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What do you do if your Culture Change team needs to optimize processes with automation and robotics?

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When your Culture Change team faces the challenge of optimizing processes through automation and robotics, understanding where to start can be daunting. It's essential to recognize that automation tools and robotic systems can significantly enhance efficiency and productivity. However, the integration of such technologies must be managed with a keen awareness of the cultural implications within your organization. To ensure a smooth transition, you need to approach this change with a strategic plan that considers the technical and human elements involved.

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Founder Director, at Professionels: Contract Insight360, Change Management, Mediation and Arbitration.

1 Assess Needs

Firstly, conduct a thorough assessment of your current processes to identify areas where automation and robotics could bring the most benefit. This involves mapping out workflows and pinpointing bottlenecks or repetitive tasks that are time-consuming and prone to human error. By doing so, you'll gain a clear understanding of which processes are ripe for automation, ensuring that the technology you implement directly addresses specific needs. Remember, the goal is to enhance your team's capabilities, not to replace them, so focus on solutions that allow your human talent to engage in more creative and complex tasks.

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Founder Director, at Professionels: Contract Insight360, Change Management, Mediation and Arbitration.
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To optimize processes with automation and robotics, one can take several steps. Firstly, they can allocate resources to invest in cutting-edge technology and training programs. Secondly, fostering a culture of innovation and openness to change is crucial. Encouraging cross-functional collaboration between the Culture Change team and technical experts can streamline implementation. Additionally, the person at the helm of affairs should continuously monitor progress, gather feedback, and make necessary adjustments to ensure alignment with organizational goals. Lastly, celebrating successes and recognizing team efforts can boost morale and sustain momentum toward achieving process optimization objectives.

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Ana Claudia Ferrari

Gerente de Programas Estratégicos de M&A | Tech Lead | Diretora de TI | Estrategista | Gest?o de Mudan?as | PMP, SAFe 4 Scrum Master
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Establishing a balanced approach to determining automation needs/demands involves: 1- Developing a governance framework for receiving and prioritizing requests 2- Mapping opportunities by assessing processes across departments 3- Defining criteria for evaluating opportunities based on ROI, feasibility and alignment 4- Forming cross functional team to evaluate and prioritize initiatives 5 - Prioritizing based on criteria and focusing on high impact areas 6-Implementing automation incrementally to minimize disruption 7- Measuring effectiveness and gathering feedback for continuous improvement This approach ensures that automation efforts address immediate needs while driving ling term efficiency maximizing investments.

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2 Plan Strategy

Once you've identified potential areas for automation, develop a comprehensive strategy that outlines how to integrate these technologies into your existing operations. This strategy should include a timeline, budget, resource allocation, and training programs for your team members. It's crucial to involve employees from different levels of the organization in the planning phase to foster a sense of ownership and acceptance of the upcoming changes. Transparency about the expected benefits and any potential challenges will help mitigate resistance and build a supportive culture around the new technology.

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Ana Claudia Ferrari

Gerente de Programas Estratégicos de M&A | Tech Lead | Diretora de TI | Estrategista | Gest?o de Mudan?as | PMP, SAFe 4 Scrum Master
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The governance I mentioned above, would help us across the process from the needs analysis to the implementation. The strategy should be established in a higher level than individual actions pu individual project implementation. Companies must define the approach to innovate and automate, the level of risk accepted, the critical areas and the most impactful ones. The strategic level decisions should be cascaded down and followed across all the organizational levels

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3 Select Tools

Selecting the right tools is pivotal for successful automation. Research various automation software and robotics that align with your identified needs. Look for scalability, ease of integration, and user-friendliness. It's important to choose tools that not only solve immediate problems but also have the capacity to adapt as your business evolves. Engage with vendors and request demonstrations to see the technology in action. This hands-on experience will give your team valuable insight into what works best for your organization's unique context.

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4 Train Team

Training is a critical step in preparing your team for a smooth transition to automated processes. Create a training plan that covers both the technical skills needed to operate new tools and the soft skills required to adapt to changes in workflow. It's essential to ensure everyone understands the value of automation and how it will empower them to work more effectively. Encourage open dialogue and provide continuous support as your team members learn and adjust, which will help them feel confident and competent in their new roles.

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5 Implement Tech

With a solid plan in place, begin implementing the chosen automation tools and robotics into your processes. Start small with pilot programs that allow you to test and refine the technology within a controlled environment before scaling up. Monitor the implementation closely, gather feedback from users, and make necessary adjustments. This iterative approach will help you manage risks and ensure that the technology is meeting its intended objectives without disrupting existing workflows more than necessary.

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6 Review Impact

Finally, regularly review the impact of automation and robotics on your processes. Gather data on performance improvements, cost savings, and employee satisfaction to evaluate the success of the integration. Use these insights to make informed decisions about future investments in technology and to celebrate the achievements with your team. This continuous improvement cycle not only optimizes your processes but also reinforces a culture of innovation and adaptability within your organization.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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What do you do if your Culture Change team needs to optimize processes with automation and robotics?

1

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3

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7

1 Assess Needs

2 Plan Strategy

3 Select Tools

4 Train Team

5 Implement Tech

6 Review Impact

7 Here’s what else to consider

Culture Change

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What do you do if your Culture Change team needs to optimize processes with automation and robotics?

1

2

3

4

5

6

7

1 Assess Needs

2 Plan Strategy

3 Select Tools

4 Train Team

5 Implement Tech

6 Review Impact

7 Here’s what else to consider

Culture Change

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