Over the years, I’ve worked closely with AECO professionals, helping them navigate the often complex world of automation. One thing is clear: automation has the power to set you apart in a competitive market.

But let’s be honest — getting started can feel overwhelming, like stepping into uncharted territory. In previous blog posts, we explored The Rise of Software Automation in AECO—why automation is becoming essential for the industry—and The Benefits of Investing in Software Automation—And Why Expertise Matters, which dives into the tangible value automation brings when implemented effectively. 

But what about taking the next step? Where do you begin with your own automation strategy? How do you ensure your investment pays off and delivers real results? 

I’ve seen automation completely transform projects and teams, but I’ve also seen the mistakes companies make when they don’t approach it with a clear plan. To help you navigate this journey, here are my top five tips for building a smart, impactful automation strategy.

Fix What’s Broken First

Before jumping into automation, take a step back. What’s slowing your team down? Maybe it’s repetitive tasks, outdated manual processes, or disconnected systems. These are the bottlenecks that automation can tackle head-on. 

For example, I’ve worked with teams spending hours on tasks like clash detection or manually updating schedules—things tools like BIM can handle effortlessly. Starting with these pain points ensures you’re addressing real issues, not just adding tools for the sake of it. 

Pro Tip: Talk to your team. They’re the ones feeling the pain points day-to-day and can tell you exactly what’s holding them back.

Think Big Picture

Automation isn’t just about quick fixes; it’s about aligning with your broader goals. Are you trying to speed up timelines? Reduce rework? Improve sustainability? Whatever your vision, make sure your investments support it. 

At SolidCAD, we often integrate tools like BIM and IoT to help clients not only streamline current projects but also gather data to improve future ones. The best automation strategies grow with your business, delivering value now and into the future. 

Pro Tip: Avoid tools that can’t scale or integrate with emerging technologies—they’ll only limit you down the line.

Connect Your Tools—and Your Team

Here’s a reality check: even the best automation tools won’t deliver results if they don’t work together. Disconnected systems and siloed data are productivity killers. The good news? Automation can bridge those gaps. 

For instance, platforms like BIM that integrate with IoT devices allow teams to share real-time updates and insights seamlessly. This connectivity reduces missteps, improves collaboration, and keeps everyone on the same page. 

Pro Tip: Don’t just focus on the tools. Make sure your team is aligned too. The best automation solutions promote collaboration, not confusion.

Empower Your Team to Embrace Change

Let’s be honest—change can be intimidating. Even the best tools can feel daunting if your team isn’t comfortable using them. That’s why training and support are non-negotiable. 

At SolidCAD, we prioritize hands-on training to ensure teams feel confident with the tools we recommend. Change management is equally important—give your team time to adapt and celebrate their progress along the way. 

Pro Tip: Recognize and celebrate small wins. It boosts morale and builds momentum for bigger changes.

Measure, Adjust, and Improve

Automation isn’t a one-and-done deal. Once you’ve implemented tools, take the time to measure their impact. Are they saving time? Reducing errors? Lowering costs? If something isn’t working as expected, adjust and refine your approach. 

The most successful strategies evolve over time. Use your results to optimize workflows and expand automation where it’s making the biggest impact. 

Pro Tip: Share wins with your team. Transparency keeps everyone motivated and aligned toward the same goals. 

Automation Done Right 

Investing in automation is one of the smartest decisions you can make in the AECO industry—but it’s not without its challenges. By focusing on your people, processes, and long-term goals, you can set yourself up for success. 

If you’re unsure where to start, let’s chat. At SolidCAD, my team and I specialize in helping AECO professionals navigate automation, from addressing skill gaps to customizing solutions that deliver measurable results. 

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