Automation can make a good process more consistent, but it can also make a confusing process harder to manage. Review the workflow before choosing the tool.
1. Is the process understood?
If team members follow different approaches, first agree on the intended steps and outcomes.
2. Are inputs and outputs clear?
The process should have identifiable information to work with and a way to recognise a successful result.
3. How often do exceptions happen?
Frequent exceptions may require a different design or a human decision point.
4. What happens when something fails?
Plan for retries, notifications, recovery and a person who can resolve problems.
5. How will success be measured?
Choose a practical measure such as time saved, fewer errors or improved response consistency.
Need help applying this to your business?
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