What Not To Do In Your First Automation Project

Avoid Common Mistakes in Your First Automation Project

When embarking on your first automation project, it’s crucial to follow the right steps and avoid common pitfalls. However, in their haste, many automation teams encounter roadblocks that can derail their progress.

If you're wondering what to avoid in your first automation project, let's explore some common mistakes and how collaborating with a knowledgeable integrator can help you steer clear of them.

1. Not Building an Automation Team or Receiving Input

Ideally, you should build an automation project team while working with a knowledgeable integrator. Even if you're an automation engineer working solo or with a small team, seeking input from management and eventual automation users is beneficial. This collaborative approach helps identify bugs and find better workarounds during the building process, rather than correcting issues post-completion.

2. Neglecting to Establish Your Project Framework

Understanding the reasons and goals behind your automation project is critical for success. Meet with project initiators, such as executive staff, to grasp the specific business and competitive context for automation. This information provides essential context, allowing you and your team to establish a solid framework for creating the right automation solution for your organization.

3. Not Developing a Detailed Strategy

A common barrier to success in automation projects is the lack of a clear strategy and set priorities. Before starting the project, meet with an integrator, organizational leadership, project leaders, and team members to document and schedule your procedure, vision, key performance indicators (KPIs), and critical success factors. Present your end goal and budget, outlining regular, achievable, and measurable milestones to mark progress and keep everyone motivated.

4. Limiting or Concentrating the Scope

Ensure that the scope of your project is scalable, as it will likely expand. Avoid creating a "do it all under fire" situation that inflates your budget and reduces the effectiveness of your project goals. A scalable scope helps manage budget constraints and enhances project success.

5. Lack of Scrutiny of Definitions and Details

In automation projects, clarity in language and processes is essential. Ensure everyone understands the definitions and details, as assumptions can lead to mistakes and missed deadlines. Even the most qualified engineers need specific directions. Automation engineers or project leaders should be proficient in key areas, including:

• Instrument range

• Sensor accuracy

• Signal types

• Loop calibration methods

• Automatic protections, parameters, and set points

Scrutinizing these details keeps the project on track for success.

6. Failure to Start the Project with an Integrator

Starting with an integrator is crucial. Many companies purchase hardware systems first and then hire an integrator, but it's better to work with an integrator from the start. A knowledgeable integrator can help find or design a system tailored to your project's goals, ensuring a smoother and more successful implementation.

Avoid These Common Errors to Ensure Success

These common mistakes often hinder the success of first-time automation projects. By avoiding these pitfalls, you can help ensure the success of your initial project and future ones.

To learn more about how automation can help your company thrive, submit your contact information on our PrimeTest Automation website or call us at 561-912-9433 today. We've been helping companies improve efficiency and their bottom line through automation since 2001.