Step One: Gather information about the workflow
Before the automation process can begin, it’s imperative that you gather all existing materials related to the business process you plan to automate, including documentation for current processes and existing scripts, SQL items, or anything else related to the IT setup.
Additionally, find out what business units are involved in the workflow and identify the stakeholders. Take some time to interview those stakeholders, and discuss any pain points related to the current process. Find out if there are input or output files that need to be retained and, if so, for how long.
This is also an opportunity to check in with your team to find out what changes they’d like to see going forward and consider any requests they have. Determine whether you’re simply automating an existing process or if there’s an opportunity to make improvements that can be integrated into the workflow you plan to automate.
Investigate whether there are other processes in the business that must be completed before the current process begins and whether there are processes that can only start after this process has been completed.
Find out who should be notified if there’s an error or any other kind of issue that arises in the workflow. Are there stakeholders who need to be notified at specific milestones or upon process completion?