Automation Solidifying Process

The first step to automating any process is to detail out exactly what happens throughout the process. 

In order to properly automate – you need to know what happens from beginning to end. 

Creating these standard operating procedures normally lead to some great discussions which improve business processes by adding structure. 

An example I consistently see is setting the cadence of a data refresh. If currently it happens on-demand a few days after the end of the month, this is a perfect place to add structure and agree the data will become available on 5th day after the month ends. The automation drives the standardization of the process.

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