Our approach to investment management, or Business Case, is to apply simple, common-sense ideas and practices that help organisations to direct their resources and achieve the best outcomes from their investments.
In summary, the process takes an organisation down an investment journey by finding out:
- What is the actual problem?
- What is the evidence that the problem exists?
- What are the benefits of solving the problem?
- How are the benefits going to be measured?
- What are the interventions to address the problem?
- What is the best option (combination of interventions)?
- Can the solution be delivered within the time and budget constraints?
To depict the investment journey an Investment Logic Map is used. The elements of the investment management methodology are:
- The problems and/or opportunities
- The benefits
- The response
- The solution
- Realising benefits
- Learning for other investments
Some examples that we have developed investment management business cases for include:
- Commercialisation and Investment Management (Business Case) Frameworks to manage a $240 million capital budget (TechnologyOne, Sharepoint).
- Business Case Framework for ASX 200 listed company – $120 million capital budget.
- Development of Business Cases for:
- Human Resources Information Systems
- Field Works Management Systems
- Business Improvement Programme of Works
- Asset Management System Upgrades
- Digital Transformation for local Councils
- IT Services Merger for ASX200 listed company