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Understanding What Automation Can Do Print

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The realistic scope.

WHAT AUTOMATION MEANS HERE

Having software perform repetitive steps that a person currently performs by hand.

WHAT IT SUITS

Tasks that are repetitive Tasks with clear rules Tasks involving moving information between systems Tasks triggered by a predictable event

WHAT IT DOES NOT SUIT

Tasks requiring judgement Tasks where the rules change constantly Tasks done rarely Tasks that are already fast

WHY RARE TASKS

The effort to automate exceeds the time saved.

WHAT NO-CODE MEANS

Building working tools by configuring rather than programming.

WHAT IT MAKES POSSIBLE

Forms and data collection Simple internal applications Workflows between existing systems Dashboards and reports Websites and portals

WHAT IT DOES NOT ELIMINATE

The need to think clearly about the process.

WHY THAT MATTERS

Automating a badly designed process produces a faster bad process.

WHAT TO DO FIRST

Fix the process, then automate it.

WHAT TO BE REALISTIC ABOUT

That no-code tools have limits, and complex requirements eventually exceed them.

WHAT THAT MEANS

They are excellent for many things and wrong for some.

WHAT TO ESTABLISH

What you actually need before choosing anything.

WHAT TO TREAT THIS CATEGORY AS

Practical guidance on using these tools sensibly.


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