METHODOLOGY STAGE 02

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

GATE: from starting evidence to a useful output
  1. BringCandidate and baseline

    Process evidence, intended outcomes and constraints

  2. Work throughTest the business case

    Feasibility, benefit scenarios and control requirements

  3. 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.
Illustrative application

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.

A case to proceed, with conditions understood.

Use the agreed decision and open questions to shape the target workflow. Reassess the business case if the design changes its economics or risk.

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