Where does my customer data end up

It's among the first questions people ask, and it's right to ask it, the answer belongs in the contract

An open rack cabinet with network cables and servers running inside

The short answer, it stays where it already is

When an automation works on the programs the company already has installed, the data doesn't move anywhere, it stays in the business software, in the folders and on the server where it sits today, because the system opens the same screens an operator would open and writes into the same fields

That's the general answer, though. The real one depends on how we decide to run the system in your case, and it's decided before we start and put in black and white in the project contract, not discovered once the work is under way

The questions to ask, of Muffin Suite and of anybody else

Whoever offers you an automation has to be able to answer you on five points, and if they skate over them quickly, that in itself is the signal

  • where the system runs, on an office computer or on a machine of its own, because that's where the data passes while it works
  • which data it actually touches, because an automation sees what the process you handed it needs, not everything the company holds
  • whether anything leaves the company, and in which cases, an external portal for instance, which the automation logs into because a person already logs into it today
  • who sees what, which credentials the system logs in with, and whether the log of what it did stays there for you to read
  • what happens when the relationship ends, to the access, to the written rules, to everything that was produced

They're plain questions to ask and awkward ones to dodge, and that's exactly why they work

If an answer doesn't make it into the contract, that answer doesn't exist

Where something changes, and where it doesn't

An automation that opens your business software on your computer and copies into it what it reads from a PDF already sitting in your folder is one thing, a service that carries your documents away to process them elsewhere and then hands you back the result is quite another

In the first case the perimeter stays the one you have now, in the second it widens, and that isn't necessarily wrong, it's that you have to know beforehand and decide it yourself

Then there are the things that sit outside no matter what, the government portal where you upload documents, the mailbox if it's hosted somewhere online, but those pieces were already outside before any automation turned up, a person was logging into them with a browser

The choice of where to run the automation is the same choice that decides where the data passes, so the two questions get asked together, not one after the other

Muffin Suite doesn't ask you to take its word for it, it asks you to put those five questions to it, along with the one about the credentials the system uses to log into your programs, which is the other half of the same matter

The rest of the method, from the first look at the process through to the rollout, is on how it works

What people usually ask us

It depends on where we decide to run the system, and that gets decided beforehand, if the automation works on the programs already installed in the office the data stays where it is today, because the system opens the same screens a person would open
No, an automation touches the data the process you gave it needs, not the whole company, and which data that is happens to be one of the things to settle and write down before the work starts, along with where the system runs
It is set out in the project contract, and it is a question to put to any supplier before signing, along with what happens to the access and to the written rules, Muffin Suite doesn't promise terms beyond what is written there
No, if it is a portal somebody in your company already logs into with a browser today the perimeter doesn't widen, what changes is who presses the keys, and which portals the automation touches still has to be put in black and white before the work starts
No, for a first assessment sample documents or a short screen recording with no sensitive data in it are enough, what Muffin Suite needs is to see which steps you go through, not who your customers are

Show us what you still do by hand

Describe the process or send a short screen recording and we'll tell you what can be automated

WA