Texas Department of Information Resources

Post-Implementation
Review of Business
Outcomes
Template

Version 1.7, September 2021

NOTE: Please remove this page when creating a Post-Implementation Review of

Business Outcomes deliverable.
 Texas Department of Information Resources

NOTE: Please remove this page when creating a Post-Implementation Review of

Business Outcomes deliverable.
Texas Project Delivery Framework Post-Implementation Review of Business Outcomes

Using This Template

To create a deliverable from this template:

 Delete the template title page (previous page) and this page.

Replace [bracketed text] on the cover page (next page) with your project and agency
information and add to document

To create a deliverable from this template:

1. Delete the template title page (previous page) and this page.

2. Replace [bracketed text] on the cover page (next page) with your project and
agency information.

3. Replace [bracketed text] in the tool header area at the top of page i (Contents
page) with the same project and agency information as on the cover page.

Note: Please do not remove or modify content in the footer area.

1. Complete the entire template. Each section contains abbreviated instructions,

shown in italics, and a content area. The content area is marked with a
placeholder symbol (=>) or with a table. Relevant text from other project
deliverables may be pasted into content areas.

Note: Please do not remove the italicized instructions.

1. Update the table of contents by right-clicking and selecting “Update Field,” then
“Update entire table.”

NOTE: Please remove this page when creating a

Post-Implementation Review of Business Outcomes deliverable.

DIR Document V1.7

 Texas Project Delivery Framework

Post-Implementation Review
of Business Outcomes

[Agency/Organization Name]

[Project Name]

Version: [Version Number] Revision Date: [Mm/Dd/Yy]

According to Texas Government Code Chapter 2054.307, agency head or designee

approval is required. Digital signatures are acceptable.Approval of the Post-
Implementation Review of Business Outcomes indicates an understanding and
acceptance of the post-implementation results described in this deliverable. By
approving this deliverable, the agency head or designee agrees the information
accurately conveys project delivery results and is ready to be forwarded to the Quality
Assurance Team.

Agency Head or Designee

[Name] [Email] [Telephone]

Signature: Date mm/dd/yy:

Agencies may add additional signatories depending on internal project management

governance.

[Name] [Email] [Telephone]

Signature: Date mm/dd/yy:

[Name] [Email] [Telephone]

Signature: Date mm/dd/yy:

[Name] [Email] [Telephone]

Signature: Date mm/dd/yy:

[Name] [Email] [Telephone]

Signature: Date mm/dd/yy:

[Agency/Organization Name] POST-IMPLEMENTATION REVIEW OF BUSINESS OUTCOMES

[Project Name] [Version Number] | [Revision Date mm/dd/yy]

Contents
Section 1. Project Impact on Agency Objectives........................................1
1.1 Product and/or Service Performance.........................................1
1.2 Goals and Objectives........................................................................1
Section 2. Quantitative and Qualitative Benefits........................................1
2.1 Statutory Fulfillment.........................................................................1
2.2 Strategic Alignment..........................................................................2
2.3 Agency Impact Analysis...................................................................3
2.4 Financial Analysis...............................................................................4
Section 3. Project Outcomes..............................................................................5
3.1 Project Quality.....................................................................................5
3.2 Scope......................................................................................................5
3.3 Cost (Budget).......................................................................................6
3.4 Schedule................................................................................................6
Section 4. Agency and State Lessons Learned............................................6
Section 5. Future Review Plans..........................................................................7
Section 6. Glossary..................................................................................................7
Section 7. Revision History..................................................................................7
Section 8. Appendices...........................................................................................7

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[Agency/Organization Name] Post-Implementation Review of Business Outcomes

[Project Name] [Version Number] | [Revision Date]

Section 1. Project Impact on Agency Objectives

1.1 Business Objectives and Benefits
Based on actual performance measurement results, describe the project’s impact on
the agency’s ability to meet the business goals and objectives described in the
Business Case section 1.7 and refined in the Business Objectives and Expected
Benefits. If the stated business goals and objectives were not met, include factors that
inhibited performance in the project impact description.

Actual Results
(if too early to
Describe how the Project Outcome
Business Objectives collect results,
(What does the project project met or did not Measures indicate revised
meet the Expected (How will you know
need to accomplish?) date and any
Benefits you succeeded?) revision in
estimate)

Example (Please Delete): System availability

Allow for citizen access target 24/7 with
to submit an application 99.9% uptime.
24/7 reducing the need
for data entry clerks. 3 FTE reassigned
duties from data
entry to other
higher need tasks.

Section 2. Quantitative and Qualitative Benefits

2.1 Statutory Fulfillment
For each of the factors identified and described in theEvaluation Factors tab of the
Business Case Workbook, and shown below, describe the project’s impact on the
agency’s ability to fulfill statute and other mandates. If a value factor is not applicable
to the project, state “not applicable.” If applicable, include reasons that inhibited
achieving the expected benefit in the project impact description.

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[Agency/Organization Name] Post-Implementation Review of Business Outcomes

[Project Name] [Version Number] | [Revision Date]

# Project Impact to Business

Value Factor Outcome

1 The project is implemented to satisfy a

direct mandate or regulation (state,
federal, national, international)

2 The project is implemented to satisfy a

derived mandate or regulation (state,
federal, national, international)

3 Implementing the project improves the

turnaround time for responses to
mandates or regulatory requirements

4 The project results in agency compliance

to mandates or regulatory requirements

5 The project results in agency avoidance of

enforcement actions (e.g., penalties) based
on mandates or regulatory requirements

6 Implementing the project achieves the

desired intent or expected outcomes of
the mandates or regulatory requirements

7 Implementing the project imposes stricter

requirements, or different or additional
requirements, than those required by the
mandates or regulations

8 Other

9 Other

10 Other

11 Other

2.2 Strategic Alignment

For each of the factors identified and described in the Evaluation Factors tab of the
Business Case Workbook and shown below, describe the project’s impact on the ability
to deliver a technology solution aligned with the agency’s and the state’s strategic
goals and objectives. If a value factor is not applicable to the project, state “not
applicable.” If applicable, include reasons that inhibited achieving the expected benefit
in the project impact description.

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[Agency/Organization Name] Post-Implementation Review of Business Outcomes

[Project Name] [Version Number] | [Revision Date]

# Project Impact to Business

Value Factor Outcome

1 The project is aligned with, and delivers

business outcomes, that support agency and
statewide goals

2 The project satisfies a strategic agency or state

mission critical need, regardless if required by
a mandate or regulation

3 The project results in the ability of the agency

or state to better share resources with other
agencies or states as part of a long-term
strategic alignment effort

4 The project is aligned with the overall mission

of the agency and state

5 The project strategically consolidates and

streamlines business practices and
administrative processes

6 The project is aligned with the overall vision of

the agency and state

7 The project is aligned with the overall

priorities of the agency and state

8 Other

9 Other

10 Other

11 Other

2.3 Agency Impact Analysis

For each of the factors identified and described in the Evaluation Factors tab of the
Business Case Workbook and shown below, describe the project’s impact on the ability
to deliver a technology solution that supports the agency’s architecture and standards.
If a value factor is not applicable to the project, state “not applicable.” If applicable,
include reasons that inhibited achieving the expected benefit in the project impact
description.

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[Agency/Organization Name] Post-Implementation Review of Business Outcomes

[Project Name] [Version Number] | [Revision Date]

# Project Impact to Business

Value Factor Outcome

1 The project results in systems which support

the defined architecture/standards for the
agency and state

2 The project results in systems which reduce or

eliminate redundant systems

3 The project results in systems which enable

reuse of code/components available from
other state or federal agencies

4 The project results in systems which improve

consistency between systems within the
agency through standardization

5 The project results in systems which leverage

the technical capability of commercial-off-the-
shelf (COTS) software packages

6 The project results in systems which provide

the ability to evolve as new technologies
emerge

7 Other

8 Other

9 Other

10 Other

2.4 Financial Analysis

For each of the factors that represent the project’s quantitative benefits, identify and
quantify the benefits realized to date. Provide a forecast of the benefits not yet
realized. Identify the specific time period (mm-yy) encompassed by the realized and
forecasted benefits. If a factor is not applicable to the project, state “not applicable.”

Realized Time Period mm/dd/yy Forecasted Time Period mm/dd/yy

to to

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[Agency/Organization Name] Post-Implementation Review of Business Outcomes

[Project Name] [Version Number] | [Revision Date]

# Realized Forecasted
Value Factor Amount Amount
mm/dd/yy mm/dd/yy

Identify Cumulative Savings

1 Reduced IT and non-IT FTE costs including

fringe benefits

2 Reduced IT and non-IT contractors/consultants

3 Reduced outsourced labor costs

4 Improved workflow/business processes

5 Reduced error rate

6 Reduced hardware maintenance/upgrade

expense

7 Reduced software maintenance/upgrade

expense

8 Reduced facilities rental/maintenance expense

9 Reduced equipment rental/supplies and

materials expense

10 Other

Identify Cost Avoidance

11 Avoid penalties

12 Avoid loss of funding

13 Improved enforcement actions

14 Asset protection

15 Other

Identify Revenue Generation

16 Additional revenue generated

17 Increased interest earned

18 Other

Identify Constituent Project Benefits

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[Agency/Organization Name] Post-Implementation Review of Business Outcomes

[Project Name] [Version Number] | [Revision Date]

# Realized Forecasted
Value Factor Amount Amount
mm/dd/yy mm/dd/yy

19 Reduced constituent transaction costs

20 Reduced service delivery cycle time

21 Increased service availability/accessibility

22 Other

22 Expansion of services

23 Reduced (paper) reporting requirements

24 Improved ability to locate regulatory

requirements

25 Improved accountability/compliance

26 Greater consistency in constituent/state

transactions

27 Other

General Questions Regarding Financial Forecast:

28 Will the Net Present Value exceed 0? If so, by

how much?

29 When is the expected Project Breakeven Point?

30 What is the project’s expected Return on

Investment?

Section 3. Project Outcomes

3.1 Project Quality
3.1.1 Quality Standards

Summarize the overall project quality, including the impact on business

outcomes, based on an assessment of whether the project satisfied the quality
standards defined for the project in the Quality Register or Quality Assessment
Surveilance Plan. (Include description of results of UAT, Go-Live, End-User
Acceptance here.)

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[Agency/Organization Name] Post-Implementation Review of Business Outcomes

[Project Name] [Version Number] | [Revision Date]

=>

3.1.2 Methodologies

Summarize which aspects of the planned methods identified in section 1.2 of the
Business Case (reference table below) were used and explain the impact of using
or not using each method on project outcomes, including the impact of using the
defined project life cycle methodology, project management methodology,
systems development methodology, or other methodologies on project
outcomes.

Project/Product Methodology

Agile/Iterative

Waterfall

Hybrid

Other – Please Describe:

=>

3.2 Scope
Summarize the impact of any changes to the initial project scope on business
outcomes, including approved and non-approved changes.

=>

3.3 Cost (Budget)

Identify the initial estimated and final project costs.

Project Item Report to Date

Initial
Estimated Project
Cost

Project Cost to Date

(Total)

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[Agency/Organization Name] Post-Implementation Review of Business Outcomes

[Project Name] [Version Number] | [Revision Date]

Summarize the impact of any changes to the initial project cost on business
outcomes, including approved and non-approved changes.

=>

3.4 Schedule
Identify the initial planned project start and finish dates. Identify the final project start
and finish dates.

Project Item Report to Date

Initial Planned Project

Start and Finish Dates
mm/dd/yy

Final Project Start and Baseline

Finish Dates Date
mm/dd/yy mm/dd/yy

Summarize the impact of any changes to the initial schedule baseline on business
outcomes, including approved and non-approved changes.

=>

Section 4. Agency and State Lessons Learned

State lessons learned in terms of a problem (issue). Describe the problem or Best
Practice and include any agency/state-level references (e.g., Governance Handbook,
Business Continuity Plan, Texas Project Delivery Framework tool) that provide additional
details. Identify recommended improvements to correct a similar problem in the future,
including assignment for communication and follow-up about the improvement.

Problem Problem Recommended Assigned

References
Statement Description Change To

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[Agency/Organization Name] Post-Implementation Review of Business Outcomes

[Project Name] [Version Number] | [Revision Date]

Problem Problem Recommended Assigned

References
Statement Description Change To

Best Practice Description References Recommendation

Optional: Nominate project to be highlighted in QAT Annual Report. Describe why this
project is considered successful e.g., used innovative component(s), overcame major
issue(s), exceeded end-user expectations, received positive customer satisfaction survey
results.

=>

Section 5. Glossary
Define all terms and acronyms required to interpret the Post-Implementation Review of
Business Outcomes properly.

=>

Section 6. Revision History

Identify changes to the Post-Implementation Review of Business Outcomes.

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[Agency/Organization Name] Post-Implementation Review of Business Outcomes

[Project Name] [Version Number] | [Revision Date]

Version Date Name Description

mm/dd/yy

Section 7. Appendices
Include any relevant appendices.

=>

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