatedwitheachoptionandcompriseanoverallratingonascaleof1-10.Non-financialbenefitexamplesinclude:

Improvedorganisationalculture

Improvedbrandimage

Duration

Identify