Case Study: Bank of Stockton achieves 95% runbook automation and fewer errors with Fortra

Bank of Stockton Turns to Fortra for Reliable, Error-Free Operations

Bank of Stockton, a community bank founded in 1867 with 17 branches across central California, needed to modernize IT operations to improve manageability, reduce manual errors, and cut the workload on night operators. Inconsistent message handling and time-consuming batch processes were causing operational risk and inefficient use of staff.

By deploying HelpSystems workload automation, job scheduling, and message/event monitoring across all core environments, the bank automated about 95% of its runbook within two months. The solution cut batch processing time, greatly reduced errors, enforced consistent message handling with automated escalation, and freed operators to monitor rather than intervene—boosting reliability and allowing IT to focus on innovation.

Bank of Stockton

Jim McDaniels

Assistant Vice President and Computer Operations Manager