Resources

Article

Getting Started with Website Automation

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.
Article

How to Do CRM Automation

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.
Article

HelpSystems (now Fortra) Rebrands Automate BPA Server to Automate Plus

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. ...
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...
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...
Article

Eight Steps Toward a Secure Hybrid Cloud Environment

Protect your data and your company from internal and external threats by ensuring that your security policies on-premises and in the cloud are aligned with this checklist.
Case Study

Large Health System Turns to Core Privileged Access Manager (BoKS) for Server Management & System Security

A leading not-for-profit health system in the United States, with multiple hospitals, rehabilitation centers, physician clinics, mental health facilities, independent living centers, and home health agencies, employs more than 9,000 individuals, including nearly 1,400 physicians. Collectively, the entities within the healthcare organization also maintain more than 1,500 licensed beds across the...