5 Automation Pitfalls to Dodge for Ultimate Success

Quixy Editorial Team

January 25, 2024

This article was first published on Customer Think.

In today’s fast-paced world, automation has become a real game-changer when it comes to improving efficiency and productivity. But hold on a sec! Not all attempts at automation lead to glory. In fact, many of us, whether we’re individuals or running businesses, can make some pretty big blunders that mess up the whole automation thing. So, grab a seat, because in this blog, we’re going to chat about five common Automation pitfalls that occur when people try to automate their workflows. Plus, we’ve got examples of each mistake and some down-to-earth solutions to save the day.

5 Common Mistakes People Make While Automating their Workflow

Mistake 1: Automating Without a Clear Plan

This one’s a classic. You decide to automate stuff without really knowing what you’re doing. You’re in a hurry, and you jump into automation without thinking about how it fits into your bigger picture. The result? You end up with a bunch of automated processes that don’t quite gel together.

Example

Imagine you’re part of a marketing team. You decide to use a scheduling tool to automate your social media posts. But guess what? You never took the time to figure out what you should be posting, how often, and who your target audience is for each platform.

Solution

Before you dive into automation, sit down and make a solid plan. Define your goals, figure out your audience, plan your content, and set clear performance indicators. Knowing what you want to achieve with automation will help you do it right.

Also Read: A Complete Guide to Workflow Automation

Mistake 2: Going Overboard with Automation

Sometimes, we get a little too excited and automate everything in sight. But guess what? Not everything should be handled by a machine. Over-automation can lead to less personalization, unhappy customers, and total chaos when things get tricky.

Example

Imagine a customer service department that installs a chatbot to handle all customer queries, even the super complicated ones that need a human touch. Customers are not thrilled—they want a real person to help them with their unique issues.

Solution

Find the right balance. Automate routine tasks, but keep a human touch for more complex situations. That way, you provide excellent customer service and still get the benefits of automation.

Mistake 3: Ignoring User Experience

Ever come across a system or tool that feels like it’s from another planet? It happens when we implement automation without thinking about how people will use it. If it’s not user-friendly, it can lead to frustration and chaos.

Example

Think about a company that tries to automate its employee expense reimbursement process. But, oh boy, the system is so confusing that employees struggle to use it, and everything takes forever.

Solution

Make sure your automated workflows are user-friendly and easy to navigate. Nobody wants to be lost in a digital maze. Test it with real users, get their feedback, and make it as smooth as a hot knife through butter.

Mistake 4: Neglecting Flexibility

Okay, let’s dive deeper into the world of flexibility and adaptability in automation. Imagine your automated processes as a well-oiled machine – it’s working perfectly as long as everything stays exactly the same. If your business uses rapid application tools like no-code low-code platforms but you still fail to make use of its ability to rapidly generate applications and make changes on the go according to changing business needs, then it is bad news. In the real world, change is the only constant, and if your automation can’t handle it, you’re in for a bumpy ride.

Example

The project Management team is using a task assignment tool, but here’s where things get tricky: projects rarely stick to their initial timelines. Changes happen – deadlines shift, priorities evolve, and new tasks emerge. If your automation is rigid and can’t adapt on the fly, you’ll end up with bottlenecks and inefficiencies.

Solution

So, how do you make your automation flexible and adaptable? Start by anticipating change. Know that things won’t always go as planned, and design your automated systems with that in mind. Consider adding conditional triggers that allow for different actions based on changing circumstances. It’s like having a “Plan B” ready to go when needed. And don’t forget about manual overrides – sometimes, a human touch is the best solution when the unexpected arises.

Also Read: Hyperautomation – What, Why, and How?

Mistake 5: Failing to Monitor and Update

Now, let’s chat about why monitoring and updating your automated processes is crucial. Think of automation as a garden – if you plant the seeds and walk away, you might have a beautiful garden for a while, but eventually, it’ll become overgrown and messy.

Example 

Consider an e-commerce business that automates its inventory management but forgets to update the system when new products come in. Customers end up ordering stuff that’s out of stock.

Solution 

Stay on top of your automated processes. Regularly check them to ensure they’re up-to-date. Set up alerts and reminders to nudge you when it’s time for a review. Automation needs some tender loving care!

Also Read: 10 Automation Mistakes That Must Be Avoided

Conclusion

In a nutshell, automation is a fantastic tool for boosting efficiency, but it’s not a walk in the park. To make it work, you’ve got to plan carefully and avoid these five common slip-ups—skipping the strategy, going overboard, ignoring the user experience, being too inflexible, and neglecting updates. Remember, the magic of automation happens when you find that sweet spot between tech and the human touch. Happy automating!