Resources
Article

Getting Started with Website Automation

Wed, 07/24/2019
Set up a website automation task using Automate, robotic process automation (RPA) software from Fortra. Download a free trial of automation software and set up a web automation task today.
Automation
Article

How to Do CRM Automation

Mon, 07/15/2019
Use robotic process automation (RPA) to easily integrate your CRM system with your most critical business applications to streamline your business processes. Learn how with Automate.
Automation
Article

HelpSystems (now Fortra) Rebrands Automate BPA Server to Automate Plus

Wed, 05/01/2019
Fortra is excited to announce that Automate BPA Server, our powerful enterprise business process automation (BPA) software, is now Automate Plus. All the features you know and love in Automate BPA Server are still available but Automate Plus aims to provide a more robust set of automation tools.   ...
Automation
Case Study

Oregon School Boards Association Uses RPA to Maintain Critical Policies

The Oregon School Boards Association is a non-profit member services agency for more than 200 locally elected boards serving school districts, education service districts, and community colleges. OSBA helps locally-elected volunteers fulfill their complex public education roles. Watch the video to get a snapshot of their story and read on for more details.   ...
Automation
Scale of IT capacity planning tools that balance cost and risk
Article

Comparing Different Methods for Calculating Health and Risk

By Per Bauer on Fri, 02/08/2019
How do you calculate IT health and risk? There are different methods you can use, depending on your needs. The most common methods for determining IT infrastructure health are: Threshold comparison Enhanced threshold comparison Event detection Variation from normal Allocation comparison Queuing theory for health On the other hand, the most common methods for calculating...
Automation
Article

A Roadmap for Consolidation

Mon, 02/04/2019
There are five key steps when planning a consolidation strategy. Considerations for each step are outlined below.
Automation
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Case Study

Automate Speeds Report Generation and Distribution for a Major Insurer

Medmarc Insurance Group is the leader in the medical products liability insurance industry. The company operates as an insurer offering liability insurance protection to life sciences technology companies. Medmarc has a monthly close process whereby underwriters write policies up until the close of business for the month. Once all underwriting is completed, the IT staff have to...
Automation
Case Study

RPA Transforms Ricoh Italia from Traditional Call Center to Omni-Channel Service Center

Ricoh is empowering digital workplaces by using innovative technologies and services enabling individuals to work smarter. All around the world, the company drives innovation and is a leading provider of document management solutions, IT services, commercial and industrial printing, and communication services. Ricoh Italia has a very strong presence in the Italian market. Its...
Automation
Financial services
Case Study

Financial Services Firm Credits Automate with Saving 400 Hours per Month

Background Providing backend financial services to hundreds of credit unions is an IT-intensive job. For Florida-based PSCU Financial Services, it requires hours of repetitive tasks ranging from monitoring client websites for availability assurance to migrating files from a variety of sources to a central location for client retrieval. Managers in several PSCU departments have...
Automation
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Case Study

Baptist Health South Florida Streamlines Claims Processing with Automate

Background Baptist Health is South Florida's largest not-for-profit health care organization, encompassing seven major medical facilities and a number of outpatient centers. They utilize a health information system provided by Siemens called INVISION, and a claims management system from NDC Health called ePREMIS. The Challenge Effective claims processing and management is...
Automation
Article

Automatically Download a File from SharePoint in 3 Easy Steps

Fri, 01/26/2018
Microsoft SharePoint collaboration software is one of the more powerful tools for companies that need enterprise-scale solutions to mange content, administer business processes, and streamline how people find and share information across the network.
Automation