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Custom Perceptive Solutions

Get More From ECM with Next-Level IT Professional Services

Add electronic forms, custom scripting, retention management and more to deliver maximum ROI

Your enterprise content management system provides your organization with many benefits. But what if it could do more? What if you could improve the speed of your application, enhance your business processes and add new capabilities such as license tracking, e-forms and retention policy management?

You can with Shamrock. We provide custom scripting, e-forms development, installations, upgrades and other IT professional services that help customers of all sizes and in all industries (healthcare, higher education and engineering, to name just a few) get more from their ECM systems. More value. More features. More speed. Keep reading to find out how we can help your company take your ECM application to the next level with our broad range of solutions.

Custom Solutions for ECM

Contact us today to learn more about the following offerings. Don’t see what you’re looking for? Our experienced software architects can help build a custom solution to fit your unique ECM needs.

AP SmartForm

Designing and deploying electronic forms from scratch each time is a time-consuming and costly process. That’s why we created a customizable, out-of-the-box e-forms template for one of the departments that typically needs the most e-forms: accounts payable. With it, you can quickly get the e-forms you need to improve data collection and speed processes such as expense reporting and capital requests, without the typical deployment delays and costs. It’s truly a smart solution to your AP department’s e-forms needs.

License Utilization Tool

Did you buy enough licenses for your ECM solution, or too many? It’s often difficult to tell. That’s why our customers asked us to come up with a solution that shows real-time information on how many users are logged into your environment. The results of this report are conveniently displayed in a graphical format that makes it easy to compare daily, weekly and monthly license use.

In addition, you can set up alerts to notify you when you’re getting close to your license limit so you can obtain more license seats from your ECM vendor. On the other end of the scale, if you’re over paying for licenses you don’t use, you can renegotiate to save your company money. And if you’re under-utilizing licenses but want to be using the product more extensively, you’ll have a heads up that prompts you to find out why certain departments have low user adoption and to remedy this.

OSM Cleanup

When you delete documents, your ECM system sometimes retains OSM files, which take up valuable storage space. With our OSM cleanup, these files are purged so that you’re only keeping the data you need. We also solve the challenge presented by your ECM system only having one OSM bucket. As a better way forward, our team creates separate OSM containers (such as by department) so you can see how much storage each business area is using and allocate resources to them appropriately going forward.

In addition, we set up OSM rotation so that you’re not using expensive, high-availability storage for all of your content, and instead rotate OSM files for each department periodically, based on your organization’s organization and access needs.

Retention Policy Management Script

Your ECM vendor likely offers a retention policy management module, but what if you could achieve similar benefits with a custom script that’s much more affordable? That’s what we offer with our retention policy management solution. Instead of pricing per license, we offer an out-of-the-box offering that runs periodically to ensure you’re managing content throughout its lifecycle in accordance with industry, state and federal compliance mandates. So you’ll securely retain the documents you need to keep, and purge those you don’t without the need for a manual content review process. This helps your organization meet regulatory requirements, simplifies audits and frees up valuable storage space for new content.

Tune-Up

Are you getting the most from your process and content management system? One of the easiest and most cost-effective ways to find out is for us to do a deep dive into your environment to see what’s working and what’s not, and the best way to squeeze every ounce of potential. We not only evaluate all your configuration settings, but also identify changes that will help your users work more efficiently and processes flow smoothly. Think of this solution as a 50,000 mile service for your ECM system (but you don’t have to wait that long!).

Hosted Solution

Your IT staff members have enough to do managing your organizations hardware and business software. So what if we could free them from the responsibility of managing your ECM system, and could offer you the benefits of continuous uptime, redundant data backup and cutting edge data security? That’s exactly what our new hosted solution provides.

Let us manage your ECM environment in our data center, so your staff can focus on other projects. This hosted solution also provides the convenience of fast and straightforward upgrades, supports disaster planning and recovery and makes it easy to expand your ECM system.

ECM Conversion

Switching ECM vendors and systems can be a daunting task. We remove the hassle and fear factor, guiding your team through every step of the process. This way, all your content is available on day one, your users have access to all the documents they need and your system is configured to deliver early and lasting return on investments. Rely on our experienced team to make your new ECM project a success.

Healthcare Custom Solutions for Perceptive Content

In healthcare, the three main benefits of technology are improving patient outcomes, reducing costs and complying with current regulatory and security requirements. Your Perceptive Content system helps you achieve these aims, but what if it could deliver even more? More speed. More security. More integration. With Shamrock’s custom solutions for process and content management, it can.

Keep reading to see how our offerings complement Perceptive Content. If you’ve thought of a different potential use for your ECM system, chances are we can build it. Contact us today and let’s get started.

Healthcare Tune-Up

Improve the performance of your Perceptive system. By optimizing how and when data is updated we can reduce over 10 BILLION unnecessary database calls each year. Having trouble with your “EMA” or slow server performance with the “model” HL7 solution?  We’ve got the remedy.

Healthcare Interoperability

As the Meaningful Use Stage II rules begin to impact healthcare providers, the need for information exchange via secure HL7 CDA formatting has come into development. Shamrock has the solution. We enable you to create reports for any content managed in your Perceptive repository. Our solution can also send any document or any report via secure web services and in the required CDA (Clinical Document Architecture) format.

Healthcare Records Exchange

Transfer and distribute scanned records via secure HL7 data from one Perceptive Content client to another. For example, a patient who lives in Michigan during the summer and Florida during the winter can conveniently move their records among institutions in both geographic areas. Again, our solutions help you comply with the required HIPAA and health information exchange CDA standards.

It’s Time to Get WISDOM Out of [the Patient Record]

Be sure to ask us about scanned data and historical records data extraction, and how that can be meaningful to historical charge capture, patient interaction, safety measures, and improved outcomes.

Wouldn’t you like to know and act on the data that’s actually on those scanned pages, in real time? Have you ever wanted to ask the question. “I wonder what this patient DIDN’T tell me that might be clinically significant?” Or have you ever thought, “I would like to know if the patient has any documented allergies out of this 1,000 page scanned/faxed historical record?” No current applications provide the ability to make such queries, let alone provide the answers. Now, those answers are at your fingertips when you partner with Shamrock.

Shamrock is currently engaged in a project for extracting content from 70 million images and providing that data for cleansing and analysis.

Conversions

Convert any legacy document management system from any data source with any file types to usable files within the Perceptive Content solution. With a custom SDK and powerful DLLs we are even able to handle securely embedding annotations from legacy systems as we convert.

Content Modeling

Improve the way your organization indexes and views documents. With the right design, a large institution can accurately index and view documents across multiple ERPs, EMRs, or in any other information system where “primary keys” are not normally shared well.

Advanced BI Solutions

IBM Cognos can be a difficult platform to develop meaningful ECM intelligence on. Shamrock has the solution. With a custom reporting tool, an administrator can track Perceptive licensing with time graphs, report on AP eForm data and ImageNow server performance statistics, and a host of other reporting metrics never developed before.

Key PHI Auto-Redaction

Releasing patient records is a tedious and time-consuming process. And if you haven’t found this to be the case, that’s because you’re missing a key oversight and could be exposing your facility to at significant risk! Even the most optimized Perceptive solutions require manually reviewing output for redaction of sensitive PHI information such as “HIV” and “Hepatitis.”  Shamrock offers a solution to automatically identify and redact this data before automatically generating the final record of export.

At Rest File Encryption

Hospitals like yours are rightly concerned about exposing patient data, which not only jeopardizes confidentiality and privacy but also increases your liability risk. Indeed, the average data breach costs $3.5 million in fines, software fixes and associated fees. With Shamrock’s At Rest File Encryption solution, your image files are encrypted in real time during a process that runs in parallel to those within Perceptive Content. It’s an unobtrusive way to better protect your patients and limit your liability risk and Shamrock is the only solution provider to offer it.

Higher Education Custom Solutions for Perceptive Content

Your school made the right choice in partnering with Perceptive Software to meet your process and content management needs. But what if you could get even more from your ECM system in student-focused and administrative departments? More speed, more value and more features, all of which can benefit your students, faculty and staff?

You can with Shamrock Solutions. Check out the following solutions and if you don’t see what you’re looking for, contact us today and see how our ECM architects can meet your needs.

It’s Time to Get Wisdom Out of the Student Record

Be sure to ask us about scanned data and historical records data extraction, and how this can help you satisfy transcript requests, more effectively process student transfers and meet FERPA requirements.

Have you ever wanted to ask a question such as, “I wonder which of the candidates for this program are left-brain thinkers?” Such a question would be impossible to ask of most databases and certainly not when considering the vast amount of scanned content there might be to analyze. The solution is here! Your scanned content can think, analyze and even reason — providing answers to questions asked by your team members daily.

Conversions

Convert any legacy document management system from any data source with any file types to usable files within the Perceptive Content solution. With a custom SDK and powerful DLLs we are even able to handle securely embedding annotations from legacy systems as we convert.

Hosted Solution

Reduce the burden on your IT team and boost your disaster plan by hosting your school’s Perceptive environment in our data center. Benefits include continuous uptime, secure data protection, redundant backup and avoiding the overhead of buying and maintaining servers.

Advanced BI Solutions

With a custom reporting tool an administrator can track Perceptive licensing with time graphs, report on AP eForm data and ImageNow server performance statistics, and a host of other reporting metrics for student and business data.

Retention Management Script

Retain only the documents you need in keeping with the requirements of FERPA and other regulatory mandates. Purge content you’re no longer required to keep to free up server space and reduce storage costs. You’ll get all this and more for a one-off fee that’s not tied to the number of users.

Cross Industry Custom Solutions for Perceptive Content

Regardless of what industry your company is in, you want the same results from your process and content management system: faster processes, improved data security, seamless integration with your business systems and enhanced business intelligence. At Shamrock, our team of experts has found new ways to do this with custom solutions that complement your Perceptive Content suite.

Can’t see what you’re looking for? Then contact us today to share your needs and we’ll build a solution to meet them.

BI Reporting Script for E-Forms

Until now, it has been impossible to get information from multiple electronic forms (e-forms) into a single database so you can perform BI analysis on it. For example, maybe in finance you need to do calculations across line items from multiple e-forms to run a report, or in AR you need to take a closer look at all 50 of your invoices from a vendor. Shamrock’s new BI reporting solution gives you this capability for the first time, making your data usable in new ways that give your company greater insight into your processes and content.

Contracts Management Script

Isn’t it frustrating when you’re trying to run reports on your contracts but are restricted to reviewing each one separately? Shamrock’s new script eliminates this issue, enabling you to view and analyze real-time data from across your entire contracts library. Now, you can see all contracts that are up for renewal in the next six months, for example, and so better analyze which to renew and which to cancel. Also, you can now examine historical data, such as which contracts expired last year and what risk this exposed your organization to. It’s all possible now with this custom Shamrock solution.

Shamrock Content Model Integration 

We understand that your business uses multiple systems, such as ERP, HCM and more, to manage information. So why shouldn’t you be able to integrate your Perceptive Content solution with more than one application in each department or area, without running into data duplication errors (such as conflicting vendor invoice numbers)? Well, now you can achieve this broader level of integration, thanks to Shamrock. Any number of systems can now be easily and cost effectively integrated with Perceptive Content.

Duplicate Invoice Alert Script

Sometimes accounts payable/finance departments receive a hard copy of an invoice and begin processing it. They may then receive another copy of the same document via e-mail, fax or another channel. Both versions of the same content can go into the Perceptive Content repository and workflow, leading to redundant effort during the matching, vouchering and approving process – and possibly even issuing a duplicate payment to a vendor that later needs voiding. If multiple duplicate payments aren’t caught until the end of the month, quarter or fiscal year, this issue creates added stress at a peak time when employees can least afford to be wasting effort.

Shamrock created a duplicate document script that alerts the appropriate AP / financials staff member as soon as two or more versions of the same invoice appear in Perceptive Content. This way, one iteration can be securely managed while another is purged, ensuring a hassle free matching, vouchering and approving process. The solution also helps staff avoid redundant effort at month, quarter and year end, and limits risk by preventing duplicate vendor payments.

ERP Transaction Look Up & E-forms Data Integration

It’s fairly easy for your AP / financials staff members to look up supplier codes, business units, invoice numbers, PO numbers and other invoice-related transaction data in you ERP system (such as JD Edwards, Oracle PeopleSoft, Lawson or Oracle E-Business). But once they find this data, do they have to manually re-enter it into Perceptive e-forms?

If the answer is yes, Shamrock’s going to make your AP team happy. That’s because we’ve developed a script that enables them to look up the transaction data they use daily in the ERP system and make it usable in Perceptive e-forms. There’s no re-typing and no possibility of human error – it just works. So make your AP group’s day and ask us about this solution.

Accounts Payable Custom Solutions for Perceptive Content

Success in AP depends on fast turnarounds and efficient processes. Selecting Perceptive Content is a giant step toward achieving this for any AP department. But what if you could get even more out of your process and content management solution, improving data capture and exchange, bolstering document security and further optimizing processes? You’d save time and money, and reduce risk. These are just some of the benefits that Shamrock’s custom solutions for Perceptive Content in AP provide.

Not seeing a solution you need? Then contact us today and let our team of experienced ECM architects create a custom offering to solve your business pain point.

AP SmartForm

Designing and deploying electronic forms from scratch each time is a time-consuming and costly process. That’s why we created a customizable, out-of-the-box e-forms template for one of the departments that typically needs the most e-forms: accounts payable. With it, you can quickly get the e-forms you need to improve data collection and speed processes such as expense reporting and capital requests, without the typical deployment delays and costs. It’s truly a smart solution to your AP department’s e-forms needs.

BI Reporting Script for AP E-Forms

To analyze and report on e-forms data, it needs to be usable. But traditionally it has been difficult to pull information for multiple forms into a database to conduct such multi-document analysis. For example, maybe you need to compare line items from all forms submitted during February, or you want to analyze how how your costs have gone up for all invoices relating to facilities management. Shamrock’s new BI reporting solution provides this capability for the first time, giving you insight into usable data from as many forms as you need to analyze without user effort.

Content Model Integration

What if you could connect all your financial systems to the documentation stored in Perceptive Content? Now you can, thanks to Shamrock’s content model integration solution. Whether it’s an office in London using SAP, a New York office using Lawson, or a Sydney office using Oracle E-Business (for example), your financial content is now more available and usable than ever before.

Duplicate Invoice Alert Script

Sometimes accounts payable/finance departments receive a hard copy of an invoice and begin processing it. They may then receive another copy of the same document via e-mail, fax or another channel. Both versions of the same content can go into the Perceptive Content repository and workflow, leading to redundant effort during the matching, vouchering and approving process – and possibly even issuing a duplicate payment to a vendor that later needs voiding. If multiple duplicate payments aren’t caught until the end of the month, quarter or fiscal year, this issue creates added stress at a peak time when employees can least afford to be wasting effort.

Luckily for you, help is at hand. Shamrock created a duplicate document script that alerts the appropriate AP / financials staff member as soon as two or more versions of the same invoice appear in Perceptive Content. This way, one iteration can be securely managed while another is purged, ensuring a hassle free matching, vouchering and approving process. The solution also helps staff avoid redundant effort at month, quarter and year end, and limits risk by preventing duplicate vendor payments.

ERP Transaction Look Up & E-forms Data Integration

It’s fairly easy for your AP / financials staff members to look up supplier codes, business units, invoice numbers, PO numbers and other invoice-related transaction data in you ERP system (such as JD Edwards, Oracle PeopleSoft, Lawson or Oracle E-Business). But once they find this data, do they have to manually re-enter it into Perceptive e-forms?

If the answer is yes, Shamrock’s going to make your AP team happy. That’s because we’ve developed a script that enables them to look up the transaction data they use daily in the ERP system and make it usable in Perceptive e-forms. There’s no re-typing and no possibility of human error – it just works. So make your AP group’s day and ask us about this solution.

Human Resources Custom Solutions for Perceptive Content

To meet the needs and expectations of applicants and staff members from across your enterprise, your HR team needs to squeeze every ounce of speed and value out of your Perceptive Content system. That’s exactly what Shamrock’s range of custom solutions provide, enabling you to achieve deeper integration between your HRM and process and content management applications, make more informed hiring decisions and add a layer of security to personnel files.

Do you have a challenge that none of the following options address? Then contact our team of ECM architects today and they’ll build you the solution you need.

At Rest File Encryption

Your applicants staff members expect you to protect their confidential information. I-9s, W-4s, 1099s and many other HR forms have all the data an opportunistic identity thief could want. To stop them or any other unauthorized person getting their hands on your sensitive personnel files, our at rest file encryption solution offers a new level of protection for all content stored in Perceptive Content. Protect your employees and enjoy piece of mind when you choose this Shamrock offering.

AI Bridge

What if you could reach beyond your current hiring practices and identify in seconds the applicants who have the skills and personality to drive your company forward? That’s exactly what our AI Bridge offers, connecting the résumés, portfolios, cover letters and other application materials in your Perceptive Content system with AI technology such as IBM Watson. Want a new creative director who’s funny, outgoing and familiar with all the design software your team uses? You’ll get the best match almost instantly. The possibilities are endless — let us make the connection for you.

Content Model Integration

If you work at a large organization, you’re likely managing applicant and employee data across more than one HCM system, particularly if your company has multiple subsidiaries and global offices. The trouble is that it can be difficult to integrate all of these with your Perceptive Content system. Until now.

Shamrock’s content model integration connects documents managed in Perceptive Content will all of your HCM applications, making it easier to manage personnel files across your entire organization.