A Checklist: Automation Tool Evaluation

Lucia Cavero-Baptista

Automation Expert

Have you ever started evaluating an automation tool and wondered if you are taking the right approach?

More and more businesses are using automation to improve the quality and efficiency of their processes. Every day we find more and more automation tools making an incursion into the market and, whether you're looking for an open-source or commercial tool, it's easy to get lost in a sea of options.

Selecting the correct automation tool for your organization might seem hard at first but, with the correct framework, you will be able to make an informed decision. You might be looking for a tool to get started with automation, or you might have been using an automation tool already but weren’t happy with the results. No matter what the motivation behind evaluating a tool is, if you want to get buy-in from your organization you should make sure the tool you choose will adapt seamlessly to your IT infrastructure.

With this free checklist, you can make sure you don’t miss any steps in your automation tool evaluation. It will walk you through:

  • Trials
  • Defining evaluation criteria
  • Technology fit
  • Process fit
  • Organizational fit
  • Learning materials / training

Start evaluating tools with more confidence and stay organized in the process.

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