The hour of change is upon us

Five things to plan for when implementing an organizational change with automation.

So you’ve signed the contract, and bought the software. Your team is excited to get their hands into it and start running the ship like it should run. Automated where it should be and key workflows in place. You must be thinking, that’s pretty much all you need since your team can figure the rest out on their own. Sounds good, doesn’t work.

Any organizational change, be it introducing a new process into your company, or using automation to run your company to its maximum potential efficiency, there is a key transition that needs to happen. This transition not only equips your team with the know-how of how to use the new tools best, but also walks them through the steps they need to take such that there is no doubt or missing links in the execution of this new organizational direction.

Implementation of organizational change is that key strategic component that must be communicated and planned correctly to reap the best benefits, writes Patricia Lotich Using the correct implementation strategy can mean the difference between true success and the illusion of success. Introducing automation in a team that is used to doing things the good-old way is quite a difficult task because before the change spreads through the company, it first needs to grab hold of your employees.

Here are five things you need to look for in an implementation strategy when introducing automation into your company.

Sufficient time to understanding the platform.

Before you get your hands dirty, you first need sufficient time to understand the automation architecture and tools so when you’re at your desks and need to execute on the tools, you aren’t stuck in being tactically stalled. In a study for the Research Foundation for Humanity, researchers identified training time and New System Understanding was a highly indicative variable to predict downstream employee efficiency increases. Training on the framework is the first key step in a good implementation strategy.

How to create good workflows

Since business process automation relies entirely on creating workflows, your fluency in creating no-code workflows quickly will define your level of success with automation. Spending time understanding how to create good workflows that don’t result in bottlenecks, or dead-ends will become your best asset in this organizational transition.

Integrating existing data and infrastructure into the new direction

If your business used automation early enough in establishing your infrastructure, you’re one of the special ones. Most businesses, however, automate their processes after a significant amount of time running their operations. This presents a challenge of integrating the new framework into your existing infrastructure and data such that no value is lost during this transitional process.

How to use reporting intelligently.

Simply having a reporting and analytics suite in your automation infrastructure is not useful until you learn how to build simple and complex views and reports of your pending and completed processes. Malcolm Ross of Analytics Magazine writes how analytics and processes must work in conjunction for any intelligent and actionable benefits from automation. Any implementation strategy should allow for sufficient time in understanding how to use the reporting tools correctly.

Best practices and tips.

Lastly, once your training is complete are you are ready to step into the ring to execute daily operations, you must be on the look out for best practices, tips, and common methodologies that you can leverage to increase the effectiveness of business process automation. While this aspect of the transition can prove time consuming, it is key to aim to develop best practices from the get go in any implementation strategy for success.

Key takeaway

Change is neither good, nor bad: it simply is. However, in this time of change within your business, prepare yourself for managing that organizational change on an individual and team level with a solid implementation strategy. Keep focus on learning the tools and training yourself on how to use the tools efficiently with an end goal of defining best practices and you will make this organizational transition smooth, and ready to use automation to its fullest potential



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