User Story 1:
Precondition: The company has collected all relevant financial data and information necessary for investment analysis.
Post condition: The investment analysis report is generated, providing insights on the economic value added (EVA) for the investment opportunity.
Potential business benefit: The company can make informed investment decisions based on the EVA analysis, maximizing profitability and shareholder value.
Processes impacted: Financial analysis, investment decision-making.
User Story description: As a financial analyst, I want to perform an investment analysis using the Economic Value Added (EVA) framework, in order to assess the potential profitability and value creation of an investment opportunity. The analysis will involve calculating the EVA based on the company’s net operating profit after tax (NOPAT) and the capital charge. The EVA analysis will provide a clear picture of the investment’s value creation potential and enable informed decision-making.
Key Roles Involved: Financial analyst, investment manager, decision-makers.
Data Objects description: Financial statements, historical financial data, investment opportunity details.
Key metrics involved: Net Operating Profit After Tax (NOPAT), Capital Charge, Economic Value Added (EVA).
User Story 2:
Precondition: The investment analysis report has been generated using the EVA framework.
Post condition: The investment analysis report is reviewed by the investment manager and approved for further action.
Potential business benefit: The investment manager can make well-informed decisions based on the EVA analysis, maximizing profitability and shareholder value.
Processes impacted: Investment decision-making, portfolio management.
User Story description: As an investment manager, I want to review the investment analysis report generated using the EVA framework, in order to assess the potential profitability and value creation of the investment opportunity. The report will provide detailed insights on the EVA analysis, including the projected financial performance, risk factors, and strategic fit. Based on the review, I will approve or reject the investment opportunity for further action.
Key Roles Involved: Investment manager, decision-makers.
Data Objects description: Investment analysis report, EVA analysis results, financial projections.
Key metrics involved: EVA, financial performance indicators, risk factors.
User Story 3:
Precondition: The investment opportunity has been approved based on the EVA analysis.
Post condition: The investment funds are allocated and the investment project is initiated.
Potential business benefit: The company can start implementing the investment project, aiming to achieve the projected financial performance and value creation.
Processes impacted: Investment implementation, project management.
User Story description: As a project manager, I want to allocate the necessary funds and initiate the investment project that has been approved based on the EVA analysis. The project implementation will involve coordinating various activities, such as resource allocation, timeline management, and monitoring the project’s progress. The goal is to achieve the projected financial performance and value creation identified in the EVA analysis.
Key Roles Involved: Project manager, investment manager, decision-makers.
Data Objects description: Investment project plan, budget allocation, project progress reports.
Key metrics involved: Financial performance indicators, project milestones, return on investment (ROI).
User Story 4:
Precondition: The investment project has been initiated.
Post condition: The project team regularly monitors the financial performance and value creation of the investment project.
Potential business benefit: The project team can identify any deviations from the projected financial performance and take necessary actions to maximize value creation.
Processes impacted: Project monitoring, performance management.
User Story description: As a project team member, I want to regularly monitor the financial performance and value creation of the investment project, in order to identify any deviations from the projected targets. This will involve tracking key financial metrics, comparing actual performance to projections, and analyzing the reasons behind any discrepancies. Based on the analysis, necessary actions will be taken to ensure value creation is maximized.
Key Roles Involved: Project team members, project manager, finance department.
Data Objects description: Financial performance reports, project progress reports, actual vs. projected data.
Key metrics involved: Financial performance indicators, project milestones, variance analysis.
User Story 5:
Precondition: The investment project has been completed.
Post condition: The project team evaluates the actual financial performance and value creation achieved.
Potential business benefit: The company can assess the success of the investment project and identify areas for improvement in future projects.
Processes impacted: Investment evaluation, lessons learned.
User Story description: As a project team member, I want to evaluate the actual financial performance and value creation achieved by the investment project, in order to assess its success and identify areas for improvement. This evaluation will involve comparing the actual results to the projected targets, analyzing the reasons behind any deviations, and documenting lessons learned for future projects. The goal is to continuously improve the investment decision-making process and maximize value creation.
Key Roles Involved: Project team members, project manager, finance department.
Data Objects description: Financial performance reports, project evaluation reports, lessons learned documentation.
Key metrics involved: Financial performance indicators, return on investment (ROI), value creation metrics.
User Story 6:
Precondition: The investment project evaluation has been completed.
Post condition: The investment manager reviews the project evaluation report and incorporates the findings into the investment decision-making process.
Potential business benefit: The investment manager can make more informed decisions in future investment opportunities, based on the lessons learned from previous projects.
Processes impacted: Investment decision-making, portfolio management.
User Story description: As an investment manager, I want to review the project evaluation report and incorporate the findings into the investment decision-making process. The report will provide insights on the actual financial performance and value creation achieved by the investment project, as well as identify areas for improvement. Based on the review, I will update the investment criteria and decision-making framework to ensure future investment opportunities are assessed more accurately.
Key Roles Involved: Investment manager, decision-makers.
Data Objects description: Project evaluation report, investment criteria, decision-making framework.
Key metrics involved: Financial performance indicators, return on investment (ROI), lessons learned.
User Story 7:
Precondition: The investment decision-making framework has been updated based on project evaluation findings.
Post condition: The updated investment decision-making framework is implemented and used for assessing new investment opportunities.
Potential business benefit: The company can make more accurate investment decisions, maximizing profitability and value creation.
Processes impacted: Investment decision-making, portfolio management.
User Story description: As an investment analyst, I want to implement the updated investment decision-making framework, which incorporates the lessons learned from previous projects. The updated framework will involve revised criteria for assessing investment opportunities, considering the factors that led to success or failure in past projects. This will enable more accurate assessment of new investment opportunities and increase the likelihood of maximizing profitability and value creation.
Key Roles Involved: Investment analyst, decision-makers.
Data Objects description: Updated investment decision-making framework, investment opportunity details.
Key metrics involved: Financial performance indicators, return on investment (ROI), updated investment criteria.
User Story 8:
Precondition: A new investment opportunity is identified.
Post condition: The investment opportunity is assessed using the updated decision-making framework.
Potential business benefit: The company can make informed investment decisions based on the updated framework, maximizing profitability and value creation.
Processes impacted: Investment opportunity assessment, decision-making.
User Story description: As an investment analyst, I want to assess a new investment opportunity using the updated decision-making framework. The assessment will involve gathering relevant financial and non-financial data, applying the updated criteria, and conducting a comprehensive analysis. The goal is to determine the potential profitability and value creation of the investment opportunity, enabling informed decision-making.
Key Roles Involved: Investment analyst, decision-makers.
Data Objects description: Investment opportunity details, financial and non-financial data.
Key metrics involved: Financial performance indicators, return on investment (ROI), updated investment criteria.
User Story 9:
Precondition: The investment opportunity assessment has been completed.
Post condition: The investment opportunity is presented to the decision-makers for approval or rejection.
Potential business benefit: The decision-makers can make informed investment decisions, maximizing profitability and value creation.
Processes impacted: Investment decision-making, portfolio management.
User Story description: As an investment analyst, I want to present the assessment of a new investment opportunity to the decision-makers. The presentation will include the analysis results, financial projections, risk assessment, and strategic fit analysis. Based on the presentation, the decision-makers will approve or reject the investment opportunity, considering the potential profitability and value creation identified in the assessment.
Key Roles Involved: Investment analyst, decision-makers.
Data Objects description: Investment assessment report, financial projections, risk assessment.
Key metrics involved: Financial performance indicators, return on investment (ROI), risk factors.
User Story 10:
Precondition: The investment opportunity has been approved.
Post condition: The necessary funds are allocated and the investment project is initiated.
Potential business benefit: The company can start implementing the investment project, aiming to achieve the projected financial performance and value creation.
Processes impacted: Investment implementation, project management.
User Story description: As a project manager, I want to allocate the necessary funds and initiate the investment project that has been approved. The project implementation will involve coordinating various activities, such as resource allocation, timeline management, and monitoring the project’s progress. The goal is to achieve the projected financial performance and value creation identified in the investment opportunity assessment.
Key Roles Involved: Project manager, investment manager, decision-makers.
Data Objects description: Investment project plan, budget allocation, project progress reports.
Key metrics involved: Financial performance indicators, project milestones, return on investment (ROI).