Customer Success Journey

Financial Industry

Organizations that fully commit to ServiceNow often share a common goal: to transform internal services into automated, sustainable workflows. But turning that goal into reality demands a well-planned strategy, execution, and collaboration among all stakeholders. For many organizations, that means including a strategic implementation partner such as Pathways Consulting Group.

We aim to be the most adaptable partner, meeting our clients where they are and adjusting our role as their needs change. That flexibility may involve augmenting our team with specialized expertise, adjusting delivery strategies as business priorities shift, or gradually stepping back as internal teams gain the confidence and capability to take ownership. Our goal is simple: enable long-term success, not long-term dependence.

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The Challenge

A major global banking and financial services organization has relied on ServiceNow since 2010, supporting critical business functions across 26 applications. In the early years of their adoption, design and implementation decisions led to workflow gaps, inconsistent data, and mounting technical debt. The organization was partnered with a ServiceNow provider that lacked the depth of training and experience required to drive the business outcomes they needed.

Stabilization and Foundation Building

In 2013, after two years on the platform, the client engaged Pathways as a Rescue Partner following a failed implementation. We began with a technical debt assessment and targeted remediation aligned to ServiceNow best practices. However, technical fixes alone were not enough.

In an effort to make their instance sustainable, we partnered closely with business stakeholders to align the platform to real objectives. The goal was to ensure the improvements delivered measurable value and not just cleaner code. Through structured assessments and roadmap planning, Pathways helped reset the platform and establish a clear path to long-term maturity.

Operational Maturity and Scale

Over the following years, Pathways worked with the client through quarterly roadmaps and strategic application planning. Together, we established a repeatable, measurable platform support model centered on continuous improvement. We implemented standardized testing, administration, and upgrade practices and introduced strategic roles, including platform architects and business analysts. These changes put enterprise-level checks and balances in place, enabling confident platform expansion without sacrificing stability or quality.

Pathways advocates for a hybrid ownership model, and this engagement followed that approach. The client retained ownership of key leadership roles such as Platform Owner and Lead Application Owner while building internal operational capability. As the team evolved, Pathways remained a steady partner, onboarding and mentoring new team members, transferring institutional knowledge, and accelerating time-to-value.

In 2017, the organization undertook a major restructuring that required the consolidation of multiple instances while maintaining a separation of business entities through domain-separation.  Pathways worked with the client and ServiceNow to design and implement a domain-separated environment that enables shared processes while preserving entity-specific needs.

The success of this initiative was widely recognized by both the client and ServiceNow, particularly given the scope and complexity of the transformation.

Shared Services and Enterprise Rebuild

In 2019, the client embarked on an initiative to transform a domain-separated instance into a single Shared Services platform. Pathways provided strategic leadership throughout the effort, using the opportunity to help revisit older implemented applications by re-engineering business processes to be reusable, scalable, and as close to out-of-the-box as possible.

Sustained Success and Trusted Partnership

Following go-live, Pathways transitioned the platform into steady-state support, leading post-deployment activities and supporting data migration efforts. As the client reorganized around the Shared Services operating model, confidence in internal platform ownership increased significantly.

Today, Pathways remains a trusted partner, providing architectural guidance, project and development support, and platform advisory services as needed. The client operates the platform independently while continuing to rely on Pathways as a long-term partner, collaborator, and extension of their team.

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The Outcome

Over more than a decade, Pathways has served as a trusted advisor and expert guide through continuous business and organizational change. The partnership has been defined by flexibility, trust, and a shared commitment to the client’s long-term vision.

The collective wins, the resilience through change, and the strength of the relationship are what truly define this success story.

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Michael James

Director of Practice - AI Solutions and ServiceNow Certified Technical Architect

Mike helps clients achieve their business objectives by helping architect and develop outcome-based AI solutions using the ServiceNow platform. With the ever-growing AI offerings provided by ServiceNow, Mike is responsible for making sure clients have the appropriate solution to help modernize and revolutionize their business as well as advising on leading practices and implementations.
 
In his spare time, Mike enjoys spending time with his family and following sports, especially Penn State athletics.

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