1. Automation doesn’t fix process problems
Best practices for automation

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3. Jonathan Weaver SharePoint Consultant, Solution Architect
Workflows, Forms, Business Process Management
20+ years in IT industry
@j_weaver74
jonathanmweaver.com

4. Sharon Weaver
Smarter Consulting – CEO JCCC/SLU – Adjunct MS SharePoint, MS Office, BA, Six Sigma 20+ years designing, developing, and managing software 12+ years SharePoint experience Six Sigma Black Belt, BSAC Certified

5. Why is this important?

6. What is a process?
A series of actions or steps taken in order to achieve a particular end

7. Process Example
Why does a mouse cost $500?

8. When and Why to automate
Repetitive tasks
Computers don’t get bored
Defect reduction
Reduce human interaction and error
Compliance
Cost savings
Increased customer satisfaction
When and Why to automate

9. Is your process ready for automation?
Is there a process owner?
Is the processed defined?
Is the process clear?
Is the process efficient?

10. You can’t automate chaos!

11. Simplify the process

12. Map Your Process Have the right people in the room Identify steps
Process Owner
Anybody who is involved in the process
Anybody who assigns/approves tasks
Identify steps
Identify sub-processes
Identify tasks/approvals
Identify status
Identify opportunities for automation

13. 1 2 3 4 Testing your process Run tests Get outside input
Create exception handling 3
Is automation the right choice? 4

14. Friendship Algorithm

15. Automation Best Practices
Choose the right process
Choose the right tool
Define specific automation goals to measure ROI
Ensure clear establishment of roles and hierarchy
Involve everyone in the process
Train the users
Focus on continuous improvement
Always have a backup plan

16. Questions?

17. Jonathan Weaver Sharon Weaver jweaver@smarter-consulting.com
Jonathanmweaver.com
@sharoneweaver
Sharepointgoddess.com