Case Study: First Rate Implements ActiveBatch Workload Automation

ByRajkumar Updated on

First Rate, a leading firm in the financial services industry, faced significant challenges with their outdated automation system. Their old solution frequently failed and couldn’t manage their growing data processing needs effectively.

To address these issues, they turned to ActiveBatch. This advanced automation tool promised to streamline their operations, boost efficiency, and help them consistently meet their service level agreements (SLAs).

In this article, we will see how ActiveBatch transformed First Rate’s workflow automation and delivered remarkable results.

Case Study First Rate Implements ActiveBatch Workload Automation

What is First Rate?

First Rate is a leading provider of investment performance and client reporting solutions for the wealth management industry. They manage over two million portfolios daily, processing more than $2 trillion in assets.

  • Industry: Financial Services
  • Location: Arlington, TX, US

What is ActiveBatch?

ActiveBatch is a cutting-edge workload automation tool that takes the hassle out of managing your daily business operations. Think of it as your helpful digital assistant that brings all your different tasks onto a single, easy-to-use platform.

Whether it’s integrating various software applications or keeping a close eye on workflow performance, ActiveBatch does it all. It empowers users by reducing the need for manual intervention, thereby minimizing errors and saving valuable time. Its smart analytics provide real-time information, helping you make quick, informed decisions to enhance productivity.

With its intuitive interface, ActiveBatch is designed to be user-friendly, making it simple to automate even the most complicated processes efficiently. All of this means your business can run smoother, with less stress, and more success.

ActiveBatch has received the Informatica Seal of Approval

Why First Rate Chose ActiveBatch Workload Automation?

First Rate needed a reliable, scalable automation solution to address the shortcomings of their previous system, which was prone to frequent failures and lacked proper error logging. These issues were impacting their ability to meet service level agreements (SLAs) and slowing down their response to critical data processing tasks.

ActiveBatch stood out for its stability, advanced analytics, and real-time monitoring, which provided First Rate with:

  • Detailed logging and error tracking to resolve issues quickly.
  • The ability to handle large-scale, complex workloads without failure.
  • Prebuilt Job Steps for easy automation of 99% of their workflows.
  • Proactive alerts to prevent SLA breaches.
  • A scalable solution to grow with First Rate’s expanding business.

By choosing ActiveBatch, First Rate ensured smoother operations, faster troubleshooting, and future-ready automation to support business growth.

Challenges First Rate Faced Before Implementing ActiveBatch

  • First Rate’s previous automation solution was unstable, threatening their SLAs.
  • They needed a scalable, reliable automation solution to accommodate business growth.
  • There were frequent process failures, with no error logs or troubleshooting capabilities.
  • The legacy system did not provide sufficient insights into workflow issues, prolonging response times and impacting client service.

Solution Achieved with ActiveBatch Implementation

After migrating to ActiveBatch, First Rate benefited from:

  • A stable automation solution that could handle complex, large-scale workloads.
  • Comprehensive logging and error reporting tools for faster issue resolution.
  • Advanced alerting systems to notify teams of potential issues before they impacted performance.
  • Prebuilt Job Steps and SSIS integration, allowing First Rate to automate 99% of their workflows with out-of-the-box solutions.

Final Results

  • 99% of workflows automated using ActiveBatch’s Jobs Library.
  • Reduced downtime and faster issue resolution with improved logging and error management.
  • Increased scalability to handle thousands of jobs daily without impacting SLAs.
  • Faster development cycles, thanks to ActiveBatch’s intuitive GUI and job templates, saving valuable time for the Managed Hosting team. 

Conclusion

ActiveBatch proved to be the game-changer First Rate needed. By automating 99% of their workflows and enhancing their ability to meet SLAs, First Rate not only overcame the limitations of their previous system but also set themselves up for future success.

With better scalability, faster issue resolution, and streamlined operations, First Rate is now better equipped to handle their expanding business. This case study highlights how choosing the right workload automation tool can make all the difference in achieving operational excellence.

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Rajkumar SM is the founder of SoftwareTestingMaterial. He is a certified Software Test Engineer by profession and a blogger and YouTuber by choice. He has extensive experience in the field of Software Testing. Furthermore, he loves spending time with his wife and their cute little kid, 'Freedom.'

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