How automation can help solve technical debt — Lindsay Rothlisberger // Zapier

Lindsay Rothlisberger, Sr. Manager of Marketing Operations & Email at Zapier, discusses technical debt and marketing automation. In marketing ops, it can be frustrating to be unable to address all technical debt immediately. However, it's critical that we prioritize business impact over perfection when it comes to marketing automation. Today, Lindsay talks about how automation can help you solve for technical debt.
About the speaker

Lindsay Rothlisberger

Zapier

 - Zapier

Lindsay is Sr. Manager of Marketing Operations & Email at Zapier

Show Notes

  • 02:44
    The importance of being aware of technical debt
    When you're aware of your technical debt, you can figure out the impact and the effort required to solve it. Automation helps with technical debt by streamlining cumbersome processes.
  • 03:55
    Evaluating the impact of your technical debt
    Identify the manual processes that could introduce human error and determine the most risky ones for the business. Proceed to prioritize the manual tasks for potential automation solutions.
  • 05:34
    External signals of technical debt
    Look at whether customer experience is being negatively affected by technical debt. From that point, you can determine risk and where to focus automation efforts.
  • 05:49
    Scoring and prioritization of technical debt
    Some technical debts are not worth the immediate fix, but a plan should be in place to address them as they pop up. Ultimately, its about prioritizing business impact over perfection.
  • 09:22
    How to avoid automation overkill
    Consider what your immediate and business goals are in terms of customers. Then, map your automation priorities to those goals in order to stay on track.

Quotes

  • "Weve fully automated our lead intake process to help eliminate human error. It takes away some of the day to day work for team members so we can focus on more strategic initiatives." -Lindsay Rothlisberger, Snr Manager, Zapier

  • "Some technical debt youre totally aware of and other technical debt can creep up on you. When you find instances of technical debt, it's really important to document." -Lindsay Rothlisberger, Snr Manager, Zapier

  • "When it comes to technical debt, sometimes fixing it isn't worth it. It can be uncomfortable to leave issues alone, but it's important to prioritize business impact over perfection." -Lindsay Rothlisberger, Snr Manager, Zapier

  • "If you're a company that needs to add marketing tooling quickly, it's okay to use an agile approach to tool implementations." -Lindsay Rothlisberger, Snr Manager, Zapier

About the speaker

Lindsay Rothlisberger

Zapier

 - Zapier

Lindsay is Sr. Manager of Marketing Operations & Email at Zapier

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