Step 1: Assess Your Needs
Before exploring robot options, understand what problem you're solving. The best robotics investments target specific pain points with measurable outcomes.
Questions to Answer
What task do you want to automate?
Be specific: "pick and place parts from conveyor to bin" is better than "improve manufacturing." The more precise, the easier to evaluate solutions.
Why automate this task?
Common drivers: labor shortages, quality issues, safety hazards, throughput limitations, or cost reduction. Your "why" shapes the solution.
What does success look like?
Define metrics: units per hour, defect rate, labor hours saved, safety incidents reduced. These become your ROI calculation inputs.
Task Suitability Assessment
Not every task is a good fit for robotics. Ideal tasks for automation:
Good Candidates
- • Repetitive, predictable motions
- • High volume, consistent products
- • Hazardous environments
- • Precision requirements beyond human capability
- • 24/7 operation needs
Challenging Tasks
- • High product variability
- • Unstructured environments
- • Tasks requiring human judgment
- • Very low volumes
- • Frequently changing processes
Step 2: Understand Robot Types
Match your task to the right robot category:
Industrial Robot Arms
Best for: Welding, painting, heavy material handling, high-speed assembly.
Considerations: Require safety caging, fixed installation, programming expertise.
Cost range: $25,000 - $400,000+ (plus integration)
Collaborative Robots (Cobots)
Best for: Light assembly, machine tending, quality inspection, small batch production.
Considerations: Slower than industrial arms, limited payload (typically <16kg).
Cost range: $20,000 - $75,000 (plus end effector and integration)
Autonomous Mobile Robots (AMRs)
Best for: Warehouse transport, material delivery, inventory management.
Considerations: Need clear floors, WiFi infrastructure, fleet management software.
Cost range: $25,000 - $150,000 per unit (often deployed in fleets)
Robotic Picking Systems
Best for: E-commerce fulfillment, bin picking, palletizing/depalletizing.
Considerations: AI vision systems, product variability handling, integration with WMS.
Cost range: $100,000 - $500,000+ for complete systems
Browse companies by type on our categories page.
Step 3: Calculate ROI
A rigorous ROI analysis separates good investments from expensive experiments.
Cost Components
One-Time Costs
- • Robot hardware
- • End effectors / tooling
- • Integration and installation
- • Safety equipment (caging, sensors)
- • Infrastructure modifications
- • Initial training
Ongoing Costs
- • Maintenance and repairs
- • Software licenses
- • Consumables (grippers, tips)
- • Energy
- • Ongoing training
- • Support contracts
Savings & Benefits
Direct Savings
- • Labor cost reduction
- • Reduced scrap/rework
- • Lower injury costs
- • Decreased overtime
Indirect Benefits
- • Increased throughput
- • Improved quality consistency
- • 24/7 operation capability
- • Ability to redeploy workers
Simple Payback Calculation
Payback Period = Total Investment / Annual Net Savings
Example: A $150,000 cobot system saves $75,000/year in labor and reduces defects by $15,000/year.
Payback = $150,000 / $90,000 = 1.67 years
Most companies target payback periods under 2 years. Faster payback indicates lower risk.
Step 4: Evaluate Vendors
Choosing the right vendor is as important as choosing the right robot.
Evaluation Criteria
Technical Capability
Can their solution actually perform your task? Request demonstrations with your actual products. Beware vendors who over-promise.
Industry Experience
Have they deployed solutions in your industry? Reference customers you can contact? Industry-specific expertise speeds implementation.
Support & Service
Response time commitments, local vs. remote support, spare parts availability. Downtime costs can dwarf equipment costs.
Financial Stability
Will the vendor exist in 5 years? Startups may have cutting-edge tech but uncertain futures. Check funding history on our funding leaderboard.
Total Cost of Ownership
Look beyond purchase price. Include integration, training, maintenance, and support over 5+ years. Cheaper upfront often costs more long-term.
Red Flags to Watch For
- • Unable to provide reference customers
- • Promising unrealistic cycle times or reliability
- • Vague about integration costs ("we'll figure it out")
- • No local support or service capability
- • Pushing proprietary systems that lock you in
Step 5: Plan Implementation
Successful robotics implementations follow a structured approach:
Phase 1: Pilot Project
Start small with a contained pilot. Choose a task where failure won't disrupt operations. Use the pilot to validate assumptions, train staff, and identify integration challenges. Typical duration: 2-4 months
Phase 2: Optimization
After pilot success, refine the solution. Tune cycle times, improve reliability, address edge cases. Document procedures and train additional operators. Typical duration: 1-2 months
Phase 3: Scale
Roll out proven solutions to additional lines, shifts, or facilities. Leverage lessons learned. Consider standardizing on vendors for volume discounts. Typical duration: Ongoing
Change Management
The human side often determines success or failure:
- Communicate early: Explain the "why" to affected workers. Address job security concerns honestly.
- Involve operators: Workers who will use the robot should participate in selection and setup.
- Invest in training: Budget 10-15% of project cost for training. Underskilled operators cause failures.
- Redefine roles: Position robotics as elevating workers to higher-value tasks, not replacing them.
Buyer's Checklist
Needs Assessment
- ☐ Specific task defined with measurable outcomes
- ☐ Task suitability evaluated (repetitive, predictable, safe)
- ☐ Success metrics established (throughput, quality, cost)
- ☐ Stakeholder buy-in secured
Financial Analysis
- ☐ Total cost of ownership calculated (5-year view)
- ☐ ROI analysis completed with realistic assumptions
- ☐ Payback period acceptable (<2 years preferred)
- ☐ Budget approved including contingency (15-20%)
Vendor Selection
- ☐ Multiple vendors evaluated (minimum 3)
- ☐ Demonstrations completed with your products
- ☐ Reference customers contacted
- ☐ Support and service terms reviewed
- ☐ Vendor financial stability assessed
Implementation Planning
- ☐ Pilot project scope defined
- ☐ Integration requirements understood
- ☐ Safety assessment completed
- ☐ Training plan developed
- ☐ Change management approach defined