Questions to Ask Before Hiring an Automation Integrator

Ken deAlmeida

7/14/20263 min read

white concrete building during daytime
white concrete building during daytime

Bringing in an outside integrator to automate part of your line is a real commitment — money, time, and a certain amount of trust that a stranger understands your operation well enough to improve it instead of disrupting it. Most of the automation projects that go sideways don't fail because of bad engineering. They fail because of a mismatch that could have been caught with the right questions upfront.

Here are the questions worth asking before you sign anything.

"Will you work with what we already have, or is this a full replacement?"

Some integrators default to ripping out and replacing everything, partly because it's simpler for them to design a system from scratch than to work around your existing equipment. That's not always wrong, but it's not always necessary either. A good integrator should be willing to look at what you already have and tell you honestly what can stay, what should be upgraded, and what genuinely needs to be replaced — instead of assuming a bigger project is automatically a better one.

"What happens to production while this is being installed?"

This is one of the most common fears manufacturers have, and it's a fair one. Ask specifically how the integrator plans to minimize disruption — is the work phased? Can it happen during off-hours or planned downtime? What's the realistic worst-case scenario for how long you'd be affected? An integrator who can't answer this clearly hasn't planned it out yet, which is a bad sign before the work has even started.

"What's the simplest version of this that actually solves our problem?"

Watch for integrators who jump straight to the most sophisticated, most impressive-sounding solution. Sometimes that's genuinely necessary. Often, it's not — the goal should be the simplest system that meets your actual requirements, not the flashiest one. If every conversation trends toward more complexity and more cost without a clear reason tied back to your goals, that's worth questioning.

"What does your design process actually look like?"

A serious integrator should be able to walk you through their process before you commit: how they gather requirements, how they scope the project, what a site visit involves, and where in the process a financial commitment is required to move forward. If the answer is vague, or if they're ready to quote a full project after a five-minute phone call with no site visit, that's a red flag — good design work requires actually seeing your floor.

"What happens if this involves custom-built equipment?"

Custom builds carry more risk and uncertainty than off-the-shelf equipment, and any honest integrator should tell you that upfront rather than promising a fixed timeline they can't guarantee. Ask how they handle the R&D side of custom work — do they expect it to go smoothly, or are they upfront that some builds take a few iterations to get right? An integrator who promises a perfectly predictable timeline on a custom build is either inexperienced or not being straight with you.

"Do you support what you install, or is that someone else's problem after commissioning?"

Some integrators treat the relationship as over once the equipment is running. Ask directly what happens after installation — is there support if something goes wrong? Is maintenance available, and on what terms? A partner who plans to be reachable after the invoice is paid is a very different kind of relationship than one who disappears after commissioning.

"Can you give us real references, not just testimonials on your website?"

Testimonials are easy to curate. Ask to actually speak with a past client, ideally one with a similar scale or industry to yours. A confident integrator will have no problem connecting you, and a real conversation will tell you more in ten minutes than any case study will.

"What's your pricing structure, and what's NOT included?"

Get clarity upfront on what's billed hourly versus project-based, what travel costs look like, and what's quoted separately (equipment, materials, consumables are common ones). Surprise costs later are one of the fastest ways to sour a good working relationship — ask for this in writing before work begins.

"What size manufacturer do you usually work with?"

An integrator whose typical client is 10x your size (or a tenth of it) may not have their processes calibrated to your scale. This isn't about finding someone who's worked with your exact industry — it's about finding someone whose usual project size and complexity roughly matches yours, so their process actually fits your reality.

Why these questions matter more than the pitch

Any integrator can make a compelling pitch. Fewer can answer these specific, practical questions clearly and honestly on the spot. The answers tell you more about how the actual project will go than any sales conversation will — because they get at how the integrator handles the parts that are hardest to fake: uncertainty, disruption, and what happens after the sale.

Thinking through a project and want a straight answer to any of these? Check out our FAQ page or get in touch for a free consult — happy to answer all of the above about how we work.

Solutions

Expert automation for manufacturing process improvement.

Consulting

Support

ken@autoicllc.com

603-748-6216

© 2025. All rights reserved.