We are living in a decisive moment for technology and for the future of work. The automation mindset has become accessible to people and organizations of all sizes, because Artificial Intelligence and automation technologies reduce technical and cost barriers. With the Mindset Sure, teams are able to identify opportunities for automation, reduce the execution time of repetitive tasks, and deliver more value to the business.
The gains don't just come from technology, but from how we rethink processes and data to use automation in an intelligent way. For example, automating data entry and validations reduces human errors, saves time, and frees people up for higher-value tasks. Using automation in critical processes can reduce cycle times, improve consistency, and open space for continuous innovation. To transform these opportunities into concrete results, a plan is needed that aligns Mindset, processes, and technology. Tools like RPA (Robotic Process Automation) are a practical case of how to get started quickly.
The New Era of Automation
Automation covers a wide universe: from simple routines to orchestration between complex systems. For some people, automation is synonymous with replacing manual labor; for others, it causes apprehension. Adopting the automation mindset means changing our view of technology, seeing opportunities to reduce human errors and generate more value with less effort.
Companies that develop this Mindset of automation apply Artificial Intelligence, RPA, and platforms low-code/no-code to accelerate processes, improve data quality, and scale results. Instead of focusing solely on tools, they align automation with business objectives and measure gains in KPIs such as reduced cycle time, reduced errors, and increased productivity.
Understand the implementation of RPA and its main challenges in our video:
The Process Mentality in automation
Apps solve tasks, but isolated tasks form processes that sustain the business. Systemic thinking and end-to-end vision are essential to understanding how flows and activities connect. When we adopt this vision, we can use automation to integrate systems, unify data, and ensure that each step of the process contributes to the expected results.
For example, automating a data validation flow between CRM and ERP reduces manual entries, corrects inconsistencies, and reduces the impact of human errors, freeing up team time for strategic activities. Using automation in a coordinated manner between critical processes maximizes the value delivered to the customer and the internal team.
Implementing solutions focusing on processes and data is the way to transform pilots into scale projects and capture real value for the organization.
The Growth Mentality in Automation
Organizations that adopt a growth mindset understand that change is opportunity. This stance not only applies to major shocks, such as economic crises or pandemics, but also to daily improvements. Adopt this Mindset means making decisions faster and based on data, identifying automation opportunities that solve recurring problems and add value to the business.
We live in an environment of continuous change: technology, competition, and customer and employee expectations evolve rapidly. The ability to adapt depends on processes and platforms that allow for quick adjustments. Predictable processes are desirable, but the real advantage lies in processes that can be reconfigured to new circumstances without losing efficiency.
The Scale Mentality in Automation
Scaling by increasing the number of employees is expensive and not sustainable. Instead, a smart approach is to amplify impact through automation. Adopt automation with platforms low-code/no-code and governance models allow business teams to solve part of their challenges without overwhelming IT.
Business teams know processes, data, and customers. When empowered with training, mentoring, and support, they become effective automation builders, reducing dependence on few technical specialists. A well-structured training program increases team productivity and the number of automated tasks, maintaining good management and control by IT.
Practical next steps for leaders who want to scale with automation
- Define clear KPIs such as time to put into production and percentage of automated processes
- Implement a platform that supports low-code/no-code and integration with existing systems
- Create a Center of Excellence for governance, training, and best practices
- Measure results and iterate: focus on quick gains that prove value
A Global Allinial TACTICS can support the definition of this operating model, offering consulting, training and support to transform pilots into automation programs at scale.
Ability to manage the new automation mentality
Management is coordinating people, software, and data along end-to-end processes to deliver work with consistency. Good management identifies how to maximize the strengths of each resource: technology for processing volumes and standards, and people for creative tasks and exception handling. The goal is to balance automation and human judgment to increase business results.
AI and data analysis help interpret large sets of information and indicate management improvements, but they are not a substitute for human decisions. Technology can suggest models and scenarios, reduce human errors, and accelerate operational decisions. Management, in turn, defines rules, indicators, and controls so that automation generates value in a safe and traceable way.
People, processes, and systems are the basic building blocks of management. Well-managed end-to-end processes tie these blocks together, reducing friction and creating sustainable advantages. To measure evolution, leaders must define clear and operational KPIs, such as response time to exceptions, percentage of automated tasks, and reduction of errors per process.
Capacity for continuous adaptation
Resilient companies thrive not only on surviving crises, but on turning ruptures into opportunities for continuous improvement. This requires flexible systems and processes that work both under stress and under accelerated growth.
Strict processes make the organization slow to react. Flexible processes allow the company to:
- Thrive despite external pressure from the economy or competition
- Refocus quickly in times of internal organizational turmoil
- Continuously improve to identify new ways to achieve objectives
- Enter new markets, maximize efficiency, create amazing customer experiences, and develop innovative products
Practical examples of flexibility include alternative paths for exceptions and automations that detect anomalies in the data and trigger human intervention when necessary. These designs reduce errors, speed up work, and increase operational benefits.
A Global Allinial TACTICS supports companies in building governance, metrics, and continuous use programs that allow them to transform pilots into scalable operations, aligning management, technology, and people to capture the maximum value of automation.
Democratization of automation
IT has the role of protecting the company from risks and ensuring the stability of the systems. Business areas seek to make tasks faster, simpler and with better quality. Instead of seeing these objectives as conflicting, leaders must align them by creating an operating model that allows both fronts to thrive, generating mutual trust and measurable results.
Democratizing automation means empowering employees to identify automation opportunities and to use automation responsibly. This democratization combines governance, training, clear policies, and accessible platforms, allowing ideas to come from both business and IT, without losing control or security.
A collaborative approach reduces friction and accelerates value. When business and IT work together, projects leave the pilot with a greater chance of success.
Results of a well-executed strategy
Mastering the automation journey requires aligning efforts with business objectives. Automation must be evaluated by its impact on value, such as revenue growth, customer retention, and operational efficiency. Here are the results that a well-executed strategy usually generates:
- Drive revenue growth
- Increase customer retention and expansion
- Help retain and empower employees for greater productivity
- Improve relationships and efficiency with suppliers
- Promote operational excellence
These results guide priorities and metrics. Many organizations start with the functions of Back Office because these processes usually bring quick savings in time, reduced errors and reduced costs.
To understand more about RPA applied to Back Office, see Automating processes with RPA on our blog.
O Back Office
IT, finance, and operations functions are critical business foundations. Automate processes of Back Office accelerates end-to-end processing, improves data quality, and ensures that essential activities continue to flow even during peak demand.
A typical micro-case: automation of the purchase-to-payment flow reduces data entry, reduces human error and shortens the payment cycle, freeing up working capital and reducing operating costs.
O Front Office
No Front office, automation focuses on generating revenue and improving the customer experience. Examples include nutrition of Leads automated, lead scoring with integrated date and matching customer support automations Chatbots and transfer to human assistance when necessary.
A well-automated front office elevates the consumer experience, improving business indicators and operating margin. Using automation strategically on these pillars is the most effective way to capture value at scale.
When organizations adopt this collaborative and structured model, they are able to transform specific initiatives into sustainable programs. TATICCA Allinial Global offers support to design governance, training and Roadmaps that accelerate this transformation, aligning technology, management, and business objectives.
The Employee Experience
The employee journey goes far beyond hiring: it includes integration, training, internal requests, and continuous development. Automating stages of this journey improves the work experience and strengthens team engagement.
Automatic flows for admission, approval of benefits, and management of internal demands reduce rework, avoid errors, and free managers to dedicate themselves to the development of people.
For this to work, it is necessary to align three pillars:
- Culture: prepare and engage employees to use new tools;
- Technology: offer accessible platforms that simplify tasks;
- Processes: ensure that automations deliver consistent value on a daily basis.
Practical examples include quick integrations in Onboarding, approvals with alternative routes for exceptions, and internal self-service systems that give teams more autonomy. These features increase productivity and create a more positive experience for everyone.
The Customer Experience
The customer experience is decisive for brand perception. When well designed, automation accelerates calls, personalizes interactions, and improves retention. In today's digital environment, customers expect quick answers, self-service channels, and experiences on demand, without losing the human touch when necessary.
Use automation to integrate customer data between systems, automate request screening, and offer hybrid services that combine Chatbots and human agents. Useful KPIs include customer satisfaction, average resolution time, and retention rate.
By aligning initiatives that benefit both the consumer and the supplier, the company achieves operational and commercial advantages. TATICCA Allinial Global supports projects that combine experience, technology, and processes to generate measurable and sustainable improvements.
Operations with Suppliers
Nearly all companies rely on suppliers, whether for raw materials, outsourced services, or strategic partnerships. Every interaction with suppliers is an automation opportunity to reduce costs, improve access to information, and accelerate critical processes.
In the supply chain, there are two complementary flows: the physical flow of goods and the data that accompanies each stage. By automating the flow of information between sender and recipient, it is possible to reduce manual entry, reduce errors, and gain real-time visibility into statuses and exceptions.
Typical processes such as ordering for a discount, buying for a fee, Sourcing, planning, and reconciliation are rich in opportunities to apply automation. In many cases, well-designed automations reduce expenses, cut operating costs, and improve KPIs such as payment time and error rate per transaction.
To take advantage of AI and automation at scale, companies need an enterprise platform that delivers minimal features: integration with legacy systems, execution monitoring, observation capabilities accessible to non-technicians, and mechanisms for training and improving models based on real data. On this basis, AI ceases to be just an experiment and starts to generate sustainable value for the operation.
The automation ecosystem
The market offers many automation solutions, from specialized tools to complete platforms. Despite this, many companies still don't capture the promised value because they use tools in a fragmented way. This dispersion increases costs, complicates management, and reduces the real impact on processes and results.
To change this scenario, a strategic and cohesive vision is needed that unites people, applications, and tools. Democratizing automation and creating clear governance allows larger teams to participate, reducing bottlenecks and accelerating the delivery of measurable results.
Practical principles for an effective ecosystem
- Adopt a central platform that serves as a glue between applications and specialized tools
- Enable varied architectural styles, such as API integration, event orientation, and integration platforms (iPaaS), to integrate legacy and new systems
- Share reusable assets to avoid rework
- Establish governance and metrics that align automations with business KPIs
The Enterprise AI and Business Automation Platform
A well-designed corporate platform transforms experiments into impactful automation programs. Not every technology offers the same commercial return; therefore, the choice must prioritize integration with data, ease of operation, and the ability to measure impact on KPIs.
Every business process combines human interactions and system actions. To successfully automate, it is necessary to ensure integration with:
- Communication channels and collaboration tools
- Enterprise applications and systems
- Data distributed in multiple repositories
- External partners and suppliers
Three technical and functional pillars underpin automation at scale
- Experience: integration with employees and clients, support for hybrid human-machine journeys
- Data: quality assurance, synchronization, and governance of the data that powers automations
- Process: orchestration of end-to-end workflows with exception paths and event-oriented actions
Architecture, governance, and operation go together. A good architecture facilitates testability, scalability, and operation, while governance defines security, compliance, and reuse rules. Well-planned operations continuously measure impact, comparing costs and benefits and prioritizing initiatives that accelerate return on investment.
Recommended roadmap for adoption at scale
- Drive with high-impact, low-risk cases to prove value quickly
Establish a Center of Excellence for governance, training, and reusable standards - Scaling in waves, measuring KPIs and adjusting change management
- Optimize costs through reusable assets and results-oriented automations
A Global Allinial TACTICS supports organizations on this journey, combining architectural consulting, management, and indicators to transform isolated efforts into sustainable automation programs that generate measurable impact on data, time, costs, and operational performance.
The New Operating Model
Bringing automation to all areas of the company profoundly transforms how work gets done. For this transformation to generate real benefits, a clear operating model that combines strategy, governance, and cultural change is needed. Planning and communication are essential to minimize risks and ensure adoption.
Large-scale organizational change requires aligning incentives, creating positive social pressure, and providing practical support for teams. The culture of automation must promote collaboration between IT and business, provide training and support channels, and recognize initiatives that deliver measurable value.
The New Career Plans
The fear that automation and AI will make jobs redundant is understandable, but history shows that technology creates new functions and opportunities. Platforms low-code/no-code, for example, generate new career paths for automation builders and process analysts.
Leaders and professionals ask legitimate questions about jobs, trajectories, and new competencies. Answering these questions with training programs, retraining, and clear career plans is part of the job of those who drive the transformation. This helps to retain talent, create new high-impact roles, and push the organization forward.
We're seeing roles as developers emerge Citizen, process engineers, and data specialists who expand a company's ability to scale its automations. Investing in training converts fear into opportunity and increases the success rate of automation programs.
The key people in any automation program usually fall into three groups:
- Leadership: you need to sponsor the strategy and adjust objectives and KPIs
- Automation builders: professionals who create, maintain, and improve solutions
- Recipients of the automation: employees whose work changes with automations and who need support for the transition
Unblocking these groups requires specific messages for each one: metrics and Cases for leadership, governance, and training for builders and support and requalification for recipients. This approach coordinates efforts and accelerates the journey.
The Future of the Company
The new Mindset of automation is a different way of thinking about technology and business. Companies that adopt this Mindset build organizations that are more resilient, adaptable and capable of continuously capturing values.
Transformation doesn't just depend on investing in technology, but on aligning processes, data, and people with clear objectives. Gradual adoption focusing on high-impact pilots, measuring KPIs, and continuous improvement allows you to scale safely and demonstrate return on investment.
Do you want to transform processes, reduce costs, and accelerate results with automation and AI?
Talk to Global Allinial TACTICS, our specialists connect strategy, technology, and management to your automation journey. Schedule a conversation now and we will create a plan tailored to your company.
