Business Case: How to Describe Critical Success Factors

In the executive summary of your business case, you need to outline the critical success factors which underpin your project.

For example, give the readers different ways of judging how the project will be deemed successful should it reach the goals you have identified as success factors.

Download Now for $9.99 – Buy Here!

Business Case Template - Download Here

Business Case: Sample Critical Success Factors

Let’s say you work in a call center. You decide to buy new Contact Management Software to speed up customer calls by 200% – this will one metric you can use to judge how successful the new software.

The success of the project would be how effective this system worked when handing X amount of calls within 24, 48 and 72 hours.

Business Case: Capturing Critical Success Factors

Let’s look at how to capture Critical Success Factors and add these into the Business Case document.

In the call center, we’re going to add new software to respond to customer queries.

  • If the software processes 1000 emails per hour, it fails the test
  • If the software processes 2000 emails per hour, it passes the test at the lowest level
  • If the software processes 5000 emails per hour, it passes the test at the highest level

In other words, the software is judged to be a success if it passes the success factors, which in this case would be 5000 emails per hour.

Business Case: Who Identifies Success Factors?

The next point is who identifies the Critical Success Factors. This is worth examining as the team members who define the business rules are usually involved in defining Critical Success Factors.

This team – usually the project stakeholders – will look for the following:

  • Where the new system can improve the existing processes
  • How this can be achieved with the new software, service or tools
  • How success can be measured against specific metrics.

Conclusion

Critical Success Factors are a fundamental part of every Business Case. To make the document as practical as possible, identify areas where you can measure the success of any new tool, product or service. This metric allows you to see in absolute terms where and how the investment is justified.

Thousands of templates to jump start your project

Acceptance Test Plan

Contingency Plan

Software Development Templates

Acquisition Plan

Conversion Plan

Software Requirements Specification

Action Plan

Cost Benefit Analysis

Software Testing

API Documentation

Database Design

Standard Operating Procedures (SOP)

Audience Analysis

Datasheet

Statement of Work

Availability Plan

Deployment Plan

System Administration Guide

Bill of Materials

Design Document

System Boundary

Business Case

Disaster Recovery Plan

System Design Document

Business Continuity

Disposition Plan

System Specifications

Business Plan

Documentation Plan

Technical Writing Templates

Business Process

Employee Handbook

Test Plan

Business Requirements

Error Message Guide

Training Plan

Business Rules

Expression of Interest

Transition Plan

Capacity Plan

Fact Sheet

Troubleshooting Guide

Case Study

Feasibility Study

Use Case

Change Management Plan

Functional Requirements

User Guide

Communication Plan

Grant Proposal

Verification and Validation Plan

Concept of Operations

Implementation Plan

White Papers

Concept Proposal

Installation Plan

Work Instructions

Configuration Management Plan

Interface Control Document

Software Development Templates

Acceptance Test Plan

Maintenance Plan

Software Requirements Specification

Acquisition Plan

Market Research

Software Testing

Action Plan

Marketing Plan

Standard Operating Procedures (SOP)

API Documentation

Needs Statement

Statement of Work

Audience Analysis

Operations Guide

System Administration Guide

Availability Plan

Policy Manual

System Boundary

Bill of Materials

Project Plan

System Design Document

Business Case

Proposal Manager Templates

System Specifications

Business Continuity

Proposal Template

Technical Writing Templates

Business Plan

Quality Assurance Plan

Test Plan

Business Process

Release Notes

Training Plan

Business Requirements

Request for Proposal

Transition Plan

Business Rules

Risk Management Plan

Troubleshooting Guide

Capacity Plan

Scope of Work

Use Case

Case Study

Security Plan

User Guide

Change Management Plan

Service Level Agreement (SLA)

Verification and Validation Plan

Communication Plan

Setup Guide

White Papers

Concept of Operations

Social Media Policy

Work Instructions

Concept Proposal

Contingency Plan

 

Configuration Management Plan

Conversion Plan