When to Optimize Processes (Don’t Make This Mistake)
TL;DR
While a process may be optimized nearly any time, there are some circumstances that always call for optimization:
When you realize the process is much too complex—It may take a lot longer than desired, with lots of internal rework, and perhaps missed deadline
Before you begin to automate the process
If your process has been around for a long time, chances are that it has picked up some baggage along the way and would benefit from a thorough review and likely optimization.
However, regardless of the age of the process, don’t make the mistake of automating a process before you optimize it! This mistake can be extremely costly, so it’s best to optimize first so you can get the automation right!
Automation may seem like a quick-fix for an ailing process, but it can actually make things worse. If your process creates problems, such as rework, an automated version could simply create more problems, faster.
Optimize your process first, so you aren’t automating a bad process—you will often find that it’s easier to automate after optimizing!
Optimization will:
Simplify the process by reducing the steps and handoffs in the process
Improve the reliability of the process my eliminating internal rework
Make the process faster
In addition, you will find that a simpler process is much easier to automate. In some cases the process can be made so simple that inexpensive automation approaches will serve you well. Save the expensive, high-power automation approaches for the time you really need them.
Kure your process with Kure before automating it with Monday.com, Clickup or other automation apps.