Shamrock Solutions Helps Companies Improve Accounts Payable Processing with New E-form Template and Content Lifecycle Management with Document Retention Script

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Electronic form template offered by Kansas City IT professional services provider helps accounts payable (AP) departments customize e-forms to meet their unique needs, also releases a new script to help automate document retention and purging.

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Our new e-forms template puts control back in the hands of the people that should have had it all along – our customers.

For the past several years, Shamrock Solutions LLC has helped companies in all industries get more from their process and content management, ERP and other business systems. In doing so, the company recognized that customers want more control over e-forms creation and managing their content in accordance with their retention policy. To meet these needs, Shamrock has created an AP-focused e-form template and a custom script for content retention.

“We’re constantly seeking the feedback of our customers and these two new products are the direct result of this customer-focused approach,” said Shamrock founder and CEO Robert Albright.

The AP forms template enables organizations of any size and in any industry to tailor electronic forms to their individual financials processes, instead of starting from scratch each time they need a new form. Once the customer selects their data sources, integration points and other criteria, Shamrock will provide design and development services to test and implement the resulting documents.

Providing the relevant databases and systems are in place, the e-forms can share data on the front end – such as querying GL codes and other vendor information. On the back end, the forms can then push real-time data to the content management application and ERP systems, such as those from Microsoft Dynamics, Lawson, Oracle/JD Edwards and Oracle PeopleSoft.

Fully custom e-form solutions typically require more discovery and development because of having to start fresh each time. The Shamrock e-forms template removes costly, time-consuming steps, reducing the project cost while allowing for tighter integration and a more customizable presentation than traditional out of the box solutions.

“Our new e-forms template puts control back in the hands of the people that should have had it all along – our customers,” said JR Snyder, Team Lead of Development at Shamrock. “As there’s already a solid code base, designing and deploying forms will be much faster and users will get exactly the documents they need to help drive new efficiency.”

The new custom retention script from Shamrock will allow companies to archive and purge content in keeping with their retention policy. In addition, it can initiate workflows, such as sending certain documents to a queue for auditor review.

About Shamrock Solutions

Shamrock Solutions is a fast-growing IT professional services company, providing technology solutions to organizations of all sizes and from all industries. Our range of services includes implementation, support, tune-ups, configuration, staff augmentation, project management, and more for Perceptive Software process and content management solutions and Microsoft SharePoint. We also provide “Special Ops” projects that address customized development and integration solutions that help organizations achieve their unique business objectives. Learn more at

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Dale McKenna
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