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Case Studies

Get More From ECM with Next-Level IT Professional Services

Our Case Studies

We have over 15 years of project case studies, so take a moment to read about our work and hear feedback direct from our customers. Our case studies offer you the opportunity to learn more about Shamrock Solutions and the comprehensive range of IT solutions and services that we have supplied to small, medium and global-brand organizations all over the world.
We provide practical, pragmatic and powerful solutions for addressing those challenges. Browse our case studies below to see how some clients and partners have applied Shamrock Solutions to their most important challenges.

 

More Efficiently Processing AP Transactions

“Shamrock’s web services solution deepens the integration between Perceptive Content and JD Edwards and
saves us a lot of time and effort day to day.” — Gordon Bone, Manager of Business Intelligence Solutions

Ledcor uses Lexmark enterprise content management software (formerly Perceptive Software and ImageNow) to manage documents relating to accounts payable transactions. When it came time to make modifications to this system, the IS team needed a third-party consultant to help, and they turned to Shamrock Solutions.

The e-forms customization project comprised two main parts. The first focused on enhancing integration between Lexmark software and their ERP system, JD Edwards. The second focus area was eliminating the redundant effort that resulted from duplicate invoices entering the content repository.

“I recommend Shamrock for ImageNow consulting because they’ve worked hard to understand our customized environment and know how to help us improve it,” said Gordon Bone, Ledcor’s manager of business intelligence solutions. “We also like how cost-effective Shamrock’s solutions are and that when we need to contact them, we get right through to the person who will be working on the project.”

Organization: Ledcor Group

Integration: Lexmark enterprise software (Perceptive Software/ImageNow) + JD Edwards

Project Focus: Accounts payable

Shamrock Services: E-forms integration, web services + scripting

PAIN POINTS

  • Redundant data-entry effort to get transaction information out of JDE and into Lexmark
  • Duplicate invoices in Lexmark enterprise software lead to wasted user effort
  • Need to complete Lexmark-focused projects quickly
  • Day-to-day production issues in Lexmark enterprise software

RESULTS

  • Users can look up information in JDE and make this usable from within Lexmark
  • Script automatically identifies duplicate invoices
  • Rapid project completion helps Ledcor’s IS team meet its goals
  • Fast issue resolution ensures business continuity

Cost-Effective, Thorough Upgrade Services an Ideal Fit

“They’ve given us excellent customer service, and you can’t beat Shamrock on price. They went above and beyond to make our project a success.” — James Hashley, Assistant Director of Information Technology

Before starting the go-live phase of their Lexmark ECM upgrade, Shamrock performed a thorough analysis of WNCC’s system and the unique ways in which it is using Lexmark software. Shamrock then worked closely with Hashley and his team to set realistic milestone dates and expectations.

“Shamrock made sure we had all the information we needed when we needed it, and worked hard to understand our goals with Lexmark ECM 7.0,” said James Hashley assistant director of IT at WNCC. “I felt comfortable at every stage of the project.”

Organization: Western Nebraska Community College

Integration: Higher education

Project Focus: Financial aid

Shamrock Services: Professional services + upgrades

PAIN POINTS

  • Wanted to take advantage of new functionality in Lexmark ECM 7.0
  • Professional services options from vendor were not optimal
  • New version required customization to fit their process needs
  • Quick access to support was needed

RESULTS

  • Found experts dedicated to helping WNCC get the most from the upgrade
  • Shamrock’s services were an ideal fit for their budget and schedule
  • Test environment enabled WNCC to make adjustments along the way
  • Guided quickly through Lexmark’s support process

Open Communication, Well-Organized AP Project Management

“We’ve been working with Shamrock Solutions for all of our ImageNow professional services needs for
several years now and couldn’t be happier.” — Ryan Hoagland, Director of Information Technology

One of the requirements Red Coats had for its Lexmark enterprise content management software (formerly Perceptive Software and ImageNow) upgrade project was a rapid turnaround so that users could get up and running with the new content management features without delay. Shamrock used a proven methodology to identify user requirements, time lines and goals, and committed to maintaining open, responsive communication throughout the process — from discovery to testing to deployment.

“The communication with Shamrock has been outstanding,” Ryan Hoagland, Red Coats director of information technology, said. “They’re always quick to reply and make sure we get the answers we need right away.”

“I recommend Shamrock for ImageNow consulting because they’ve worked hard to understand our customized environment and know how to help us improve it,” said Gordon Bone, Ledcor’s manager of business intelligence solutions. “We also like how cost-effective Shamrock’s solutions are and that when we need to contact them, we get right through to the person who will be working on the project.”

Organization: Red Coats Inc.

Client Focus: Janitorial services

Project Focus: Accounts payable

Shamrock Services: Lexmark enterprise software (Perceptive Software/ImageNow) upgrade, custom iScripting, tune-up

PAIN POINTS

  • Need to update to the latest version of Lexmark software to take advantage of new functionality
  • Some vendors don’t communicate well during software updates
  • Need a partner that understands Lexmark enterprise content management software
  • AP check scripts were out of date

RESULTS

  • Fast upgrade got users up and running sooner than expected
  • Transparent, fast communication helped expedite the project
  • Years of experience enabled Shamrock’s staff to meet the client’s precise needs
  • Successfully transitioned AP check scripts to the latest version

Improving Business Processes, Upgrading Lexmark Enterprise Software + Increasing Server Performance

“Shamrock revitalized our Perceptive Software test environment and upgraded us from ImageNow 6.4 to 6.6 without a hitch.
The company delivered on all its promises, and I’d definitely recommend it to anyone needing professional services
for their Perceptive project.” — William Montefusco, IT/IS Project Manager

AmeriLife, a leading insurance provider based in Florida, needed to fast-track the upgrade of its Lexmark enterprise content management software (formerly Perceptive Software and ImageNow), from version 6.4 to 6.6. The organization chose Shamrock Solutions to make this happen.

In addition to improving AmeriLife’s test environment and quickly migrating between versions, Shamrock perfomed a server tune up that increased application speed, in turn enhancing expediting processes and customer service. Both the projects were completed on time and within budget.

Focus: Insurance provider

Department: Licensing, customer service and new business processing

Shamrock services: Custom scripts, Lexmark enterprise software upgrade and test environment improvements, server tune-up

Integration Lexmark enterprise software (Perceptive Software/ImageNow) and multiple systems of record, including IBM AS400

PAIN POINTS

  • Data is not always clean or accurate, preventing seamless integration between Lexmark enterprise software and third-party applications
  • Need to improve test environment and upgrade Lexmark enterprise software (Perceptive Software/ImageNow)
  • Servers that run Lexmark enterprise software not running at optimal levels, slowing performance
  • Need an IT professional services partner that can meet aggressive deadlines and keep costs down

RESULTS

  • Custom scripts enable hands-free transfer of accurate data between system
  • Revitalized the test environment and rapidly upgraded Lexmark enterprise software
  • Server tuneup increased application speed, enhancing business processes and customer service
  • Shamrock met the deadline and stayed within budget

Enhancing ECM, ERP Integration and Boosting Business Performance

“Shamrock’s services were great value and they stayed on budget, which is not always the case when it comes to professional services. They saved us at least a month in expediting our ImageNow project.” — Renee Dinh, Sr. Application Security Specialist

Christie Digital Systems, a leading provider of visual technology, needed a way to enhance its financial processes through tighter integration between Lexmark enterprise content management software (formerly Perceptive Software and ImageNow) and JD Edwards. The company turned to Shamrock Solutions.

Shamrock quickly developed and deployed custom scripts that enhanced data sharing between the two applications, within the ambitious deadline set by the client. In addition, Shamrock designed and published several custom e-forms, which helped speed check requests, capital expenditures and inventory transfer. Shamrock also detected several indexing errors and fixed these, further improving performance.

Focus: Visual technology

Integration: Lexmark enterprise software (Perceptive Software/ImageNow), JD Edwards

Shamrock Services: E-forms design and deployment, custom scripts, server tune-up

PAIN POINTS

  • Integration between Lexmark enterprise software and ERP system needs to be deeper
  • Needed a very fast professional services turnaround to meet project goals
  • Wanted to deploy e-forms for materials management and financials
  • Servers must be running optimally to help prepare for global Lexmark enterprise software rollout

RESULTS

  • Custom scripts improve data sharing between ECM and ERP suites
  • Shamrock delivered on promise to meet or beat the deadline
  • Custom e-forms speed inventory transfer, capital expenditure and check requests
  • Found and corrected indexing errors, speeding system performance

Speeding Admissions Evaluation with E-Forms and Custom Scripts

“Shamrock finished our ImageNow scripting and e-forms in less than a month, which was ahead of schedule.
The fact that they had two professional services projects running for us simultaneously and were able to stay organized
and responsive with both impressed me.” — Candace Appleton-Kuntz, Director of Admission Information Technology

Shamrock Solutions’ knowledge of Lexmark enterprise content management software (formerly Perceptive Software and ImageNow) and PeopleSoft enabled the company to design and publish several custom scripts to help meet TCU’s unique needs. One of the scripts empowered Lexmark enterprise software to look in PeopleSoft to see if there are new ACT or SAT test scores pertaining to a student that have not been added to his or her project folder.

If the Lexmark system finds new test scores, an updated class rank or any other new information, it routes the applicant’s file to an “updated” workflow queue, pulls in the updates and then automatically routes the documents back to the assigned counselor’s queue. Shamrock also designed and published custom e-forms that boost information capture and sharing within TCU’s admissions department.

Organization: Texas Christian University

Departments: Admissions, technology services

Integration: Lexmark enterprise software (Perceptive/ImageNow), PeopleSoft

Shamrock services: Custom scripting, e-forms design and deployment, professional services

PAIN POINTS

  • Want deeper integration between Lexmark software and PeopleSoft to improve information sharing
  • Need new e-forms functionality to enhance data integrity and further remove manual entry
  • E-forms and custom scripting projects must be finished on an aggressive timeline
  • Need a cost-effective professional services partnership

RESULTS

  • Custom scripts enable more effective data exchange, removing manual steps and enhancing information sharing
  • Updated e-forms eliminate risk of comment deletion, add time and date stamp and improve data capture
  • Completed custom scripting and e-forms design and deployment within one month
  • Shamrock stayed on budget at an affordable price point

Upgrades, Customization of ImageNow and Intelligent Capture (Brainware)

“I wouldn’t go to anyone other than Shamrock to upgrade our Lexmark software. They’re always on time, bill fairly and exceed our expectations.— Sherry Hunyadi, Manager Applications/Business Intelligence

Layne is a global water management, construction and drilling company, providing responsible solutions for water, mineral and energy resources. Layne’s experts collaborate across divisional, functional and geographic lines to deliver total solutions for the world’s toughest water, mineral and energy challenges.

Several years ago, Layne needed to find a professional services partner who not only had the technical know-how to customize its Lexmark enterprise content management (formerly Perceptive Content) software but could also complete projects on time and on budget. After evaluating several options, Layne chose to partner with Shamrock Solutions. After exceeding expectations on this and subsequent projects, Layne is again turning to Shamrock to upgrade from version 6.6 to 7.0—in addition to their intelligent capture (Brainware) software.

PAIN POINTS

    • Other professional services options are expensive

 

  • Need to find a way to issue remote check approvals`
  • Lack of information about equipment requisitions

 

RESULTS

  • Cost-effective Lexmark upgrades and other professional services reduce budget impact
  • Open invoice script simplifies project management and AP tasks
  • Remote approval speeds employee reimbursement
  • E-form updates provide greater insight
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