Resources
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

Remember the IFS!

By Robin Tatam on Thu, 06/27/2019
Ask any security professional which area of IBM i security is most often ignored and chances are that the unanimous response is a chorus of “the Integrated File System.” Although it’s been around since V3R1, the Integrated File System, or IFS, remains a shrouded mystery that represents significant risk to many IBM i organizations.
IBM i Cybersecurity
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
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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 the name of the game...
Automation
Article

Automatically Download a File from SharePoint in 3 Easy Steps

Fri, 01/26/2018
Microsoft SharePoint collaboration software is one of the more powerful tools for companies that need enterprise-scale solutions to mange content, administer business processes, and streamline how people find and share information across the network.
Automation
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Case Study

Concrete Producer Keeps Trucks Rolling by Automate-ing Event Log Monitoring

Background With more than 400 ready-mix concrete trucks on the street at any given time, St. Marys Canada Building Materials (CBM) relies heavily on real-time data transmitted from those vehicles to its fleet management software to meet customers' construction schedules. The company uses Automate, the robotic process automation (RPA) solution from Fortra, to help maintain the data flow by...
Automation
Case Study

Single Source Keeps Staff Small and Business Running Smoothly with Automate

Background Single Source is a large-volume provider of dry, refrigerated, frozen, grocery, paper, and chemical products for institutional commissaries, primarily correction institutions. The company processes and ships approximately 250 million pounds of food each year, nationwide, and they do it all with only 22 employees.  As a small business with a high volume of orders to process and ship,...
Automation