5 Key Steps and Considerations for a Successful IT Process Automation

Jarrod Koch

CEO and Partner of DivergeIT

May 30, 2023

In the rapidly evolving digital world, the power of IT process automation is becoming increasingly apparent. Most executives already understand the importance of streamlining operations, with a staggering 91% of companies reporting that digital technologies have the potential to fundamentally transform the way they operate. And it's not just a theory – at Workato, it has been observed how workflow automation has helped businesses of all sizes become more productive​.

This blog post aims to guide you on the exciting journey of implementing IT process automation in your organization. Over the next two years, 64% of business professionals at enterprise organizations plan to build automations that focus on improving the employee experience, while 57% are looking to enhance the customer experience through automation​. But how does one navigate this complex terrain? How can you select the best IT process automation solution for your organization? And importantly, how can IT automation help you to reap these benefits and more? Stay tuned as we explore these questions and provide you with a roadmap to successful IT process automation.

With over 30% of organizations having five or more departments that automate IT and engineering accounting for nearly 40% of an organization’s automations, the need for a comprehensive understanding of this field is ever more crucial​. As we venture into this topic, we will be drawing on the expertise of industry leaders, referencing authoritative resources, and aiming to provide you with accurate, verifiable, and trustworthy information. So whether you're new to this field or looking to expand your knowledge, this guide is for you.

Understanding IT Process Automation

So, what is IT process automation? In simple terms, IT process automation is the use of technology to automate repetitive, rule-based tasks that usually require human intervention. It allows for the streamlining of operations, freeing up time for your team to focus on more complex, creative tasks. It's like having a super-efficient, never-tiring helper working alongside your team, taking care of the mundane tasks and letting your people shine where it matters the most.

Let's take a moment to consider the benefits of IT process automation:

  • Improved Efficiency: Automation can drastically speed up processes, minimizing the time spent on repetitive tasks and increasing overall productivity.
  • Reduced Errors: By removing the human factor from repetitive tasks, automation significantly reduces the risk of errors.
  • Enhanced Compliance: Automated processes follow the same steps each time, ensuring consistency and making it easier to comply with regulations and standards.

But here's the catch, not all processes are created equal and not all of them are suitable for automation. It's like trying to use a hammer to screw in a bolt, it's just not going to work well. That's why it's critical to choose the right processes for automation. Selecting the right tasks to automate can maximize your returns and help you reap the full benefits of IT process automation. In the next section, we'll dive deeper into how you can identify these processes within your organization. So, stay tuned.

Throughout this journey, we'll lean on the knowledge of industry experts and authoritative resources to provide you with the most accurate and trustworthy information. After all, we're here to help you understand and navigate the exciting world of IT process automation.

Identifying Suitable Processes for Automation

Understanding how to automate IT processes starts with identifying the right tasks. So, what makes a task suitable for automation? Here are a few key characteristics:

  • Repetitive Tasks: If it's a task that's performed over and over again, it's a potential candidate for automation. Repetitive tasks are the bread and butter of IT process automation. Think data entry, routine system checks, and report generation.
  • Rule-Based Tasks: These are tasks with clear, unambiguous instructions. If you can write down a set of rules for a task, you can probably automate it. This could include tasks like sorting emails based on specific rules or triggering system alerts based on predefined conditions.
  • High-Volume Tasks: Tasks that deal with large volumes of data or requests are prime candidates for automation. Automation can handle these tasks more quickly and accurately than a human could, reducing processing time and minimizing errors.

But identifying suitable tasks for automation is only half the battle. It's also crucial to conduct a feasibility analysis. This involves assessing whether it's practical and beneficial to automate a process. You'll need to consider factors like the cost of automation, potential time savings, and the impact on your team's workflow.

Let's illustrate this with an example. Consider a customer support team that receives hundreds of similar queries every day. Automating responses to common queries could free up significant time for the support team, allowing them to focus on more complex customer issues. This not only improves efficiency but also enhances the quality of customer service. But before jumping into automation, a feasibility analysis might reveal that the initial cost of implementing an automated system is high. However, the time savings and improved customer satisfaction could outweigh this initial investment in the long run.

In this journey of understanding and implementing IT process automation, it's vital to remain informed, practical, and strategic. Remember, we're here to provide you with the most trustworthy, accurate, and helpful information to assist you in this process. So, let's move forward, shall we?

 Conducting a Feasibility Analysis

Taking a step forward in your IT process automation journey, let's dive into the concept of a feasibility analysis. This is essentially a reality check. It's about asking the question, "Can we realistically automate this process, and does it make sense to do so?" It's a crucial step that can save you from diving headlong into an automation project that isn't feasible or beneficial.

Key components of a feasibility analysis include:

  • Cost: What will the automation project cost in terms of software, hardware, and labor?
  • Time: How much time will it take to implement the automation, and how much time could it save in the long run?
  • Resources: Do you have the necessary resources (people, technology, etc.) to implement and maintain the automation?
  • Potential Return on Investment (ROI): Will the benefits of automation outweigh the costs? Think in terms of increased productivity, reduced errors, and improved compliance.

Conducting a feasibility analysis involves gathering data, crunching numbers, and making informed predictions. It's about being thorough, realistic, and above all, strategic.

Selecting the Right IT Process Automation Solution

Moving on to the next key step: selecting the right IT process automation solution. This is a bit like choosing the right car. You need something that fits your needs, is reliable, and within your budget. Similarly, when choosing an automation tool, you need to consider several factors:

  • Scalability: Can the tool grow with your organization?
  • Ease of Use: Is it user-friendly, or does it require extensive training to use?
  • Integration Capabilities: Can it seamlessly integrate with the other tools and systems you use?
  • Customer Support: Does the vendor provide robust customer support to assist you when you encounter issues?
  • Vendor Credibility and Track Record: Does the vendor have a solid reputation and a proven track record in the industry?

Remember, the right IT process automation solution can make a world of difference in your automation journey. It's worth taking the time to research, compare, and select the best tool for your needs.

Implementing Your IT Process Automation

Now that you've identified your processes for automation, conducted a feasibility analysis, and chosen your IT process automation solution, it's time to roll up your sleeves and start implementing. Here's what that process typically looks like:

  1. Planning: This involves defining your goals, setting timelines, and assigning responsibilities. What processes will you automate first, and what outcomes do you hope to achieve?
  2. Design: Next, you'll design your automated workflows. This is where you'll decide on the specific rules and parameters for your automation.
  3. Testing: Before fully implementing your automation, you'll need to test it thoroughly. This helps you identify any bugs or issues that need to be addressed.
  4. Deployment: Once you're confident in your automation, it's time to deploy it. This involves integrating the automation into your existing processes and systems.

But the work doesn't stop there. Continuous monitoring and evaluation are critical to ensure your automation is working as expected and delivering the desired results. Regularly review the performance of your automated processes and make adjustments as necessary.


And there we have it, folks! We've traversed the journey of IT process automation from understanding what it is, to identifying suitable processes, conducting a feasibility analysis, selecting the right IT process automation solution, and finally, implementing it. It's been quite the adventure, hasn't it?

Remember, successful IT process automation can bring enormous benefits to your organization—improving efficiency, reducing errors, enhancing compliance, and freeing up your team to focus on more strategic tasks. But like any worthwhile journey, it requires careful planning, consideration, and a little bit of courage.

So, are you ready to start your own journey towards IT process automation? Perhaps you're already eyeing a few processes in your organization that are ripe for automation. Or maybe, you're still unsure and could use a bit more guidance. That's perfectly okay.

Whether you're ready to dive in or just dipping your toes in the water, we're here to help. Don't hesitate to reach out to DivergeIT for more information. We've got the expertise, the tools, and the passion to help you navigate your IT process automation journey.

So go ahead, take that first step. Your adventure awaits. Let's do this together!

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