KSB 3.1 — Evaluate the significance of human factors to leadership in the effective implementation and management of technology enabled business processes

Situation

During a client consultation regarding Power Automate workflows, stakeholders requested automation that would export Power BI report pages to Excel and distribute them to different teams. While technically possible, this approach was tightly coupled to the report layout and risked becoming fragile if reports changed. The request highlighted the importance of considering how users interact with systems when designing automated processes.

Task

My responsibility was to evaluate the request and determine whether the proposed approach would produce a reliable automation workflow. This required understanding both the technical architecture of Power BI and the way stakeholders interacted with the reporting tools in their day-to-day work.

Action

I analysed the purpose behind the request and recognised that stakeholders were thinking in terms of the visual reports they used daily rather than the underlying data structures. I therefore reframed the problem and proposed a “data-first” automation approach, recommending that automation target the underlying dataset or source data rather than the report pages themselves. This would produce more reliable outputs while reducing the risk that report layout changes would break the automation workflow.

After this project I later completed a Professional Certificate in UX Design, which provided formal training in user behaviour, usability, and workflow design. This training reinforced the importance of considering human factors when designing technology systems.

Result

This experience demonstrated that successful technology implementation depends not only on technical feasibility but also on understanding how people interact with systems in practice. By recognising the human factors influencing the request, I was able to guide stakeholders toward a more robust solution, and my later UX training strengthened my ability to apply these principles in future projects.