Greasing the wheels of business automation

When you deploy business automation software, you naturally want to get it running as smoothly and quickly as possible.

But you have multiple teams, each with their own range of manual processes.

You have multiple software solutions in place, each used to handle different things, and each offering different access levels.

You have low-level tasks to automate, plus the bigger-picture processes that consume more time and effort.

In such a climate, setting up automation isn’t a simple ‘turn on and press go’ operation. How, then, do you go about greasing the wheels of business automation?

Here are a few handy tips.


The first step to greasing the wheels of business automation is to have a plan. This means knowing what you want to automate, when, and how.

Take some time to assess the processes in each department and identify repetitive tasks you want to automate.

Aim to start with high-frequency, low-skill processes — the kind that are easy to outline into step-by-step rules.

You can then plan to build up to more curated workflows from there. (Those that automation can assist with, but need human intervention.)

Part of your planning should include an impact analysis. Business automation will inevitably bring some disruption. Greasing the wheels, then, means finding ways to minimise the disruption.

So, consider the impact that automation will have both internally and externally, and then plan ways to mitigate disruption. This might include using a phased approach to deployment, or introducing a roadmap, for example.


System integration, in general, is key to the efficient use of your data. Without it, data sits in siloes, and team members get held back by clunky systems, copy-pasting information they need.

Without integration, processes are clunky and needlessly difficult.

Fortunately, you can use automation software like ThinkAutomation as an integration tool. This is because it’s able to talk to different systems and APIs to bridge programs together.

Integration means easier, smoother workflows for your business automation to complete.

Preparing staff

Change is difficult. This means that the changes brought by your business automation represent a challenge for team members.

So, appoint a change agent. This is someone who will work with your teams to promote the changes automation brings, and help guide people through the teething process. The more support people have, the smoother your automation deployment will go.

Automation takes on the repetitive time sinks while leaving the high-skill and high-value work to human team members. For some, this may require some upskilling or training to ensure a smooth transition.

You should be ready to offer that extra training — be it on how to use the automation tool and create automated processes, or how to perform a higher-level part of the job.

Sandbox testing

Sandbox testing is where you run a program (or an automated process, for example) in an isolated testing environment. This allows you to make sure that the program or process works properly, without affecting the system or platform it’s running on.

So, you can iron out any bumps in the process before launching it into your systems.

Greasing the wheels of business automation

Business automation stands to bring plenty of positives to the workplace. Even more so when you can get it — and keep it — running quickly and smoothly.

It turns out, from planning to testing, greasing the wheels of your business automation is fairly straightforward.

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