How to Choose an Integration Partner

Nicole Laurier • August 29, 2023

Choosing a good integration partner is crucial when embarking on a digital transformation project.

Choosing a good integration partner is undeniably crucial for the success of automating your business processes when embarking on a digital transformation project. Here are some key factors to consider when selecting an integration partner:


Expertise and Experience: Look for a partner with a proven track record of successful integrations. They should have experience working with the software solutions that you use and possess the technical expertise required for seamless integration. You can also check if the Partner works with Value Added Resellers (VAR’s) who sell and maintain your software, collaboration with those Partners can save time and mitigate a steep learning curve and time lost on learning the intricacies of an unfamiliar system.


Industry Knowledge: For an integration project to be successful it is not essential to understand your industry and its specific challenges. A good integration Partner will have a wide range of customers from all types of industry that they work with. An Integration Partner who ensures that they do good discovery and proper scoping will be able to uncover any niche or compliance requirements, so they can deliver a robust solution, incorporating best practices that meet the business needs.


Customization and Flexibility: Integration solutions should be tailored to your unique business needs. A good partner will offer customizable solutions and the flexibility to adapt as your business evolves. When evaluating an integration Partner, check out whether the solution they will deliver is accessible to you. If it is a black box beware that any changes, even minor changes, will always need the integration partner’s assistance, which can be frustrating for you and expensive! Another important question to ask is if the solution is built using either open source or proprietary software, and whether your team can learn how to use the software, make easy changes or even complex additions to the integration. Not all companies have the resources internally to maintain an integration, if that’s the case for your business then those considerations will be different than the ones for an organization that does have those resources. 


Technology Stack: Ensure that the partner's technology stack aligns with your existing systems and future goals. Compatibility and scalability are key considerations here. If the integration Partner is doing custom development, find out what technology is being used, and make sure that there is more than one person who has knowledge of the way this integration will be built. 


Communication and Collaboration: Effective communication is vital for a successful integration project. The partner should be responsive, transparent, and capable of working closely with your team throughout the process. Communication and collaboration are particularly important during the design and scoping phase of the project. The integration Partner should listen to your needs as well as share their experience and guide you on best practices. You should not be forced to change your internal business process because an integration solution only works in one way! 

Project Management: A well-structured project management approach is important. Look for a partner with a clear plan, milestones, and a process for issue resolution. Many software development companies use collaborative Project management tools that give you the customer insight into the progress of the project, time being spent and a way to document the status, queries that may arise and any requests for changes. Larger companies often use Project Management software internally anyway, your integration Partner should be willing to use your project management tools, if that is your requirement.


Support and Maintenance: Integration is an ongoing process, and post-implementation support is crucial. Ensure that the partner offers reliable support and maintenance services to address any issues. Find out if the support team is onshore, near shore or offshore. Response times can be delayed if support is not handled within your time zone. When companies offer offshore support, make sure that there will be no language barriers.

Scalability and Future Proofing: As your business grows, your integration needs may change. Choose a partner that can accommodate future expansions and technological advancements.


Cost and ROI: While cost is a factor, focus on the overall return on investment (ROI) the integration partner can deliver. A partner that can streamline processes, increase efficiency, and drive revenue growth will provide your business with a strong ROI. By adopting integration and being able to eliminate the need for repetitive manual tasks and eradicate errors from manual data entry, your business will see the dollar savings and the value from your investment very quickly.

Security and Data Privacy: Integration involves sharing sensitive data between systems. Confirm that the partner follows robust security practices and complies with data privacy regulations. If the integration is fully hosted by the integration provider, ensure that you know who is managing the hosting and that they have a good reputation. If the integration can be self-hosted, check out the system requirements, and address any concerns you have about security before any software is implemented in your environment. 


Innovation and Problem-Solving: Look for a partner that can bring innovative ideas to the table and has a reputation for solving complex integration challenges. You might not want to be on the cutting edge of new innovations, so make sure that any innovative processes that are being suggested have been tried and tested.

Training and Knowledge Transfer: A good partner will empower your team with the knowledge and skills needed to manage the integrated systems effectively. During the sales process find out how easy it is to use the software, what skills are needed, and how knowledge transfer would take place. Be mindful of the challenges you may face if there is no way to be self-sufficient (as cited in the paragraph about Customization and Flexibility above).

Remember that selecting the right integration partner is a critical decision that can impact your business operations and success. Take the time to thoroughly evaluate potential partners and choose one that aligns with your goals and values. Integration is not easy! Embarking on Digital Transformation for your business needs to be thought through in depth and be carefully evaluated to ensure that it will meet the business needs now and in the future. 


Authors Note: These blogs ideas were originally generated by Chat GPT. I wanted to see how accurately it could respond to the question I posed about “How to choose an integration partner”. Although the answer was good it seemed a bit wooden, apparently Chat GPT cannot learn my voice or writing style (I asked it and its not something that is possible for it to ever learn). Chat GPT does not (yet!) have the knowledge that I have gained in my role as an integration Partner for more than 8 years, apart from what it can find a disseminate from the internet. It was easy to use Chat GPT to coalesce my thoughts on the subject and hopefully (we both) didn’t miss anything key. Hopefully, with my editing Chat GPT’s voice and my own have merged into one and you the reader have had a seamless reading experience! Do you agree? Feel free to comment.

Our Opinion on Ai: A Tool, Not a Magic Wand

By Nicole Laurier • June 26, 2025
It seems like everywhere you turn—from coffee shop conversations to boardroom meetings—artificial intelligence dominates the discussion. As someone who's spent years in the technology industry, I've watched this wave of Ai enthusiasm with both excitement and a healthy dose of realism. The AI Conversation Everyone's Having There's no denying that Ai has captured our collective imagination. Social media feeds are flooded with ChatGPT screenshots, businesses are scrambling to integrate AI solutions, and investors are throwing money at anything with "Ai-powered" in the pitch deck. The enthusiasm is infectious, and frankly, some of it is well-deserved. Working in technology, I've been hearing countless questions from colleagues and partners about how they can leverage Ai to transform their operations. The questions range from the practical "Can Ai help us automate our customer service?" to the almost magical "Can Ai solve all our efficiency problems?". This spectrum of expectations tells a story about where we are in the Ai adoption curve—somewhere between realistic optimism and unrealistic expectations. Ai's Real Role in Technology Here's the thing about Ai that I wish more people understood: it's incredibly powerful, but it's not omnipotent. In the technology industry, Ai serves as an amplifier of human capabilities, not a replacement for human judgment and creativity. The most successful Ai implementations I've observed across the industry have been those where Ai addresses specific, well-defined problems. For example, companies are using machine learning to optimize supply chain logistics, reducing waste and improving delivery times. Others are leveraging it to automate quality control processes, catching defects that might slip past human inspection. Many businesses are also deploying Ai-powered phone systems to handle initial customer inquiries and schedule meetings, eliminating the need for expensive answering services while freeing up employees to focus on higher-value client interactions. A Powerful Assistant, Not the Whole Team This brings me to my main point—Ai is an assistant. It’s sophisticated, intelligent, and powerful, but not a standalone solution. Too often, I see businesses approaching Ai as if it's the missing puzzle piece that will magically solve all their operational challenges. The reality is messier and more nuanced. Successful Ai implementation requires the same fundamentals as any other technology project: clear objectives, quality data, proper infrastructure, and ongoing maintenance. You need to understand your current processes before you can improve them with Ai. Most importantly, you need humans who understand both the technology and the business context to make Ai work effectively. Looking Forward Realistically As we continue to navigate this Ai revolution, I encourage business leaders to maintain a balanced perspective. Embrace the possibilities that Ai offers, but approach them with realistic expectations and solid planning. At Fisher Technology, we're excited about the future of Ai and its potential to drive innovation across industries. But we're equally committed to helping our clients understand that Ai's greatest value lies not in replacing human judgment, but in augmenting it.  The conversation about Ai will undoubtedly continue to evolve, and that's a good thing. As the technology matures and our understanding deepens, we'll find even more creative and effective ways to harness its power. Just remember: Ai is a powerful tool in our technological toolkit, but like any tool, its value lies in how skillfully and thoughtfully we use it.

Empowering Everyone through BPA Platform's Automation Tools

By Nicole Laurier • June 2, 2025
Automation has become essential for organizations seeking efficiency and competitive advantage. BPA (Business Process Automation) Platform provides powerful tools that streamline operations across departments, empowering employees at all levels to accomplish more with less manual effort. Warehouse Management Transformation Warehouse operations rely on precision, speed, and real-time visibility—BPA Platform delivers all three by seamlessly integrating with your existing warehouse management systems. By automating inventory tracking, order fulfillment, shipping notifications, and stock reconciliation, the platform eliminates tedious manual processes and reduces the risk of errors. Additionally, it can trigger automatic reordering when stock reaches critical thresholds, synchronize picking, packing, and shipping to cut down fulfillment time, and generate actionable performance analytics to identify bottlenecks before they disrupt operations. With BPA Platform, your warehouse team can focus on value-added tasks and exception handling, driving both efficiency and customer satisfaction. Support Ticket Resolution Acceleration BPA Platform empowers customer service teams by automating key aspects of support ticket management. Through intelligent routing based on predefined rules and content analysis, tickets are automatically assigned to the appropriate specialists, reducing response times and ensuring consistent, high-quality support. Issues are prioritized according to customizable business logic, while automated status updates keep customers informed every step of the way. The platform also integrates with knowledge bases to suggest solutions for common problems, enhancing both agent efficiency and customer satisfaction. With comprehensive performance reporting and pattern analysis, BPA Platform not only improves resolution times but also delivers the insights needed to continually refine support operations. CRM Enhancement for Deeper Relationships When integrated with CRM systems, BPA Platform empowers sales and marketing teams to build deeper, more personalized customer relationships. Automated data enrichment pulls insights from multiple touchpoints, creating comprehensive customer profiles and enabling precise segmentation. Timely alerts for follow-ups and renewals ensure sales teams never miss an opportunity, while intelligent lead scoring streamlines qualification efforts. Marketing campaigns benefit from behavior-triggered communication flows and synchronized data across departments, resulting in a unified customer view. The outcome: improved conversion rates, stronger forecasting, and more effective, personalized engagement at every stage of the customer journey. ERP Integration for Operational Excellence BPA Platform transforms fragmented ERP systems into a unified, agile ecosystem by seamlessly connecting data across departments like finance, HR, procurement, and production. By eliminating duplicate data entry and automating key workflows such as financial reconciliation, reporting, and approval routing, the platform reduces errors, improves compliance, and accelerates processes like financial close. With real-time data flowing between modules, leadership gains comprehensive visibility and actionable insights to drive smarter, faster decision-making. Transform Your Business Today with BPA Platform Don't let manual processes hold your business back any longer. Fisher Technology can help bring the full power of BPA Platform to your organization, customized to your unique processes and integration needs.  Contact us today for a personalized consultation and discover how our automation solutions can drive efficiency, reduce costs, and position your business for sustainable growth in an increasingly competitive marketplace.

The Power of iPaaS: Streamlining Business Integration

By Nicole Laurier • March 22, 2025
When your business uses different tools and softwares that don't communicate, critical information can get lost and workflows can break down. This blog explores how Integration Platform as a Service (iPaaS) solves this problem by connecting your essential business applications. We'll cover why iPaaS is the best choice to help businesses overcome common challenges, the key benefits of implementing an integration platform, and a look at BPA Platform's specific iPaaS capabilities. Keep on reading to discover how the right integration strategy can transform scattered data into a powerful, unified business resource. Why iPaaS? Data visibility across an organization is crucial for improving efficiency, seizing new opportunities, and identifying potential threats. In the past, businesses operated within a single system, but today, the vast array of available software has led different departments to adopt applications tailored to their specific needs. While these tools enhance departmental efficiency, they also contribute to data silos, where critical information is stored in separate locations. This fragmentation can disrupt sales and accounting processes, hinder collaboration, create inefficiencies, and increase the risk of data errors. Integration Platform as a Service (iPaaS) provides a cloud-based solution that seamlessly connects, automates, and manages applications, systems, and data across business environments. By replacing traditional middleware with a standardized approach, iPaaS delivers cost-effective integration capabilities. How does iPaaS work? iPaaS is a cloud integration platform that creates a centralized ecosystem for managing data workflows. The platform offers pre-built connectors and automation tools that seamlessly link applications, services, and databases. With iPaaS, businesses gain a unified view of their integration landscape, allowing them to control and modify data flows across their infrastructure. As organisations grow, iPaaS scales effortlessly; new systems and services can be connected without significant cost, and custom functionality can be implemented to meet evolving business needs. The Advantages of iPaaS Reduced costs: Saves costs by automating integrations, reducing manual processes, and improving operational efficiency, which minimizes IT expenses and resource allocation. Reduced resources: Reduce the amount of time and number of personnel concentrating on system integration and data migration. Improved scalability: Easily add new applications and tweak business processes as the business grows. Centralised management: Once central ecosystem to manage data, integrations, processes, and workflows. Improved decision making: With access to real-time data across an organisation, employees and management can make better decisions to help improve efficiencies. ROI: iPaaS can help businesses drive company revenue and go to market quicker. BPA Platform’s iPaaS Solution BPA Platform’s iPaaS tool capabilities include: Drag and drop integration between cloud-based and on-premises systems and applications so that system integration steps are visually represented within a wider automated process. Innovative transformation functions that can be dragged onto the mapping area to change the data between inputs and outputs. RESTful web service integration by removing the need for bespoke development. SOAP web services integration Support OData and SData services Transform Your Business Integration Strategy with iPaaS As businesses continue to navigate the complexities of digital transformation, iPaaS solutions stand out as essential tools for maintaining competitive advantage. By breaking down data silos and creating seamless connections between applications, iPaaS empowers organizations to harness the full potential of their data. The result is not just improved operational efficiency, but also enhanced agility to respond to market changes, better customer experiences through integrated data flows, and ultimately, accelerated business growth.  Ready to eliminate data silos in your business? Contact Fisher Technology today to learn more about how BPA Platform's powerful iPaaS capabilities can transform your integration challenges into competitive advantages. Don't let disconnected data hold your business back!