Your first step in developing an automation strategy for your business?

Your first step in developing an automation strategy for your business?


It all starts by clearly understanding your organisation's purpose, risk profile, and growth targets. Understanding your operating risk profile and growth targets will help you identify the areas you think you need to advance through automation.

Growth objectives
  • Engage your stakeholders (department heads and leaders) to assess the SWOTs of their organisations (aligned to the purpose, risk profile, and growth targets above)
  • Prioritise areas of improvement
  • Identify KPIs that you will use to measure improvement/advancement.
  • E.g. Use automation to reduce ten errors for every 100 items processed to 1
  • Identify processes that need to be better documented or reviewed
  • Breakdown LARGE processes, e.g. ORDER TO CASH, into sub-processes
  • Explore each in terms of how you do things today
  • Ensure you are clear on which business asset that KPI directly impacts:
Business Assets

From here, you can categorise projects in terms

  • The business objectives
  • The growth objectives of leadership
  • Aligned work to support those objectives, identifying what matters and what will most likely leave a MEASURABLE impact
  • Now that you have an impact point of view, you can work out budgets allocation in terms of spend-return-time expectations
  • ENGAGE DIGITAL LEADERSHIP to help review the work you are thinking of prioritising
  • Ensure you check the projects not only in terms of dreams and objectives.
  • Review work desires in terms of the realm of opportunities within the limits of the actual costs that are implementing such automation would be needed
  • to build
  • to implement and go live
  • to maintain
  • to train
  • to support
  • Create a programme of works, where each deliverable work is achievable in a max of 8 weeks
  • Project plan the programme of works
  • Focus on the next project and go go go on it.
  • When done, measure the outcome, ensure you still have investment support and move on to the next.

Equipped with this information, you are able to formalise:

  • An organization-wide SWOT analysis
  • Prioritised areas of work that will have the best customer and business impact through automation.

For every prioritised work area:

  • Map every single process and understand stakeholders, operations that depend on this process, and processes on which this process depends across the entire business.
  • Identify critical KPIs that will be measured for success once automation is deployed.
  • Research technology solutions that could automate the identified processes (use of RPA, packaged products off-the-shelf, No-Code approaches, other bespoke automation solutions &/or AI approaches)
  • Write a business case for said improvements (otherwise said, approximate costs versus benefits in tangible dollar values)
  • Ensure with stakeholders the resulting objectives and goals are strategically aligned to your organisation's overall mission, vision & strategic imperatives
  • Go through a detailed supplier selection process to identify the technologies you wish to use, which ones you want to purchase & from whom [Short-list Suppliers then go thru the RFI - RFP - RFQ process] and make Build v.s. Buy decisions with the backing of the business.
  • Write a project plan.
  • Confirm funding
  • Implement said improvement initiative[s] accordingly

I talk more about this in:

Unlocking Digital Business Agility
Explore key traits and capabilities needed to be an effective Digital Business - Part 8/9 - Unlocking Digital Business Agility
12 risks to navigate as part of your digital work (Part 1)
Let’s talk about the language of risk in digital work. Explore how to identify and discuss risks that can negatively impact your ability to advance financially, operationally or reputationally – Part 1 of 3.

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