When saving a proposal for the first time, the system updates the screen by displaying a proposal flow according to the type of investment you choose, in addition to the completed creation sections.
The user will verify that the stream will be in the "Registration" phase, and the sections will have red icons, indicating that they need to be filled.
Both the flow and the sections of the proposal are configurable by investment type, but by default Teams Ideas™ Business Case is parameterized with the following flow phases and sections:
Flow Phases:
1. Registration: Phase in which you insert all the information necessary for evaluation of the proposal
2. Initial Evaluation: Initial evaluation by first area approver
3. Technical Evaluation: First evaluation of technical areas
4. Prioritization: Evaluation of proposals through prioritization scenarios
5. Final Evaluation: More in-depth evaluation of technical areas
6. Approval: Approval of the proposal investment through committees
7. Execution Information: Insertion of information required in the execution of the project
8. In Execution: Freezing of information for execution of the proposal and sending to PPM
9. Closure: Evaluation of the areas involved for approval of the closing of the proposal
Sections of the Proposal:
1. One Page View: Quick overview of all proposal information and sections
2. Identification: Main form of the proposal, completed in the registration phase
3. Strategic Alignment: Questionnaire that contains questions to identify the level of
strategic alignment of the proposal with the company's objectives
4. Risks: Questionnaire with the objective of measuring the risk of the project
5. Timeline: Overview of how long each area of the project would take to execute
6. Financial: Project budget planning through predefined investment categories
7. OPEX: Project expense planning through predefined expense categories
8. Cash Flow: Cash flow of the project, generated from a pre-configuration of the parameters of the flow and insertion of gains and expenses in time. This generates financial indicators such as IRR and Pay Back
9. Economic Viability: Section for manual insertion of company indicators
10. Follow-up: Section for registration of important project follow up information
11. Attachments: Project attachments
12. History: Section where the system inserts all actions performed in the proposal with date, time, and by which user
Several of these sections have mandatory completion and without this completion it is not possible to submit the proposal for initial evaluation. The sections that require completion are questionnaire sections that have required items, the Timeline, and Financial sections. The following sections explain the operation of each section and how users can fill the necessary information.