Business Analysis - How to build a Business Case Step-by-Step

person icon Daniel Berg

Business Analysis - How to build a Business Case Step-by-Step

A Step-by-Step approach to Financial Analysis, Business Case Development, and Executive-level Decision-Making

updated on icon Updated on Sep, 2023

language icon Language - English

person icon Daniel Berg

architecture icon Financial Analysis,Finance & Accounting


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Course Description

What do Executives mean when they ask for a Business Case, and what content to they expect in a robust Business Case? How can you think like an Executive to understand and weigh considerations like Net Present Value (NPV), Return on Investment (ROI), Payback period, Revenues, and Profits? How can you build a robust financial analysis, starting from scratch and covering everything from cash flows to key financial metrics to sensitivity analysis and key performance indicators? How do you build a dashboard that people can use to understand the business opportunity, and how do you ultimately package it all up for executive-level approval? In this step-by-step hands-on guide to financial modeling and executive-level business case development, you will learn all this and more. We will start by talking about Business Case fundamentals, including necessary content, key financial metrics and when an executive is likely to prioritize one over another, and how to use a framework to structure your opportunity in preparation for modeling. Then we will open Excel and build a robust financial model from the ground up, complete with Cash Flows, Summary Math, Key Financial Metrics, and Sensitivity Analysis – ultimately resulting in an intuitive and interactive Financial Dashboard. We’ll then organize and communicate the content in a powerful Executive Brief that will position your business opportunity for presentation, review and approval.


What will you learn in this course:

  • Understand what is meant by the term Business Case and the components that should be included in a powerful Executive-level deliverable.

  • Understand metrics such as Net Present Value, Return on Investment, and Payback Period that executives consider before approving a new business opportunity.

  • Learn about the most common business case mistakes and how to avoid them.

  • See how to use a framework to structure and summarize business case impacts in preparation for review and financial modeling.

  • Create a financial analysis with cash flows, financial KPIs, sensitivity analysis, and intuitive dashboard to illuminate the path to a successful outcome.

  • Learn Best Practices for Financial Modeling and Executive Communications.

  • Learn techniques for refining assumptions to ensure the most accurate projections.

  • Consolidate all components into an executive-ready Business Case Brief that is ready for presentation, review and approval.


What are the prerequisites for this course?

  • Basic spreadsheet and presentation skills (preferably Excel and Powerpoint).

Business Analysis -  How to build a Business Case Step-by-Step


Check out the detailed breakdown of what’s inside the course

1 Lectures
  • play icon Introduction 02:01 02:01
Business Case Fundamentals
4 Lectures
Developing the financial model to understand the business case financials
10 Lectures
Business Case Executive Brief
1 Lectures
Thank you
1 Lectures

Instructor Details

Daniel Berg

Daniel Berg

Applying rigorous analytics to help companies achieve their financial goals

Daniel Berg, MBA, is a Pricing and Financial Analytics expert who helps leading technology companies achieve their financial goals by applying rigorous analytics to inform business strategy and optimize investments.  Mr. Berg has over 10 years experience leading pricing & analytics functions at T-Mobile to help advance the Un-carrier revolution as T-Mobile grew from 10M to over 100M customers.  Mr. Berg has an MBA from UCLA's Anderson School, an MSEE from University of Southern California, and a BSEE from Georgia Institute of Technology.

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