We are excited to announce that JMP Accounts Receivable (AR), JMP Due Diligence Questionnaire (DDQ), and JMP Security (Security) are moving away from ServiceNow and email-only and into Salesforce Case Management for all requests. The go-live date is Wednesday, April 23.
Why are we making this change?
This move is part of our ongoing effort to streamline our systems into a JMP-specific ecosystem and improve efficiency. By consolidating our processes within Salesforce, we aim to:
- Provide a more integrated and user-friendly experience
- Improve overall turnaround time for all requests
- Streamline JMP internal case communications
- Enhance tracking and reporting capabilities
What is changing?
Currently, DDQ and Security requests are submitted through the ServiceNow platform and via email to the AR email address. Moving forward:
- For DDQ, requests are submitted directly within Salesforce, using the Case Management function.
- For Security, you will email security@jmp.com, and a case will be generated through the Case Management function. You can also submit these requests directly within Salesforce, using the Case Management function.
- For AR, you will continue to email accountsreceivable@jmp.com, and a case will be generated through the Case Management function. If necessary, you can use the Case Management function, but preference is via Email-to-Case
How do I submit the cases?
There are some slight modifications to your process. Please see the attached document at the top right of this article with basic instructions on how to create a case for each group.
We understand that transitioning to a new system can require some adjustment, but we are hopeful this will be a smooth, easy process for you. We are committed to providing you with the necessary support to make this transition as seamless as possible. Please do not hesitate to reach out to the following if you have any questions or require assistance.
We thank you for your cooperation as we implement this improvement.
