User Story 1:
As a financial analyst, I want to allocate capital efficiently based on ROI calculations, so that I can maximize returns for the company.
– Precondition: The company has available capital for allocation.
– Post condition: Capital is allocated to the projects with the highest ROI.
– Potential business benefit: Maximizing returns on investment.
– Processes impacted: Capital allocation, financial analysis, project evaluation.
– User Story description: As a financial analyst, I want to analyze the ROI of different projects and allocate capital to those with the highest potential return. This will allow the company to make informed investment decisions and maximize profitability.
– Key Roles Involved: Financial analyst, project managers, executives.
– Data Objects description: ROI calculations, project details, available capital.
– Key metrics involved: ROI, capital allocation efficiency.
User Story 2:
As a project manager, I want to present a compelling business case for my project, so that it gets allocated the necessary capital.
– Precondition: The project has been evaluated for its potential ROI.
– Post condition: The project receives the required capital allocation.
– Potential business benefit: Securing funding for the project.
– Processes impacted: Project evaluation, capital allocation.
– User Story description: As a project manager, I want to prepare a comprehensive business case for my project, highlighting its potential ROI and the value it will bring to the company. This will increase the chances of my project receiving the necessary capital allocation.
– Key Roles Involved: Project manager, financial analyst, executives.
– Data Objects description: Project details, financial projections, ROI calculations.
– Key metrics involved: Project ROI, capital allocation success rate.
User Story 3:
As an executive, I want to have visibility into the capital allocation process, so that I can make informed decisions.
– Precondition: The capital allocation process is transparent and well-documented.
– Post condition: Executives have access to the necessary information to make informed decisions.
– Potential business benefit: Improved decision-making regarding capital allocation.
– Processes impacted: Capital allocation, reporting.
– User Story description: As an executive, I want to have clear visibility into the capital allocation process, including the criteria used for evaluation and the ROI calculations. This will enable me to make informed decisions and allocate capital strategically.
– Key Roles Involved: Executives, financial analysts.
– Data Objects description: Capital allocation criteria, ROI calculations, project details.
– Key metrics involved: Capital allocation accuracy, executive satisfaction.
User Story 4:
As a financial analyst, I want to automate the capital allocation process, so that it becomes more efficient and error-free.
– Precondition: The capital allocation process is manual and time-consuming.
– Post condition: The capital allocation process is automated, saving time and reducing errors.
– Potential business benefit: Increased efficiency and accuracy in capital allocation.
– Processes impacted: Capital allocation, data entry.
– User Story description: As a financial analyst, I want to develop a system that automates the capital allocation process, eliminating manual data entry and reducing the chances of errors. This will make the process more efficient and ensure accurate allocation of capital.
– Key Roles Involved: Financial analyst, IT developer.
– Data Objects description: Capital allocation data, project details.
– Key metrics involved: Capital allocation time, error rate.
User Story 5:
As a project manager, I want to track the ROI of my project, so that I can assess its performance and make necessary adjustments.
– Precondition: The project has been allocated capital.
– Post condition: Project ROI is tracked and analyzed.
– Potential business benefit: Identifying areas for improvement and maximizing project returns.
– Processes impacted: Project management, financial analysis.
– User Story description: As a project manager, I want to have a system in place that tracks and analyzes the ROI of my project. This will allow me to assess its performance, identify areas for improvement, and make necessary adjustments to maximize returns.
– Key Roles Involved: Project manager, financial analyst.
– Data Objects description: Project ROI data, project expenses, project milestones.
– Key metrics involved: Project ROI, project profitability.
User Story 6:
As an executive, I want to compare the ROI of different projects, so that I can prioritize capital allocation.
– Precondition: Multiple projects are being evaluated for capital allocation.
– Post condition: Projects are prioritized based on their ROI.
– Potential business benefit: Allocating capital to projects with the highest potential returns.
– Processes impacted: Project evaluation, capital allocation.
– User Story description: As an executive, I want to have a clear comparison of the ROI of different projects, enabling me to prioritize capital allocation based on potential returns. This will ensure that the company invests in projects with the highest profitability.
– Key Roles Involved: Executives, financial analysts.
– Data Objects description: Project ROI data, project details.
– Key metrics involved: Project ROI, capital allocation success rate.
User Story 7:
As a financial analyst, I want to conduct sensitivity analysis on ROI calculations, so that I can assess the impact of different scenarios on project profitability.
– Precondition: ROI calculations have been performed for the projects.
– Post condition: Sensitivity analysis is conducted on ROI calculations.
– Potential business benefit: Understanding the impact of different scenarios on project profitability.
– Processes impacted: Financial analysis, project evaluation.
– User Story description: As a financial analyst, I want to perform sensitivity analysis on the ROI calculations of different projects. This will allow me to assess the impact of different scenarios, such as changes in costs or market conditions, on project profitability and make informed investment decisions.
– Key Roles Involved: Financial analyst, project managers.
– Data Objects description: ROI calculations, project details, sensitivity analysis data.
– Key metrics involved: Project ROI under different scenarios, project profitability.
User Story 8:
As an executive, I want to have real-time access to capital allocation data, so that I can monitor the progress and make timely decisions.
– Precondition: Capital allocation data is updated regularly.
– Post condition: Executives have real-time access to capital allocation data.
– Potential business benefit: Timely decision-making regarding capital allocation.
– Processes impacted: Capital allocation, reporting.
– User Story description: As an executive, I want to have real-time access to capital allocation data, including the status of different projects and the allocated capital. This will enable me to monitor the progress, identify any bottlenecks, and make timely decisions regarding capital allocation.
– Key Roles Involved: Executives, IT developers.
– Data Objects description: Capital allocation data, project status, project details.
– Key metrics involved: Capital allocation timeline, executive satisfaction.
User Story 9:
As a financial analyst, I want to collaborate with project managers to refine ROI calculations, so that we can improve the accuracy of investment evaluations.
– Precondition: ROI calculations are being performed for the projects.
– Post condition: ROI calculations are refined based on collaboration with project managers.
– Potential business benefit: Improved accuracy in investment evaluations.
– Processes impacted: Financial analysis, project evaluation.
– User Story description: As a financial analyst, I want to collaborate with project managers to refine the ROI calculations for different projects. This collaboration will help us gather more accurate data, consider project-specific factors, and make more informed investment evaluations.
– Key Roles Involved: Financial analyst, project managers.
– Data Objects description: ROI calculations, project details, collaboration notes.
– Key metrics involved: ROI accuracy, investment evaluation success rate.
User Story 10:
As an executive, I want to review the historical ROI data of past projects, so that I can learn from previous investments and make better capital allocation decisions.
– Precondition: Historical ROI data is available.
– Post condition: Executives have access to historical ROI data for analysis.
– Potential business benefit: Learning from past investments and improving capital allocation decisions.
– Processes impacted: Capital allocation, data analysis.
– User Story description: As an executive, I want to review the historical ROI data of past projects, enabling me to analyze the performance of previous investments and identify trends. This analysis will help me make better capital allocation decisions and improve the overall investment strategy of the company.
– Key Roles Involved: Executives, financial analysts.
– Data Objects description: Historical ROI data, project details, investment records.
– Key metrics involved: Project ROI trends, investment success rate.