ERP Template - Build the Business Case

ERP Business Case  DOCX

ERP_Sherpas_ERP_Business_Case.docx

A professionally written ERP Business Case narrative document structured around a example of a 100-user Microsoft Dynamics 365 Business Central implementation, covering executive summary, current state analysis, the investment case, a 5-year financial summary with key metrics (NPV of €1.1M–€1.4M, IRR of 55–75%, 18–24 month payback, and 5-year ROI of 150–200%), quantified benefit areas, implementation investment breakdown, risk and mitigation, and recommendation.

For a PM working with a client who needs to secure internal approval before committing to an ERP, this document is transformative — it provides the financial credibility and executive-level narrative structure that separates a compelling investment case from a vendor brochure. The figures are clearly marked as indicative and driven by the companion financial model, which clients can adjust to their own context.

ERP Business Case Financial Model  XLSX

ERP_Sherpas_ERP_Business_Case_Model.xlsx

An Excel-based 5-year cost-benefit financial model for a 100-user ERP implementation, including fully interconnected sheets for company profile inputs, Microsoft Dynamics 365 Business Central licensing costs, implementation costs, annual running costs, quantified benefit calculations across nine benefit areas (inventory reduction, procurement savings, finance efficiency, manufacturing, and more), sensitivity analysis, and a summary dashboard showing NPV, IRR, payback period, ROI, and benefit-to-cost ratio.

For a PM, the practical value of this model is that it allows any client's finance team to adjust twelve key input assumptions and immediately see the updated business case — turning a generic financial argument into a credible, organisation-specific investment model. It significantly accelerates approval conversations with CFOs and finance committees who would otherwise demand their own analysis.