- IT staff are overwhelmed with manual repetitive work.
- You have little time for projects.
- You cannot move as fast as the business wants.
Our Advice
Critical Insight
- Optimize before you automate.
- Foster an engineering mindset.
- 91制片厂 a process to iterate.
Impact and Result
- Begin by automating a few tasks with the highest value to score quick wins.
- Define a process for rolling out automation, leveraging SDLC best practices.
- Determine metrics and continually track the success of the automation program.
Reduce Manual Repetitive Work With IT Automation
Free up time for value-adding jobs.
ANALYST PERSPECTIVE
Automation cuts both ways.
Automation can be very, very good, or very, very bad.
Do it right, and you can make your life a whole lot easier.
Do it wrong, and you can suffer some serious pain.
All too often, automation is deployed willy-nilly, without regard to the overall systems or business processes in which it lives.
IT professionals should follow a disciplined and consistent approach to automation to ensure that they maximize its value for their organization.
Derek Shank,
91制片厂 Analyst, Infrastructure & Operations
91制片厂
Executive summary
Situation
- IT staff are overwhelmed with manual repetitive work.
- You have little time for projects.
- You cannot move as fast as the business wants.
Complication
- Automation is simple to say, but hard to implement.
- Vendors claim automation will solve all your problems.
- You have no process for managing automation.
Resolution
- Begin by automating a few tasks with the highest value to score quick wins.
- Define a process for rolling out automation, leveraging SDLC best practices.
- Determine metrics and continually track the success of the automation program.
Info-Tech Insight
- Optimize before you automate.The current way isn鈥檛 necessarily the best way.
- Foster an engineering mindset.Your team members may not be process engineers, but they should learn to think like one.
- 91制片厂 a process to iterate.Effective automation can't be a one-and-done. Define a lightweight process to manage your program.
Infrastructure & operations teams are overloaded with work
- DevOps and digital transformation initiatives demand increased speed.
- I&O is still tasked with security and compliance and audit.
- I&O is often overloaded and unable to keep up with demand.
Manual repetitive work (MRW) sucks up time
- Manual repetitive work is a fact of life in I&O.
- DevOps circles refer to this type of work simply as 鈥渢oil.鈥
- Toil is like treading water: it must be done, but it consumes precious energy and effort just to stay in the same place.
- Some amount of toil is inevitable, but it's important to measure and cap toil, so it does not end up overwhelming your team's whole capacity for engineering work.
Info-Tech Insight
Follow our methodology to focus IT automation on reducing toil.
Manual hand-offs create costly delays
- Every time there is a hand-off, we lose efficiency and productivity.
- In addition to the cost of performing manual work itself, we must also consider the impact of lost productivity caused by the delay of waiting for that work to be performed.
Every queue is a tire fire
Queues create waste and are extremely damaging. Like a tire fire, once you get started, they鈥檙e almost impossible to stamp out!
Increase queues if you want
- 鈥淢ore overhead鈥
- 鈥淟ower quality鈥
- 鈥淢ore variability鈥
- 鈥淟ess motivation鈥
- 鈥淟onger cycle time鈥
- 鈥淚ncreased risk鈥
(Source: Edwards, citing Donald G. Reinersten: The Principles of Product Development Flow: Second Generation Lean Product Development )
Increasing complexity makes I&O鈥檚 job harder
Every additional layer of complexity multiplies points of failure. Beyond a certain level of complexity, troubleshooting can become a nightmare.
Today, Operations is responsible for the outcomes of a full stack of a very complex, software-defined, API-enabled system running on infrastructure they may or may not own.
鈥 Edwards
Growing technical debt means an ever-rising workload
- Enterprises naturally accumulate technical debt.
- All technology requires care and feeding.
- I&O cannot control how much technology it鈥檚 expected to support.
- I&O faces a larger and larger workload as technical debt accumulates.
The systems built under each new technology paradigm never fully replace the systems built under the old paradigms. It鈥檚 not uncommon for an enterprise to have an accumulation of systems built over 10-15 years and have no budget, risk appetite, or even a viable path to replace them all. With each shift, who bares [SIC] the brunt of the responsibility for making sure the old and the new hang together? Operations, of course. With each new advance, Operations juggles more complexity and more layers of legacy technologies than ever before.
鈥 Edwards
Most IT shops can鈥檛 have a dedicated engineering team
- In most organizations, the team that builds things is best equipped to support them.
- Often the knowledge to design systems and the knowledge to run those systems naturally co-exists in the same personnel resources.
- When your I&O team is trying to do engineering work, they can end up frequently interrupted to perform operational tasks.

Personnel resources in most IT organizations overlap heavily between 鈥渂uild鈥 and 鈥渞un.鈥
IT operations must become an engineering practice
- Usually you can鈥檛 double your staff or double their hours.
- IT professionals must become engineers.
- We do this by automating manual repetitive work and reducing toil.

91制片厂 your Sys Admin an Iron Man suit
Some CIOs see a Sys Admin and want to replace them with a Roomba. I see a Sys Admin and want to build them an Iron Man suit.
鈥 Deepak Giridharagopal, CTO, Puppet

Use automation to reduce risk
Consistency
When we automate, we can make sure we do something the same way every time and produce a consistent result.
Auditing and Compliance
We can design an automated execution that will ship logs that provide the context of the action for a detailed audit trail.
Change
- Enterprise environments are continually changing.
- When context changes, so does the procedure.
- You can update your docs all you want, but you can't make people read them before executing a procedure.
- When you update the procedure itself, you can make sure it鈥檚 executed properly.
Follow Info-Tech鈥檚 approach: Start small and snowball
- It鈥檚 difficult for I&O to get the staffing resources it needs for engineering work.
- Rather than trying to get buy-in for resources using a 鈥渢op down鈥 approach, Info-Tech recommends that I&O score some quick wins to build momentum.
- Show success while giving your team the opportunity to build their engineering chops.
Because the C-suite relies on upwards communication 鈥 often filtered and sanitized by the time it reaches them 鈥 executives don鈥檛 see the bottlenecks and broken processes that are stalling progress.
鈥 Andi Mann
Info-Tech鈥檚 methodology employs a targeted approach
- You aren鈥檛 going to automate IT operations end-to-end overnight.
- In fact, such a large undertaking might be more effort than it鈥檚 worth.
- Info-Tech鈥檚 methodology employs a targeted approach to identify which candidates will score some quick wins.
- We鈥檒l demonstrate success, gain momentum, and then iterate for continual improvement.
Invest in automation to reap long-term rewards
- All too often people think of automation like a vacuum cleaner you can buy once and then forget.
- The reality is you need to perform care and feeding for automation like for any other process or program.
- To reap the greatest rewards you must continually invest in automation 鈥 and invest wisely.
To get the full ROI on your automation, you need to treat it like an employee. When you hire an employee, you invest in that person. You spend time and resources training and nurturing new employees so they can reach their full potential. The investment in a new employee is no different than your investment in automation.鈥 Edwards
Measure the success of your automation program
Example of How to Estimate Dollar Value Impact of Automation | |||
---|---|---|---|
Metric | Timeline | Target | Value |
Hours of manual repetitive work | 12 months | 20% reduction | $48,000/yr.(1) |
Hours of project capacity | 18 months | 30% increase | $108,000/yr.(2) |
Downtime caused by errors | 6 months | 50% reduction | $62,500/yr.(3) |
1 15 FTEs x 80k/yr.; 20% of time on MRW, reduced by 20%
2 15 FTEs x 80k/yr.; 30% project capacity, increased by 30%
3 25k/hr. of downtime.; 5 hours per year of downtime caused by errors
Automating failover for disaster recovery
CASE STUDY
Industry Financial Services
Source Interview
Challenge
An IT infrastructure manager had established DR failover procedures, but these required a lot of manual work to execute. His team lacked the expertise to build automation for the failover.
Solution
The manager hired consultants to build scripts that would execute portions of the failover and pause at certain points to report on outcomes and ask the human operator whether to proceed with the next step.
Results
The infrastructure team reduced their achievable RTOs as follows:
Tier 1: 2.5h 鈫 0.5h
Tier 2: 4h 鈫 1.5h
Tier 3: 8h 鈫 2.5h
And now, anyone on the team could execute the entire failover!
Info-Tech offers various levels of support to best suit your needs
DIY Toolkit
鈥淥ur team has already made this critical project a priority, and we have the time and capability, but some guidance along the way would be helpful.鈥
Guided Implementation
鈥淥ur team knows that we need to fix a process, but we need assistance to determine where to focus. Some check-ins along the way would help keep us on track.鈥
Workshop
鈥淲e need to hit the ground running and get this project kicked off immediately. Our team has the ability to take this over once we get a framework and strategy in place.鈥
Consulting
鈥淥ur team does not have the time or the knowledge to take this project on. We need assistance through the entirety of this project.鈥
Diagnostics and consistent frameworks used throughout all four options
Reduce Manual Repetitive Work With IT Automation 鈥 project overview
1. Select Candidates | 2. Map Process Flows | 3. 91制片厂 Process | 4. 91制片厂 Roadmap | |
---|---|---|---|---|
Best-Practice Toolkit |
1.1 Identify MRW pain points 1.2 Drill down pain points into tasks 1.3 Estimate the MRW involved in each task 1.4 Rank the tasks based on value and ease 1.5 Select top candidates and define metrics 1.6 Draft project charters |
2.1 Map process flows 2.2 Review and optimize process flows 2.3 Clarify logic and finalize future-state process flows |
3.1 Kick off your test plan for each automation 3.2 Define process for automation rollout 3.3 Define process to manage your automation program 3.4 Define metrics to measure success of your automation program |
4.1 91制片厂 automation roadmap |
Guided Implementations |
Introduce methodology. Review automation candidates. Review success metrics. |
Review process flows. Review end-to-end process flows. |
Review testing considerations. Review automation SDLC. Review automation program metrics. |
Review automation roadmap. |
Onsite Workshop | Module 1: Identify Automation Candidates |
Module 2: Map and Optimize Processes |
Module 3: 91制片厂 a Process for Managing Automation |
Module 4: 91制片厂 Automation Roadmap |
Phase 1 Results: Automation candidates and success metrics |
Phase 2 Results: End-to-end process flows for automation |
Phase 3 Results: Automation SDLC process, and automation program management process |
Phase 4 Results: Automation roadmap |