Reducing Script Risk and Reclaiming IT’s Time: A Credit Union’s Upgrade to Progress MOVEit

Industries:
Financial Services
Solutions:
Digital Experience

Challenge

For over a decade, the credit union’s IT team has trusted Progress to support its evolving infrastructure. As their data operations expanded, reliance on manual file transfers and PowerShell scripts introduced inefficiencies and risk.

Solution

The credit union migrated from WS_FTP Professional software to MOVEit Automation software for more secure, centralized file transfer workflows. PowerShell scripts were replaced with automated tasks built in a no/low-code builder and scheduler. 

Result

  • File transfers are automated, reducing the risk of human errors and missed SLAs
  • Creating and testing a script that previously took days now takes 30 minutes or less
  • 15+ years of success with Progress tools and support

Full Story

Challenge

For over a decade, the credit union’s IT team has trusted Progress to support its evolving infrastructure—from monitoring uptime to exchanging member and operational data with vendors. The journey began with Progress® WhatsUp® Gold in 2007, followed by Progress® WS_FTP® Professional in 2010. As they grew their membership and partner network, reliance on manual file transfers and PowerShell scripts introduced inefficiencies and risk.

“Our file transfer process had grown too complex for scripts alone,” said the IT System Administrator. “We needed more automation, more visibility—and most importantly—more security.”

Inconsistency and human error across file transfers were amplified as the team’s file exchange operations expanded to include Tableau analytics, vendor systems like NetSuite and internal archival tasks. The credit union needed a more reliable, automated and auditable way to exchange sensitive member data that could also integrate easily with its extensive partner and IT ecosystem.

Our file transfer process had grown too complex for scripts alone. We needed more automation, more visibility—and most importantly—more security. MOVEit replaced the scripts and guesswork. It’s secure, centralized and saves us hours every week.

IT System Administrator

Credit Union Organization

Solution

To modernize their approach, the team migrated from WS_FTP Professional client to Progress® MOVEit® Automation—enabling more secure, centralized workflow automation with built-in checks, logging and alerts. “The transition to MOVEit gave us serviceability and control we didn’t have before,” said the VP of Network Infrastructure.

Rather than building and maintaining custom PowerShell scripts, they now use MOVEit Automation workflow engine to trigger tasks based on file conditions, execute validations and deliver assets more securely across multiple channels. This gives the team confidence that files are delivered consistently and reliably to their core banking and financial service partners. The no/low-code interface also provides centralized visibility and control over file transfers, making it easier to manage and report on automation tasks.

The MOVEit workflow solution rollout was fast and effective thanks to the team’s long-standing familiarity with Progress products. After quickly seeing ROI, the team expanded basic task creation to custom scripting and extended automations to over a dozen host endpoints. Next, they’re planning to start leveraging the advanced task features of MOVEit Automation software and scale workflow creation to support growing business demands.

Their broader Progress ecosystem also includes WhatsUp Gold software for continuous uptime monitoring, better network visibility and reliable device configuration backups—critical for maintaining operational continuity across branches.

Result

For this credit union, sharing sensitive data with trusted external vendors including core banking ecosystem partners, card processors, lending platforms and ATM networks is non-negotiable. MOVEit Automation software powers these workflows with the security, transparency and scalability expected for financial service providers.

  • 15+ Years with Progress: A trusted technology partner in file transfer and infrastructure monitoring since 2007.
  • Enhanced Reliability and Consistency: File transfers are automated, reducing the risk of human errors and missed SLAs.
  • Centralized Management and Reporting: The IT team can easily track and verify the success of tasks.
  • Time Savings: No more babysitting old, brittle and manual scripts - creating and testing a script that previously took days now takes 30 minutes or less.
  • Seamless Integration: Extensive partner and IT ecosystems are now supported and set up for future growth.

WhatsUp Gold is our eyes on the network. It gives us the visibility and control we need to stay ahead of issues.

VP Network Infrastructure

Credit Union Organization

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