GATE — Feasibility & Business-Case Assessment
Give the business sponsor, process owner and IT team a documented basis to proceed, investigate further, redesign or stop.
Value to the engagement
An evidence-based investment decision
Who this helps
Business sponsor, finance, process owner, IT and security
- BringCandidate and baseline
Process evidence, intended outcomes and constraints
- Work throughTest the business case
Feasibility, benefit scenarios and control requirements
- Leave withA recorded decision
Proceed, investigate, redesign or stop
Why this stage matters
GATE checks whether an opportunity is worth pursuing and what must be true for it to succeed. We assess system access, representative inputs, exception handling and the changes needed in the operation.
The business case distinguishes released capacity, service improvements and possible cash savings. Unknown costs and technical assumptions remain visible as ranges or open questions; the case is revisited when design and platform choices provide better evidence.
Who uses the output, and how
- Business sponsor and finance
- Compare expected value and cost scenarios without equating released capacity with cash savings.
- IT and control owners
- Identify access, data, integration and operating constraints before implementation is funded.
- Process owner
- Understand the manual work that remains and which service or quality improvements will be measured.
How we test the case
- Check practical feasibility: Review approved system interfaces, test access, data quality and process stability. Identify where a targeted technical check is needed.
- Model benefits and effort: Compare the baseline with plausible operating scenarios, including residual manual work. Record cost assumptions and validate software and delivery estimates when available.
- Define measures and controls: Agree benefit measures, review responsibilities and risk thresholds. Document assumptions that could change the decision.
Unknowns stay visible
A missing software quote or untested interface is an open condition, not a confirmed saving or a passed check. Revisit the decision as BLUEPRINT and COMPASS resolve those dependencies.
What you leave with
The outputs support a reviewable decision and a clear list of conditions for the next step:
Deliverables and acceptance criteria are confirmed in the engagement scope.
- Feasibility and risk assessment: Evidence for system access, inputs, exception handling and operating readiness, including checks still needed.
- Business-case scenarios: Expected capacity, service and cost outcomes, with assumptions, ranges and sensitivity to key inputs.
- Decision and conditions register: The sponsor decision, reasons, unresolved conditions, responsible owners and the trigger for reassessment.
Prior authorization administration
Starting situation: The team wants faster preparation, but portal access, document completeness and reviewer effort are uncertain.
Useful output: The sponsor can assess the preparation workflow with explicit access checks, retained specialist review and a plan to measure manual effort and turnaround.
An example of how the stage can be used, not a client result or a promised outcome.