Identify Pilot Projects

1. Select ideal starting projects:

   • Non-critical but frequent processes
   • Measurable efficiency potential
   • Manageable complexity
   • High visibility and quick wins

2. Examples of suitable pilot projects:

   • Automated email processing for appointment requests
   • Internal notification systems for lab results
   • Document management and distribution
   • Reporting and key performance indicator (KPI) dashboards

Prepare Infrastructure

• Create technical foundation:

  • Secure hosting environment according to best practices
  • Clear network segmentation for data security
  • Scalable resources for growing requirements
  • Backup and recovery concept

• Competence building:

  • Assemble an interdisciplinary team
  • Core team from IT, specialized departments, and data protection
  • Training and workshops on N8N and workflow design
  • Ensure documentation and knowledge transfer

Long-Term Strategy

• Develop a roadmap:

  • Prioritized list of automation projects
  • Resource planning and timelines
  • Define measurable success criteria
  • Regular review and adjustment

• Establish governance:

  • Central control and standards
  • Quality assurance processes
  • Promote exchange of experience
  • Continuous improvement culture