Myths about Automation

Automation need not be quick and instantaneous. Here I write why this myth should be dispelled.

AUTOMATION

10/22/20231 min read

How many of us have heard that automation is "one click" and then the work is complete almost immediately. In fact, this is regularly communicated by directors of firms. In some cases this is true, manual tasks such as stitching excel spreadsheets together can be done almost instantaneously. But what does automation really mean?

Definition

The dictionary definition, from Google, is as follows: "the use or introduction of automatic equipment in a manufacturing or other process or facility".

This definition does not mention the concept of timing at all. Of course we would all love it if our regular tasks were automated and completed at the click of a button. But in reality this is not always the case. However, automation need not be quick or instant in order for it to be useful.

The colloquial or simple definition for automation is something that happens automatically without our constant attention. The main idea is that we can automate a task and then work on something else at the same time. This is the real world concept that we should be mindful of and encourage. You can't be in two places at once but you can do two things at the same time!

Communication

A word on communication. As analysts, consultants, advisors etc, we should communicate to directors more clearly. This means not selling a hopeful idea that in reality isn't going to happen. You need to be realistic with timeframes and add a buffer. For example, automating a reconciliation check, something that used to take several hours may now take 5 minutes to set up and 15 minutes to run. But this is not "one click" or "instant". Relatively to a few hours it is quick, but the setup takes time and the running takes a considerable amount of time also. Yes you need to communicate the time saved but you also need to communicate the fact that work can be completed side by side whilst the program is running.

P.S., is running an Excel macro that seizes up your Microsoft office applications automation? I think not.