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Say Goodbye to Document Mismanagement

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 documents and electronically store your files, while creating a...
Article

Automate 7 Task Builder in Depth

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

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.
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Windows Azure Automation

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

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

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

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

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.
Case Study

Skidmore Sales Feeds Quality Document Management

Food quality and safety is a paramount concern for everyone from farmers and food processers to end-consumers, and everyone in between. Not surprisingly, ensuring food quality requires the management of a considerable volume of documents.
Case Study

Schaumburg School District Learns about Document Protection from Fortra

All organizations must take into account two important characteristics of documents. First, the information they contain is often invaluable. Second, paper burns. These two traits were on the school district’s mind when it decided to look for a way to better protect critical personnel documents.
Case Study

Fortra Tunes-Up Information Flows at Roland

Traditionally, the road between an instrument-maker and music-makers was paved, in part, with paper. For example, Roland stores over 200,000 pages of legal documents alone. Because they were stored on paper, searching through them to find a specific document was time consuming.
Case Study

Ripon Medical Center Achieves Healthy Document Management

A medical center’s goal is superior health outcomes. Medical treatments and services are clearly paramount in achieving that objective, but good healthcare also demands good recordkeeping. Each patient visit generates documents, including not just the patient’s medical chart, but also registration information and various forms required to receive reimbursement from insurance companies or the government.
Case Study

Webdocs Gives Realstar Title an Edge on the Competition

The number of forms and documents required for most real estate transactions makes the business of providing title insurance not only labor-intensive, but paper-intensive. Reams of paper documents are generated, all of which need to be easily accessed and safely and securely stored. Realstar quickly learned that the 20-30 documents involved in a typical closing created a document management problem.