Robot Console and Robot Alert Help Everence Standardize and Simplify

Find what’s important. Manage messages by exception like Everence did.


Everence is located in Goshen, IN, about three hours from Chicago. Founded in 1945 by the Mennonite Church, it grew out of a long tradition of church communities sharing resources with each other. Today, Everence representatives offer a wide range of financial, banking, and insurance services to help individuals and businesses integrate faith and core values into financial decisions.

Using Resources Effectively

Everence actively promotes the importance of using assets effectively, including their own. Their operations department has embraced that ideal by implementing Robot automation products from Fortra to standardize their core processing and simplify their IT environment.

After 15 years with Everence, their technical services operations supervisor had been around long enough to witness the benefits of automating their IBM i environment. Robot solutions have allowed them to automate complex activities and streamline their daily workflow. He explains, “There's really just one way to describe our experience with the Robot products—reliability. We count on these products to make our jobs easier. For me that sums it up.”

Automated Message Management & Monitoring

Robot Console message management software monitors system messages and automatically responds, redirects, or suppresses them, according to Everence’s customized preferences. And, by monitoring the QSYSOPR message queue, Robot Console can identify security, printer, and communication errors, as well as hardware and application failures.

Their technical services operations supervisor elaborates, “We run insurance administration software from a health claims management system and their server needs to be running at all times for our user interface to work. Recently, one of the jobs running in QSYSWRK went down when nobody was around. As a result, the users couldn't access their interface. So, we set up Robot Console to monitor the job. When the problem happened again, Robot Console sent me a message immediately. This time, I resolved the issue before the users even noticed a problem. Robot Console monitors the system automatically—it's extremely helpful.”

Automation Is Even Easier with OPAL

“Recently, we had an issue with errors during our billing process. We used Robot Console to standardize message responses and that resolved it," says their technical services operations supervisor. Everence manages messages using Robot Console message sets and OPAL (OPerator Assistance Language), Robot Console’s powerful operations language that helps them handle automation issues.

As their technical services operations supervisor explains, “We developed message sets to automate responses to recurring issues. For example, we have an OPAL table-driven program set up to automatically increment the file size when physical files reach their maximum. When we receive the customary error message, Robot Console replies with a standard response. The job continues uninterrupted, and we don’t have additional downtime. We also use Robot Console to monitor our printers and to suppress messages; we created a message set with a list of the messages I don't need to know about. This frees me to deal with the important ones.”

Automated Notification Saves Time

The operations team found Robot Alert automated notification software to be a critical component of effective message management. They use it to send text, email, or pager messages in reaction to job events, allowing recipients to monitor the situation quickly and easily.

Their technical services operations supervisor describes Everence’s notification process. “I have a cell phone with me 24/7 and the system is set up to notify me immediately for important issues. If issues aren't urgent, Robot Alert sends me an email. When I go on vacation, I have the system send messages to my backup. I don’t get many pages, and when I do, I can deal with the situation immediately.

“I still want to be aware of the situation when it occurs, and Robot Alert keeps me in the loop, so I don’t get a surprise page at 3:30 a.m.”

The Key To Automation

Robot Alert and Robot Console are just part of the mix of Fortra products that Everence uses—including Robot Schedule, Robot Schedule Enterprise, Robot Replay, and Robot Network—to make their operations run smoothly. As their technical services operations supervisor explains, “By implementing the Robot products, we completely eliminated our night shift. We used to have an operator work until the backup was done, often near midnight. We’ve automated all of that. The way Robot products allow us to control jobs across machines and handle complex scheduling has been our key to automation.”

"The products are so user-friendly and intuitive, and Fortra Technical Support is top notch."

Easy To Use & Great Support

Their technical services operations supervisor and the operations team are also very pleased with how easy Robot products are to implement and use. “The products are so user-friendly and intuitive, most of our learning has been on-the-job training. I’ve also consulted the manuals, which are quite helpful, and Fortra Technical Support is top notch. I would advise anyone to make good use of the support team, especially early in the automation process—we’re definitely glad we did.”

The bottom line for Everence? Standardization and simplification is easy when you automate with products from Fortra.

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