Automation Do’s and Don’ts: Starting Your Journey on the Right Foot

Automation do's and don'ts

Embarking on a new digital transformation journey is an exciting prospect for any organization, especially when it involves endeavors like process automation. However, it is crucial to tread carefully during the initial stages to ensure a smooth and successful trajectory. A lot of times, organizations, in haste, make wrong decisions or choose a completely wrong path which sets them back and disrupts their growth.

In this blog, we will delve into common mistakes made by organizations when starting their Intelligent Automation journey and discuss the strategies to overcome them. By addressing these mistakes head-on, organizations can pave the way for a more fruitful and sustainable automation journey.

1. Not On-boarding the Right Stakeholders on Time

One of the most common mistakes organizations make is neglecting to involve the right stakeholders from the beginning of their automation journey. Stakeholders are individuals or groups that have a vested interest in the project’s outcome and can significantly impact its success or failure. Often, organizations focus solely on their internal teams and overlook external stakeholders, such as customers, vendors, and regulatory bodies.

To avoid this mistake, organizations must take a collaborative approach to include all relevant stakeholders. Early involvement allows for a better understanding of expectations, identification of potential challenges, and alignment of objectives. Regular communication and feedback loops with stakeholders will ensure that their needs are met throughout the automation journey, irrespective of whether you are going for Robotic Process Automation or Intelligent Process Automation.

2. Not Identifying Proper Source of Funding

Embarking on an automation journey requires financial resources, and failure to secure proper funding is another prevalent mistake. Organizations often underestimate the costs associated with automation, leading to insufficient resources and, ultimately, project failure. Additionally, organizations may not explore various funding options, limiting their opportunities for success.

To avoid this pitfall, organizations in their initial phase of digital transformation must conduct a thorough cost analysis, including initial setup costs, ongoing maintenance, and potential risks. They should also explore different funding avenues, such as budget allocations, grants, partnerships, or seeking venture capital. Setting up the proper funds not only ensures a smooth start but also sustains the program through various stages of development.

3. Non-Standardized Processes Across Different Teams or Regions

Standardization is vital for the success of any automation initiative. However, many organizations fail to address non-standardized processes across different teams or regions. Automation works best when processes are streamlined and uniform, enabling easier integration and data management.

To address this issue, organizations must conduct a comprehensive process review and identify areas that lack standardization. They should establish standardized protocols, best practices, and guidelines to be followed throughout the organization. Involving key stakeholders and process owners in this effort can help gain support and facilitate a smoother transition to standardized processes.

4. Lack of a Defined Vision and Goal for Automation

Without a clear vision and well-defined goals or even a proper digital transformation strategy, organizations risk wandering aimlessly during their automation journey. It is crucial to establish a robust roadmap that outlines the desired outcomes, timelines, and key performance indicators (KPIs). A lack of vision can lead to conflicting priorities and misaligned efforts, hindering progress.

To overcome this challenge, organizations must involve leadership and key stakeholders to develop a cohesive vision for automation. This vision should align with the organization’s overall strategic objectives and reflect a clear understanding of the benefits automation will bring. Setting specific and measurable goals will help track progress and ensure that efforts remain focused and purposeful.

5. Not Having a Methodology to Measure Benefits and Document As-Is Stage

Understanding the current state of processes and accurately measuring the benefits gained from automation is critical. Many organizations fail to establish a proper methodology to assess the baseline (As-Is) processes and track improvements. Without this, it becomes challenging to quantify the impact of automation and validate its effectiveness.

To address this, organizations should create a structured approach to assess existing processes, including metrics such as cycle time, error rates, and resource allocation. Regularly tracking and documenting these metrics before and after automation implementation allows organizations to demonstrate tangible improvements and make informed decisions for continuous optimization.

6. Not Having the Right Team, Skills, and Motivation

A successful automation journey relies heavily on the capabilities of the team involved. Not having the right mix of skills, motivation, and alignment within the team can hinder progress. Organizations often underestimate the importance of skilled individuals who understand both the technical aspects and the business processes that are being automated.

To avoid this pitfall, organizations should invest in upskilling their existing workforce and hiring individuals with the necessary expertise. A motivated team can drive innovation, troubleshoot challenges effectively, and ensure the automation journey stays on track. Regular training and a supportive work environment can boost team morale and encourage a culture of continuous learning.

7. Not Identifying the Areas with the Best Potential Benefits

Automation should be targeted strategically to maximize its impact. However, many organizations start their automation journey without a clear understanding of which areas offer the highest potential for benefits and cost savings. This lack of focus can lead to scattered efforts and minimal overall impact.

To address this, organizations should conduct a thorough analysis of their processes to identify those that are repetitive, time-consuming, and error-prone. Prioritizing processes that yield significant benefits when automated ensures that resources are invested where they can make the most difference. This strategic approach increases the likelihood of achieving substantial returns on investment.

8. Not Identifying and Mitigating Risks

Every transformation initiative comes with risks, and failing to anticipate and address them can result in setbacks. Organizations often overlook potential risks, such as major ERP changes, outsourcing plans, or third-party vendor involvement that might impact the automation journey.

To mitigate risks, organizations should conduct a comprehensive risk assessment before initiating the automation journey. This involves identifying potential roadblocks, assessing their likelihood and impact, and developing contingency plans. By proactively addressing risks, organizations can reduce the chances of disruptions and ensure a smoother implementation process.


Starting an Intelligent Automation journey is an exciting phase for any organization, but it requires careful planning and execution to avoid common pitfalls. By addressing these four mistakes – not onboarding the right stakeholders on time, not identifying proper sources of funding, having non-standardized processes, and lacking a defined vision and goal for automation – organizations can set themselves up for success.

Collaboration and involvement of stakeholders from the outset ensure that all perspectives are considered and that the automation program meets diverse needs. Proper funding is essential to sustain the journey through various stages. Standardizing processes across teams and regions enhances efficiency and facilitates smoother implementation. Finally, having a well-defined vision and clear goals provides a sense of direction and purpose, guiding the organization toward successful automation.

To sum it up, a successful automation journey requires proactive planning, adaptability, and a commitment to continuous improvement. And finding the right automation partner can help you address and avoid these common mistakes in the beginning. AGTech can help organizations foster collaboration, financial stability, and process efficiency and steer them in a clear direction for their automation efforts, leading to long-term success and benefits for the entire organization. To know more about automation, talk to our experts today.

Leave A Comment