Cost-Benefit Analysis and ROI | Reliable Business Case Excel Tool - Features
The only business case tool you need. You get fair evaluations on intangible benefits, and you get the hard, tangible, money-focused results. You also have the greatest possibilities to evaluate and estimate the capital and operational expenses, and life cycle cost. All with an extraordinary design and usability.
A tool to use professionally in business and management consultant assignments, to include in your project management methods, to use in benefits management and benefit realisation contexts. Also, a tool to use for university students, to elaborate with common financial measures, such as ROI, BCR, cash flow, payback, NPV, IRR, and more.
It can be used as a tool in any programme or project governance method, and in your usual financial governance processes. You can choose to use the RBC benefits' reliability functionality as RBC method describes, or just use it as an ROI, IRR and NPV cash flow tool. Choose vice.
Simple still comprehensive
With four simple straight forward worksheets, you will be able to cover most business case analyses. You fill the tables and cells in the Project Set-up, the Benefits sheet, and the Expenditure sheet. You look in the Report sheet, and you find most answers you need – supported by:
- A first executive summary part with Benefit-Cost Analysis
- All results include net present value adjustments
- Cost-benefit chart
- Total Benefit-Cost results also a chart with reliability categories
- Discounted Cash flow and Payback
- Up to 10 years calculation time span
- Discounted ROI, as value and charts
- Discounted Cost-Benefit Ratio, as value and charts
- Time-To-Money adjustments (T2M), as value and pie charts
- Separation of benefit calculations into three reliability categories; Reliable, Visible, Assumed
- Separation of cost calculations into three reliability categories; Reliable, Visible, Assumed
- A fourth category as a separate list; Not Estimated (into monetary values, still, there could be other key performance indicators defined in the screening table)
- A cash flow diagram with the two selected alternatives separate benefits, and cost
- Bubble diagram with top 10 benefits, and totals of each reliability category
- Bubble diagram with top 10 expenses, and totals of each reliability category
- Tables, and pie diagram with Capital expenditure (CapEx) and Operational Expenditure (OpEx)
- Tables, and pie diagram with Internal cost and External cost
- Table, and pie diagrams with your customised selection of cost types
- A superb table showing all benefits and expenses, their reliability categories, and their relative impact on the results as a percentage, and in total
- Short guidelines for each section of the results, explaining how to interpret the results and what it comes from
More sheets if needed
The tool also consists of two worksheets with pivot tables that have benefits and expenses as a data source, if you miss some slice of information. You also have ten empty Excel worksheets for your own usage. Some use it to save variables from e.g., the process analysis and some business consultants or salesmen use it as a preconfigured ‘benefits and cost data collection sheet’ for their favourite product or service.
You also have a worksheet that allows you to customise the different types of expenses in the drop-down menu in the Expenditure Screening worksheet, and you can customise the limit of what your organisation consider allowable Return on Investment and Cost-Benefit Ratio.