Why Business Analysts Should Be Involved Before the Business Case Is Written


Introduction: The Hidden Flaw in How Most Projects Begin

In many organizations, the Business Analyst (BA) joins the project only after a business case has been approved and a direction already chosen.
At first glance, this seems efficient—why engage analysis before you know if a project is even going ahead?

But in practice, this sequencing often leads to projects that solve the wrong problem, commit to the wrong solution, or fail to deliver measurable value.

For mid-sized and enterprise organizations investing heavily in transformation, that’s a costly mistake.


The Missing Step: Analysis Before Justification

The business case is supposed to justify the investment. Yet, most business cases are written without clear analysis of the current state—how work actually happens, what the pain points are, and what’s causing inefficiency or risk.

This is where early BA involvement changes everything.

When a Business Analyst is involved before the business case, the organization gains:

  • Clarity on the real problem. Not just symptoms, but root causes.

  • Objective insight into how things work today. Through process mapping and stakeholder analysis.

  • Evidence-based options. Each potential solution is assessed for feasibility, impact, and alignment with strategic goals.

  • Shared understanding. Leaders and teams can align early—before budget and timelines create pressure to deliver the “pre-chosen” answer.

Without this groundwork, the business case is often built on assumptions rather than data. And assumptions are an expensive foundation.


A Real-World Example: The $200K Problem That Wasn’t

A client we worked with was preparing to invest nearly $200,000 in a new workflow automation tool.
Their business case cited “manual inefficiency” and “delays in approvals” as key justifications.

Before they finalized it, we were asked to review their current state. Within two weeks of process mapping, it became clear that the delays weren’t due to manual work—but unclear ownership and inconsistent escalation paths.

The fix wasn’t a system replacement. It was a simple redesign of the approval flow and clearer RACI alignment.
Result:

  • Project cost avoided: $200K

  • Implementation time saved: 4 months

  • Stakeholder satisfaction: Improved overnight

That’s the difference early analysis makes—it prevents organizations from investing in “solutions” that don’t actually address the real issue.


Early Involvement Doesn’t Slow Things Down—It Speeds Them Up

A common concern is that bringing a BA in earlier might delay progress. In reality, it’s the opposite.

Projects that start with unclear scope, unvalidated requirements, or misaligned expectations inevitably face rework, missed deadlines, and change fatigue.
By spending a small amount of time up front to analyze the current state, validate assumptions, and align stakeholders, delivery becomes far more efficient.

As one transformation lead told us:

“Once we started involving a BA at the idea stage, our projects stopped feeling like firefighting—and started feeling like strategy.”


How This Fits Within a Fractional BA Model

For many organizations, it doesn’t make sense to maintain a full-time BA team just to support the early stages of every initiative.

That’s where Fractional BA support makes sense.
Agile BAs provides embedded analysts who can engage before your project is approved—helping you define, validate, and scope initiatives with clarity and precision.

Our clients use us to:

  • Build better business cases grounded in real data.

  • Create process maps that clarify where value is lost.

  • Facilitate stakeholder alignment before commitments are made.

  • De-risk transformation programs from the start.

It’s the clarity before the commitment—the part most teams skip, and the reason so many projects underdeliver.


Conclusion: Build Your Business Case on Truth, Not Assumptions

Business Analysts shouldn’t be an afterthought.
They should be the first call when a new idea, pain point, or opportunity surfaces.

Because the most strategic question isn’t “How much will this cost?”
It’s “What problem are we actually trying to solve?”

Getting that answer right changes everything downstream—from budget accuracy to implementation success.



If you’re exploring a new initiative, don’t wait until after the business case to involve a BA.
Engage us early and build a foundation of clarity and confidence.
👉 Book a discovery call with Agile BAs