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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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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

In MEAN TIME TO INSIGHT Episode 24, Shamus McGillicuddy, VP of Research, Network Infrastructure and Operations, at EMA discusses network observability tool sprawl ... 

In cloud-native systems, scaling is often as simple as moving a slider. For on-premise databases, the stakes are different. Over-provisioning hardware is expensive. Under-provisioning leads to performance bottlenecks that are difficult to fix once the equipment is in the rack ...

When most people think about cybersecurity, they picture firewalls, encryption, and access controls — technical tools designed to protect systems and data. But beneath the technology lies a deeper set of principles about trust, decision-making, and resilience ... The best leaders don't eliminate risk. They manage it intelligently. And in many ways, cybersecurity offers a surprisingly useful playbook for doing exactly that ...

Many organizations assumed their infrastructure strategy was settled. It had been implemented, optimized and built into long-term plans. Recent changes in technology and vendor consolidation are forcing a second look. Cloud outages and licensing changes have exposed how much dependency exists on a small number of platforms. As a result, organizations are reevaluating whether those decisions still hold up under current conditions ...

Edge AI is strategically embedded in core IT and infrastructure spending across industries, according to the 2026 Edge AI Survey from ZEDEDA. The research shows that 83% of C-suite and IT executive respondents say edge AI is important to their core business strategy ...

As AI adoption accelerates, operational complexity — not model intelligence — is becoming the primary barrier to reliable AI at scale, according to the State of AI Engineering 2026 from Datadog ... The report highlights a compounding complexity challenge as AI systems scale ... Around 5% of AI model requests fail in production, with nearly 60% of those failures caused by capacity limits ...

For years, production operations teams have treated alert fatigue as a quality-of-life problem: something that makes on-call rotations miserable but isn't considered a direct contributor to outages. That framing doesn't capture how these systems fail, and we now have data to show why. More importantly, it's now clear alert fatigue is a symptom of a deeper issue: production systems have outgrown the current operational approaches ...

I was on a customer call last fall when an enterprise architect said something I haven't been able to shake. Her team had just spent four months trying to swap one AI vendor for another. The original plan said three weeks. "We didn't switch vendors," she told me. "We rebuilt half our integrations and discovered what we'd actually been depending on." Most enterprise leaders don't expect that to be the experience ...

Ask any senior SRE or platform engineer what keeps them up at night, and the answer probably isn't the monitoring tool — it's the data feeding it. The proliferation of APM, observability, and AIOps platforms has created a telemetry sprawl problem that most teams manage reactively rather than architect proactively. Metrics are going to one platform. Traces routed somewhere else. Logs duplicated across multiple backends because nobody wants to be caught without them when something breaks. Every redundant stream costs money ...

80% of respondents agree that the IT role is shifting from operators to orchestrators, according to the 2026 IT Trends Report: The Human Side of Autonomous IT from SolarWinds ...