Abstract
Ph.D. (IT Management)
This thesis is about what needs to be in place for the business case to be used effectively in business projects that use information technology (referred to as ITB projects) and hence contribute to their success. Success in this context refers to project success, product success, business success and often also strategic success.
The thesis is based largely on a review of representative literature. It outlines the purposes of a business case for individual projects as well as for a portfolio of projects. It shows how sound governance is not only mandated for organisations in South Africa via the King IV provisions, but also contributes to project success. The business case emerges as a key input to such governance. Simply put, the organisation needs to understand the ongoing justification for projects and also to prioritise multiple projects to optimise strategic objectives. The word ‘ongoing’ is important, as literature emphasises that business requirements, which apply to all organisations, including government, are constantly changing.
It is found from literature that it is difficult to follow business case processes and that in practice the business case is seldom used effectively throughout the lifetime of the project from inception to benefits realisation. The remainder of the research sought to determine what organisations can do to rectify the situation and enhance their success rate. This was done progressively by getting a better understanding of business case processes and then the information that the processes interact with. The research shows how additional information is needed during planning, execution and benefits realisation.
However, knowing the business case processes and the information required is necessary but not sufficient. There are many organisational factors that need to facilitate the effective use of the business case and hence sound governance. Having researched the facilitating factors from literature, a business case effectiveness model is proposed showing how the processes, information and factors combine. The aim of the model is to increase awareness and understanding and hence enable organisations to get value, at acceptable cost, from use of the business case.
Field research was then done to assess the presence and importance of the factors and to relate them to the use of business case processes. It was possible to reduce the facilitating factors to eight major factors and to use the major factors to validate the business case effectiveness model.