Process Automation
Automation starts with understanding the work, not the tool. I map the workflow thoroughly before automating a single step, because that's the difference between automation that sticks and automation that quietly breaks the moment reality doesn't match the diagram.
Why most automations quietly break (and how I build them to stick)
The best technology is worthless if you're not using it to its potential. Cutting repetitive tasks, clearing bottlenecks, and speeding up workflows is where I focus first, and where the fastest ROI usually hides. Guided workflows, business process automation, and AI-driven solutions have saved my clients thousands of hours a year.
The blueprint: automating without blowing the budget
A good plan makes all the difference. I build with lean, agile principles, so the people who actually use the workflow get their eyes (and when possible, their hands) on it in a testing environment within days, not months. I manage scope and budget tightly: every addition gets weighed and signed off, and if a change isn't essential, I defer it to a later phase so you start seeing ROI sooner rather than later.
I test the messy edge cases, then watch it in production
Before anything goes live, I test it as hard as I can, both the happy path and the edge cases. Some edge cases aren't worth automating, so I build an off-ramp that hands those back to a human. After launch I keep watching: a dashboard where it earns one, and always an alert the moment something fails to run.
“Mike is very knowledgeable... If he does not know the answer to a question, he always takes the time to research and/or test and then follow-up with a response (rather than bluffing his way through an incoherent response). We appreciate that. Mike offered a good balance between making recommendations / best practices and assisting us to customize our instance to meet some of our business processes.”
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