10 Factors for Selecting an Automation Partner

January 24, 2024 by

Instead of choosing to deploy automation in house, organizations can look to reputable third parties. While technology specs and features are important, the ideal partner will also have:

When embarking on the path of automation, choosing the right partner is as crucial as the technology itself. Here are vital aspects to consider for a fruitful collaboration:

1) Horizontal Experience

Seek a partner with a proven track record, one who has repeatedly navigated the complexities of automation across various scenarios. Their expertise in creating strategic roadmaps and understanding diverse business processes can significantly reduce the time and effort involved in automation implementation, enhancing the speed of achieving ROI.

2) Vertical Experience

A partner with a broad spectrum of industry experience can introduce innovative automation strategies and tactics. Their cross-industry insights can provide your business with a unique competitive edge, setting you apart as an industry leader.

3) Vertical-Specific Experience in Regulated Industries

In sectors like healthcare or financial services, where regulations are stringent, the value of a partner who comprehensively understands these challenges cannot be overstated. Opt for a partner who possesses both broad and industry-specific experience for an optimal blend of innovation and compliance.

4) Structured Approach to Prioritization

Your automation partner should excel in identifying and ranking potential automation areas, clearly defining the ROI for each. They should adeptly navigate towards maximizing business value, blending their process expertise with technical knowledge.

5) Commitment to Quality

Look for a partner who not only excels in designing and deploying automation solutions but also deeply understands the quality frameworks essential for intelligent automation.

6) Compliance Acumen

An ideal partner is well-versed in the regulatory constraints of your industry and geographical location, ensuring that both the technology and strategy align with these requirements.

7) Facilitating Cross-Functional Collaboration

The ability to garner cross-departmental support and extract pertinent information from various business lines is a critical skill for an automation partner. Their expertise in understanding and obtaining the right information is pivotal.

8) Long-Term Partnership Orientation

Automation is not a one-time project but a continuous journey. Choose a partner committed to long-term collaboration, capable of fine-tuning and maintaining bots as your business and technology landscape evolves.

9) Scalability Insight

Your partner should not only focus on immediate automation needs but also possess a holistic view for scaling automation across your organization. This foresight prevents redundant efforts and fosters broader automation implementation.

10) Chemistry and Compatibility

Effective communication, aligned work cultures, and a mutual commitment to the partnership's success are as vital in business as in personal relationships. Compatibility in these areas ensures smoother collaboration and project success.

If you'd like to learn how our team approaches automation projects, you can head to our system integration page: Learn more

Have Our Team Review Your Next Project

January 24, 2024
Share this post