The business transformation portfolio (BTP) currently focuses on high complexity change taking place across the University.
The following criteria determine whether an initiative is high complexity and should form part of the BTP:
- Total costs charged to the initiative for the entire lifecycle, as defined by the business transformation lifecycle, are over £25,000 (inc. VAT)
- This includes non-pay costs such as consultant support, new equipment, software or other expenditure required for implementation
- Pay related costs resulting from any change to the staffing complement on a temporary basis
- This does not include recurring pay and non-pay costs within and beyond the initiative lifecycle. These should feature in the business case as appropriate, but would be articulated as recurring operational costs
- Total staff effort including initiative board, team and project manager/business analyst time is more than 100 days
- Elapsed time from proposal to initiative completion is over 6 months
- Major impacts on or major behaviour change from students and/or external customers
- Major impacts on the work processes of the business area and/or any ripple effect on work processes of other business areas
- Major impacts on the work processes of suppliers, partners or other external stakeholders
- Major impacts on the organisational structure of the business area and/or any ripple effect on the organisational structure of other business areas
- More than five key stakeholders, with each representing a group of people either internal or external to the organisation
- Limited knowledge of the technology, especially if not in house and not easily available
- Software applications and business processes where limited knowledge or documentation exists
- IT platform infrastructure that is complex, including middleware, operating systems, systems software
- Key systems with more than one interface, data exchange with external sources or data of a sensitive nature
- Multiple suppliers (internal or external solution providers) working together to provide a solution
- High risk of major impact to reputation and/or downstream systems/processes if errors were found in the solution being implemented
- Other initiatives with dependencies on the outputs from this initiative
If any of the above criteria are relevant to a new initiative, please complete the Business transformation proposal template (Word, 38 KB) articulating an initial description of the improvement idea.
If you are unsure whether your initiative should form part of the BTP, please contact the business transformation helpdesk for guidance.
If you expect your idea will not meet the criteria set out above, please use the business transformation financial operating procedure as guidance to engage the right expertise across the institution before reconsidering your initiative against the criteria at both outline and full business case. If your initiative meets the criteria set out above at either of these points, please submit your business case to BTB via the business transformation helpdesk.
Find out more about the key dates for submission.
Please note: Technology focused initiatives where no business change is required will not be considered business transformation initiatives and will instead be managed by IT Services within a local portfolio.