The "Big Bang" Automation Trap
Many companies approach automation with an overly ambitious vision. They imagine a perfect system that manages all their processes overnight. This "Big Bang" approach systematically leads to failure for three reasons:
- Operational Paralysis: During implementation, activity is blocked or slowed down.
- Deferred ROI: No tangible benefit for weeks or even months.
- Resistance to Change: Teams are overwhelmed by too many novelties at once.
Our Philosophy: Automation must serve the human, not replace them instantly. We build bridges, not walls.
Phase 1: Diagnosis & Quick Wins (Week 1-2)
We start with a complete immersion in your current processes. The goal is to identify tasks that are:
- Repetitive (e.g., copying/pasting data)
- Time-consuming (> 2 hours/week)
- Prone to Error (typos, forgotten files)
Deliverable: A detailed mapping of your flows and the implementation of 1 to 2 "Quick Wins". A Quick Win is a simple automation that immediately saves you 2-3 hours per week.
Phase 2: Core Architecture (Week 3-4)
Once the initial friction is removed, we build the central skeleton of your system. This often involves connecting your main tools (CRM, Emails, Project Management).
Example: The Sales Pipeline
Instead of asking your sales team to fill out Pipedrive, send an email, and create a folder in Drive manually, we create a workflow:
- Form submitted on website → Creation in Pipedrive
- Status change to "Quotation Sent" → PDF Generation + Email Sending
- Signature via DocuSign → Invoice creation in Stripe
Phase 3: Iteration & Optimization (Month 2+)
A system is alive. Once the core is in place, we observe how your team uses it. It is at this stage that we add advanced intelligence:
- AI Integration: To analyze email sentiment or classify tickets.
- Advanced Dashboards: To visualize KPI performance in real-time.
- Error Handling: Systems that self-correct or alert intelligently.
Why This Method Works?
By proceeding in steps, you validate the value of automation at every stage. Your team adopts the tools gradually, reducing friction. And most importantly, you start saving money from the first month.