March 1, 2024

Demo: Showcasing Your Automation Project to Stakeholders

Reaching the 'Demo' phase in our Automation Project Playbook series marks a significant milestone in your automation journey. This stage is your opportunity to present the fruits of your labor to users, upper management, and stakeholders. It's about demonstrating the tangible benefits of your project, reinforcing its alignment with strategic objectives, and showcasing its potential for driving growth and efficiency. This article will guide you through orchestrating a compelling demo, starting with user engagement, measuring KPIs, and effectively communicating the value of your project to decision-makers.

Start with Your Users

Begin by revisiting the needs and expectations of your end-users by giving a demo to them. They've been a crucial part of the journey, providing feedback and insights. Ensure that the demo highlights how the automation solution addresses their specific pain points, enhances their workflow, and contributes to a better user experience. This creates the necessary buy-in, from the bottom-up to the top of the organization.

Measuring KPIs

Key Performance Indicators (KPIs) are the quantifiable measures of your project's success. Before the demo, gather data to show how your automation solution has impacted these metrics. Whether it's increased efficiency, reduced costs, or improved customer satisfaction, presenting concrete numbers will speak volumes about the value of your project.

Crafting Your Presentation

When presenting to upper management and stakeholders, clarity and relevance are key. Tailor your presentation to focus on how the automation project aligns with the organization's strategic goals and addresses key business challenges. Highlight the KPI improvements, but also discuss the journey – the challenges faced, the iterations made, and the user feedback that shaped the project's trajectory.

Anticipating Questions and Concerns

Be prepared to address questions and concerns from your audience. This includes discussing any limitations, ongoing maintenance needs, or future scalability options. Demonstrating your thorough understanding of the project and its context will instill confidence in your stakeholders. The end-user buy-in from your previous demo to them will ensure that questions to them will not lead to any surprises.

Follow-Up and Feedback

After any demo, always seek feedback from your audience. Their insights can provide valuable direction for any final adjustments or future phases of the project. Additionally, this feedback can be instrumental in refining your approach for future presentations and demos.

In conclusion

The 'Demo' phase is not just a presentation; it's a strategic communication opportunity to align your project with the broader objectives of your organization. By effectively engaging users, showcasing the impact on KPIs, and clearly communicating the benefits to stakeholders, you reinforce the value of your automation project and lay the groundwork for its success and expansion.

Stay tuned for the next article about the Automation Project Playbook, where we will discuss the 'Support' phase, ensuring that your project continues to deliver value and adapt to evolving needs after the demo.

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