Existing tools
Which programs do you use? Do they offer suitable connections and access?
03 / AUTOMATION
So you do not enter
the same data three times.
An enquiry arrives by email, then information is copied, checked and passed on. I look at recurring workflows like this and connect the steps that are suitable for automation.
01Receive an enquiry↗
02Check the details↗
03Transfer the data↗
04Trigger an update↗
HOW A HANDOVER COULD WORK
What happens
to the next enquiry?
This fictional example shows information arriving, being checked and assigned. Select a step or “Review needed” to see what happens with an exception.
FICTIONAL WORKFLOW · NO INTEGRATION
Review result
An enquiry arrives.
- Input
- Fictional enquiry A-104
- Rule
- Identify source and required fields
- Result
- Enquiry ready for review
WHEN A QUESTION REMAINS OPEN
Some cases need
your decision.
If information is missing or values conflict, the workflow should flag it. A responsible person can review the case and approve the next step. I include these checkpoints in the design.
AUTOMATED CHECK · SIMULATION
Open question
→ personal review
Simulated status: waiting
WHAT I CHECK FIRST
What can sensibly
be connected in your business?
Information and rules
Which information is reliable? When may the next step happen automatically?
Responsibility
Who checks exceptions and notices when a connection fails?
Data and operation
What data is needed, who may receive it and who will look after the workflow?
LET’S TALK ABOUT IT
Show me the work
you keep repeating.
Automation can connect existing tools or complement a new website and app. We first look at which connection would actually reduce manual work.