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How to succeed in getting buy-in from coworkers?

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Posted on by CH-07031911-0

So! I started working in a financial processing role that seems to involve a lot of manipulation of very structured data.

As someone who came from a role that involved a lot of human-guided interventions to Outlook calendars, I know that most of these tasks should be automated.

For example, my coworker currently spends a lot of time transcribing information from one doc to the next [MS Form to Excel].

He could deploy out-of-the-box automations to save himself the odd half hour every other week.

However, as an fresh new employee, I don't want to encroach on other people's workflows and make them feel judged for having done the work they do, the way they do it.

How have you made the deployment of automations as well received as possible?

How have you developed buy-in from coworkers who may not see the benefit of gaining time back?

Any funny stories you can tell me?

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Michael E. Gernaey 42,504 Super User 2025 Season 1 on at

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How to succeed in getting buy-in from coworkers?

Hi @CH-07031911-0

I try to friend some of the more influential people. Get them talking about processes you think are like uggg so tedious, and then they will.

Thats when you go omg really, I was looking at ways to resolve mine and Im testing/building something now. Maybe we could do that to one of yours?

Do it once... to someone who matters, or enough people with influence even if its just them talking about it and it will happen.

Over 40 years of development, and the one of the #1 things i would hear is "I am ok with what I have".

Then I made it simple

And they were like.. umm ok there.. let's check this out.

Then you take that homerun and present it to yours and their management, showing time saved and bla bla..

It will catch on.