Article
Automate Roadmap: Key Features for Building an Enterprise Automation Strategy
Thu, 12/08/2016
An effective automation strategy requires a comprehensive platform that integrates business processes across the entire enterprise. Learn how Automate’s enterprise-class solutions can help you streamline operations and make better and faster strategic decisions.
Case Study
Major Steel Supplier Strikes Gold with a Document and Forms Management Solution and Superb Support
Paperwork and steel go hand-in-hand for one major steel supplier (MSS) with locations across North America. Every piece of steel they ship includes paperwork assuring customers of the quality of the product they’re receiving.But MSS had a problem: their processes were keeping them from meeting customer expectations. It was time to make a change.The Paperwork ProblemPre-printed forms and Dot matrix...
Blog
3 Easy Steps to Kickstart Your Electronic Document Management Journey
By Greg J. Schmidt on Mon, 11/14/2016
Not sure where to begin with electronic document management? Start here. Take three easy steps and make document management simple again.
Blog
What Should I Expect in a Document Management Implementation?
By Greg J. Schmidt on Mon, 10/10/2016
Document management implementations aren’t “one size fits all.” But successful implementations do have one thing in common…
Blog
Say Goodbye to Document Mismanagement
Thu, 07/28/2016
We write a lot on this blog about document management, but this time we wanted to share a graphic illustrating the struggles that some companies and individuals still face in their processes.
Can you see yourself (or your company) in any of these stats? If so, let us help you find a solution!
With RJS, your company can digitize...
Article
Robot Best Practices
By Tom Huntington on Mon, 06/27/2016
Wondering about best practices for automating your IBM i processes with Robot systems management solutions? Take a look at this list and get off to a good start.
Case Study
For Centralized Data Processing, KeHE Relies on Fortra
As the nation’s leading distributor of natural, organic, specialty, ethnic, and gourmet food products, KeHE Distributors has helped thousands of retailers—from the smallest independent stores to the largest supermarket chains—meet the constantly growing demand for products that help people to live well.
John Kinnaird is the National Operating Center Manager responsible for supporting both...
Article
Automate 7 Task Builder in Depth
Wed, 04/06/2016
Automate 7 Task Builder now supports multiple tasks within one Task Builder instance. While this has the obvious benefit of increasing the ease of use of editing and creating multiple tasks in one place we've taken it a step further and implemented a feature that many have asked for:
Article
How to Automate Backup & Restore Processes in Automate
Sun, 02/28/2016
In this article we will take a look at the importance of backing up Automate data in order to prevent data loss. We will also learn how to go about backing up remote Automate installations, performing automated backups and achieving data recovery in case data loss occurs despite the best of our efforts and precautions.
Article
Sample Workflows: SQL Query DB & FTP Upload Excel Report and SharePoint, Excel, Access Automation
Fri, 02/26/2016
Making sure data can be processed and delivered properly is a critical part of many organizations. And with the different types of applications and platforms we work with, it’s essential that we deliver data in a compatible format in the most efficient way.
Article
Windows Azure Automation
Thu, 02/25/2016
Cloud computing, cloud storage, cloud database…we all have heard about the “cloud.” Cloud computing has gained tremendous visibility in recent years. According to research firm, Gartner, “By 2012, 80% of Fortune 1000 enterprises will be using some cloud computing services, 20% of business will own no IT assets.” In addition, small businesses are attracted to the small startup costs and lower TCO...
Article
Benefits of Web Server Management Console
Thu, 02/18/2016
Just like the desktop version of SMC, the Web SMC is a web-based interface for centralized management and administration, and allows you to graphically manage all elements of the Automate BPA Server including workflows, the Repository, users and agents. You can also access reports and calendars as well as configuring system settings and options.
Article
Using the Dashboard to Drive Your Business Performance
Thu, 02/11/2016
Today’s growing information and communication technology is altering how companies operate and move forward in a global environment. Because of the real-time nature of information being transmitted, organizations need a way to easily track up-to-the minute performance and operational statistics in order to make effective business decisions more rapidly.
Article
Working with Agent Groups in BPA Server
Wed, 02/10/2016
An Agent Group is a distinct Automate BPA Server object that contains one or more Agents within a logical group. They can be used as workflow objects in place of individual Agents to distribute conditions and tasks to multiple machines across an enterprise. The use of Agent Groups can be more convenient in situations where multiple agents need to be selected for automated execution. Instead of...
Case Study
A Document Management Solution Boosts Efficiency at Wise Alloys
Find out how Wise Alloys automated lot ticket processing, cut costs, and boosted employee productivity.
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.