Use Case Series: Using Automation to Enforce File Transfer Policies

Selecting a powerful managed file transfer (MFT) solution is an important step in securing data as it moves around your business and out to your trading partners.

But even with the right solution in place, enterprises face another challenge – getting users to treat information correctly.

Most organizations spend time developing detailed policies for acceptable use and data handling. Unfortunately, it is more difficult to enforce these policies.

Any IT administrator or MFT project manager understands the importance of end-user training. It is essential that every user learns how to use the software applications they come into contact with, but also crucial that users know their data handling obligations.

In the case of the insurance broker, the limitations of their existing file transfer software left users without functionality they required. Users would routinely look to their own unapproved and insecure file transfer methods such as sharing confidential attachments via email or file sharing websites.

FileXpress gives users at all levels the ability to share files of any size through agreed secure protocols.

But even with the infrastructure in place to transfer data correctly, user error can create problems in the data sharing chain. The project manager that works on behalf of the insurance broker designed an elegant solution that is supported within FileXpress to maximize automation and reduce user input.

Configuring automated, event-driven file transfers with FileXpress is easy, with workflows allowing for pre- and post-transfer processing. Data can be moved at specific times of the day, when files are changed, or whenever new files enter a directory.

Leveraging this automation means that almost every file transfer process that the insurance broker uses requires no user input at all. With no user interaction, there is no risk of user error.

Automation is more than a way to make your file transfers run themselves – it is a useful way to eliminate user error and breaches of data policy.

For more information please visit

Share this post:

Leave a Reply

Your email address will not be published. Required fields are marked *