Driving business initiatives using MFT workflow automation

How MFT workflow automation can drive businees improvements and Digital Transformation

 

This post looks at how secure data transfer solutions can address your workflow automation requirements. It includes a use-case demonstrating how a large-scale pharmacy with nearly 800 retail locations and 7000 employees streamlined operations, issuing over 70 million prescriptions each year. It is a guest blog post from Globalscape; a leading data transfer vendor working with Pro2col since 2010.

The reliability, efficiency, and security of a company’s IT infrastructure will impact upon its rate of growth and speed of response to changing markets. The management and flow of data is especially important – it affects compliance, Service Level Agreements, and the efficiency of daily business operations.

Homegrown file transfer processes can be slow, unreliable, and largely inefficient, especially when the volume of file transfer workflows vary. When accuracy and compliance is a priority, file transfer workflow automation has the power to enhance the overall operational efficiency and data transfer security for a company. It also reduces reliance on the only employee left who knows how to tweak the code of the homegrown solution!

Choosing a Managed File Transfer (MFT) solution is a great way to address your workflow automation requirements. MFT provides a secure and efficient IT infrastructure, helping your organisation manage complex, high-volume data transfer workflows and comply with government and industry standards. Some benefits include:

  • Workflow automation is managed through a centralised platform, giving full control and operational visibility of all data transfer activity. This level of reporting is invaluable for compliance with regulation like the GDPR.
  • You remove reliance on old operating systems, old scripting language or a dwindling knowledge base that can manage homegrown solutions within your organisaiton. You will be using a fully supported solution that is regularly updated to maintain security and compliance standards.
  • MFT is scalable, meaning you can add additional modules as your business requirements grow. This future-proofs your solution.

This use-case from a large-scale pharmacy with nearly 800 retail locations and 7,000 employees, demonstrates how these benefits translate in practice.

 

Use case: A UK-based pharmacy

A UK-based retail pharmacy issuing over 70 million prescriptions each year was using two disparate file transfer systems during a time-sensitive business merger. The company wanted to simplify and better manage their automated and manual data transfers, especially those through their financial accounting systems.

This business successfully implemented Globalscape’s EFT Enterprise plus the additional Advanced Workflow Engine (AWE) and Auditing and Reporting Module (ARM). This simplified their complex and high volume file transfer workflows, whilst providing stringent security and compliance with relevant standards and legislation.

Some of the benefits realised by this business include:

  • The improved file transfer system with automated workflows saved their IT department vast amounts of time and effort.
  • Improved business processes, including a centrally controlled standard file archive and retention policy organised within clear and logical file and folder structures.
  • This better and more organised process allowed IT support to quickly find tasks and activities involved in the data flows.
  • The business streamlined their manual and automated processes, which eliminated the need for any human intervention or coding in various file transfer workflows. Consequently financial data transfers were more secure and at a reduced risk for payment fraud.
  • Similarly, the business automated their auditing and reporting workflows through ARM, improving diagnostics. This gave greater visibility, allowing the IT department to fix existing problems, prevent future problems, and minimise vulnerabilities like failed data transfers, gaps in security, or data breach attempts.

You can find out more about how and why this business used MFT by downloading the full case-study.

Pro2col are Globalscape UK Master Partners, providing consultancy and professional services from demos, trials and licences, through to installations, training and support. Find out more about Globalscape and EFT Enterprise and the supporting modules. This is the latest in a series of guest blogs from the leading vendors, demonstrating how a file transfer solution can benefit your business.

Interested in a file transfer solution?

First certified UK Globalscape training

First certified UK Globalscape training

Pro2col hosted and attended the first certified UK Globalscape training in London last month. Their technical consultants took part and are now among a select few accredited EFT Admin and Advanced Workflow Engine (AWE) professionals across the globe.

James Lewis, Pro2col’s Managing Director said: “Pro2col’s technical team have been installing and providing support for UK Globalscape EFT users since 2010. They know this technology inside out. Receiving this formal certification is evidence of their depth of knowledge and experience and our customers will benefit from their expanded skillset.”

Globalscape’s EFT – or Enhanced File Transfer – is a leading secure file transfer product with users across the globe. Senior Consultant Adrian Acuña travelled from the Globalscape headquarters in Texas to deliver the two-day training.

IT administrators and engineers from a range of organisations took part in the tightly packed training agenda. They gained a fuller understanding of EFT functionality and learned how to get the most out of the product. The training on AWE proved to be particularly valuable, with delegates learning how to implement advanced workflows to deliver better error handling, manage unusual situations and conditions, and a range of other solutions.

Course content

  • Day one covered an introduction to EFT Server, including: Server administration and delegation; site setup and protocols; settings templates, user accounts, and permission groups; event rules; monitoring EFT Server activity; auditing and reporting; high availability and troubleshooting.
  • Day two focussed on AWE, including: AWE automation vs native automation; creating workflows; creating variables; flow control; loops; debugging workflows and error handling; text manipulation; automating file operations and procedures; automating FTP processes and cryptography and compression automation.

Online exam and certification

Following the training, delegates were invited to take an online exam, giving the following formal Globalscape accreditation:

EFT Associate Certification
Advance Workflow Engine
EFT Essentials – Administration

 

Pro2col Senior Technical Consultant Richard Auger said: “It was an intense but rewarding training programme. It is particularly valuable to understand why things work the way they do in EFT, rather than just how they work. This has given us a better understanding of the available possibilities and any limitations of the software.”

Pro2col are a Globalscape UK and European Master Partner, training and professional services provider. Find out more about Globalscape Enhanced File Transfer (EFT) solution.

MFT solution address a wide range of business and compliance requirements. Find out which solution is the best fit for your organisation by completing our MFT Comparison Report.

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Outsourcing finance operations: A file transfer use case

A file transfer use case: Outsourcing finance operations

Outsourcing finance

A major label in the music industry decided to outsource a particularly large area of its operations: finance. Managing invoices and collating data for reports was a time-consuming process that could be better handled by a specialist company.

However, financial data often forms the basis for decisions across the entire business. If data ever becomes out of date or is not processed correctly, the consequences could be disastrous.

Without an effective electronic solution, the only way to move data was to send forms through the post and scan them—a time consuming, manual process.

The right Managed File Transfer solution will allow organisations to seamlessly move data out to external suppliers for processing, and back into the business.

With event-driven automation, the music label can automatically move financial files individually or in batches over a secure connection. The data is “pushed” to the supplier.

After processing, edited documents are then pushed back to the internal network for storage and archiving.

The entire process can be managed from a single, convenient interface and data movement can be audited every step of the way.

If you plan to outsource data processing, you need a solution that seamlessly connects external trading partners with your own unique infrastructure. This particularly use-case applied Globalscape’s EFT Server as a solution. This music label saved time and money by outsourcing this vital business process—without compromising visibility or security at any stage.

 

 

 

Interested in a file transfer solution?

Upgrade to EFT 7.4.5

Upgrade to EFT 7.4.5

EFT 7.4.5 is now available, including enhancements to existing modules and two new ones. We recommend you upgrade as soon as possible.

New modules and enhancements

7.4.5 includes enhancements to Workspaces and Insight, plus two new modules you can purchase (EFT Enterprise only):

  • The Remote Agent Module (RAM) allows organisations to perform unattended file transfers between remote locations and corporate headquarters with centralised control.
  • The Cloud Connector Module (CCM) gives IT admins a way to securely support data transfers to and from cloud storage or containers like Amazon S3 or Microsoft Azure.

Globalscape’s Vice-President of Software Engineering Gregory Hoffer explains enhancements and new modules in EFT 7.4.5. This was filmed at the recent user group event in London.

Upgrade to 7.4.5 now

If you are currently running version 7.2 or above, you will not need a new licence number. Upgrade to EFT 7.4.5 here.

Interested in a file transfer solution?

Leading UK Pharmacy Centralises & Automates Data Transfer Requirements

Leading UK Pharmacy Centralises & Automates Data Transfer Requirements

well-logo

Well, the UK’s largest independent pharmacy with 800 stores, 7000 employees and 73 million prescriptions issued per year, faced a dilemma. They had just been acquired by Bestway Group from the Co-Operative Group and needed to continue to seamlessly exchange business critical data with customers and suppliers after their split.

With a considerable list of challenges that needed to be addressed, Well’s team approached the independent managed file transfer experts, Pro2col.

Well wanted to simplify and better manage their automated and manual data transfer, especially those through financial accounting systems.

Key requirements also included:

1. Data management efficiency through one secure, centralised platform for enhanced visibility and control
2. File transfer integration within their environment for business critical applications AND between third-party applications with partners, vendors, or suppliers exchanging data
3. Automation of financial accounting data to save time, improve security and increase accuracy
4. Full audit and reporting for improved diagnostics
5. Rapid deployment of new transfers on receipt of business requirements

To read the case study in full, learn more about Well’s challenges, and find out which solution they selected, download the case study today.

 
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“We worked closely with Well’s IT Project Manager to clarify which configuration best met his immediate requirements, whilst ensuring the solution could grow to address their future strategic direction. Globalscape’s scalability is a great fit for customers with evolving needs.”

James Lewis

Managing Director, Pro2col Ltd

“In the case of major organizational changes, like Well’s acquisition by Bestway Group, old IT ecosystems may not be suited to handle future challenges brought upon by a new injection of resources and processes. However, by bringing on technology from Globalscape with the help of technology partners like Pro2col, Well is able to manage their data seamlessly and handle any potential requirements that arise as the business continues to scale now and in the future.”

Matt Goulet

Chief Operating Officer, Globalscape Inc.