Five tips to improve your automations

By: Ganesan D 09 Jun 2025 Category: Automation

5 tips to improve automations in any business process:

1. Start with Clear Goals

  • Define what you want to achieve with automation: speed, accuracy, cost-saving, etc.
  • Focus on processes that are repetitive, rule-based, and high-volume.
  • Ask yourself:

  • What task is consuming too much time?
  • Where are errors frequently occurring?
  • Is there a bottleneck in service delivery?

Examples:

  • Delays in password resets
  • Slow software deployment
  • Frequent system outages without alerts
  • 2. Start Small and Scale

    • Why:Trying to automate everything at once leads to errors and burnout.
    • How: Begin with a single repetitive task or department (e.g., invoice processing), optimize it, then expand.

    Choose a simple, repetitive task that:

  • Has clear rules
  • Doesn’t affect critical systems
  • Takes up time daily or weekly
  • Examples:

  • Automatic password reset workflows
  • Daily backup script automation
  • Auto-closing stale IT tickets
  • Server health check alerts
  • 3. Integrate Systems Seamlessly

    • WhyAutomation often fails due to system silos.
    • How: Use tools like Zapier, Make, or Power Automate to connect CRMs, ERPs, and communication platforms.
    • APIs (Application Programming Interfaces) allow different systems to communicate directly.
    • Most modern IT tools (e.g., ServiceNow, Jira, Azure, AWS, Slack) support REST or SOAP APIs.
    • Automate tasks like ticket creation, user provisioning, or cloud resource management through API calls.

    4. Regularly Monitor & Optimize

    • Why: Automation needs adjustments as business needs change.
    • How:Set KPIs, review logs, and collect feedback monthly to refine rules and eliminate bottlenecks.
    • Ask IT staff and end users if the automation meets their expectations
    • Use surveys or interviews to identify gaps, frustrations, or improvement ideas

    5. Add Human Checkpoints Where Needed

    • Why: Fully hands-off automation may miss errors or nuances.
    • How:Insert manual approvals for critical steps (e.g., large payments or customer complaints) using tools like Slack, email, or workflow software.

    Insert human review where:

    • Business rules are complex or subjective
    • Errors can have serious consequences
    • Compliance, approvals, or legal verification is required

    Examples:

    • Approving access to sensitive systems
    • Validating high-cost IT procurement
    • Reviewing unusual security alerts before escalation

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