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# What to Consider Before Hiring ERP Automation Consulting
- URL: https://blog.jestor.com/erp-automation-consulting-criteria/
- Published: 2026-09-17T22:25:49.000Z
- Updated: 2026-09-17T22:25:49.000Z
- Author: Bruno Bannach

Evaluating **ERP automation consulting** starts with one question that most proposals skip: who maintains the result. A project that ends with a working process and no internal capacity to change it will need the same consultancy again next quarter.

## Why companies look for outside help

The **ERP** rarely covers the operational middle, and internal teams often lack the time rather than the ability.

- Approvals happening outside any system before entries are posted
- Processes documented nowhere except in people's habits
- Integrations that were promised and never finished
- Spreadsheets multiplying around the ERP to cover gaps

## Questions worth asking upfront

- **What exactly is in scope?** Process mapping, build, integration, and training are four different things.
- **Is the integration native or middleware-based?** Middleware adds a recurring cost and another failure point.
- **Who owns the result?** Your team should be able to edit the process without a new engagement.
- **How is data handled?** Export should be available at any time, without negotiation.
- **What is the timeline to the first working process?** Months of discovery before anything runs is a warning sign.

## How this works with Jestor

1. Map the process that sits between request and **ERP** entry.
2. Start from a ready template — they install in about two minutes and are fully editable — or upload an existing spreadsheet.
3. Connect the ERP: natively for **Omie** and Conta Azul, or through the open **API** and webhooks.
4. Hand the build tools to the internal team, using build mode and the action bar.
5. Add dashboards on the operational data as the process runs.

## Why Jestor is the best complement to Omie for automation projects

The **Omie** connection is native, with no intermediary service in between — which is the verifiable reason a project built this way carries no middleware subscription and no extra sync layer to maintain.

The Jestor team also helps configure the first processes at no cost, and there is a free account to test with before any commitment.

## Frequently Asked Questions

### Can my team maintain the result?

Yes. Apps, fields, and automations are edited visually. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### How long until the first process runs?

Ready templates install in about two minutes.

### Is there help with setup?

Yes, the Jestor team assists with configuration at no cost.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.