Success Story: Financial Consulting

Financial Management

Pathways has developed a successful, consistent relationship with a client in the legal consulting industry. Originally, the client requested Pathways’ assistance with a huge implementation that would have taken over eight months to complete. With consistent effort and flexibility, Pathways completed the effort in two months. After that initial implementation, the client continued to work with our team through a multitude of different projects.

Challenge

Our most recent project took the client away from a manual process of tracking financial data of their purchases and budgets through multiple spreadsheets and databases. Based on the client’s requirements, it was determined that a custom application was the best approach to meet their needs and automate the process with utilization of ServiceNow’s Service Catalog.

challenge

Solution

Pathways redesigned and architected a sophisticated process that allows users to purchase pre-configured bundled items through CDW which seamlessly converts currency for 10 different countries.

challenge

Outcome

Once the purchase requisitions are completed, a PDF is generated from the purchase order and is emailed to the vendor based on the pre-negotiated prices. In signifying the delivery of the requested items, this new process moved the client away from manually sending paper forms, allowing them to easily send and see the statuses of purchase orders with the click of a button instead of via email or printing a form and sending it via inter-office mail.

Conclusion

The client did an outstanding job working with us through all of these projects. Each implementation served as its own win for the client as a company. Our team assisted with streamlining and increasing their automation process, bringing all the different groups onto an upgraded platform.

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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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