Changing the Way Coding is Done
Through Template Driven Development

No Developers Required!

Step 1: Connect It

To start automating your custom business process, you have to start out with a template. A template is created for you simply by dropping a file or connecting to a database.

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Step 2: Map It

Now that you have a template that contains all the data, Template Automation can customize your business process to suit your needs. Leverage all the power of Template Automation by adding custom alerts, create a custom email, text notifications or run complex business processes.

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Step 3: Run It

Finally run your custom process to see instantly if you are getting the expected notifications, alerts, and custom business processes to suit your needs. Once you are happy with your new process, you can schedule it to run or set an event as a trigger for your process to run.

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We Turn Business Requirements Into Working Products - No Coding Required
Utilizing Template Driven Development

Click this button to see the Business Analyst Developer Suite to see how you can turn your business analysis into developers by turning requirements into working products.

Enterprise Data Exchange

The Enterprise Data Exchange provides end to end data integration with connectivity to hundreds of data sources both cloud based and on premise. All data integrations are powered by our underlying Template Automation technology, which provides seamless integration, real-time alerting, automated reporting, a robust rules engine, a dynamic jobs scheduler, and so much more.

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User Form Generation

The rapid development of user forms and data entry screens is no problem when subscribing to Template Automation. Just fill out a template with the required fields and data elements, and then we will rapidly turn this template into a mobile friendly, web-based user form that works on any browser.

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Business Rules Engine

A dynamic business rules engine enables non-technical team members to apply complex business logic to any data process or activity. Bundle the business rules engine with our Enterprise Data Exchange (Powered by Template Automation) to unleash real-time data processing without engaging any technical IT resources.

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Dashboard Reporting

The Dashboard Reporting engine is a dynamic Business Intelligence (BI) platform providing an enterprise view of the main organizational metrics and data exchange information. Data and information can be trended over time with real-time alerts generated when configurable exceptions reach certain thresholds.

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Enterprise Application Delivery

Full featured enterprise applications can be rapidly delivered starting with wireframe planning sessions to application delivery via the cloud, on premise, or hybrid solutions. These projects can be structured a variety of ways to create a win-win situation for our clients.

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Cloud-Based Hosting & Consulting Services

Cloud-based products and services are what we do at Template Automation. We can help implement a cloud-based architecture or a hybrid between cloud-based and on premise technologies. Leverage our industry experience and know-how to reach your strategic technology goals and initiatives through our consulting services.

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Key Features
The Template Automation Experience

Supports all Modern Web Browsers and Devices

Internet Explorer, Firefox, Chrome, Safari, iPhone, iPad, Android, and many more..

Dashboard Reporting

Consolidated reporting views and metrics to drive critical business decisions


Alert Management

Be notified real-time when data exceptions and discrepancies occur using our Alert Delivery feature

Google Like Searching

Easy to use and dynamic search functionality for quick and easy data retrieval

Dynamic Jobs Scheduler

Schedule jobs and processes to meet complex business requirements

Single Login Security Model

All products and services accessed through a single, secure, role-based web portal


Data Exchange

Connect to hundreds of data sources, interfaces and APIs

User Form and Application Generation

Rapidly generate user forms and fully functioning applications based on templates and data sources

Our Workflow

Follow our simple workflow process to utilize one or all of Template Automation's key features

Data Exchange

Setup and configure your data exchange to automatically transfer information with hundreds of providers using our robust Template Automation mapping engine and scheduler.

More info Step 1
Configure Data Exchange

Business Rules Engine

Configure the business rules engine to meet complex data exchange requirements. Best of all, any business user can setup quickly and easily through our secure web portal.

More info Step 2
Configure Business Rules Engine

Report and Dashboard Generation

Rapidly generate real-time reports and dashboards for your customer's to identify trends and exceptions. Dashboard views and reports can be easily aggregated or viewed at the detail level.

More info Step 3
Configure Report and Dashboard Views

User Form Generation

Create user forms and data entry screens to capture your critical business data. Quickly and easily turn your data into meaningful, valuable, information in order drive key business decisions.

More info Step 4
Generate User Forms

Enterprise Application Delivery

Use all of the features of Template Automation to publish your application internally or publish securely on the web to be accessed by any modern browser or device. Experience the full power of Template Automation by integrating your data exchange, user forms, dashboard reporting, and role-based user security into an Enterprise Application delivery system.

More info Step 5
Publish Your Application for Clients to Use

Welcome To Template Automation

Our Story

Template Automation has been providing data driven, automated Software as a Service (SaaS) based product solutions for the past several years. The company was initially started to provide end-to-end data exchange automation using its Core underlying technology Template Automation. Template Automation connects businesses and trading partners by providing an automated enterprise data exchange with real-time data integration, validation, alerting, and exception management. Over the years, the company has grown to be a one-stop technology shop that provides products and services to meet the ever-changing technology, security, infrastructure, budget, and Business Intelligence (BI) needs of its customers.

The Template Automation Difference

  No server fees, no infrastructure fees, no upfront development fees, no upfront implementation fees, no problem with Template Automation. All products and services can be delivered with a simple monthly fee and requires no upfront software development costs.

  Our products and services support cloud-based (private or public), on-premise, and hybrid solutions. Not sure which solution to implement? No problem, we can meet and design a solution to fit your specific situation.

  We strategically partner with organizations to deliver end-to-end technology solutions. We offer a technology partnership, so partners/resellers can focus on their core business, while we provide a cutting-edge technology application.

Our Mission and Vision

Changing the way coding is done through template driven development.

Our Leadership Team

The Template Automation team is comprised of technology experts and leaders with years of experience delivering SaaS-based products and services.

Bryan Perdue

CEO and Founder

Bryan is the CEO and Founder at Template Automation and is the chief technology architect behind all of the cutting-edge products and services. Bryan has spent over a decade working with many different technologies and in many different technical roles. His overall product vision is to “develop SaaS based products and services rapidly in the cloud providing a one stop technology shop offering.” When Bryan is not developing and white boarding new product ideas, he enjoys spending time with his wife and three daughters.

Ron Richardson


Ron is the COO at Template Automation and oversees the day to day operations to ensure our “customer, employee, and product experience is second to none and is always evolving to meet the needs of our clients and ever-changing markets.” Before joining Template Automation, he had over 40 years of service as a General Electric (GE) Human Resource executive responsible for Engineering, Production Control, Six Sigma, and Purchasing overseeing over 17,000 employees worldwide. In his free time, Ron enjoys playing golf and is a certified private pilot.

Contact Us

Thank you for your interest in Template Automation and we’d love to hear from you!

Template Automation
12507 Kirkham Rd
Louisville, KY 40299
Sales: (502) 387-8787