Human, Robot – The Order of Operations

by David Minchala, @daveminchala

@daveminchala | #HumanContent 2

Snap Poll

What’s on your automation wish list?

Outreach emailsLink prospecting

Audience researchPublishing to social media

Performance Reporting

@daveminchala | #HumanContent 3

Don’t turn this team…

@daveminchala | #HumanContent 4

…into this team.

@daveminchala | #HumanContent 5

What about scale?!

Do more stuff inexpensively?

Or

Satisfy more end users so they do business with you more often and

maybe tell others about you?

@daveminchala | #HumanContent 6

So…how?

@daveminchala | #HumanContent 7

8

Forehead Slapping Goal Matrix

Team Members Goals

Common Goals The Business Goals

Get lots of experience High volume Serve more customers profitably

Work on resumé-building “marquee” projects

Quality workHave impressive case studies and “marquee” clients

Career growth and security Profitable brand Full pipeline of

customers/clients

@daveminchala | #HumanContent

@daveminchala | #HumanContent 9

Automation Done Right

Facilitates fulfillment of a high volume of projects

While emphasizing qualityIn order to create a profitable brand

for everyone involved.

@daveminchala | #HumanContent 10

Tools

OpportunitiesWorkflowsProjectsTask assignmentCommunication

Learn these shapes to start:Proces

sStart/ end

yes / no

Input /output

Manual process

Document

www.gliffy.com

@daveminchala | #HumanContent 11

Tools

OpportunitiesWorkflowsProjectsTask assignmentCommunication

trello.com

@daveminchala | #HumanContent 12

Tools

OpportunitiesWorkflowsProjectsTask assignmentCommunication

http://www.littlebluemonkey.com/online-scrum-tools-part-4-trello-backup/

https://developers.google.com/apps-script/articles/sending_emails

@daveminchala | #HumanContent 13

Hand over the keys

@daveminchala | #HumanContent 14

Me

@daveminchala

David.minchala@gmail.com