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
Article

Automate Website Monitoring in Less Than 10 Minutes

Mon, 04/15/2019
How can a 6-step automation task provide peace of mind when it comes to website monitoring? At Fortra, our web team works to make sure that people will always be able to access our website to find solutions to their IT problems. But they don’t work 24/7. Even with the team spread across different time zones, if a critical error occurs when no one is around—or that no one knows...
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
Datasheet

Automate Getting Started Training Overview

The Automate Getting Started training program helps customers quickly apply their knowledge to create and employ business-critical automation tasks The Fortra suite of Automate products provides a single source, end-to-end robotic process automation solution that supports quick deployments and fast return on investment. Customers can now take advantage of our Automate Getting...
Automation
Datasheet

Automate Plus Product Overview

Scalable Robotic Process Automation Solution for Comprehensive Enterprise Automation Automate Plus is a scalable enterprise automation solution designed to go beyond basic robotic process automation to integrate front-end and back-end automated workflows across your organization.  Automate Plus offers superior flexibility and scalability with no-code automation that lets you...
Datasheet

Automate Desktop Overview

Robotic Desktop Automation Software Finding more time in your day is all about utilizing the right technologies. With so many repetitive, manual tasks taking up space on your to-do list, you need a solution that can take things off your plate, so you can keep your focus on what matters most to your business. Boost productivity with a valuable solution that is flexible for...
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
Datasheet

Automate for Webdocs

Using Automate with Webdocs allows your organization to streamline your workflows and truly abandon paper.
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