Smooth Sailing: Common Pilot Phase Mistakes to Dodge in Your Automation Journey

The journey towards automation is a strategic endeavor, and the pilot phase serves as a crucial stepping stone towards achieving successful implementation.
The pilot phase is a make-or-break stage that has far-reaching implications for an organization’s automation strategy. It serves as the litmus test for evaluating the feasibility of automation within a specific context. By subjecting a chosen process to the pilot phase, organizations can gain valuable insights into the challenges, benefits, and potential pitfalls of automation. This phase provides a platform for fine-tuning automation workflows, identifying process-specific nuances, and building confidence in the technology’s capabilities.
A successful pilot phase entails meticulous planning, execution, and evaluation. The insights garnered from this phase lay the groundwork for scaling up automation initiatives across the organization. The key to a successful pilot lies in avoiding common mistakes that can hinder progress and undermine the potential benefits of automation. This blog delves into the critical role of a well-executed pilot in the automation journey and highlights the common mistakes that must be avoided during this pivotal phase.

Avoiding Common Mistakes during the Pilot Phase

1. Selecting a Complicated Process

One of the most significant mistakes organizations make is choosing a complex process for the pilot phase. While it might be tempting to dive into the most challenging areas, starting with a simpler process allows for smoother implementation and learning. By opting for a less intricate process, the focus can be on understanding automation mechanisms rather than grappling with the intricacies of a convoluted workflow.

2. Resource Allocation

Another critical aspect is resource allocation. A common mistake is not assembling the right mix of skills and expertise for the pilot project. To ensure success, it is imperative to have a team that possesses a comprehensive understanding of the process, automation tools, and technology. This cross-functional team should comprise both business process experts and technical specialists who can collaborate effectively to drive the pilot to success.

3. Defining Clear Success Criteria

Without well-defined success criteria, the evaluation of the pilot’s outcomes becomes subjective. Setting measurable goals and objectives is crucial for assessing the effectiveness of automation in the chosen process. These criteria could include parameters such as reduced processing time, minimized errors, and improved resource utilization. Clear success metrics provide a tangible yardstick against which the pilot’s performance can be measured.

4. Selecting a Process with No Benefits

Opting for a process that does not yield significant benefits from automation can undermine the purpose of the pilot. The goal is to demonstrate automation’s potential value, and this can be best achieved by selecting a process that showcases substantial improvements when automated. This will reinforce the importance of automation within the organization.

5. Timely Onboarding of IT & Infrastructure Teams

Failure to involve the IT and infrastructure teams from the outset can lead to roadblocks during implementation. These teams play a pivotal role in ensuring that the automation solution integrates seamlessly with existing systems and infrastructure. By involving them early, potential integration issues can be identified and resolved proactively.

6. Lack of the Right Team

A pilot’s success hinges on having the right team to deliver the automated processes. Inadequate staffing or a team lacking the necessary expertise can lead to delays, frustration among business users, and suboptimal results. Assembling a team with the right skill set and a collaborative approach is essential for a smooth pilot execution.

7. Ignoring Core ERPs

Overlooking processes that interact with core Enterprise Resource Planning (ERP) systems is a mistake that can have far-reaching implications. Automation should align with critical business functions, and processes connected to core ERPs often hold substantial potential for automation-driven improvements.

8. Failing to Document Learning

Every pilot phase is a valuable learning opportunity. Neglecting to document the insights, challenges, and lessons learned from the pilot can result in repeating avoidable mistakes in subsequent automation initiatives. Comprehensive documentation ensures a knowledge repository that can guide future endeavors.


The success of a pilot phase lays the foundation for a successful automation journey. Avoiding common mistakes during this pivotal stage is essential for harnessing the full potential of automation. By selecting the right process, assembling a skilled team, defining clear success criteria, and learning from the pilot’s outcomes, organizations can navigate the complexities of automation and ensure that subsequent automation initiatives are built on a solid base of experience and knowledge. Remember, a well-executed pilot sets the stage for a future where automation empowers and transforms business operations.

Ready to transform your business through automation? Get in touch with AGTech’s automation experts today to discuss how we can help you plan and execute a successful pilot phase. Click here to schedule a consultation and embark on a journey towards enhanced efficiency, reduced costs, and sustainable growth with automation. Your future begins now.

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