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Case Study: Preventing Over-Automation by Simplifying the Workflow First

Context


This case involved a service-based business exploring additional automation to speed up delivery. Over time, layers of tools and automations had been added incrementally in response to small problems.


The result was a process that technically “worked” but required constant maintenance, troubleshooting, and explanation.


Dark 16:9 hero graphic with “Workflow & Automation” at the top, three tall glowing screens in the center showing before/after workflow complexity, and the headline “Simplify before you automate” with lime #D4FC3C emphasis and a “View workflow” button on a pure black background.
Prevent over-automation by simplifying first—remove unnecessary steps and triggers, then automate only what’s stable to reduce noise and maintenance.


The Core Problem


The workflow had become over-engineered.


Key issues included:

  • Too many steps for simple outcomes

  • Automations triggering other automations unnecessarily

  • Manual overrides frequently required

  • High effort required to maintain and debug the system


Automation had increased complexity instead of reducing it.



Why This Was an Automation and Systems Issue


The issue was not insufficient automation.


The issue was that automation had been applied to steps that should not have existed in the first place. Each automated step added fragility and increased the surface area for failure.


The system needed simplification, not acceleration.



The Approach


The work focused on reducing the workflow before automating anything further.


Key actions included:

  • Mapping the full end-to-end process

  • Identifying steps that did not add value

  • Removing unnecessary handoffs and checks

  • Collapsing multiple automated steps into single actions

  • Retaining automation only where it reduced effort without adding risk


Automation was reduced deliberately.



What Changed


After simplification, the workflow became easier to understand and maintain.


There were fewer automations, but they were clearer, more reliable, and easier to monitor. Manual steps that remained were intentional and required less context to complete.


The system became lighter and more resilient.



Evidence of Operational Improvement


The improvement was visible in system stability.


Specifically:

  • Fewer automation failures and alerts

  • Reduced need for manual intervention

  • Less time spent troubleshooting workflows

  • Faster onboarding for anyone interacting with the system


Removing automation reduced operational noise.




Time and Cost Impact (Conservative Estimate)


Before simplification, troubleshooting and maintaining over-automation required approximately 45 to 75 minutes per day.


After removing unnecessary steps and automations, this dropped to approximately 10 to 15 minutes per day.


Estimated time saved:

  • 20 to 30 hours per month


Using a conservative operational cost of $40 to $75 per hour, this represents:

  • $800 to $2,250 per month in recovered time capacity


This value came from reduced maintenance and intervention, not increased output.




Why This Matters for Automation and AI Support


More automation does not mean better systems.


This case demonstrates that judgement in not automating is just as valuable as knowing when to automate. Reliable systems are often simpler, not more complex.



Where This Pattern Commonly Appears


This issue frequently affects:


  • Businesses that automate reactively

  • Teams layering tools over time

  • Operations with complex exception handling

  • Systems no one fully understands anymore



Case Study: Relationship to Automation and AI Support Work


This case shows that automation and AI support is about system health, not maximum automation. Removing unnecessary steps is often the most effective optimisation.



FAQs


What does this case study demonstrate?

It shows that reducing or removing automation can improve reliability when workflows have become over-engineered.


Why was automation removed instead of expanded?

Because several automated steps were compensating for unnecessary complexity rather than solving real problems.


Does removing automation mean doing more work manually?

No. Removing unnecessary steps reduced overall effort by eliminating maintenance, troubleshooting, and manual overrides.


How do you decide which automation to remove?

By identifying steps that add little value, trigger frequent exceptions, or increase maintenance without reducing effort.


Is simplification a one-time exercise?

No. As systems evolve, periodic simplification prevents workflows from becoming brittle over time.


Who benefits most from this approach?

Businesses that have layered tools and automations incrementally and now experience frequent system friction.


Does this mean automation is discouraged?

No. Automation is valuable when it reduces effort. This case shows the importance of applying it selectively.


How does this relate to AI usage?

The same principle applies to AI. Removing unnecessary AI steps can improve clarity and accountability.


How Can I Help You?


If your systems feel fragile or difficult to maintain, simplification is often the fastest path to stability.


You can explore related automation and workflow case studies below or get in touch to review where automation may be adding complexity instead of reducing effort.



Author


Katina Ndlovu works with service-based businesses to design workflows, systems, and automation that reduce friction rather than add complexity. Her approach prioritises clarity, judgement, and reliability over maximal automation.


She documents applied systems work through case studies that show how simplifying workflows often delivers more value than adding new tools.

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