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:

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:

Examples:

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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