Workflow Automation Partner Selection Guide

This guide outlines the critical steps for selecting a workflow automation partner to ensure project success. It begins by emphasizing the importance of understanding the specific problems or needs driving the desire for automation. Key factors such as quality, cost, turnaround time, and information access should be considered. The guide encourages businesses to identify pain points in their existing systems and define unique processes that differentiate them in the market. It then discusses the importance of defining the impact of the project, including assessing investment costs and expected business value. The guide also details the process of finding a qualified vendor, focusing on their expertise in workflow automation, track record, and alignment with business goals. A checklist is provided to evaluate potential vendors based on their collaboration, experience, problem-centric approach, and ability to customize solutions. The guide concludes by stressing the significance of choosing the right partner for a successful automation initiative.