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January 18, 2024

Successful Automation Projects in 7 Steps

Last year the team at Triggre introduced Automation Project Playbook, the 7 steps to smooth and successful automation projects. In the next weeks I will discuss each of the steps in-depth, giving some extra insight into each step to ensure that your next (or current!) automation project is a smash hit!

You can download the Automation Project Playbook for free. Let's start with an overview of the 7 steps to smooth and successful automation projects.

Goal Setting: Crafting Your Compass

Setting the right goal is akin to drawing a map for your journey. It's about harmonizing the rhythm of your automation project with the strategic symphony of your organization. This isn't just about setting targets; it's about engraving your mark on the Key Performance Indicators (KPIs) that echo the value of your application. In the first of our series, we will delve into how to sculpt these goals to ensure they resonate with your organization's heartbeat.

Sketching: The Art of Blueprints

Every masterpiece starts with a single stroke. In the realm of automation, this translates to sketching out your application's main processes through concise, impactful use-cases. It's about painting the big picture while highlighting the strokes that will have the most profound impact. Our second article will guide you through prioritizing and sketching these use-cases, setting the stage for a masterpiece in the making.

Building: The Craftsmanship of Creation

With a plan in hand and a vision in mind, the building phase is where your ideas take form. This stage is a balancing act between choosing the right tools, managing resources, and fostering rapid iterations. Our third article will explore the nuances of this phase, focusing on how to lay the foundational bricks with precision and care.

Testing: The Lens of Scrutiny

A creation, no matter how meticulously crafted, must endure the lens of scrutiny. Testing is not merely about finding flaws; it's about ensuring that each use-case not only survives the 'happy flow' but thrives beyond it. In our fourth article, we'll discuss how to weave this critical phase into your project, ensuring that every element is robust, responsive, and ready.

Making Changes: The Agility to Adapt

Feedback is the pulse that keeps a project alive and kicking. Making changes based on this feedback is about agility and precision—addressing the essentials while keeping the vision intact. Our fifth article will dive into the art of making targeted changes, ensuring that each adjustment is a step towards perfection.

Demo: The Stage of Revelation

Presenting your solution is about storytelling—it's where your use-cases, your KPIs, and your strategic goals converge to narrate the tale of your project's journey. In our sixth article, we will discuss how to present your solution in a way that resonates with your users and aligns with the strategic chorus of your management.

Support: The Commitment to Excellence

The journey doesn't end at deployment. Providing stellar support is about proactive engagement, about being the guardian that ensures the smooth sailing of your application. In our seventh article, we will explore how to excel in this role, turning support from a task into a testament of your commitment to excellence.

Each week, we will unravel the layers of these steps, offering insights, strategies, and real-life examples to illuminate the path to successful automation. This series is more than just a guide; it's a journey we undertake together, learning, adapting, and growing as we pave the way towards a future where automation is not just a tool, but a transformational force. Stay tuned for our deep dive into each step, and together, let's turn the vision of automation into a vivid reality.

Join me next week as we embark on this enlightening journey with our first stop: "Goal Setting: Crafting Your Compass." Let's navigate the path to automation, one transformative step at a time.

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