1. Understanding You
Everything starts with understanding you as the owner or stakeholder, your business, and your organization’s goals. This helps us get an idea of the aspects of the business that you love doing and those that you don’t. Once we understand how you want to spend your time compared to how you’re currently spending it, we can start determining the prime candidate workflows for automation within your business.
2. Breaking It Down
The best tasks and workflows for automation are the ones that have a highly structured set of steps and procedures. Breaking the process down into different steps, along with the associated tools, helps us understand all the critical components and how they work together. We provide a guided questionnaire to ensure that all components are accounted for when designing the automation.
3. Automation Design
When we build something for a client, we want it to work exactly as they expect it to. Therefore, we conduct a design phase where we walkthrough the entire conceptual workflow and ensure that it aligns with what the client is looking for and its underlying business value. Once reviewed and approved, we start working on the build-out of the outlined automation. Along the way, we’ll check in with you to show you the progress and get feedback.
4. Building Automation
The best tasks and workflows for automation are the ones that have a highly structured set of steps and procedures. Breaking the process down into different steps, along with the associated tools, helps us understand all the critical components and how they work together. As a rule of thumb, if you’ve done something manually more than three times, odds are it is a good fit for automation.
5. Testing & Refinement
In order for an automated workflow to be ready for primetime, proper testing must be conducted to ensure it consistently produces the results you’re looking for. For testing, we start with known inputs and outputs and compare to ensure functionality is being met.
6. Enhancement & Maintenance
The work doesn’t stop once automation is deployed. Automation should be thought of as living business processes that are continually refined and enhanced over time. As the business grows and scales, odds are your automation will grow and scale with it.
How Do I Get Started?
Let’s Talk
We love to talk business. As a first step, we strive to understand the following:
- The How, What, and Why of your business
- Your reason for wanting to introduce automation into your business
- The desired business outcomes and how it’s currently impacting you
- What a productive partnership looks like to you