Gartner Research

Financial Services CIOs Must Start With Business Outcomes on Their Journey to Become Automation Mixologists

Published: 08 May 2019

ID: G00385679

Analyst(s): Nicole Sturgill , Laurie Shotton


Bank, investment and insurance CIOs have an abundant choice of overlapping automation tools, making it a challenge to determine what to use and how. CIOs should start the selection process with a clear view of their business problem and then determine which automation technologies can solve it.

Table Of Contents
  • Key Challenges



  • Define the Desired Business Outcome
  • Redesign the Process
  • Choose Automation Tools by Breaking Down the Process Needs Into the Tools’ Underlying Characteristics
    • Workflow
    • Data
    • Systems
    • Assess Business Value Change
  • Assemble a Portfolio Approach to Automation by Establishing Mixologist Principles

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