Automation & data

Automating a process: five questions to ask first

Automating a poorly understood process only speeds up disorder. Five simple questions to target the automations that truly pay off.

Published on 1 min read Administrateur

Automation is often presented as a universal solution. In practice, it only creates value if the automated process is stable, well understood and frequent enough.

Is the process stable?

If the rules change every week, start by formalising them. Automating an unstable process creates permanent maintenance.

How often does it really happen?

A ten-minute task repeated twenty times a day deserves more attention than a one-hour monthly procedure.

Where do errors occur today?

Re-entering data between tools is the leading source of errors. These are often the best candidates for automation.

Who will monitor the flow?

An unmonitored automation always ends up failing silently. Appoint an owner and plan for alerts.

How do you roll back?

Plan for a degraded mode: in the event of a failure, the team must be able to keep working without losing data.

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