The first step for all successful automations
Start here for automation
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Defaults.
Defaults allow a system to be consistent, easy to use and coherent. Setting a strong base for automation.
With the right defaults, most of the decisions are obvious and pre-made. Users feel a system where everything works smoothly and creates delight.
A live example of defaults and automation.
I am writing this from a ski resort. We just gave back rented skis, helmets, and shoes. And the experience was incredible.
To mark our equipment as returned the operator only had to scan the barcode on each item. Nothing more. No key pressing, no mouse movements. Even double scans are treated correctly as a verification not a double return. The defaults have been set and the system behaves accordingly, helping return be fast and efficient. (It worked as well for picking equipment or changing it). The system assigns the item to the family, highlighting if anything is missing.
It worked so well that more than 100 items (my estimate) were returned in less than five minutes. Just like that: scanning, beep, beep, beep, beep, beep, beep.
Things would just work. The feeling is incredible. I don't fear the queue of a few families with boots, skies and helmets, before me. I wait five minutes and they are gone. It is our turn. We put the equipment on the table, listen to a few beeps, and done. Bonus: on the way out a lady confirms that all is good. Back to packing with a little less stress.
Defaults are the first element to choose to make automation successful.