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The IT Automation Toolbox: What's Needed?

Sean McDermott
Windward Consulting Group

Achieve more with less. How many of you feel that pressure — or, even worse, hear those words — trickle down from leadership?

The reality is that overworked and under-resourced IT departments will only lead to chronic errors, missed deadlines and service assurance failures. After all, we're only human.

So what are overburdened IT departments to do? Reduce the human factor. In a word: automate.

By supplementing a human's ability to think critically with a computer's ability to automate repetitive tasks and processes, IT teams can finally do more work with fewer people and focus on forward-thinking initiatives that create value for their businesses.

Many IT teams understand the benefits of automation, but few know how to tackle a successful rollout — in the IT department or across the organization. So before you uplevel your capabilities with automation, survey your IT Automation Toolbox and consider these must-haves:

Well-defined automated workflows

Imagine if automated systems and software analyzed your support requests, assigned tickets and eliminated duplicative requests. Think about all of the tedious work that would vanish from your plate. What would you do with this newfound freedom?

IT workflow automation creates streamlined processes for completing a series of tasks or functions without human intervention. The system or software automatically operates according to rules that relay what needs to happen and when. These rules prescribe tasks, dispatch alerts, prompt processes and more. By absorbing time-consuming, low-value tasks, automation allows IT teams to pursue more productive, proactive work.

Instead of days spent frantically running from emergency to emergency, IT pros can do what humans do best (or at least do better than AI). They can develop innovative technology to meet the needs of internal and external audiences.

Targeted automation software

Does your business need custom processes and complex integrations? Or are built-in analytics more critical?

The wide world of workflow automation software ranges from all-encompassing to ultra niche. Before shopping for that just right solution, consider your company's unique needs and ensure that automation software will meet them.

Whether your company opts for a comprehensive or specific solution, choose technology that's speedy, flexible and so user-friendly that it doesn't scare away any employees, regardless of their roles. Plenty of workflow automation software features no-code capabilities with drag-and-drop designs.

If possible, consider cloud-based, rather than on-premise, software. It's easier to maintain and provides enhanced accessibility, top-notch security and data scalability. Some of these tools take their capabilities a step further by integrating multiple cloud apps into one system. Before buying, ensure there's an API compatible with tools like ServiceNow.

Advanced capabilities will help you and your team implement successful workflow automation. So before sealing the deal with a software provider, consider if the software has the following capabilities:

Analytics and reporting: Uncovers lags, audits tasks and advances processes with reports and analytics.

Mobile apps: Lets teams see notifications and grant approvals from their mobile devices.

Direct pricing: Provides an upfront price that works with your project scope and budget.

Technology partners: Delivers the full scope of your company's required services and technologies.

A solid automation strategy

Behind every successful automation system sits a thoughtful strategy. What are the steps to building a solid plan? And how do you inspire employees across your company to get on board with workflow automation?

First up, identify the process you want to automate and map it out, making sure to include integrations to other systems and metrics that you can measure. The next essential step is identifying the IT department's change agent, who will be the face of the workflow automation rollout. This employee, usually the CIO or IT operations manager, is charged with getting buy-in from the top down. The change agent should develop a change management strategy that includes constant communication, ongoing training and clarity around each employee's roles and responsibilities within the new framework.

When you've secured company-wide buy-in and you're ready to implement, don't try to learn the entire automated system overnight. Instead, start by learning one element of the process and working out the kinks before moving on to the next. Similarly, focus on rolling out workflow automation in just one function of the business at a time. What better place to start than the IT department? Use your department as a guinea pig and an opportunity to prove ROI and scale to the next level.

Work to modernize your IT stack once you can efficiently navigate workflow automation and its required technology solutions. Push beyond automating simple tasks and implement more sophisticated tools that advance AIOps, upgrade your data analytics and improve your infrastructure through APIs.

And a word to the wise: rolling out automation software and tools is an evolving process. As you improve your automated workflows, set your sights on efficiency, not on perfection. In time, automation will become a no-brainer for your company. But you have the responsibility to set it up for success through intelligent automated workflows, sufficient software and a solid strategy that ensures company-wide implementation and adoption. Eventually you'll optimize efficiencies, increase operational productivity and realize bottom-line benefits for your company.

Sean McDermott is the Founder of Windward Consulting Group and RedMonocle

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Businesses that face downtime or outages risk financial and reputational damage, as well as reducing partner, shareholder, and customer trust. One of the major challenges that enterprises face is implementing a robust business continuity plan. What's the solution? The answer may lie in disaster recovery tactics such as truly immutable storage and regular disaster recovery testing ...

IT spending is expected to jump nearly 10% in 2025, and organizations are now facing pressure to manage costs without slowing down critical functions like observability. To meet the challenge, leaders are turning to smarter, more cost effective business strategies. Enter stage right: OpenTelemetry, the missing piece of the puzzle that is no longer just an option but rather a strategic advantage ...

Amidst the threat of cyberhacks and data breaches, companies install several security measures to keep their business safely afloat. These measures aim to protect businesses, employees, and crucial data. Yet, employees perceive them as burdensome. Frustrated with complex logins, slow access, and constant security checks, workers decide to completely bypass all security set-ups ...

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In 2025, enterprise workflows are undergoing a seismic shift. Propelled by breakthroughs in generative AI (GenAI), large language models (LLMs), and natural language processing (NLP), a new paradigm is emerging — agentic AI. This technology is not just automating tasks; it's reimagining how organizations make decisions, engage customers, and operate at scale ...

In the early days of the cloud revolution, business leaders perceived cloud services as a means of sidelining IT organizations. IT was too slow, too expensive, or incapable of supporting new technologies. With a team of developers, line of business managers could deploy new applications and services in the cloud. IT has been fighting to retake control ever since. Today, IT is back in the driver's seat, according to new research by Enterprise Management Associates (EMA) ...

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The IT Automation Toolbox: What's Needed?

Sean McDermott
Windward Consulting Group

Achieve more with less. How many of you feel that pressure — or, even worse, hear those words — trickle down from leadership?

The reality is that overworked and under-resourced IT departments will only lead to chronic errors, missed deadlines and service assurance failures. After all, we're only human.

So what are overburdened IT departments to do? Reduce the human factor. In a word: automate.

By supplementing a human's ability to think critically with a computer's ability to automate repetitive tasks and processes, IT teams can finally do more work with fewer people and focus on forward-thinking initiatives that create value for their businesses.

Many IT teams understand the benefits of automation, but few know how to tackle a successful rollout — in the IT department or across the organization. So before you uplevel your capabilities with automation, survey your IT Automation Toolbox and consider these must-haves:

Well-defined automated workflows

Imagine if automated systems and software analyzed your support requests, assigned tickets and eliminated duplicative requests. Think about all of the tedious work that would vanish from your plate. What would you do with this newfound freedom?

IT workflow automation creates streamlined processes for completing a series of tasks or functions without human intervention. The system or software automatically operates according to rules that relay what needs to happen and when. These rules prescribe tasks, dispatch alerts, prompt processes and more. By absorbing time-consuming, low-value tasks, automation allows IT teams to pursue more productive, proactive work.

Instead of days spent frantically running from emergency to emergency, IT pros can do what humans do best (or at least do better than AI). They can develop innovative technology to meet the needs of internal and external audiences.

Targeted automation software

Does your business need custom processes and complex integrations? Or are built-in analytics more critical?

The wide world of workflow automation software ranges from all-encompassing to ultra niche. Before shopping for that just right solution, consider your company's unique needs and ensure that automation software will meet them.

Whether your company opts for a comprehensive or specific solution, choose technology that's speedy, flexible and so user-friendly that it doesn't scare away any employees, regardless of their roles. Plenty of workflow automation software features no-code capabilities with drag-and-drop designs.

If possible, consider cloud-based, rather than on-premise, software. It's easier to maintain and provides enhanced accessibility, top-notch security and data scalability. Some of these tools take their capabilities a step further by integrating multiple cloud apps into one system. Before buying, ensure there's an API compatible with tools like ServiceNow.

Advanced capabilities will help you and your team implement successful workflow automation. So before sealing the deal with a software provider, consider if the software has the following capabilities:

Analytics and reporting: Uncovers lags, audits tasks and advances processes with reports and analytics.

Mobile apps: Lets teams see notifications and grant approvals from their mobile devices.

Direct pricing: Provides an upfront price that works with your project scope and budget.

Technology partners: Delivers the full scope of your company's required services and technologies.

A solid automation strategy

Behind every successful automation system sits a thoughtful strategy. What are the steps to building a solid plan? And how do you inspire employees across your company to get on board with workflow automation?

First up, identify the process you want to automate and map it out, making sure to include integrations to other systems and metrics that you can measure. The next essential step is identifying the IT department's change agent, who will be the face of the workflow automation rollout. This employee, usually the CIO or IT operations manager, is charged with getting buy-in from the top down. The change agent should develop a change management strategy that includes constant communication, ongoing training and clarity around each employee's roles and responsibilities within the new framework.

When you've secured company-wide buy-in and you're ready to implement, don't try to learn the entire automated system overnight. Instead, start by learning one element of the process and working out the kinks before moving on to the next. Similarly, focus on rolling out workflow automation in just one function of the business at a time. What better place to start than the IT department? Use your department as a guinea pig and an opportunity to prove ROI and scale to the next level.

Work to modernize your IT stack once you can efficiently navigate workflow automation and its required technology solutions. Push beyond automating simple tasks and implement more sophisticated tools that advance AIOps, upgrade your data analytics and improve your infrastructure through APIs.

And a word to the wise: rolling out automation software and tools is an evolving process. As you improve your automated workflows, set your sights on efficiency, not on perfection. In time, automation will become a no-brainer for your company. But you have the responsibility to set it up for success through intelligent automated workflows, sufficient software and a solid strategy that ensures company-wide implementation and adoption. Eventually you'll optimize efficiencies, increase operational productivity and realize bottom-line benefits for your company.

Sean McDermott is the Founder of Windward Consulting Group and RedMonocle

Hot Topics

The Latest

According to Auvik's 2025 IT Trends Report, 60% of IT professionals feel at least moderately burned out on the job, with 43% stating that their workload is contributing to work stress. At the same time, many IT professionals are naming AI and machine learning as key areas they'd most like to upskill ...

Businesses that face downtime or outages risk financial and reputational damage, as well as reducing partner, shareholder, and customer trust. One of the major challenges that enterprises face is implementing a robust business continuity plan. What's the solution? The answer may lie in disaster recovery tactics such as truly immutable storage and regular disaster recovery testing ...

IT spending is expected to jump nearly 10% in 2025, and organizations are now facing pressure to manage costs without slowing down critical functions like observability. To meet the challenge, leaders are turning to smarter, more cost effective business strategies. Enter stage right: OpenTelemetry, the missing piece of the puzzle that is no longer just an option but rather a strategic advantage ...

Amidst the threat of cyberhacks and data breaches, companies install several security measures to keep their business safely afloat. These measures aim to protect businesses, employees, and crucial data. Yet, employees perceive them as burdensome. Frustrated with complex logins, slow access, and constant security checks, workers decide to completely bypass all security set-ups ...

Image
Cloudbrink's Personal SASE services provide last-mile acceleration and reduction in latency

In MEAN TIME TO INSIGHT Episode 13, Shamus McGillicuddy, VP of Research, Network Infrastructure and Operations, at EMA discusses hybrid multi-cloud networking strategy ... 

In high-traffic environments, the sheer volume and unpredictable nature of network incidents can quickly overwhelm even the most skilled teams, hindering their ability to react swiftly and effectively, potentially impacting service availability and overall business performance. This is where closed-loop remediation comes into the picture: an IT management concept designed to address the escalating complexity of modern networks ...

In 2025, enterprise workflows are undergoing a seismic shift. Propelled by breakthroughs in generative AI (GenAI), large language models (LLMs), and natural language processing (NLP), a new paradigm is emerging — agentic AI. This technology is not just automating tasks; it's reimagining how organizations make decisions, engage customers, and operate at scale ...

In the early days of the cloud revolution, business leaders perceived cloud services as a means of sidelining IT organizations. IT was too slow, too expensive, or incapable of supporting new technologies. With a team of developers, line of business managers could deploy new applications and services in the cloud. IT has been fighting to retake control ever since. Today, IT is back in the driver's seat, according to new research by Enterprise Management Associates (EMA) ...

In today's fast-paced and increasingly complex network environments, Network Operations Centers (NOCs) are the backbone of ensuring continuous uptime, smooth service delivery, and rapid issue resolution. However, the challenges faced by NOC teams are only growing. In a recent study, 78% state network complexity has grown significantly over the last few years while 84% regularly learn about network issues from users. It is imperative we adopt a new approach to managing today's network experiences ...

Image
Broadcom

From growing reliance on FinOps teams to the increasing attention on artificial intelligence (AI), and software licensing, the Flexera 2025 State of the Cloud Report digs into how organizations are improving cloud spend efficiency, while tackling the complexities of emerging technologies ...