BTFB Module 3

Business Transformation:
Phase 2
Finance Module
Business Transformation Workshop
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Knowledge Training LLC
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© 2012 Global Knowledge Training LLC. All rights reserved 12/3/2013 Page 2
Business Transformation:
An Architectural Approach
Phase 2 Objectives
After completing this phase of the program, you will be

able to:
 Understand fundamental financial terminology and

concepts
 Read and interpret financial documents
 Understand the basis for evaluating investment
decisions
 Understand how to use financial concepts in the
creation of a business case.
Agenda
Module 1
Introduction
Funding models for business operations
The Income Statement
Module 2
Budget and Forecast

Investment Appraisal
How to use Financial terms in your role
Agenda
Module 3
How to use financial terms in a business case

Create a business case
Recap
Unit 2
Financial Business Case Process
Build Cash Requires Solution Cost and

Flow Model Financial Benefit
Create
Discounted Hurdle or Discount
Requires
Cash Flow Rate
Model
Establish Total
Cost of Requires CapEx and OpEx
Ownership Savings
Create
Business
Case
How to Build a Budget
2013 Budget 2012 Actual
Sales 20,000,000
Cost of Sales -1,000,000
Gross Profit 19,000,000
Operating Expenses
Premises 800,000
Professional 690,000
Salaries 2,000,000
Advertising 400,000
Telephone 500,000
Subscriptions 100,000
Travel 2,000,000
Miscellaneous
TOTAL 6,490,000
Operating Profit 12,510,000
Build a business case
Exercise 3-1: Create the Financial Case
Excercise
Tasks Outcomes
• Read the FinCo Architectural Solutions • PowerPoint Presentation of
Pricing document Business Case
• Read the Financial Business Case briefing
document
• Create a 2 slide financial business case
presentation
• Script a 2 minute CFO presentation
Individual Activity: 45 minutes
Exercise 3-2: Present your case
Excercise
Tasks Outcomes
• Present your financial business case to • Financial Business case
the team element complete
• Feedback on the presentations
Individual activity 45 minutes Debrief: 15 minutes
Conclusion
Module 3 Outcomes
 Build a financial business case

 Produce a high level financial presentation
Phase 2 Objectives
After completing this phase of the program, you will be

able to:
 Understand fundamental financial terminology and

concepts
 Read and interpret financial documents
 Understand the basis for evaluating investment
decisions
 Understand how to use financial concepts in the
creation of a business case.
Personal Action Plan
 Create a personal action plan to implement the

activities you have developed today.
Phase 2 Workshop Review
 Income Statement  Finance Business Case

 Budget  Presentation
Aligning Architecture Consulting Lifecycle
with Curriculum Structure and Skills
Advanced Consulting Skills
Communication Facilitation Conflict Resolution
Gather Build Present Implement

Engage
& Analyse & Validate & Gain & Evolve
Phase 1:
Business Transformation: Finance Module
Phase 3:
Business
Business Transformation : Foundation Architecture Skills
Transformation:
Architectural
Approach
Phase 2:
Phase 4:
Opportunity Business Transformation : Vendor Architecture Solutions
Development
Opportunity Phase 5:
Development
Workshop Business Transformation : Advanced Tools and Techniques
for Business Architects
Aligning Architecture Consulting Lifecycle
with Curriculum Structure and Skills
Advanced Consulting Skills
Communication Facilitation Conflict Resolution
Gather Build Present Implement

Engage
& Analyse & Validate & Gain & Evolve
Phase 1:
Business Transformation: Finance Module
Phase 3:
Business
Business Transformation : Foundation Architecture Skills
Transformation:
Architectural
Approach
Phase 2:
Phase 4:
Opportunity Business Transformation : Vendor Architecture Solutions
Development
Opportunity Phase 5:
Development
Workshop Business Transformation : Advanced Tools and Techniques
for Business Architects
Course Recap
Q and A

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Business Transformation:

Copyright ©2011 and Distribution Rights Held by Global

This courseware may contain trademarks, copyrights and other

After completing this phase of the program, you will be

 Understand fundamental financial terminology and

Budget and Forecast

How to use financial terms in a business case

Build Cash Requires Solution Cost and

Gross Profit 19,000,000

Operating Profit 12,510,000

Individual Activity: 45 minutes

Individual activity 45 minutes Debrief: 15 minutes

 Build a financial business case

After completing this phase of the program, you will be

 Understand fundamental financial terminology and

 Create a personal action plan to implement the

 Income Statement  Finance Business Case

Communication Facilitation Conflict Resolution

Gather Build Present Implement

Communication Facilitation Conflict Resolution

Gather Build Present Implement

You might also like