business automation
June 17th, 2007One key to managing a small business that you do not spend full-time on is to spend the little time you have automating the processes that you know you will need, such as:
- billing
- account management (create/remove/update/delete)
- monitoring
- backups
It can be tough to know when you should do a particular task (say, moving records from one billing system to another) by hand, or take the time to automate it. My advice would be to do something by hand the first few times, and if you expect to have to do it again you’ll have the hands-on knowledge you’ll need to automate.
When I have a persistent task that I’ve had to do a few times, I first look for a system to suit my needs, before trying to write it on my own. Since I’ve done a bit of programming in the past, my priority is usually:
- find an external service that can do this for me
- find a suitable, well-supported, open-source application
- create a custom application, using as many open-source modules as possible
#1 is a fairly new addition there, for me
I prefer not to used closed-source software with my own business, because it means I can directly modify (or hire someone to directly modify) the processes that run my business. I’m less concerned with software and processes that other businesses use, as long as I can easily integrate and replace their services as necessary.
Google Apps is one example of #1 for email/calendaring services. On #2, for instance managing server rollout, I’d look to things like kickstart and cfengine (or maybe puppet) to keep my servers in sync and up to date.
Account creation and possibly billing can be an example of #3, depending on how your business works, exactly how you configure customer’s accounts, etc. For billing, some find that a spreadsheet or other “offline” software is enough; personally I need a system that reminds me.
The most important things, to me, when writing custom software are:
- don’t do it if you don’t have to
- do the simplest thing that could possibly work
Both of these will save a lot of time, energy and money down the road, both your own and in contractor fees.
A simple, custom system is easier for someone to get started with, understand, fix and modify than a complicated, custom system; a system that other people actually know and use will ideally save you more time still, and make people who already understand the implementation easier to find.

