Office automation programs: when to buy one and when to write the rule yourself

The word programs carries an older sense, of packaged software installed and run rather than a rule configured in something you already have, and the question behind the query is usually buy or build. It is a fair question and the answer is not obvious, because the cheap looking option carries costs that arrive later. This page sets out both sides with the costs that are usually left out: three on the building side, two on the buying side, and the point at which a small office should stop writing its own and pay somebody.

The three costs of building it yourself

Maintenance, which arrives when the thing it depends on changes and nobody remembers how the rule was written. Knowledge, because the person who built it becomes the only person who can fix it, and that person eventually leaves or gets busy. And silence, the worst of the three: a homemade automation that stops working rarely announces it, so the failure is discovered by its consequences, weeks later, usually by somebody outside the office. None of these appear in the afternoon it takes to build the thing, which is why building always looks cheaper than it is.

The two costs of buying

The subscription, which is visible and usually modest, and the lock, which is not. A program that holds your records and cannot export them with their history has made leaving expensive in a way that never appears on the invoice. Ask about export before you ask about features, on every product, including this one. Those two costs are real but they are knowable in advance, which is the main argument for buying: you can see what you are agreeing to, and with a homemade rule you cannot.

Where the line falls

Build when the rule is one step, has no state worth keeping, and you could rewrite it from memory in an hour. Buy when other people depend on it, when somebody will need to see what happened months later, or when its failure would be invisible. In practice that puts filing rules and reminders firmly on the build side and anything holding records, dates and history on the buy side, which is roughly where most small offices end up after a couple of years of doing both.

Questions people ask about office automation programs

Are the free tiers of these programs usable?

Often yes for a small office, because the caps tend to be on records or users rather than on capability. Check the cap against the actual size of your list, which you should build from your accounting export before shopping, and check what happens to your data if you cross it.

What about writing something with a spreadsheet and a script?

It is a legitimate answer and many offices run happily on one for years. Just be deliberate about the three costs above, and in particular write down how it works somewhere other than the file itself, so that the knowledge survives the person.

Does Fitouto replace the rules we already have?

No, and it should not try. It holds the records that have a state and a history, the suppliers, contracts, equipment and move tasks. Your filing rules and calendar reminders can keep doing what they do; a product that demanded you move them would be adding work rather than removing it.

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