Resources

Case Study

Financial Group Streamlines Loan Origination with Robotic Process Automation

Aldergrove Financial Group is a community-based credit union in Frazier Valley, British Columbia that provides personal and business banking solutions to its 20,000 members. Formed in 1954 under the original name of Otter Farmers’ Institute Credit Union, Aldergrove has since merged with the Matsqui Credit Union and expanded to five branches. Aldergrove is committed to providing personal...
Case Study

Automate Eliminates Custom Visual Basic Code for InfraSource

InfraSource Services is a fully integrated company providing construction services in gas and electric transmission, gas and electric distribution, telecommunications, and water and wastewater systems. The organization consists of several distinct operating companies strategically located throughout the United States. InfraSource is a single source provider of infrastructure construction services...
Case Study

Automating Crystal Reports with Automate Saves 20 Hours per Week for Appliance Distributor

For wholesale appliance distributor Echelon Home Products, generating and distributing reports for four different business divisions used to require at least 20 hours of weekly Crystal Reports work as well as wreak havoc among employees every Monday because of an all-day report-related network slowdown. That changed in 2008 when Echelon plugged into Automate , the robotic process automation ( RPA...
Case Study

Pacific Toxicology Laboratories Saves Time with Automate

Pacific Toxicology Laboratories (PacTox), located in Chatsworth, California, is a privately owned company that performs five distinct lab functions under one roof—drug testing, biological monitoring, medical surveillance, therapeutic drug monitoring, and forensic toxicology. PacTox's competitive advantage is its unique ability to provide integrated biological testing services. Clients include...
Case Study

Appvion Improves Customer Satisfaction with a Digital Document Repository

Appvion, Inc. manufactures paper—thermal, carbonless, security, inkjet, digital specialty and colored papers. But this Appleton, Wisconsin-based company had a problem when it came to digital documents in their customer web portal. Their existing system just wasn’t up to snuff. It was time to make a change.
Press Release

HelpSystems (now Fortra) Completes Acquisition of Network Monitoring Pioneer, Dartware—Its Third Acquisition in 2012

Eden Prairie, MN, January 10, 2013 – HelpSystems, LLC, a world leader in systems management, security, and business intelligence software, announced it has completed the acquisition of Dartware, LLC, a network management software company. The acquisition, which completed in December, represents the growing company’s third acquisition in 2012 and ninth overall. Based in New Hampshire, Dartware is...
Case Study

Fortra Automates Report Delivery at Ullico

Reports are an essential part of all businesses. Among other purposes, they help organizations to better manage and control their operations. But what if managing those documents placed an unnecessary burden on the enterprise? Paper-based reports do exactly that.
Case Study

Fortra Document Management Helps TPi Fit the Bill

When TPi began to evaluate opportunities in this area, customers were not yet battering down the doors demanding electronic invoices and statements, but the company recognized the market trends and proactively decided to provide Web access for many of the documents it produces.
Case Study

Toter Trashes Burdensome Paper Flows Results

Toter sells primarily to municipalities, but also to private haulers. That business generates a large number of documents in the form of bids, proposals and contracts. Warrantees associated with contracts can last for as long as 10 years. Consequently, the related documents must be retained for a considerable time.