Resources

Automated reporting generation graphic
Article

RPA Use Case: Automating CRM Reports

Thu, 12/12/2019
Text Reporting is a vital part of any business. Without data pulled from critical business systems, people can’t make informed decisions that help grow their business. RPA plays a key role in helping businesses retrieve time lost to pulling and parsing data. There...
Automation
Robotic Process Automation (RPA)
On-Demand Webinar

Move Past Roadblocks and Successfully Scale RPA in Your Organization

By Paul Necklen
Many RPA implementations start with one area of the business then look to expand onward after initial success. Scaling any software across an organization will have challenges, and RPA is no exception. Not only is there the question of scaling being cost-prohibitive, but organizations sometimes struggle to move beyond the initial use case and get buy-in from other business units. Your...
Automation
On-Demand Webinar

JAMS Feature Tour

Wed, 12/04/2019
Join Robert Newman for this condensed feature tour!
Automation
Guide

6 Simple Ways to Get Moving with RPA

Businesses across every industry and sector are growing increasingly reliant upon automation processes to improve organizational efficiency, boost customer satisfaction levels, and reduce operational costs. The most innovative and forward-thinking companies are consistently hearing that Robotic Process Automation (RPA) is systematically transforming the business world. However, they are also...
Automation
Article

How to Automate Excel Reports

Thu, 10/17/2019
Set up an Excel automation task using Automate, robotic process automation (RPA) software from Fortra. Download a free trial of automation software and automate Excel reports today.
Automation
On-Demand Webinar

Replacing FTP Scripts with Managed File Transfer

By Stephen Mabbutt
    Many companies are still using custom scripts or manual processes to exchange information with customers, partners or other locations. And they do it despite the extra time and headache required to maintain these methods – and the lack of security these methods provide. If this sounds familiar, join us as our cybersecurity experts explain why using FTP and other...
On-Demand Webinar

Maxmize ERP System Processes with RPA

By Pat Cameron
A lot of businesses depend on their ERP system to conduct business. Whether it’s SAP, Syspro, Microsoft Dynamics, M1, NetSuite, or another ERP, critical data is processed and stored every day. These systems are powerful for managing business processes, but the built-in capabilities aren’t enough. So many businesses spend hours and manual effort prepping data, launching ERP procedures, and other...
Automation
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