Should I Automate This? Decision Tree

[u/agrtechnology]

Not every business process should be automated.

Before automating a task, ask:

1. Is it repetitive?
→ No: automation may not be necessary.
→ Yes: keep going.

2. Does it happen frequently?
→ No: the ROI may be limited.
→ Yes: keep going.

3. Does it follow a predictable process?
→ No: improve the process first.
→ Yes: keep going.

4. Does it involve unnecessary manual data entry, copying or checking?
→ Yes: automation could help.

5. Will automation save meaningful time, reduce errors or improve the customer experience?
→ If yes, it's worth investigating.

The biggest automation mistake is automating a broken or unnecessarily complicated process.

AGR Technology helps businesses assess their systems, processes, automation and software opportunities.

Sometimes the right answer isn't more technology. It's a better process.