For IT professionals, implementing a new software solution often means hours, days, weeks, or even months of work – developing, testing, training, monitoring and adjusting until everything is running smoothly. The good news is, when it comes to IT process automation, this doesn’t have to be the case. In fact, provided you choose the right product, you can have your new IT process automation workflows set up and working in just three easy steps. Sound too good to be true? It’s not – we promise! Here’s how it’s done.
Step 1.) Develop Your Idea
The first step in successfully implementing IT process automation is to determine the specific pain points that your organization is facing. What is it that is slowing your valuable personnel down and keeping them from being able to focus on more important business issues? Create a list of these things and describe each one in as much detail as possible. This is what you will use as your foundation or road map to begin to develop a customized solution.
Step 2.) Analyze and Process
Next, you will need to determine exactly what the current procedures are, how the pain points or repetitive tasks you’ve identified are presently being handled, who handles what, what actions are being taken, and how long it takes to perform each step / task. This will help you to prioritize your list of needs to determine which areas should be tackled first.
Step 3.) Implement
The last step in successfully adopting IT process automation involves designing, implementing and testing quick automation steps. For best results, this process should involve:
- Defining the specific desired outcome of each workflow you develop
- Determining whether it will be scheduled or triggered by a certain event or occurrence
- Deciding whether the entire process should be automated or whether you would like manual intervention at some points during the process (and if so, what those points are)
It is recommended that you use a flowchart to draw out the workflow process using the information from the analysis you’ve already conducted. Use the flow chart to list the main activities of the procedure, the expected results of each activity and the required resources if any. Add information about which workflow activities you intend to use in the listed section of the workflow.
Once your flowchart is complete, you can then use the information it contains and the process order it’s been placed in to create your actual workflow using your IT process automation software. As you are implementing your workflow, be sure to test it by using the various triggers or programmed schedule rules. You want to make sure that the desired results you’ve defined previously are being achieved and that these results are both accurate and consistent.
It is also recommended that you use a short pilot period for every new workflow. Test it on a small group of servers or involve only few users before executing it on a large scale. Once you’ve determined that the workflows you’ve created are functioning exactly as they should, you are now ready to officially roll them out and start automating all of those time-consuming and repetitive tasks, improving the productivity and efficiency of your organization.