Automation: How to Actually Get Started

By: Jeremy Tipton, Director, Healthcare and Life Science

As governments worldwide seek to modernize operations and improve efficiency, automating the federal workforce has become a strategic imperative. In public administration, automation refers to the deployment of technologies like robotic process automation (RPA), artificial intelligence (AI), and machine learning (ML) to augment or replace manual tasks. Today, agencies must strike a balance between people and machines to maintain service delivery amid a reduced workforce. Here are seven major milestones agencies should consider as they push to automate:

1. Strategic Vision and Policy Framework

The journey begins by establishing a clear, agency-wide strategic vision. This involves defining the scope, goals, and ethical principles for automation. Policies must be developed to address issues like data privacy, cybersecurity, and accountability. Legislative support may be required to revise civil service rules, procurement policies, and performance metrics to accommodate emerging technologies.

2. Comprehensive Workforce Assessment

Before implementing automation, agencies must understand the current structure and tasks of the federal workforce. This includes a detailed inventory of job roles, workflows, repetitive tasks, and critical decision-making functions. Using data analytics and process mining tools, agencies can identify which tasks are high-volume and rule-based (these tasks are ideal for automation).

3. Technology Infrastructure Modernization

Most federal agencies rely on legacy systems that are not compatible with modern automation tools. Therefore, upgrading the IT infrastructure is critical. This includes cloud migration, API integration, and implementing cybersecurity protocols. Establishing shared digital platforms and centralized data repositories allows automation tools to operate across agencies efficiently. Without a modern foundation, automation projects will face integration and scalability challenges.

4. Pilot Programs and Proof of Concept

To validate the feasibility of automation, federal agencies should launch pilot programs targeting well-defined use cases, such as claims processing, HR onboarding, or data entry. These early implementations serve as “proofs of concept” and offer valuable lessons in managing change, configuring tools, and measuring impact. They also help establish key performance indicators (KPIs) for evaluating cost savings, error reduction, and process speed.

5. Upskilling and Workforce Transition Planning

A successful automation strategy must consider the human element. While some roles may become redundant, many will be transformed. It is essential to invest in large-scale upskilling programs that prepare federal employees for new roles in data analysis, digital project management, and AI oversight.

6. Scalability and Interagency Coordination

Once successful pilots have been evaluated and refined, automation can be scaled across the federal enterprise. This requires standardized toolkits, interoperability protocols, and a shared knowledge base. Interagency task forces and cross-functional automation centers of excellence can promote collaboration and avoid duplication of effort. Institutionalizing these processes ensures sustainability and consistency in automation deployment.

7. Ongoing Evaluation and Innovation

The automation landscape evolves rapidly. Agencies must institutionalize mechanisms for continuous evaluation, performance benchmarking, and integration of innovative technologies. Regular audits, user feedback loops, and partnerships with academia or private industry can help maintain agility and relevance.

At iTech AG, we partner with public sector organizations, federal, state, and local, to integrate automation into their workforces. As friction points are being identified, we work collaboratively to triage issues with technology, enabling human talent to focus on challenges that require deep analytical thought. By leveraging automation, agencies can dedicate more time to mission-critical functions and ensure essential activities are being completed effectively.

Ready to take the step toward intelligent automation? Contact us today to explore how automation can help your organization do more, strategically, efficiently, and with less friction.