Our Formula for Your Success

01
Project Scoping
Here we get clarity on the objectives, requirements, and metrics for the automation
• Define the Problem
• Define the Outcome, what does success look like for you
• Triggers & Input Data Required
• Software Integerations
• Volume & budget
02
System Design
We establish & design a system, roadmap and propsal
• Reverse Engineer (if possible) - This means working backwards from the outcome. We establish what needs to be done to get to the outcome.
• Break it up, in this step we break larger projects into subprojects or phases. We want to define the shortest path to deliver an early win.
• Make Diagrams - we'll use diagramming software to assist with clarity and the build. It'll also help define phases of the project
• Solution Proposal & Onboard Documentation. Here we layout timelines and deliverables in a more formal document. We also start genererating onboarding requirements.
03
Development
Build, Test & Debug step-by-step and Handle Errors
• Build & Test Step-by-Step. Here we look for edge cases and aim to get major use cases covered early
• Debug. Here we test on examples and aim to improve any outcomes where required. The sample set we use is generally smaller than the live data set.
• Add Error Handlers. Generally automations often use third party services such as apis. We want to ensure any errors are handled gracefully and ensure notifications are in place to deal with them. We use a three layer error handling system. Preventative, corrective and fallback.
04
Deploy, Optomise and Iterate
Deploy, iterate and improve based on real-world usage & feedback
• This is the best part. Now we deploy.
• Montior. We start seeing how the system gets used in the real world.
• Get Feedback - we start getting feedback from users of the system and start making priorities on anything that needs to be tackled.
• Improve and Iterate based on what we see happening, results and feedback from users of the system.