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

    Latest Blog Posts

    5 Common Odoo ERP Challenges and How Our Partnership Fixes Them

    By: Ganesan D 07 Oct 2025 Category: Odoo ERP Security

    If you’ve ever thought “ERP sounds great, but will it really suit us?” — you’re not alone. Odoo offers enormous potential: unified processes, data insights, agility.

    Read more...

    How Can You Keep Your Odoo ERP Data Safe in 7 Easy Steps?

    By: Ganesan D 06 Oct 2025 Category: Odoo ERP Security

    Your ERP (Enterprise Resource Planning) system is the backbone of your business operations. With Odoo ERP, you centralize finance, inventory, HR, sales, and more—so its data is extremely sensitive.

    Read more...

    SIRA Approved ANPR Cameras: Securing Parking & Entry Points

    By: Ganesan D 04 Oct 2025 Category: CCTV Security

    Learn how SIRA approved ANPR cameras improve parking lot and entry point security with accurate vehicle tracking, compliance, and smarter access control in Dubai.

    Read more...