Case Studies

Efficient AP Processing and 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

Organization: Ledcor Group
Verticle: Accounts payable
Shamrock Services: E-forms integration, web services + scripting

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.”

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

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Cost-Effective Upgrade Services – 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

Organization: Western Nebraska Community College
Verticle: Higher education
Shamrock Services: Professional services + upgrades

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.”

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

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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

Organization: Red Coats Inc.
Verticle: Accounts payable
Shamrock Services: Professional services, custom scripting, tune-up + upgrade

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.

“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.”

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

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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

Organization: Layne
Verticle: Accounts payable
Shamrock Services: Professional services, custom scripting, tune-up + upgrade

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

 

READ THE CASE STUDY


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

Organization: AmeriLife
Verticle: Insurance services
Shamrock Services: Custom scripts, ImageNow upgrade and test environment improvements, Server tuneup

The first project that AmeriLife entrusted to Shamrock was creating several data manipulation and cleanup scripts that would help drive business process improvement in multiple departments. Some of these scripts automatically rename and restructure files so they can be imported into the Perceptive Software electronic repository more accurately, without user intervention. Others improve the two-way data sharing between Perceptive Software Content and AmeriLife’s systems of record, including IBM AS400.

“The scripts that Shamrock Solutions created for AmeriLife’s Perceptive system reduced cycle time and streamlined processes in licensing, customer service and new business processing,” Montefusco said. “These scripts also improved data accuracy and removed redundant effort.”




PAIN POINTS

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

SHAMROCK SOLUTIONS

  • Custom scripts enable hands-free transfer of accurate data between system
  • Revitalized the test environment and rapidly upgraded Perceptive solution
  • Server tuneup increased application speed, in turn enhancing business processes and customer service
  • Projects completed on time and within budget

 

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Cost-Effective Upgrade Services – 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

Organization: Texas Christian University (TCU)
Verticle: Higher education
Shamrock Services: Custom scripts e-forms development Deployment

TCU set ambitious deadlines for its custom scripting and e-forms projects and was satisfied that Shamrock Solutions was up to the task. “Shamrock finished our ImageNow scripting and e-forms in less than a month, which was ahead of schedule,” Appleton-Kuntz says. “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.”

Part of the reason for this success was Sharmock’s structured project planning and implementation methodology and commitment to responsive and cooperative customer service at every stage of TCU’s projects.

PAIN POINTS

  • Want deeper integration between Perceptive Content 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

SHAMROCK SOLUTIONS

  • 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

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Cost-Effective Upgrade Services – 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

Organization: Christie Digital
Verticle: Visual technology
Shamrock Services: E-forms design and deployment, custom scripts, server tuneup

Christie also sought Shamrock’s help to ensure that the servers which run Perceptive Content were operating effectively. As part of an extensive testing and benchmarking analysis, Shamrock staff indentified indexing errors that, once fixed, delivered even greater speed and efficiency.

“The server tuneup that Shamrock performed gave us the comfort of knowing that our ImageNow system is running optimally,” Dinh says. “We’re going to roll the system out globally soon so having the best possible performance is very important.”

PAIN POINTS

  • Integration between Perceptive Content (ImageNow) 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 ImageNow rollout

SHAMROCK SOLUTIONS

  • 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

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