10 Automation Best Practices for Enterprise

Automation can transform how your organization operates, but success requires more than just implementing new tools. Here are 10 best practices we've learned from years of automation projects.

1. Start with high-volume, repetitive tasks. The ROI is clearest when you automate tasks that happen frequently and follow consistent patterns.

2. Document your processes before automating. You can't automate what you don't understand. Take time to map out current workflows and identify variations.

3. Involve end users from the start. The people who do the work daily often have insights that can make or break your automation project.

4. Build in error handling and monitoring. Automation isn't set-and-forget. You need visibility into what's working and what's not.

5. Start small and iterate. Pilot your automation with a subset of cases before rolling out broadly. This lets you learn and adjust with lower risk.