Strategy
11 min readDecember 15, 2024

Choosing an AI Automation Platform: Evaluation Framework

A comprehensive framework for evaluating and selecting AI automation platforms for your organization.

TL;DR

Platform selection should consider capabilities, integration requirements, scalability, total cost of ownership, vendor viability, and alignment with your technical strategy. Avoid over-weighting current features versus long-term fit.

Defining Requirements

Start with use cases, not features. Define what you need to accomplish, the scale you need to support, and your integration requirements. Distinguish must-haves from nice-to-haves.

Evaluation Criteria

Key criteria include: AI capabilities, integration options, scalability, security and compliance, ease of use, customization depth, vendor support, and total cost of ownership.

Proof of Concept

Do not rely on demos alone. Run a proof of concept with a representative use case. Involve your technical team. Evaluate the full development and deployment experience.

Making the Decision

Balance current needs with future flexibility. Consider vendor lock-in implications. Align with your broader technology strategy. Get input from all stakeholders before deciding.

Frequently Asked Questions

Get More Guides Like This

Subscribe to receive new guides and insights on AI automation.

Need Help Implementing These Ideas?

Our experts can help you put these concepts into practice.