![Page 1: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/1.jpg)
Avoid Automation Mistakes in the CloudPart 1 of the “Tackle IT Trouble” Webinar Series
![Page 2: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/2.jpg)
Today’s speakersCameron Fuller, MVP
Solution Director @ Catapult Systems
@CFullerMVP
Donnie Taylor, MVP
IT Architect
@Donnie_Taylor
![Page 3: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/3.jpg)
AgendaUsing the wrong tool for the job
Who cares about process?
Not planning for the future
Skipping ROI
Ineffective Logging, alerts & dashboarding
Resistance to automation
![Page 4: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/4.jpg)
44
How far along are you on your business process automations?
• What are business process automations?
• We’ve started
• Been there, done that, got the t-shirt
Poll slide
![Page 5: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/5.jpg)
55
Why is Cameron talking about Automation instead of Monitoring?
I moved to Catapult’s “Launch” automation team just over 3 years
ago
We are currently processing almost 1.5 million automations a year
for our customers via Launch
I’ve learned from making a lot of mistakes and have some
incredibly talented colleagues that I drew this material from
![Page 6: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/6.jpg)
Respond Orchestrate
Automation in Azurekey Takeaways
Deliver repeatable and consistent
infrastructure as code.
Create event-based automation to
diagnose and resolve issues.
Orchestrate your automation across
Azure and 3rd party systems.
API
Deploy
Logic AppsFunctionsResource ManagerPolicyBlueprintsDeployment
Manager
DevOps DSC Automation Flow
![Page 7: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/7.jpg)
77
• Deploy:
• Azure Resource Manager
• Desired State Configuration
• Deployment Manager
• Azure Devops Pipelines
• Azure Policy
• Azure BluePrints
What Microsoft tools are available for automation? It depends on what you want to do…
• Respond:
• Azure Automation
• Azure Functions
• Azure Event Grid
• Azure Alerts
• Azure Updates
• Orchestrate & Integrate
• Logic Apps
• Azure DevOps
• Flow & PowerApps
![Page 8: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/8.jpg)
88
1. If you need to automate, use Azure tools for automation
2. If you can’t use those tools, use SMA
3. If you can’t use SMA, use Orchestrator but write everything in PowerShell for re-use
What, what about Orchestrator?
![Page 9: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/9.jpg)
99
When to use each of these tools for automation?
![Page 10: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/10.jpg)
1010
• The hammer isn’t always the right tool
• Don’t assume that just because you use one tool that it’s the right one for use cases
• Know which tools are in your toolbox
• Identify what you are trying to do first and does it fit into Deploy, Respond, Orchestrate or Integrate?
• Use the right tool for the job
• Use native Azure services as much as possible: If Microsoft built a tool to do something, don’t re-invent the wheel
• IE: You could use PowerShell to provision Azure resources, but why would you?
• Everything in the cloud changes, including automation
• There are exceptions
• Sometimes the built-in tools are not sufficient. In those cases use Azure Automation or Azure Functions for a temporary investment.
Best practice lessons for which tools to use
![Page 11: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/11.jpg)
Demo
Flow vs. Logic Apps
![Page 12: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/12.jpg)
1212
Automating a bad process
• What is the process attempting to accomplish?
• Break the goal down into smaller chunks
• Look at the steps of the process (the smaller chunks) & see how you can automate them
Don’t do it?
Pick smaller tasks which will be reusable regardless of the final
process
When coding, build tools, not scripts
If you have to do it,
automate from the
bottom-up
![Page 13: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/13.jpg)
1313
Not understanding the full process
Why are you performing the task that you are performing?
How does this task fit into the overall process flow?
Understand the full process flow before automating anything.
![Page 14: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/14.jpg)
1414
• Automate for the 80th
percent of conditions at the start: Build what you need to get most of the way there.
• Handle the strange one-offs manually for now.
Start simple
![Page 15: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/15.jpg)
1515
Avoid improper time management or non-effective planning
Automation projects often start from existing processes, so understand those processes completely.
Automate as a project so that resources can be dedicated to it.
Identify someone who can work with the various subject matter experts (SME’s) to understand the entire process and to validate that automation produces the required results.
![Page 16: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/16.jpg)
1616
• Do NOT assume that automation will be finished at go-live.
• Automation requires maintenance & enhancement – forever.
• Someone who knows the automation needs to own the automation.
• Identify common failures or manual steps to increase this percentage over time. The goal is to always push up the success percentage and functionality of the automation.
Planning for the future
![Page 17: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/17.jpg)
1717
• Best ROI is for tasks which recur frequently, take lots of manual time, and do not take that much time to automate
• Know your ROI before you automate (especially for automation projects)
• Automation Cost = Time & Resources for Development + (((Cost of Resources) + (Maintenance)) * (Executions))
• Manual Cost = (Time & Resources for Execution) * (Executions)
• ROI = Manual Cost – Automation Cost
• ROI continues to grow over time, such as:
• Month 1 = $1,000 - $2,021 = -$1,021
• Month 2 = $2,000 - $2,042 = -$42
• Month 3 = $3,000 - $2,063 = $937
• Month 6 = $6,000 - $2,126 = $3,874
• Month 12 = $12,000 - $2,252 = $9,748
Is it worth automating?
![Page 18: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/18.jpg)
1818
How much do automation tools cost in Azure?It depends on how much you use them…
https://azure.microsoft.com/en-us/pricing/calculator/
![Page 19: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/19.jpg)
1919
Logging/Monitoring
• You have to monitor every tool you use and assume it will break
• Log everything to Log Analytics (or Azure Data Explorer, or Event Grid)
• If you are an MSP write to the customer tenant and your own tenant
• Transparency and effective auditing is accomplished through this approach
• You can write logs to multiple logging solutions which span different regions
![Page 20: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/20.jpg)
2020
Alerting & Dashboards
• Alerting:
• Use Azure Monitor for your alerting
• Enhance via Azure Automation or Logic Apps if that is not sufficient
• Dashboards:
• Use Azure Dashboards or Grafana to visualize automation health and performance
![Page 21: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/21.jpg)
2121
What are your biggest concerns with business process automation in the cloud?
• We would need to look at our business to see what makes sense
• Our organization does not use the cloud
• We have concerns on security and/or data leakage
• No concerns
Poll slide
![Page 22: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/22.jpg)
Demo
Logging, Alerts, Dashboards
![Page 23: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/23.jpg)
2323
• Fear of automaton is a real threat
• Automation projects often run by people performing the existing process
• Automation can be a low priority for them
• Or worse, can be seen as a threat to their job
• I have never seen someone lose their job to automation, but I have seen people grow their careers through automation.
• If you can’t be replaced, you can’t be promoted.
Overcoming resistance to automation
![Page 24: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/24.jpg)
2424
• Know what tools are available for automation
• Use the right tool for the right job
• Understand the process and don’t automate bad processes
• Start simple and enhance the automation over time
• Plan for the future
• Know your ROI
• Build with effective logging, alerting & dashboards out of the gate
Summary
![Page 25: Avoiding Automation Mistakes in the Cloudpages.catapultsystems.com/rs/998-YNO-494/images...Automating a bad process •What is the process attempting to accomplish? •Break the goal](https://reader030.vdocument.in/reader030/viewer/2022041016/5ec9489ca327e8678061cb11/html5/thumbnails/25.jpg)
Q&A