Services
Business Case Reviews
For Boards Overseeing Strategic Technology and Operations Investments.
A credible business case is not just a funding request—it’s a governance milestone. Whether your board is considering a major system rollout, outsourcing decision,
or operational transformation, independent validation of the business case is essential to ensure alignment, mitigate risk, and uphold your oversight duties.
Why Boards Engage Me
As an independent advisor with deep expertise in both technology and operations, I help boards pressure-test the business cases behind critical initiatives. From ERP investments to offshoring strategies and contact-to-cash transformations, I bring strategic clarity and operational realism to board-level decisions.
Independent Validation
Unbiased, agenda-free insight from someone not tied to internal politics or implementation vendors.
Strategic Alignment
Validation that the initiative directly supports firm-wide goals and business model evolution.
Governance Assurance
Confidence that the board’s fiduciary responsibilities are met through diligent scrutiny.
Assumption Testing
A clear-eyed assessment of cost, benefit, and timeline assumptions.
Risk Identification
Early visibility into financial, operational, and delivery risks.
Alternative Options
Recommendations that may reduce cost, shorten timelines, or improve outcomes.
When to Engage Me
Boards typically request an Independent Business Case Review when:
A significant investment in technology or operations is being considered.
The board needs to ensure the proposal is grounded in reality and aligned with strategy.
Independent oversight is expected or required as part of good governance.
There’s concern about confirmation bias, excessive optimism, or missed alternatives.
What I Review
My structured, board-ready review includes:
Problem Definition
Is the opportunity or challenge clearly articulated and strategically relevant?
Strategic Fit
How well does the initiative align with the firm’s long-term direction and priorities?
Assumption Analysis
Are projections for cost, benefit, staffing, and timeline realistic and evidenced?
Solution Assessment
Is the approach feasible, scalable, and operationally sustainable?
Alternatives Evaluation
Have offshoring, outsourcing, automation, or other options been fully explored?
Risk Analysis
Where are the hidden financial, organizational, or execution risks?
Financial Rigor
Are ROI, payback, and scenario models credible and decision-ready?
Stakeholder Insight
Are key dependencies and concerns across business units understood?
What You Get
My expertise lies in technology and technology projects to ensure that boards, management and project steering committees have the necessary knowledge and framework to effectively manage technology-led transformations.
Board-Report
A concise, actionable summary of findings, risks, and recommendations.
ExecutivePresentation
Tailored for board or committee review sessions.
OptionaleNachbegleitung
Available to support decision-making or help refine the business case post-review.
That's what my customers say about me.
“Henrico’s independent review brought clarity, challenged our assumptions, and helped the board take a more informed and confident position.”
– Managing Partner, Professional Services Firm
Timeline & Investment
Most reviews are completed in 1–3 weeks , depending on complexity and stakeholder availability.
Festhonorar: 12.500 CHF (zuzüglich Reisekosten, falls erforderlich). Zahlung: 50 Prozent im Voraus, 50 Prozent bei Lieferung.
Why Boards Engage Me
1
Boardroom Credibility
I’ve chaired and advised boards and steering committees for initiatives worth over $250M.
2
Technology & Operations Expertise
From CRM to outsourcing, from staffing models to ERP—I've led and evaluated it all.
3
Professional Services Focus
Deep understanding of firm economics, partner models, and delivery realities.
4
Unbiased Guidance
I have no products to sell and no implementation work to win.
5
International Perspective
My cross-border experience adds nuance to global delivery and sourcing strategies.
Book a free, no-obligation consultation
Blog
Articles on the topic
Here you’ll find case studies, real-life examples, and professional assessments on the topic.
Project Success Definition – (Non)-Executive Workshop
19. September 2022
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