Case Study: Forrest T. Jones & Company streamlines content management with Shamrock Solutions

Forrest T. Jones & Company - Customer Case Study

Forrest T. Jones & Company (FTJ), an insurance agency and administrator serving more than 1.5 million members, needed help upgrading its Perceptive Content (formerly ImageNow) content management system after an internal system administrator was reassigned. FTJ also wanted to stay current with the latest release and find a faster, more cost-effective way to support its growing ECM environment.

Shamrock Solutions managed the Perceptive Content upgrade, which “went off without a hitch,” and then expanded support to include ongoing system administration and integration with other applications. With Shamrock Solutions’ help, FTJ replaced paper-based processes with automated workflows, improved responsiveness and reliability, and gained a trusted partner that helped them do the right work rather than unnecessary billable projects.

Forrest T. Jones & Company

Dan Mills

Process Improvement Team