Automation Best Practices
Proven strategies for successful automation projects
Planning
Start small and scale gradually
Begin with high-impact, low-complexity processes
Document current processes first
Map workflows before automating them
Implementation
Involve end users early
Get input from people who use the processes daily
Test thoroughly before production
Always test automations in a sandbox environment
Governance
Establish clear ownership
Assign responsibility for each automation
Monitor and maintain
Regularly review automation performance
Security
Use least privilege access
Grant only necessary permissions to automations
Protect sensitive data
Encrypt credentials and sensitive information