5 ways for teams to create an automation-first mentality (2024)

Posted: September 28, 2021 | | by Allen Eastwood (Red Hat), Larry Spangler (Red Hat)

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5 ways for teams to create an automation-first mentality (1)

An automation-first mentality is likely a significant transformation for any organization, typically starting with task automation, moving to complex workflow orchestration, and ultimately innovating intelligent operations and "push-button" end-user services. It represents a solid commitment for DevSecOps—acknowledging the competitive edge this type of cultural change can provide. But getting there, and finding and building the necessary support for it, are real challenges—even when there's been some initial success running automations in individual departments.

1. Win early and often

Although it can be tempting to try and automate the most important, most time-consuming manual processes that live within your domain from the outset, there's a lot of merit to seeking smaller wins early in the process. Automating the individual pieces of a more extensive process to start gives you the building blocks for more complex automations later and lets you showcase the value of automation early.

Progress should be iterative, and you should consider each iteration you'll include and what it will feature. It should feel like you're doing developer work. By increasing scope and capabilities iteratively, you’re building to larger goals while also benefiting from automations you’ve just built and tested, meaning you can build confidently.

Having these wins to point to helps you evangelize the automation initiative with your team, your manager, and other teams.

[ Download now: 6 ways to promote organization-wide IT automation. ]

2. Embrace upskilling and third-party support

Training and certification are critical to all aspects of adopting an automation-first mentality. Not only is it key to helping your team deploy automations confidently, but it also helps build momentum for broader automation adoption across your organization. You can benefit from a "train-the-trainer" approach that empowers other teams while ensuring compliance with established automation standards and governance.

Many organizations use strategic outside consulting engagements to help accelerate the automation adoption process. That can be unnerving to IT professionals within the organization—fearing this represents permanent outsourcing or job loss. But good consulting engagements have measurable, finite goals that enable and empower these teams through a mentoring relationship—leaving them with automation in production and the capabilities to continue work on increasingly complex projects and use cases.

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3. Find your champion

Large-scale change can be daunting, and initiatives like enterprise automation require someone who relishes the opportunity to overcome the natural resistance that occurs with this type of transformation. Frequently this is someone relatively new to the organization, and often they have a mandate to "go out in the wild" and tackle problems. Maybe this person is you. At any rate, they are a necessary force to get the idea started and begin spreading it across teams, even teams that may be reluctant to work closely together—like development and operations.

[ Download now: A system administrator's guide to IT automation.]

4. Establish governance and standards

An automation-first mentality assumes a readiness to automate new tasks and processes. This means establishing a source of truth, documenting as you go so that other teams can securely benefit from your work. You'll want a way to track code and changes—separating your automation code from your information and data model—securing privileged information with trusted toolsand avoiding file shares to distribute the source code. By using code as your documentation, not only do you foster collaboration, but you also transform the organization to have repeatable automation practices that you can share across the enterprise.

Beyond centrally managing automation code, it is also essential to define and evolve standards to integrate and orchestrate automation across teams and projects more readily. As broad adoption and reuse increase, look to establish a governing group to address cross-team challenges. These typically include standard tooling, requirements for automated testing, and best practices for deploying or rolling back changes.

5. Create a community and collaborate

Getting to an automation-first mentality requires collaboration. This can put off many people, especially those who may greet the word with skepticism. But the root of DevSecOps is having these teams together at the table, whether it's fun or not. The process isn't magic, and it will not solve all problems, but the result is complex orchestrations—including a comprehensive standard and a process for governing the automations. These automations should focus on actual pain points within your organization, and they should provide real, measurable business value to the teams in play.

One way to make collaboration faster and more effective is to establish an automation community within your organization. This community should be the core automation team and include people from across the organization. Their mission is to share approaches, address challenges, and help other teams adopt automation successfully. They do this by helping engage these other teams, showing them the successes and possibilities, guiding them on the standard practices, and generally sharing knowledge (and playbooks) that help others solve problems and accelerate their use of automation.

[ Free Guide: How to explain DevOps in plain English ]

Where does it end?

Automation is most powerful when it's focused on business impacts. Those impacts may be internal productivity (like push-button environments) or customer-facing (like faster customer response times). As automation gains broader adoption within your organization, you're likely to find that to continue the evolution and increase value, workflows and fundamental approaches need reinventing.

For example, processes that used to have approvals that sat midstream are rebuilt to be fully automated. Rather than strictly looking at the tasks to automate, you're building a platform that lets you continually optimize workflows and processes far beyond replacing a manual task with an automated one. You're building a platform capable of performing event-driven, automated remediation, automating compliance through patching that minimizes downtime and customer service interruptions, and designing processes and workflows that innovate more secure ways to remove superfluous human intervention.

At its root, automation is a straightforward solution, but it's a very open-ended one. And change is fast. Your goals will change rapidly because automation is, by nature, a very flexible and adaptable solution to business needs. The end result is an automation-first mindset, but the workaround automations, the iterations and minimum viable product (MVP), and work optimizing should and will adjust to your capabilities and evolving business needs.

[ Download now: Enterprise automation DevOps checklist. ]

Topics: Automation Career DevOps

5 ways for teams to create an automation-first mentality (2024)

FAQs

What is an automation first mindset? ›

An automation first mindset means you are working backward from desired business outcomes to construct the hybrid workforce to get you there. This frees you to use software robots or humans wherever they fit best.

What is the first step in automation? ›

The first step to approaching automation is understanding what tasks you want to automate. You need to identify the processes or tasks that take too much time or resources and could be efficiently completed by a machine. Here are some questions to get you thinking: Which tasks do I spend the most time working on?

What is automation first approach in testing? ›

The simplest way to explain the AtAtS approach is to look for as many opportunities as possible to reduce human labor in day-to-day IT operational functions. The goal is to free up critical resources so they can focus on higher-value activities that support business objectives.

What are the 4 types of automation? ›

Four Types of Industrial Automation Systems. Within the context of industrial applications for automated processes, there are four key types of automation: fixed automation, programmable automation, flexible automation, and integrated automation.

What are the 4 stages of automation? ›

A comprehensive and effective systematic approach to business process automation consists of 4 phases: analysis, implementation, integration, and maintenance and support.

What are the three basic steps of automation? ›

The three basic elements of automation are:
  • The process being automated.
  • The technology used to automate the process.
  • The people involved in the process (such as employees and customers)

What are the three principles of automation? ›

Principles and theory of automation

The developments described above have provided the three basic building blocks of automation: (1) a source of power to perform some action, (2) feedback controls, and (3) machine programming. Almost without exception, an automated system will exhibit all these elements.

What are the 3 steps to prepare for the impact of automation? ›

3 Important Steps to Prepare for Automation
  1. Find champions for change. These days, everyone is talking about company culture. ...
  2. Go paperless. Before you can automate anything, your documentation will need to be digital. ...
  3. Identify your greatest opportunity. Which of your processes has the greatest need for change?

What is the first step to approaching automation strategy? ›

The first step to approaching automation is Identifying the area that has repetitive tasks should be the first step when a business considers workflow automation. To identify the problem, a deep understanding of the business is essential.

How do you prioritize automation? ›

How can you prioritize and scope process automation projects based on business value?
  1. Assess the current state. Be the first to add your personal experience.
  2. Define the desired state. ...
  3. Evaluate the feasibility. ...
  4. Prioritize the opportunities. ...
  5. Scope the project. ...
  6. Here's what else to consider.
Sep 20, 2023

What is test automation strategy? ›

An automated test strategy defines how you'll utilize automation frameworks throughout testing. It includes manual and automated test planning, test cases of all types, automation scripts, test environments and their definitions, test data, test results, execution logs, and reporting output.

How do you create an automation system? ›

There are eight steps to take an IT task from manual to automated:
  1. Pick the right automation target.
  2. Sequence the steps to the task.
  3. Identify problem areas.
  4. Build an automation tool set.
  5. Set an initial scope.
  6. Monitor and measure.
  7. Grow the project over time.
  8. Maintain the automation implementation.
Jul 29, 2020

How an automation first mindset can eliminate procrastination? ›

Procrastination is unavoidable. It happens to the best and brightest of us. But instead of worrying about procrastination or trying to hack your way around it, break down any task into a series of steps and put a system in place. Focus on automation, not motivation.

What is the golden rule of automation? ›

Keep your plans realistic: It's important to set realistic goals when implementing process automation. Rather than aiming for 100% automation, focus on achieving specific business outcomes. In some cases, a mix of services and automation may be a better approach than full automation.

What are the three pillars of automation? ›

Continuous adaptation. Democratized invention. Boundaryless orchestration. These are the pillars of an automation mindset that takes full advantage of what the technology is capable of today.

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