Automation Strategy

Reducing Repetitive Friction

Recurring reports and spreadsheet consolidation often consume hours of valuable staff time. Planning for automation involves mapping these workflows to identify where scripts or tools could assist with data cleaning and scheduling.

The Automation Workflow Concept

Human Checkpoints

Automation should retain appropriate human checks where errors could affect business decisions. Alert workflows and exception handling must be documented to ensure that when a process fails, a human is notified to intervene.