5 common pitfalls to avoid when using Automation in your business

5 common pitfalls to avoid when using Automation in your business

Automation has become a necessity due to the increase in data and globalization in businesses.

It’s a fantastic tool that provides multiple benefits with its implementation in various business processes.

While the benefits of automating business processes are huge, misuse of automation also can cause costly problems further down the line.

Sadly, there are a lot of misconceptions around automation that you must clear out before implementing automation software into your business.

Salesforce document generation tool

So. We have outlined five common automation pitfalls which you must avoid to reap its full benefits. Here they are-

Pitfall no.1: Trying to automate everything

The first common pitfall is businesses believing that they can automate almost anything. That’s a strict no-no.

Automation should not and cannot automate everything. In fact, you should automate only those business processes that involve repetitive and time-consuming tasks.

For example, you can automate your document generation process across various departments with tools like Docs Made Easy to simplify the data management process and save time with efficiency.

Trying to automate everything will incur additional costs along with unnecessary complications. 

Simply put, if a task needs human involvement, you must let a human handle it.  

Pitfall no. 2 Thinking that automation will replace human

It’s yet another misconception prevalent among businesses. First, the idea of replacing humans with technology creates a sense of panic and insecurity in your human workforce.

Secondly, automation can never do certain things that humans can do. You will always need a human team to do out-of-box thinking to solve critical problems and perform analysis.

Automation only can simplify your business processes by automating mundane tasks and saving time for humans to focus on other mission-critical tasks.

Pitfall no. 3: Confusing Automation with AI

People sometimes get confused between Automation and Artificial intelligence. But there is a huge difference between the two.

Automation does not give you any smart input, unlike AI. It just follows the instructions you provide and delivers the results as asked.

It does not adapt or learn by itself. 

So, if you feed incorrect information, the resulting automation will display inaccurate results.

Therefore, it’s best not to confuse automation with any intelligence tool and provide clear and error-free data to get accurate results.

Pitfall no. 4: Forgetting about active automation

We know automation runs in the background. So, it’s very likely that you might forget about the initiated automation that is active and running in the loop.

But forgetting about active automation might create issues in the future.

Say, for instance, if you have changed the processes or there has been a new addition of laws or technology. In such cases, the outdated automation will continue to run, wasting your time and resources.

In the worst-case scenario, this might lead to legal violations as you have forgotten to update new law changes in your existing workflow.

So, it’s a crucial automation pitfall that you must avoid by tweaking and testing your active automation at regular intervals.

Pitfall no. 5: Considering it to be any out-of-box software

Automation is not any software that can just be installed and get started with. 

It is a platform where you can create workflows and actions to automate your critical business processes. 

We must remember that it provides the functionality to automate, but you need to tell it what to do.

Hence, You will have to put in the effort to implement automation and it takes time too.

Thus, bursting out the misconception that it’s ready-to-go software, you will know how to leverage it with time and effort.

Wrap Up

Now that you know the common automation pitfalls, you can use it in your business with the right approach.

And, if you are looking for the best document automation software to automate your document generation process, we recommend trying the Docs Made Easy app. The application is extremely popular on Salesforce AppExchange for simplicity and immediacy. Check out the app today!

About the Author

Piyush Singhal

Co-Founder, Director | HIC Global Soutions | Salesforce Consultant | AppExchange Strategist

An outcome-oriented technology leader with a global outlook, Piyush has over 8 years of experience in Project Execution, SDLC Planning, Salesforce, CRM, Salesforce Mobile, and Force.com.... Piyush, a seasoned Salesforce professional started HIC Global Solutions in 2015 after filling senior development positions at front-running company names in the Salesforce development industry. He looks forward to challenging Salesforce development tasks, delivering novel apps for AppExchange listings, and forging global partnerships through working with passionate people.

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