What's included

• Project Automation Scope

  As part of the project scope document, we will clearly outline the objectives and expected outcomes of the automation initiative. This will involve identifying the specific business requirements and defining the systems, applications, and data sources that will be integrated through the automation workflows. We will also list out the specific automation or processes that need to be implemented while highlighting any constraints, assumptions, or dependencies that may impact the project's execution.

• Process Workflow Diagrams

  To provide a visual representation of the automated processes, we will develop detailed workflow diagrams. These diagrams, which could take the form of flowcharts or swimlane diagrams, will illustrate the sequence of actions, decision points, and data flow within the automation workflows. They will also highlight the integration points between different systems or applications, ensuring a clear understanding of the end-to-end process.

• Make/Zapier Scenario/Zap Configurations

  One of the key deliverables will be the documented configurations for each Make scenario or Zapier Zap that will be set up as part of the automation project. These configurations will include detailed information on the triggers, actions, filters, and any custom code or mapping logic that will be implemented. We will also provide step-by-step instructions for setting up and configuring these automations, ensuring a smooth implementation process.

• Monitoring and Reporting Plan

  To track the effectiveness of the automation initiative, we will develop a monitoring and reporting plan. This plan will identify key performance indicators (KPIs) and metrics that will be used to measure the success of the automation. It will also define monitoring procedures and alert mechanisms to quickly identify and address any failures or issues that may arise.

• User Guides and Training Materials

  As part of the project deliverables, we will create detailed user guides and training materials. These documents will provide step-by-step instructions on how to use and maintain the automated processes, ensuring that end-users and administrators have a clear understanding of the system. Additionally, we will include troubleshooting tips and best practices to facilitate efficient usage and maintenance of the automations.