Step 4

Automation

Process

  • Start simple with stable data sources and iterate
  • Avoid dependency on external teams (expand on handling to data import oneself)

Tool

  • It should be based upon existing tools that you are familiar with such as Excel, Power BI, Power Automate, etc., to minimize the learning curve
  • Coding or scripting should not be required
  • Ability to connect, clean and transform data yourself
  • Ability to import data in multiple ways (UI, Excel import, Excel push, API)

People

  • Should not need an external specialist to operate and maintain

WHY AUTOMATE?