Choosing an Automation Partner: The Decision-Maker's Guide to Avoiding Costly Mistakes
Back to Blog
·10 min read·BASAD Studios

Choosing an Automation Partner: The Decision-Maker's Guide to Avoiding Costly Mistakes

Not all automation partners are equal. Learn the critical questions to ask, red flags to watch for, and how to find a partner who delivers real results.

Business StrategyAutomationVendor SelectionDigital Transformation

Choosing an Automation Partner: The Decision-Maker's Guide to Avoiding Costly Mistakes

Last year, a manufacturing company spent $180,000 on an automation project. Six months later, they had nothing but broken promises and unusable code.

Then they worked with the right partner. Same budget. Three months. System live and saving $240,000 annually.

The difference wasn't the technology—it was the partner.

Here's how to choose wisely and avoid expensive mistakes.

The $180K Mistake: What Went Wrong

Let's start with what NOT to do, learned from real failures:

Red Flag #1: They Talked Technology, Not Business

What happened:

  • Sales pitch full of buzzwords: "AI-powered", "machine learning", "cloud-native"
  • Zero discussion of actual business problems
  • Couldn't explain ROI in clear terms
  • Focused on features instead of outcomes

The result: Built an impressive system that solved the wrong problems.

Red Flag #2: Fixed Price, Fixed Scope—Fixed Disaster

The promise: "We'll deliver everything for $180K, no changes."

The reality:

  • Requirements were guessed, not discovered
  • No flexibility when business needs evolved
  • Corners cut to stay in budget
  • Unusable system delivered "on time, on budget"

The lesson: The cheapest bid often becomes the most expensive mistake.

Red Flag #3: Junior Team Masquerading as Experts

What they showed: Impressive portfolio of past projects

What they delivered: Junior developers learning on the client's dime

Warning signs missed:

  • No senior developers in meetings
  • Questions answered with "we'll figure it out"
  • Code reviews revealed amateur mistakes
  • No one with industry experience

What Good Automation Partners Do Differently

Here's what successful partnerships look like:

They Start With Discovery, Not Development

Week 1-2 should be:

  • Understanding your business processes in detail
  • Identifying pain points and opportunities
  • Calculating potential ROI together
  • Documenting current workflows
  • Talking to people who do the work

Red flag: Partner wants to start coding on Day 1.

Green flag: Partner wants to understand your business first.

They Speak Business, Not Just Tech

Good partners explain:

  • How automation will increase revenue or reduce costs
  • Specific metrics they'll improve
  • Timeline to ROI
  • Risk factors and mitigation strategies

Example: ❌ "We'll use a microservices architecture with event-driven design" ✅ "We'll reduce order processing from 4 hours to 12 minutes, saving $187K annually"

They Show You Similar Wins

Ask to see:

  • Projects in your industry or with similar challenges
  • Actual results with metrics
  • References you can call
  • Case studies with real numbers

Warning: Everyone has a portfolio. Ask specific questions:

  • "What was the ROI?"
  • "How long to see results?"
  • "What challenges came up?"
  • "Can I talk to that client?"

The 10 Critical Questions

Before signing anything, get clear answers to these:

1. "What's your process for discovering requirements?"

Good answer: Detailed process involving stakeholder interviews, process mapping, and clear documentation before any development.

Bad answer: "We'll figure it out as we go" or "Just tell us what you want."

2. "Who will actually do the work?"

Good answer: Introduction to specific team members, their experience, and their roles. Senior people you'll see throughout the project.

Bad answer: "We have a great team" without introducing anyone specific.

3. "Show me a similar project that failed and why."

Good answer: Honest discussion of challenges, what they learned, how they adapted.

Bad answer: "We never have failures" (they're lying or inexperienced).

4. "What happens if the project goes over timeline or budget?"

Good answer: Clear escalation process, transparent communication protocols, defined risk-sharing.

Bad answer: "That won't happen" or "You'll need to pay more."

5. "How do you handle changing requirements?"

Good answer: Structured change request process, impact analysis, prioritization framework.

Bad answer: "Scope is locked" or "Everything's extra."

6. "What metrics will you track to prove success?"

Good answer: Specific KPIs aligned with your business goals, measured before and after.

Bad answer: "You'll see the benefits" without concrete metrics.

7. "How will you train our team?"

Good answer: Detailed training plan, documentation, ongoing support period.

Bad answer: "The system is intuitive, you'll figure it out."

8. "What happens after go-live?"

Good answer: Clear support structure, maintenance plan, upgrade path, response time commitments.

Bad answer: "We'll be available if you need us."

9. "Can you work with our existing systems?"

Good answer: Questions about your current tech stack, integration points, data migration approach.

Bad answer: "You should replace everything with our solution."

10. "What could go wrong with this project?"

Good answer: Honest risk assessment with mitigation strategies.

Bad answer: "Nothing can go wrong with our process."

The Investment Sweet Spot

Understanding pricing helps avoid costly extremes:

Too Cheap = Expensive Later

$15-30K projects often cut corners:

  • Junior developers
  • Minimal testing
  • Poor documentation
  • No proper discovery
  • Technical debt from day one

Real cost: $15K initial + $40K fixing problems = $55K total

The Right Range for Most Businesses

$40-80K projects typically include:

  • Proper discovery and planning
  • Senior developers
  • Comprehensive testing
  • Training and documentation
  • Post-launch support
  • Quality that lasts

Real cost: $60K that works = $60K total + $150K annual savings

When to Spend More

$100K+ projects make sense for:

  • Complex multi-system integrations
  • Mission-critical operations
  • High transaction volumes
  • Regulatory compliance requirements
  • Competitive differentiation

The Warning Signs During the Project

Even with the right partner chosen, watch for these red flags:

Communication Goes Dark

Warning: Days or weeks without updates

What it means: They're struggling and hiding it

What to do: Demand weekly status meetings with demos

Scope Creep Without Discussion

Warning: Features changing without your approval

What it means: They're solving problems they created

What to do: Require written change requests and impact analysis

No Working Software Until the End

Warning: "You'll see it when it's done"

What it means: Probably nothing works yet

What to do: Demand weekly or bi-weekly working demos

Your Team Isn't Involved

Warning: Partner works in isolation

What it means: Building the wrong thing

What to do: Require regular stakeholder reviews

What Great Partnerships Look Like

Successful automation projects share common patterns:

Regular Communication

  • Weekly status updates
  • Bi-weekly working demos
  • Monthly business reviews
  • Immediate escalation of issues

Collaborative Problem-Solving

  • Joint decisions on tradeoffs
  • Your team's input valued
  • Problems discussed openly
  • Solutions evaluated together

Transparent Progress Tracking

  • Clear milestones
  • Honest status reporting
  • Early warning of issues
  • Evidence of progress (working software)

Knowledge Transfer

  • Documentation as you go
  • Training throughout project
  • Your team gradually taking over
  • No mysterious "black box" code

The Contract Essentials

Protect yourself with these terms:

Clear Deliverables

Include:

  • Specific features and functionality
  • Performance requirements
  • Acceptance criteria
  • Definition of "done"

Milestone Payments

Structure:

  • 20% kickoff
  • 30% at halfway milestone
  • 30% at completion
  • 20% after 30-day warranty period

Never: Pay everything upfront or at the end.

IP and Ownership

Must specify:

  • You own all custom code
  • You own all data
  • No ongoing licensing fees
  • Source code provided

Support and Maintenance

Define clearly:

  • Support hours and response times
  • Maintenance scope and cost
  • Upgrade policies
  • System documentation

Exit Clause

Include:

  • Conditions for early termination
  • Deliverables upon termination
  • Transition support
  • No hostage situations

Industry-Specific Considerations

Different industries have unique needs:

Manufacturing

Critical factors:

  • Understanding of production workflows
  • ERP integration experience
  • Downtime minimization strategies
  • Shop floor connectivity

Healthcare

Must-haves:

  • HIPAA compliance expertise
  • Medical system integration experience
  • Patient data security protocols
  • Regulatory documentation

E-commerce

Key capabilities:

  • High-volume transaction handling
  • Payment system integration
  • Inventory management experience
  • Peak season scalability

Professional Services

Important aspects:

  • Client workflow understanding
  • Billing system integration
  • Document management expertise
  • Customization flexibility

The Decision Framework

Use this scorecard to evaluate potential partners:

Industry Experience (20 points)

  • Similar industry projects: 10 points
  • Understanding of your challenges: 5 points
  • Relevant case studies: 5 points

Technical Capability (20 points)

  • Senior team members: 10 points
  • Modern technology stack: 5 points
  • Integration expertise: 5 points

Process Maturity (20 points)

  • Clear methodology: 10 points
  • Project management tools: 5 points
  • Quality assurance process: 5 points

Communication (20 points)

  • Responsiveness: 10 points
  • Clarity of explanations: 5 points
  • Regular updates promised: 5 points

Business Understanding (20 points)

  • Asks about ROI: 10 points
  • Discusses business impact: 5 points
  • Quantifies benefits: 5 points

Scoring:

  • 80-100: Strong candidate
  • 60-79: Acceptable with reservations
  • Below 60: Keep looking

Real Success Stories

Case 1: Distribution Company

The choice: Between $35K "cheap" option and $65K experienced partner

The decision: Went with experienced partner

The result:

  • Project completed in 12 weeks (vs. estimated 6 months with cheap option)
  • Working perfectly from day one
  • $220K annual savings
  • ROI in 4 months

Key factor: Partner had done three similar distribution automation projects.

Case 2: Professional Services Firm

The choice: Between technology-focused vendor and business-focused partner

The decision: Partner who asked business questions first

The result:

  • Delivered solution they needed, not what they asked for (partner identified better approach)
  • 60% time savings (vs. 30% from original plan)
  • $180K annual savings
  • Became competitive advantage

Key factor: Partner challenged their assumptions and proposed better solution.

Making Your Decision

Week 1: Research and Shortlist

  • Identify 4-6 potential partners
  • Review portfolios and case studies
  • Check references and reviews
  • Request preliminary meetings

Week 2: Deep Dive

  • Detailed discussions with top 3
  • Meet actual team members
  • Review sample project plans
  • Get detailed proposals

Week 3: Final Evaluation

  • Compare proposals against scorecard
  • Call references
  • Negotiate terms
  • Make decision

Week 4: Contract and Kickoff

  • Finalize contract details
  • Set up communication channels
  • Schedule kickoff meeting
  • Begin discovery phase

The Bottom Line

Good automation partners:

  • Understand your business first, technology second
  • Show you similar successes with proof
  • Communicate clearly and regularly
  • Plan thoroughly before coding
  • Transfer knowledge to your team
  • Stand behind their work

Bad automation partners:

  • Lead with technology buzzwords
  • Promise everything, deliver little
  • Work in secret until the "big reveal"
  • Charge for every small change
  • Leave you dependent on them
  • Disappear after launch

The difference between automation success and failure usually isn't the technology—it's the partner you choose to implement it.

Your Next Step

Don't choose an automation partner based on price or promises alone.

Free Partner Evaluation

We'll help you:

  • ✓ Review proposals you've received
  • ✓ Identify red flags in contracts
  • ✓ Ask the right questions
  • ✓ Make an informed decision

No obligation to work with us. Just helping you choose wisely.

Get Your Free Evaluation

We'd rather you succeed with the right partner—even if it's not us—than fail with the wrong one.

Contact Us

LET'S WORK
TOGETHER

contact@basadstudios.com
Prague, Czech Republic