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What is IT automation? A complete guide for IT teams

By Stephen J. Bigelow

IT automation is the use of instructions to create a clear, consistent and repeatable process that replaces an IT professional's manual work in data centers and cloud deployments. Automation software tools, frameworks and appliances conduct processes with minimum administrator intervention. The scope of IT automation ranges from single actions to discrete sequences and, ultimately, to an autonomous IT deployment that takes actions based on administrative requirements, user activities and other event triggers.

IT automation has become the performance standard for today's business IT infrastructures at the technical and operational level:

IT automation is sometimes used synonymously with the term orchestration, but while the two are aligned, they refer to different functions. Automation accomplishes a task repeatedly without human intervention. Orchestration is a broader concept in which the user coordinates automated tasks into a cohesive IT and business process or workflow.

IT automation is undergoing a transformation today as it merges with AI and machine learning (ML) technologies to become what's known as intelligent process automation. These technologies bring greater flexibility to IT automation, enabling businesses to meet changing needs or corner cases without the arduous process of reviewing, updating and testing automation elements.

This comprehensive guide examines all aspects of IT automation, including benefits, challenges, technologies and trends. Readers will also get a big-picture analysis of what IT teams must do to build a business case for automation, integrate AI-infused tools into their processes and achieve workflow orchestration on a grand scale. Hyperlinks, research and comments presented throughout this page connect to related articles that provide additional insights, new developments and advice from industry experts critical to implementing a successful IT automation business strategy.

How IT automation works

IT automation relies on properly installed and configured software tools to define and conduct a prescribed series of detailed actions that are invoked manually or by an external trigger, such as a change in IT capacity demand.

IT automation replaces a series of actions and responses between an administrator and the IT environment. For example, an IT automation platform such as Microsoft Windows PowerShell combines cmdlets, variables and other components into a script to mimic the series of commands and steps that an administrator would invoke, one line at a time, through the CLI to provision a VM or to create a backup process. An administrator can achieve a more complex IT automation outcome by combining multiple scripts into a series. These limited-scope automation processes are most beneficial when they replace a task that an administrator must perform frequently, eliminating many common errors caused by typing each command line manually.

Enterprise-class IT infrastructure automation tools trigger actions in response to thresholds and other situational conditions in the IT environment. Advanced IT automation tools oversee the configuration of systems, software and other infrastructure components; recognize unauthorized or unexpected changes; and automatically take corrective actions. If a workload stops responding, for example, automated steps kick in to restart the workload on a different server that has available capacity to run it. When IT automation is set to enforce a desired state of configurations, the tool detects changes in a server's configuration that are out of spec and restores it to the correct settings.

From a practical perspective, IT automation involves four broad phases:

  1. Analysis. All automation starts with a clear understanding of the manual task or process that needs to be automated and typically involves a detailed assessment from IT administrators and other task stakeholders.
  2. Implementation. Once the task is understood, it can be translated into a series of instructions (like the creation of other software) loosely dubbed an automation element. A task, for instance, might be translated into a series of cmdlets for use in PowerShell.
  3. Integration. An automation element must be tested and validated to ensure it is triggered and it performs and delivers suitable outcomes properly. Once validated, the automation element can be integrated into the automation platform for normal use.
  4. Maintenance. Automation elements are never static and will often change over time as the IT environment, resources and business needs change, such as when implementing a new server or data storage path. Automation elements must be reviewed and updated regularly, often resulting in new versions that are subject to common software version control methodologies.

What IT automation is used for

IT operations managers and teams can use IT automation for several tasks, including the following:

Benefits of IT automation

IT automation provides process efficiency and consistency, business agility, compliance, AI assistance and lower costs. More specifically, IT automation offers the following benefits:

Challenges of IT automation

IT automation's positives don't always guarantee results. IT teams must be competent and skilled in using IT automation tools to translate behaviors into concrete procedural steps. If not, IT automation can pose several challenges, including the following:

IT automation trends to watch

The common thread among IT automation trends is the convergence of technologies and the orchestration of processes and workflows from end to end as businesses shift their attention to more intelligent, efficient and interconnected business operations.

Along those lines, AI, GenAI and ML are playing key roles in the creation of smarter processes that adapt to more unpredictable situations. Though in their early stages, these technologies embedded in automation tools and systems will provide process intelligence to graduate workflows from performing repetitive rules-based tasks to learning from experience and improving as they go. Meanwhile, some vendors are providing automation tools that combine various single-use technologies into all-in-one packages that address a wider variety of needs instead of offering disparate tools that IT teams have to stitch together.

Agentic AI is fast becoming the latest trend in automation. Intelligent AI agents are moving a step closer to humanlike behavior with the capacity to understand their surroundings, reason things out and immediately act on their own (with guardrails), which could accelerate productivity. Speculation in some corners pegs spending on agentic AI to increase dramatically in 2025 compared to 2024. Yet many businesses planning to increase their investments in automation are struggling to integrate agentic AI and AI agents into their processes. "Vague business objectives and premature integration in decision-making will create confusion," noted Forrester in its "Predictions 2025: Automation" report. "Determining the optimal level of autonomy to balance risk and efficiency will challenge business leaders. Integrating human oversight and ensuring reliable access to enterprise data for AI agent training are additional hurdles."

Despite the hurdles, IT spending -- including on automation -- shows no signs of slowing. Gartner forecasts worldwide IT spending to reach $5.6 trillion in 2025 -- a 10% increase over 2024. The research firm points to GenAI as the catalyst, although IT spending won't necessarily be focused on GenAI itself or its functionality embedded in systems, but instead more concentrated on data centers, devices and software.

Beyond agentic automation, GenAI's tentacles reach into several areas of automation, including a resurgence in the concept of hyperautomation, which combines AI, ML and robotic process automation (RPA). GenAI-infused tools can help ensure smoother, more cohesive end-to-end processes by working with legacy systems and gluing together once-isolated parts of automation.

One notion being disseminated in some quarters is that GenAI will replace RPA. But automation is more about the convergence of technologies. RPA is shedding its role as a one-dimensional rules-based system limited to simple, repetitive tasks and instead taking on greater intelligence by integrating with AI and learning to adapt to its environment.

In that vein, orchestration -- separate from, yet closely interrelated with, automation -- is also expanding its role with the integration of AI. While automation defines each task to be performed, orchestration can assemble arrays of individual tasks to build complete, complex workflows in the appropriate order, at the correct time, using the desired resources -- the ultimate IT and business automation goal. AI-driven orchestration can execute these tasks with a high degree of autonomy, fewer errors, more accuracy and greater speed than manual implementations, so IT teams can successfully accomplish far more work in the same amount of time. AI also provides detailed reporting, visibility and analysis, so orchestrated workflows can deliver predictable and repeatable outcomes that help companies demonstrate their security, compliance and business continuance preparedness.

Also trending is no-code/low-code automation, which enables users to create their own workflows without expertise in programming, and security automation, which can detect and respond to incidents. Another trend, edge computing, brings data closer to the source for real-time analysis. And business ecosystem automation is an overarching concept of using technology to streamline and automate processes within a network of interconnected businesses, partners and customers.

IT automation vs. other types of business automation

IT automation and other types of business automation work collectively to expedite tasks and processes that were done manually in the past. Businesses, for example, might use IT automation to transition from a legacy paper-driven and time-intensive HR onboarding process to an automated and online onboarding platform.

Consequently, automation has been embraced across several different areas of businesses beyond IT. Although the underlying concepts of automation apply regardless of the business area, resulting in overlapping purposes, each of the following automation types is on a mission of its own:

IT automation tool categories

IT automation tools, platforms and frameworks cover the gamut of business operations from individual, repetitive tasks to entire workflows and processes, including testing, configuration management and orchestration. IT automation software typically requires some ability to code, since most of these tools lack the low-code, drag-and-drop functionality to configure automated workflows.

The sheer number of IT automation tools can complicate the selection process. Selecting the wrong tool can result in improper deployments, workflow disruptions, lost productivity, increased costs and tool sprawl. It's important to understand the various categories of IT automation tools and their applications, with consideration geared toward business needs, system integration, scalability, compliance demands, degree of difficulty and performance monitoring. The following are basic IT automation tool categories and their distinct functions:

Major IT automation vendors

Many vendors dot the IT automation landscape. Some are dedicated to specific automation tools, while others are major technology providers offering automation as part of wide-ranging product offerings.

Microsoft's offerings include System Center 2016 Orchestrator and Service Manager for automating IT infrastructure tasks and managing service desk functions; PowerShell, an object-oriented automation engine and scripting language for system configuration and task automation; and PowerShell Desired State Configuration for automating Windows and Linux OS configurations.

Some automation vendors offer more narrowly focused product lines. Broadcom's Server Automation automates the provisioning, patching and configuration of OSes, storage resources and application components across distributed clouds. BMC Software's BladeLogic Server Automation, which provisions, configures, patches and maintains physical, virtual and cloud environments, includes preconfigured compliance policies for the Center for Internet Security, Defense Information Systems Agency, HIPAA and other regulations.

In addition, Red Hat offers Ansible, an open source IT automation framework that uses code-based configurations to automate common IT workflows. Pulumi's open source IT automation platform enables users to define processes and configurations using a variety of programming languages. Other automation vendors include Chef Software, Puppet Labs, SaltStack and IBM's HashiCorp. Their tools support software development and deployment integrated with infrastructure configurations, sometimes called infrastructure as code. Users can create and support consistent workflows from development to IT operations.

IT professionals who don't want to manage processes using code can use general-purpose BPA software instead. Zapier tool offerings can automate IT workflows in areas such as ticketing, incident management and user provisioning. ClickUp's project management platform offers workflow automation capabilities for soft IT processes like assigning ownership for tasks and reporting on the status of software delivery processes. Kissflow's no-code development platform helps business users create software applications that can automate IT assets tracking and ticket assignments for help desk teams. ProcessMaker's no-code approach can support common IT automation tasks such as reporting and ticket management.

The role of AI and ML in IT automation

When a task translates into an automation element, it's executed continuously without change. While that's a key benefit of IT automation, the fixed nature of the task can also be an impediment to flexibility. AI and ML embedded in IT automation tools provide more context and flexibility based on business needs and behaviors. These technologies have propelled IT automation beyond repetitive rules-based tasks into the realm of integration, scalability, data analysis, decision-making, continuous monitoring and orchestration of processes and workflows.

AI and ML add a layer of intelligence that transforms IT automation from simple task-oriented machine applications into more sophisticated juggernauts that can learn from data, identify patterns, make predictions, bring together disparate siloed tasks and processes, and take on more complex work without human intervention. Energized by GenAI, agentic AI, embodied AI and virtual assistants, the concepts of orchestration and autonomous work as mainstream practices are moving closer to reality.

In addition to vendor-supplied AI-infused tools, many technology companies are building AI, ML and natural language processing (NLP) into their enterprise automation platforms, including "copilots" that can help streamline automation development and automate some manual testing processes. In addition, AI-powered tooling is blurring the lines between IT automation and business process automation so IT can focus more on innovation and projects tied to revenue growth, while nontechnical business users develop applications using low-code and no-code interfaces.

More specifically, AI, GenAI, agentic AI, ML and NLP enhance the capabilities of IT automation in several process and workflow applications, including the following:

There has always been a dark side to AI since the 1950s when science fiction readers and moviegoers were treated to gloom and doom scenarios of robots threatening mankind's dominance. Speculations and fantasies were slapped with a dose of reality when ChatGPT and GenAI interfaces burst on the scene amid accusations of plagiarism, inaccuracies, deepfakes, phony content, lack of transparency, copyright violations, blatant lies, malicious activities, weird chats, hallucinations and just plain gibberish.

AI in IT automation depends on trusted, accurate data that's readily available, which can be a challenge to attain. In addition to inaccurate data, automated bias in training data that's used to build business models can prove fatal to AI outcomes and disrupt automation plans and processes. Along these lines, GenAI activities can pose security risks when sensitive data outside of internal firewalls is fed into large language models (LLMs). Also, data preparation for ML models used for automation projects can be time-consuming for data scientists, engineers and ML practitioners in an environment where many AI projects have been shown to fail.

How to build a business case for automation

IT has evolved from a business burden into a vital business service that must support and keep pace with constant change. Traditional, manual IT management can't meet today's business needs, and technologies such as automation and orchestration have become indispensable to facilitate the modernization of business processes.

Businesses are well aware of the critical importance of keeping up with the Joneses when it comes to productivity and the bottom line -- not to mention navigating the gauntlet of increasingly complex and proliferating regulatory constraints. Therefore, building a convincing business case to transition from traditional, antiquated, manual operations to automated, efficient, cost-effective processes and workflows should be a slam-dunk for IT teams seeking the financial and moral support of C-suite executives. Right? Not so fast.

IT teams must do their homework and apply proof-of-concept principles to process and workflow modernization, which -- when done properly -- present the following advantages:

The business case should not only focus on proving the overall benefits of automation, but also zero in on the key areas most in need of automation and that are easiest to automate and measure to ensure early successes. A sound business case depends on an ongoing comprehensive strategy that encompasses every aspect of IT automation, including business goals, governance practices, tool selection and proper training. A well-designed strategy should detail and document the approach an enterprise will use to automate tasks, accelerate tasks and workflows across the infrastructure, reduce errors and delays caused by human intervention, and deliver necessary IT services faster and at lower cost than manual actions.

Best practices for implementing IT automation

The path to implementing automation is fraught with mistakes and waste. "Implementation is often piecemeal, resulting in a bottom-up, problem-solving strategy," Red Hat noted in its "Bringing automation to the enterprise" report. "When different departments in an organization use disparate automation tools, the lack of a centralized strategy can lead to inhibited content sharing and governance -- lengthening the time to reach the business goals that automation sets out to achieve."

Careful planning and a concerted effort are critical to implementing automation plans in a way that's meaningful and maintainable. Best practices for implementing IT automation include the following:

IT automation teams: Roles, skills and cultural needs

Nowhere within an enterprise is collaboration of greater importance than IT automation, which powers everything from application development, to infrastructure deployment, to business processes. The core responsibilities of IT automation teams center on integrating systems, applications and data; creating scripts and APIs to connect systems; and automating tasks and workflows.

A typical IT automation team consists of stakeholders from practically every corner of the enterprise. They can include IT professionals, system automation specialists, cloud automation engineers, DevOps engineers, AI developers, security automation specialists, site reliability engineers, Agile coaches, integration engineers and business process engineers. These roles typically require experience in some of these practices: automation design, cloud architecture, infrastructure and capacity management, systems automation, software development, Agile and DevOps principles, security automation, testing frameworks, and AI and ML.

Fulfilling these roles could entail a wide range of technical skills and knowledge, such as scripting (Python, JavaScript, Bash and PowerShell); source code management; containers and Kubernetes; security; testing; observability; monitoring; networks; and business and industry. Additional important soft, or cultural, skills include leadership, problem-solving, collaboration, communication, storytelling and a focus on automation.

All these roles and responsibilities work together to ensure a continuous cycle of improvement in IT automation practices.

Future of automation

Various forms of AI, whether real or hyped, will continue to influence the future of IT automation. GenAI and edge intelligence will drive robotics projects. But don't expect GenAI, with its ability to create autonomous, unstructured workflow patterns and adapt to an unpredictable environment, to dominate IT and business processes anytime soon. Digital and RPA platforms will continue to orchestrate the core process according to their deterministic and rules-driven models, with an occasional boost from AI models.

The same goes for AI agents, as they make moderate strides in employee support applications. Interestingly, a significant amount of GenAI projects will focus more on employee relations than on customer relations because much of the customer data AI agents rely on to take actions is siloed. Also, customers still generally resist interacting with chatbots.

Embodied AI, with the aid of edge intelligence, is integrated into robots, enabling them to interact with and learn from their environment through sensors, motors and ML. Instead of following preprogrammed rules and workflows, these robots can sense and respond to their environment to handle more complex and unpredictable situations -- much like agentic AI systems are anticipated to do in automated processes.

Automation will be key to securing increasingly distributed operational environments, network traffic, and the movement of heavy data, applications and workloads among various clouds. AI-driven network automation is vital to observing network traffic for suspicious activity, ensuring least privilege access to business data and services, and responding in real time to a suspected cyberincident. Cybersecurity automation tools will need to be adaptable and insightful so AI can build context about network activity and react to changing business goals and needs.

Business orchestration and automation technologies will converge into platforms that include aspects of RPA, digital process automation, integration platform as a service and low-code tools to take on a wider swath of business processes. These platforms will focus on orchestration, agent-building via prompts and new forms of agent governance.

Self-service automation will enable business users to build their own automatons using RPA software and eventually incorporate GenAI components. Citizen developers are expected to construct a significant portion of GenAI-infused automation applications, mainly developing initial workflows, creating forms and visualizing the process.

The concept of hyperautomation is making a comeback of sorts since Gartner first coined the term in 2019. AI and ML will provide a contextual understanding of complex tasks and decision-making across highly integrated IT, manufacturing and business environments, making automation more sophisticated and insightful across various IT and business processes.

Automation tools are continuously evolving for software development. CI/CD workflow tools are well-established, but future activity will emphasize automation at the code creation level. AI and ML are radically advancing low-code and no-code platforms, enabling the automated development and addition of complex code with far less need for human coding.

Automated coding can be readily supported by automated version control and software testing along the CI/CD toolchain, ensuring that code meets required quality and security standards and performs at expected levels. The resulting code can then undergo more complex user acceptance testing and organized deployment.

Internal LLMs with proprietary data and retrieval-augmented generation (RAG) capabilities hold even more promise for IT automation. RAG enables AI to retrieve real-time information while it's generating data.

Editor's note: This article was updated in 2025 to reflect the latest IT automation advancements and applications.

Linda Tucci, John Moore and Kim Hefner contributed to this article.

Stephen J. Bigelow, senior technology editor at Informa TechTarget, has more than 30 years of technical writing experience in the PC and technology industry.

Ron Karjian is an industry editor and writer at Informa TechTarget covering business analytics, artificial intelligence, data management, security and enterprise applications.

Kinza Yasar is a technical writer in the WhatIs group at Informa TechTarget and has a background in computer networking.

27 Mar 2025

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