When done right, automation can transform your business planning—unlocking faster insights, smarter decisions, and greater profitability.
But like spelunking through Cape Town’s caves, it’s not without its dark, tricky passages. I once led a group of young adventurers into the caves above the city. It was pitch black, narrow, and filled with unexpected challenges. One person dropped their torch into a crack. Another froze in panic. A third needed help crossing a yawning gap.
But I’d done that route many times. I knew the obstacles. I knew how to guide them through.
Business automation is no different. The journey can feel overwhelming if you go it alone. But with the right guidance—and a clear plan—you’ll come out the other side with stories to tell and success to share.
Here are 5 common pitfalls I’ve seen (and helped clients avoid) when automating their planning processes:
1. Dirty Data
Automation can’t clean your mess. It just moves it faster.
Start with clean, reliable data.
2. Lack of User Adoption
Technology alone doesn’t change anything—people do.
Train and involve your team early.
3. Poor System Alignment
Don’t try to bolt automation onto outdated systems.
Assess your current tech stack first.
4. No Clear Objectives
If you don’t know what success looks like, how will you get there?
Define clear goals before you start automating.
5. Underestimating Change
This is the big one. Automation changes more than workflows—it affects culture, roles, and mindsets.
You must lead the human side of change.
Planning automation is powerful. But it’s not plug-and-play. You need a guide who’s been there, stumbled a few times, and knows how to get you through with confidence.
If that sounds like the kind of support you want—let’s talk. I’ve got a spare torch and a good map. 🔦
In the meantime, remember:
Processes that frustrate are just opportunities to innovate and automate.
#Automation #DigitalTransformation #FPandA #Leadership #BusinessPlanning #StrategyExecution
