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    what is the first step in developing an automation strategy


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    How to de-risk and start your automation journey while staying in control of its investment, return, outcomes and success.


    Stepping back from the noise, I try to understand what's really happening in the world of business technology to work out what actually matters, and what it means.


    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.

    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:

    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

    Andre Muscat Andre Muscat

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    स्रोत : www.andremuscat.com

    How to Build an Automation Strategy & Roadmap

    Automating processes can be daunting. Start your journey with this guide to building an automation strategy and roadmap.

    How to Build an Automation Strategy and Roadmap


    By: Torq   |   November 7, 2022

    “If you fail to plan, you plan to fail,” said Benjamin Franklin. These words cannot be overstated in most business fields, especially when it comes to automation. Process automation has the potential to enhance operations in most organizations, but problems can emerge when they don’t plan and strategize around their automation objectives. While there is no one-size-fits-all approach to integrating automation into business operations, automation is still a potent tool that offers high efficiency, effectiveness, and ROI. By using the right automation strategy and implementation roadmap, businesses can achieve digitization and innovation. Continue reading this post to learn how to create an automation strategy and roadmap.

    What Is Automation and Why Does It Matter?

    Automation, as used in technological transformation, is the process of using tools and practices to carry out tasks, workflows, and batch processes repeatedly without human intervention. It defines and executes a series of incredibly complex actions that would otherwise be carried out manually using software tools and a set of instructions. The majority of process automation involves discrete sequences of processes spanning multiple systems as well as single actions. Automation has the added benefit of removing manual intervention, allowing businesses to better utilize their workforces.

    Some Examples of Automation Include:

    Incident management and alert remediation: Traditionally, enterprises had a delineated perimeter where security alerts were mainly triggered at the endpoint or either inside or outside the organization’s firewall. Organizations can use automation to investigate these alerts and remediate the incidents faster.Application development and deployment: With DevOps and CI/CD pipelines, organizations can automate their processes using systematic integrations and collaboration.Identity lifecycle management: Automation can be used for authorization and authentication by centrally managing accounts and system access policies. It allows you to, for example, automatically update device, network, and other access policies whenever a user is added, changed, or deactivated in your identity provider.Security and compliance: Organizations can use IT automation to define and enforce security, compliance, and risk management policies as well as create standardized workflows for remediation procedures. This streamlines auditing and keeps infrastructure in check by ensuring that consistent workflows are followed.

    The Benefits of Automation Include:

    Reduced costs: Workflow automation saves on the cost of labor and energy. It also reduces the cost of human error, since it increases the accuracy and quality of work.Increased productivity: When more mundane processes are automated, teams can spend more of their precious time focusing on other tasks. This increases their productivity due to easy integration and faster releases.Better performance: When software tools handle complex processes automatically, organizations have enough time to continuously refine their processes. This promotes operational efficiency.Scalability: As your organization grows, automation software allows you to scale without having to worry about manpower capacity. You can continuously monitor your automation rules, track wins, and identify pitfalls to adjust to growing business needs.High availability and reliability: Automation helps mitigate potential risks that may cause inadvertent damage to system objects due to human error. The continuous visibility into automation tools also ensures that they are highly reliant and available, since threats are identified earlier.

    What Is an Automation Strategy?

    An automation strategy defines how organizations can optimize their operations using automation technologies so that they can move from simple process improvements to achieve enterprise-wide process transformation. Simply put, it answers the “who, what, when, where, and how” of achieving automation. It is a plan made by the key stakeholders and managers for identifying automation opportunities and defining the business goals of those opportunities. It also identifies the tools for implementation as well as the metrics and scope of the automation.

    When designed, agreed upon, understood, and implemented efficiently, an automation strategy will make a lasting impact on the business in terms of higher ROI, increased availability, high reliability, faster time to market, and greater overall operational efficiency. Additionally, an automation strategy ensures that all teams are on the same page in terms of the ways in which they can optimize their processes to achieve the organization’s goals and vision.

    How Do You Develop an Automation Strategy?

    The first step in putting an automation strategy into action is to plan. You can’t even start unless you define the relevant tools, execution goals, and an efficient approach. The following are the top five questions to consider when developing an automation strategy:

    What will you automate? This helps you examine the complex processes within your organization (which usually take a lot of time and effort) to see if they are candidates for automation.

    स्रोत : torq.io

    8 Steps to Build Your Process Automation Strategy

    A process automation strategy can bring a host of competitive advantages for your company: Learn more about how to build an effective strategy.


    8 Steps To Build Your Process Automation Strategy

    A process automation strategy can bring a host of competitive advantages for your company: Learn more about how to build an effective strategy.

    Notarize July 25, 2022 4 min

    An automation strategy can bring a host of competitive advantages for your company: cost savings, increased efficiency and accuracy, and an improved customer experience.

    But devising a strategy that delivers results for your company isn’t just about tech. A recent survey by Knowledge Capital Partners and Blue Prism found that most automation strategies fail due to managerial and organizational challenges. However, there are several steps businesses can take to build a process automation strategy that not only works, but helps organizations to achieve their goals.

    The essentials of an effective automation strategy 

    A successful strategy happens when a technological process and organizational culture come together, ready to embrace digital transformation and intelligent automation. Here are the essentials of an effective automation strategy.

    Define organizational vision

    Knowing your organization’s goals will help pinpoint how automation can achieve objectives. What values was your organization founded on? What problems is your business looking to solve? What does success look like a year down the road? Five years down the road?

    Efficient business processes

    Business processes should undergo regular scrutiny to maintain efficiency. Identify what’s working and what can be improved. Gather feedback as you roll out new processes. Build a clear roadmap for success that team members can leverage.

    Automated governance

    Governance for automation systems helps organizations monitor performance, increase reliability, and alleviate issues. With so many automated technologies at our disposal, governance helps determine the best fit for your company. Plus, it builds employee trust in new processes.

    Data governance

    With new data privacy regulations, it’s critical that data is trustworthy and is not misused. A data governance program sets internal standards based on data policies that determine how data is gathered, maintained, and processed and manages its integrity and security.

    Supportive tools

    Supportive automation testing helps to maintain automated applications so that they continue to run efficiently. Supportive tools can help your business keep up with the market and avoid issues by using pre-written scripts to boost the success rate of applications.

    Investment in employee hiring and training

    An automation strategy is only as strong as the team behind it. Building and training support staff, IT teams, SMEs, and data analysts are essential to implementing an automation strategy that aligns with the goals of your organization.  

    8 steps for implementing a successful process automation strategy

    There’s no one-size-fits-all automation strategy, but there is a critical roadmap for implementing new systems. Use these eight key steps to deploy the best automation strategy for your business.

    1. Show value of automation to leadership

    Not everyone understands the value automation brings to an organization. Leadership might see automation as a costly disruption, or worse, a system that displaces employees. That’s why it’s so important to show how automation systems increase efficiency and allow employees to cut back on long hours performing mundane tasks. Instead, free them up to focus on higher-level assignments.

    2. See the big picture

    With countless technological tools at our disposal, creating a clear and concise vision of what’s possible with automated systems is important. Whether these are the first steps of automating daily, basic tasks, or if you’re combining robotic processes with artificial intelligence, it’s important to help colleagues see the big picture of what automation can deliver.

    3. Create a culture of automation

    It’s essential to break down stereotypes about automation as a human replacement system and help colleagues embrace a culture of automation. A recent study by the World Economic Forum found that automation is expected to create nearly 60 million new jobs in the near future. A healthy culture of automation is one where employees exist in an optimized environment where humans work alongside machines.

    4. Reimagine workflows before automating

    Before hands-on automating begins, taking a step back and looking at which processes can be made more efficient is essential. Which steps in existing processes are necessary? Where do inefficiencies create bottlenecks? How can automation increase productivity? Create a roadmap before you start automating.

    5. Establish a supporting IT infrastructure

    A successful automation strategy functions when IT works hand in hand with business stakeholders inside your organization. Instead of the traditional organizational structure, in which IT and business function separately, break down silos.

    6. Create a robust change management strategy

    A robust change management strategy creates an environment that prioritizes communication and training. When systems are radically reimagined and processes are in flux, it’s critical to have a clear message for employees. Make sure they understand why and how changes happen.

    स्रोत : www.notarize.com

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