Strategy
26th July 2024
8 min read
Stu Mason
Building an Automation Roadmap for Growing Companies
A clear automation roadmap turns chaos into compounding results. Here's how to build one that actually works.
Stu Mason
Automation expert • Sony, Paddle, Pfizer • 15 years experience • AWS certified
Most automation fails because there's no plan. Here's how to build a roadmap that delivers results, not just activity.
Step 1: Set Clear Goals
- Define what success looks like (time saved, errors reduced, revenue unlocked)
- Get buy-in from leadership and teams
Step 2: Map Your Processes
- List every manual process and pain point
- Prioritize by impact and effort
Step 3: Build a Phased Roadmap
- Start with quick wins to build momentum
- Plan for scale: what comes next, and who owns it?
Case Example: B2B SaaS Roadmap
A B2B SaaS company built a 12-month automation roadmap, saving 1,000+ hours and unlocking £50k in new revenue.
Insider Insight
A roadmap is a living document. Review and update it every quarter.
Pitfalls
- Trying to do everything at once
- Not measuring progress or ROI
Visuals
- Sample Automation Roadmap
- Impact/Effort Prioritization Matrix
- Before/After Time Saved Chart
Conclusion
The best automation programs are built on a roadmap, not random acts of automation.
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