Did you know that there are several levels of automation?

At the first level of the automation ladder, it is common to present data to stakeholders for descriptive purposes. This might include, for example, calculations that are automated, tested, and presented. Or approvals that are verified against specific rules, and in some cases, alerts that are triggered by specific events. By implementing this type of automation, your business can increase productivity, efficiency, and quality.

2. The second level of automation – helps you anticipate changes in customer behavior or future problems

The second level of automation is about becoming more predictable and letting automated processes identify key guidelines for you. For example, by anticipating changes in your customers’ behavior or future issues with a specific product. Predictive and automated workflows not only help your business stay fast and productive—they also ensure that your business is smart and proactive.

3. The third level of automation – provides you with recommendations for action

The third step in the automation ladder can assist you and provide recommendations on what action to take in certain situations, and in some cases may even help you carry out the action. This means that the actual service delivery is often integrated into the automation. For example, it could be software that restarts the system if specific events occur or if the system goes down.

Remember: Set the right level of ambition when you begin your automation journey

Creating new workflows in a customer process can be a complex task. That’s why it’s important to take it one step at a time. Start by automating a known problem area in your business, and then focus on configuring it for the next level of automation.