Case Study: Oregon School Boards Association cuts policy conversion from 40 hours to 20 minutes with Fortra's Automate

Oregon School Boards Association Uses RPA to Maintain Critical Policies

The Oregon School Boards Association (OSBA), a nonprofit serving more than 200 locally elected school boards in Oregon, faced a massive backlog: thousands of policy documents written in WordPerfect needed conversion to Microsoft Word via a two-step RFT process. Hiring temps didn’t keep pace, leaving the policy department struggling to meet demand and maintain consistency across districts.

OSBA implemented Automate RPA from HelpSystems, building a simple workflow in under a week and using the product’s Workflow & Task Library to accelerate deployment. The bot cleared the backlog in about six weeks, cut per-district conversion time from 40 hours to 20 minutes, can process 10–20 districts overnight, and produced reusable workflows that the organization can expand to other departments.

Oregon School Boards Association