Custom Perceptive Solutions

Shamrock Solutions: Getting More From Your ECM Project, Increasing ROI, Speeding Business Processes with Next-Level IT Professional Services

Add eforms, 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, installs and 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.

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.


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.

Contact us today to learn more about these 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.