Amerilife

Improving and upgrading Perceptive Content processes and improving performance

For 40 years, Amerilife, based in Clearwater, Florida has been providing excellence as the nation’s largest, privately-owned, senior-focused, life and health insurance marketing organization. Learn more at www.amerilife.com

QUICK FACTS

Client Focus: Insurance services

Business Location: Florida

Shamrock Services & Solutions:

  • Upgrades

  • Intelligent Capture

  • Performance tune-up

Project Focus: Perceptive Content

business

pain points

  • Data isn't always clean/accurate between Perceptive Content and third party systems.

  • Need to improve non-Prod environment and upgrade ImageNow.

  • Slow server performance.

  • Need a professional services partner that can meet quick deadlines and keep costs down.

shamrock's

SOLUTION

  • Custom scripts enable hands-free transfer of accurate data between systems.

  • Revitalized the non-Prod environment and upgraded Perceptive Content.

  • Server tune-up increased application speed, enhancing business processes and customer service.

  • Projects completed on-time and within budget.

Improving Business Processes, Upgrading Perceptive Content,
and Increasing  Performance

Several years ago, Amerilife recognized the need to better manage content relating to customers, prospects and internal administrative processes. IT/IS Project Manager William Montefusco had helped select and deploy Perceptive Content (formerly lmageNow) at another company, and was involved again in the decision making process at Amerilife. Once the organization had chosen to implement the Perceptive Content system, he worked with Perceptive Software on Amerilife’s initial install, and everything went well.

 

But when the organization needed to extend its process and content management solution, Montefusco and his team required a rapid turnaround. For this, they turned to Shamrock Solutions, the leading third-party provider of IT professional services for Hyland Software solutions, including integration, deployment and expansion offerings. As Shamrock is a partner of Hyland Software, Montefusco had peace of mind moving forward with the company to meet Amerilife’s needs.

 

“The Shamrock Solutions team was extremely professional and competent throughout each stage of our Perceptive Content scripting development process,” Montefusco says. “They were always on time and within budget, which is something you don’t usually find in this industry.”

Shamrock revitalized our Perceptive Content Test environment and upgraded us from ImageNow 6.4 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

Boosting Business Performance With Custom Scripts

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 Content electronic repository more accurately, without user intervention. Others improve the two-way data sharing between Perceptive Content and Amerilife’s systems of record, including IBM AS400.

 

“The scripts that Shamrock Solutions created for Amerilife’s Perceptive Content 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.”

Perceptive Content Technical Know-How

The next stage of Amerilife’s Shamrock project was a tuneup of the servers that hosted the Perceptive Content environment. As Amerilife handles a high document volume and must respond to existing and potential clients quickly to maintain a competitive edge, it is essential that the company can retrieve and process content rapidly. To this end, Shamrock ran a series of benchmark tests to assess system performance, and identified several areas that needed improvement.

 

“With our Perceptive system tuneup, Shamrock addressed pain points we couldn’t solve by going elsewhere,” Montefusco says. “The server changes they recommended helped us improve network performance and application response time, which in turn helped us serve our customers more effectively.”

With these two aspects of the project successfully completed, Montefusco and his team turned their attention to upgrading their Perceptive Content environment from version 6.4. He called on Shamrock again to manage this important process. Amerilife needs continual access to its client-focused content, so there could be no interruption in service.

 

“Shamrock revitalized our Perceptive Content Test environment and upgraded us from ImageNow 6.4 without a hitch,” Montefusco says. “The company delivered on all its promises, and I’d definitely recommend it to anyone needing professional services for their Perceptive project.”