It is often hard to know where to start with automation, so we’ve put together some tips from our own thought process. This is all about how to approach problem solving and process automation.
To start with you have to understand what the process is in the first place, this might sound obvious, but if you don’t have this process mapped out and understand all of the data that is being gathered and used at each stage, you won’t have a complete view of the process to be able to truly determine what the problems are.
For each stage, try to note down:
What is happening
Who is doing it
How long it is taking
What data fields are important
It is essential to get feedback on the process from the people involved in carrying it out and those relying on it. It can also helpful to understand other perspectives such as customers and suppliers.
If you’re able to define cost that will be useful to evaluate benefits of change. An estimate is better than nothing!
The next step is to identify what the areas for improvement are in your process.
This could be duplication of data, wait and completion times, inconsistencies in data or customer experience.
You then need to prioritise. Which steps are causing the biggest problems?
The next stage is understanding if technology can help. Not all process problems can be solved with technology.
You may not know what technology can solve your problems. App Advisory Plus can help you here. Get in touch.
There’s a lot to this stage which I won’t cover here in terms of research process, you can find that in our knowledge base on App Advisory Plus. But relevant to understanding if Zapier can help is first understanding if we can solve with a native integration. It’s really only if we can’t do that, or that integration isn’t sufficient that we can look to Zapier.
You then need to know if the apps you need to move data between integrations with tools like Zapier or Integromat.
Zapier has a page where you can understand what the triggers and actions are for 2 apps you would like to connect, which is a great place to start.
Integromat has an equivalent page.
We also have a Zapier filter as part of our non-accounting integrations filter within our app directory.
Here’s a few articles to help you get a further understanding:
You can usually find out whether an app has open API and what it can do by doing a quick search, or consulting their website footer – looking for ‘Developers’ or ‘API’ or ‘Partners’.
This is a crucial part that can easily be ignored, but should be easy to do if you have a good understanding of the time and money your process is costing in the first place.