Resources

Article

RPA Use Case: Automated Invoice Processing

Fri, 12/13/2019
Text Manual invoice processing can be a hassle for Accounts Payable departments even for the simplest of processes. Routing invoices for approval and connecting all the systems involved takes valuable time from multiple people, every time an invoice needs to be paid...
Automation
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)
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
Case Study

SQL SCHEDULING GOES ENTERPRISE

Company Background Frontline Technologies is a market leader in workforce management software. The Pennsylvania company serves thousands of global clients through its three applications: Aesop, an automated substitute placement and absence management system; Veritime, a time and attendance product; and Jobulator, an automatic job-notification service for substitute teachers. One in every five U.S...
Automation
Case Study

SharkNinja Uses Fresh Retail Data for Fast Decision-Making with JAMS

Company Background SharkNinja is the maker of class-leading Shark® vacuums and steam mops, and the innovative line of Ninja® kitchen appliances. Shark® and Ninja® are two of several house-care brands developed by SharkNinja Operating LLC, a pioneer in small household appliances and cleaning solutions that fit the lifestyles of busy people. The company’s products are widely distributed through...
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
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 turned to Automate...
Automation
Thumbnail for case study
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 the name of the game...
Automation