The Automation Project Playbook

Step 3: Building

After mapping out your automation blueprint in the previous step, it's time to roll up your sleeves and start building your automation project!

In the third step of the Automation Project Playbook, you'll transform your sketches into a functional prototype by creating a working model that meets your business needs and goals. Learn more about effectively building your project below.

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Tool selection

Choosing the right tool for your project is a critical decision that can significantly impact the success of your application. Here are the key considerations and advice for selecting the best tool.

Understand your options

There are several types of automation tools available, each with its strengths and weaknesses:

  1. Standard software: pre-built solutions designed to meet general business needs. Examples include platforms like Sendcloud for retail shipping and Jira for project management. These solutions demand minimal technical expertise and can be implemented swiftly, though they provide limited opportunities for customization.
  2. No-code platforms: these platforms allow non-developers to build functional business applications, but developers may encounter limitations due to the reduced flexibility and control compared to traditional coding methods. Tools like Bubble and Triggre are ideal for rapid deployment of robust solutions and support iterative development.
  3. Low-code platforms: these tools enable developers to deliver solutions faster than traditional coding methods, but business users might find them challenging to use. Some examples are platforms like OutSystems and Mendix.
  4. Manual coding: offers the highest level of customization and control. This approach, using languages like Python, JavaScript or Java, is suitable for projects with specific requirements that cannot be met by standard software or low/no-code platforms. However, it requires skilled developers and longer development times.

 

Key considerations

When selecting a tool, consider the following factors:

  1. Budget: determine your financial constraints. Open-source tools can save costs but might require more development effort. Commercial platforms offer support and advanced features but at a higher cost.
  2. Time constraints: assess how quickly you need to launch your application. No-code and low-code platforms enable faster development cycles, whereas traditional coding requires a longer development effort.
  3. Feature requirements: identify the essential features and functionalities your application needs. Standard software is excellent for straightforward applications, while no-code and low-code platforms can handle more complex requirements. Manual coding should be reserved for highly customized solutions where specific features cannot be compromised.
  4. Scalability and flexibility: consider the long-term needs of your application. Each tool/platform has different scalability limits, so choose one that provides the flexibility to grow at the same pace as your business.
  5. Integration capabilities: ensure the tool you choose can integrate with your existing systems and workflows.

Read more about choosing the right technology to implement automation in your business here.

Opt for quick iteration

Focusing on quick iteration is crucial for the effective development of your application. This approach involves developing one use-case at a time or a few related ones, allowing for rapid adjustments and faster feedback.  

This is where the 3-step Business Automation Cycle will come in handy: it's a 3-step framework that iteratively automates business processes. The key to this method’s success is starting with a small yet essential process, freeing up time that can be reinvested in the next iteration to automate another process.  

The administrative part of the application is usually an excellent starting point. It provides an overview of all the data and functionality needed to edit them, such as managing projects or tasks. Implementing this first simplifies checking data and processes throughout your project.

Keep it simple

According to Harvard Business Review, simplicity in initial design leads to better user experiences and more adaptable applications. Resist the urge to create a fully-featured application from the start. Focus on delivering fast, functional results and gather user feedback to guide your next steps.

In a nutshell

By selecting the best tool for your project and applying the right development methodology, you'll achieve a smoother building process and a more successful application.

Checklist:

Make sure that the tool you select is the best fit for your automation project. Consider your budget, time constraints, feature requirements, scalability, flexibility, and integration capabilities.
Focus on building and implementing one use-case at a time, or a few closely related use-cases for easier management, quicker adjustments, and immediate feedback.
Use a rapid development approach, starting with small, essential processes and focusing on simplicity to improve user experience and adaptability.

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Keep exploring the Playbook

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Goal setting
2
2
Sketching
3
3
Building
4
4
Testing
5
5
Making changes
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