How to determine which type of automation to use
There is a fairly straightforward process to identify your needs, select the right tools and techniques, and implement them effectively. We will walk through exactly how to determine which type to use and how to execute the process for your company.
Step 1 – Identify your goals
Start by exploring the problem. A few key questions to ask include the following:
- What are you trying to achieve?
- What is working well and needs to be retained?
- What are the current challenges?
- What outcomes would indicate a successful solution?
These exploratory questions can help you determine if you need to increase efficiency, improve data quality, or if you are looking for a deeper result, such as finding deeper insights or meeting regulatory expectations. Perhaps you uncover that you are spending far too much of your team members time on low-value work, such as manual data cleaning, or you are struggling to identify...