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Choosing the Right Digital Transformation Partner
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Choosing the Right Business Process Automation and Outsourcing Partner as Part of your Digital Transformation

Business process automation software (BPA) and business process outsourcing (BPO) companies use advanced technologies to optimize your critical business processes. Whether it be processing invoices, bills of lading, insurance claims, sweepstakes, rebates or other key documents, selecting the right BPA or BPO partner is of paramount importance.

You can secure a cost-effective solution while also increasing redundancy and scalability with an experienced partner!

With over 45 years of experience providing solutions to large enterprise, government and not-for-profits, we suggest focusing your evaluation on these 3 key areas:

  1. The Right Experience and Solution Fit
  2. Client Service and Support
  3. Security and Reliability

Key BPA and BPO Decision Criteria

1. The Right Experience and Solution Fit:

The right partner in BPA or BPO services will understand your need by listening and understanding your end-to-end business processes, associated challenges and future state goals. Once they understand the full picture, they will draw on their experience in similar implementations to walk through how their services and software can help to solve your need, offering references and use cases in their process.

In addition to organizational expertise, it is important to ensure the selected partner has an implementation team that is well trained and experienced. Implementation BPA or BPO services required a hands-on consultative approach as the partner must become an integral component of your day-to-day operations. You may gain this confidence by meeting with members of the technical, implementation and client service teams, as well as drawing on references for similar implementations.

For example, accounts payable automation is becoming a growing need for organizations. You would want to select a partner with top tier invoice processing services and workflow software offering that have been proven to solve your precise need and that has the integrations required to make your project a success. For example, Octacom’s OdissTM Software for AP Automation has been integrated with the following ERPs and P2P systems, to name a few:

  • Sage
  • SAP
  • JDE
  • Coupa
  • Basware
  • Microsoft Dynamics
  • NetSuite
  • Oracle/PeopleSoft

2. Client Service and Support:

Once the implementation is complete, your partner must be a true collaborator. Having dedicated Client Service contacts and Technical Support can ensure long-term success of the partnership. 

Ongoing support for new technology-enabled services or software can include using new features, change requests and enhancements, user training, or a problem someone is encountering. Your partner’s technical support team can quickly and accurately help you diagnose issues, provide assistance for questions and help you get more out of your solution. 

3. Security and Reliability:

When choosing a partner, be sure to ask about their experience, client service approach and security qualifications. A high calibre partner will be able to answer them with solid examples of their experience and expertise with implementing new document management and business automation software and solutions. 

With over 45 years of experience, Octacom is a North American leader in digital transformation and an experienced BPA and BPO partner. We are relied upon by:

  • Fortune 1000 Companies
  • Government Organizations
  • Not-for-Profit Organizations
  • Healthcare Organizations
  • Law Firms

We are proud of our security qualifications:

  • SOC 2, Type II Audited
  • Government of Canada Protected B Reliability Status
  • ISO27001 Controls
  • PIPEDA and PHIPA Compliant

 About Octacom

Octacom is SOC 2, Type 2 audited enterprise software and services company focused on document and data automation solutions, including automated data capture. Founded in 1976, Octacom specializes in accounts payable automation and automated invoice processing.

If your organization is looking to implement business process automation, please contact us and we would be glad to help.

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