10 Questions to Ask Before Choosing a Business Automation Partner

Jan 20, 2025 | Automation

Business process automation has become more than just a trend—it’s vital in today’s fast-paced business environment. Selecting the right business automation partner can make or break your efforts to streamline operations, reduce costs, and drive innovation. With numerous options available, making an informed choice is crucial to avoid inefficiencies and ensure your business can thrive through strategic automation.

This blog will guide you through the essential considerations for choosing an automation partner, providing insight into the key questions that can help you assess their expertise, support, and strategic fit to ensure your business thrives.

What is Business Automation and Business Process Automation?

First, it’s important to clarify the difference between Business Automation and Business Process Automation.

The term Business Automation refers to a broader approach to automation, encompassing various aspects of business operations. This includes process automation, decision automation, workflow orchestration, conversational AI, and even Robotic Process Automation (RPA), among others. It highlights a more comprehensive strategy for streamlining operations and enhancing efficiency. 

On the other hand, Business Process Automation (BPA) is a more specific concept focused on automating business processes. It aims to optimize and automate workflows within an organization, often targeting repetitive and manual tasks. While BPA is a crucial component of Business Automation, the latter represents a more expansive and strategic approach to automation.

Now, let’s see the 10 critical questions to guide your decision-making process:

1. What is their experience in your industry?

Every industry has unique challenges and requirements. A strong business automation partner should have a track record in your sector, whether it’s telecom, finance, healthcare, manufacturing, or others. Ask for case studies or examples of successful implementations relevant to your field.

Additionally, inquire about how they’ve tackled similar challenges to yours. Have they implemented automation solutions that resulted in measurable efficiency gains or cost reductions? A partner with this expertise will understand your regulatory environment, market dynamics, and specific pain points, ensuring tailored solutions that deliver real value.

2. Do they offer tailored solutions?

One-size-fits-all solutions rarely deliver the best results. Ensure your potential partner takes the time to understand your business processes and offers customized strategies aligned with your goals.

Tailored solutions should align with your existing workflows and organizational goals. Ask about their process for assessing your needs: do they conduct a thorough analysis of your operations? Do they collaborate with your team to design solutions that integrate seamlessly with your systems? Customization ensures the automation strategy is both effective and sustainable.

3. Which technologies and platforms do they specialize in?

From Camunda to Databricks, there are various tools and platforms for orchestration, automation, AI, data, and other vital technologies for digital transformation. Verify that the partner is proficient in leading technologies and can recommend and implement the right tools for your specific needs.

Ask whether they have certifications or partnerships with these technology providers. Understanding their technology stack also ensures they can integrate automation with your existing systems effectively.

4. How do they approach scalability?

Your business needs may evolve as your company grows. The ideal partner should provide scalable automation solutions, ensuring they can support your operations both today and in the future.

Scalability isn’t just about handling increased volumes — it’s about adaptability and flexibility. Can their solutions evolve with changes in your business model or market conditions? Do they offer modular designs that support incremental implementation? A partner committed to delivering scalable automation solutions ensures that your investment grows in step with your organization — and your ROI.

5. What is their implementation process?

Automation projects require careful planning and execution. Ask about their methodology, timeline, and how they handle potential challenges during implementation. What are their best practices? Do they follow guidance from top-tier experts, such as Gartner or others?

A well-structured implementation process minimizes disruption to your operations. Inquire whether they use agile methodologies or other frameworks to ensure timely delivery. Lastly, find out how they handle unforeseen issues: do they have contingency plans, and how do they communicate progress? A clear and transparent process builds confidence and sets the stage for success.

6. What level of support do they provide?

Post-implementation support is critical for long-term success. Ensure they offer ongoing maintenance, troubleshooting, and upgrades to keep your automation solutions running smoothly. Support should go beyond basic troubleshooting. Do they provide proactive monitoring and updates to address potential issues before they escalate? Robust support ensures the longevity and effectiveness of your automation investments, reducing downtime and maximizing ROI.

It is also vital to consider the level of communication. Does their team speak English? Are they in the same (or a similar) time zone? Does their culture align with yours from a business perspective?

7. How do they measure success?

It’s important to understand how the partner defines and tracks ROI. Do they focus on efficiency gains, cost savings, or other key performance indicators? Clear metrics ensure accountability.

Ask for examples of past projects and the KPIs they tracked. How did their automation solutions impact their clients? A partner that emphasizes data-driven outcomes demonstrates a commitment to delivering tangible value. Discussing success metrics upfront ensures alignment on expectations and results.

8. Do they prioritize security and compliance?

Automation involves handling sensitive data and integrating with your systems. Verify that your partner has robust security measures in place and understands the compliance standards relevant to your industry.

Security isn’t just about technology; it’s also about processes and people. Ask whether they follow industry best practices, and provide training to mitigate risks. Compliance is equally crucial, especially in regulated industries like finance and healthcare. A strong focus on security and compliance protects your business and builds trust.

9. Can they provide success stories?

A reputable partner should be able to show you the impact of their work with their clients, showcasing their expertise, reliability, and results. Don’t hesitate to ask for references and follow up on them.

In certain industries, publicly sharing success stories from specific companies is often challenging. This is because many projects contain sensitive information that serves as a competitive advantage for organizations, as well as compliance-related restrictions. However, parts of these success stories can still be shared, excluding the sensitive information, or sometimes even not mentioning the name of the client. The point is that your partner has to show you some results and successful projects delivered to clients, highlighting key insights that demonstrate the company’s expertise. 

10. What sets them apart from competitors?

Finally, ask the partner what makes them unique. Whether it’s their team’s expertise, innovative approach, or commitment to customer success, understanding their differentiators can help you make an informed choice.

Look for differentiators that align with your priorities. Do they have a highly experienced team and a unique business approach, focused on delivering recurring value? Understanding what sets them apart helps you identify a partner that not only meets your needs but also delivers additional value beyond the standard offerings.

Why NTConsult Is the Ideal Business Automation Partner

Choosing the right business automation partner is crucial to avoid inefficiencies, costly missteps, and missed opportunities. Without a partner who understands your needs, you risk implementing solutions that don’t align with your business goals, fail to scale, or increase operational complexities instead of reducing them. Making the right choice helps you overcome these challenges, ensuring streamlined operations, reduced costs, and sustainable innovation.

At NTConsult, we leverage over 21 years of experience and deep knowledge across various industries. Our partnerships with cutting-edge platforms like Camunda and Databricks ensure we provide state-of-the-art tools tailored to your unique needs.

Our teams consist of highly skilled professionals proficient in a wide range of technologies. They work seamlessly within U.S. time zones and communicate fluently in English, ensuring smooth collaboration and alignment with your goals. We are deeply committed to delivering not just projects but value—focusing on outcomes that generate recurring benefits for our clients. Whether it’s optimizing processes, enhancing operational efficiency, or driving innovation, NTConsult is your trusted partner for automation and orchestration success.

Ready to take your business to the next level? Contact us today to learn how we can help.

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