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6 steps to adopt an effective automation strategy

Overall, IT initiatives are ways to streamline and modernize processes within organizations. Much is said about IT, and as we move forward with the available technologies, we end up not realizing that some task or tool is automated, and that means that automation has been successfully programmed.

Automation is broad and can be applied to processes, tools, the network, infrastructure and orchestrations, and its main objective is to reduce the amount and need for people to perform repetitive and low-profile tasks, allowing these talents to be allocated to high-profile tasks and with greater profitability.

There are a few ways to make the automation process easier for the organization, the project manager and the end user:

Map what you can

At first it is necessary to gather which processes will be automated and what goal should be achieved with this. Overall, it is important to think of all the possibilities, such as machine learning and artificial intelligence, and consider the ones that are most relevant to the business and that will bring a return on the investment made.

Have a 360° understanding of the process

Process optimization and modernization should be the core of the automation strategy. Organizations should understand all stages of existing processes, identify which steps are necessary, where bottlenecks exist, and whether these processes can fit the possible new rules. This understanding, aligned with automation technologies, is the key for organizations to evolve from simple improvements to real transformations.

Show aggregated value in automation

Automation and its transformation process are important components to create a competitive advantage, since they are able to bring increased efficiency and cost reduction, allowing among other features, human talent to focus on high-level tasks.

Reimagine the workflow, and then automate

It is necessary that the person who is coordinating the project has a full understanding of the processes and find ways to improve it, so it will have real transformations. Knowing the entire workflow and identifying the reason for the processes to take place is essential to finding room for improvement.

At this point, it is interesting that the IT team works together with the users and both views of the tool are considered during the project development, and this way it will be much more useful and efficient.

Do not look for perfection without first getting started

Often the quest for perfection is a drag on the progress of the project with efficiency, and this is not an uncommon mistake. A continuous and agile approach is the key to getting the project going without crashing it. By setting small goals and shorter deadlines rather than a very large goal for an extended deadline, you can revisit project progress frequently and fix errors faster, and you will only be able to see these errors once the process is started.

Manage the change

As is the case with any technology-based initiative, it is important that leaders have a well-defined management strategy so that those impacted by automation fit in, not reject. It is also necessary to pay attention to the fear that the workers feel in the possibility of being replaced by a machine or application. By adopting a new tool, most of the success of this adoption comes from managing user compliance, and that means that is if the user does not adopt, there is no success in the project.