TheBusiness Case and Technical Validationstage is crucial for evaluatingwhether an automation initiative is feasible and valuable. In this stage, selected automation candidates undergo rigorous assessment to determine if they are suitable for automation in terms of business impact and technical execution.

Key stakeholders involved include thebusiness analyst,solution architect, andproject manager. The business analyst evaluates theROI and cost-benefitof automating the process. Simultaneously, the solution architect assesses thetechnical complexity,dependencies, andaccess requirementsfor implementation.

This dual validation ensures the process is worth automating and can be implemented within the current technical environment. Processes that are highly complex, have low ROI, or involve systems that do not integrate well may be deprioritized or dropped.

Without this stage, organizations risk spending time and resources on automations that may not deliver sufficient value or may face technical hurdles, which is why it is a foundational step in the implementation methodology.