Resource Type: Case Study

Scaling AI with Purpose: How a Superannuation Leader Orchestrated 1100% Growth

Posted on July 9, 2025 by -

Case_Study_Scaling AI with Purpose_ How a Superannuation Leader Orchestrated 1100% Growth

The Starting Point

When we partnered with a leading superannuation organization, they had begun identifying AI opportunities but needed a strategic path forward. Early discovery and PoC initiatives were underway with strong internal enthusiasm, but scaling beyond isolated success required structure. Leadership set a bold ambition to lead with AI, and needed a structured approach to get there. The strategy centered on increasing AI literacy and empowering teams to identify high-value opportunities, while managing concerns around role changes and alignment through thoughtful change facilitation.

Barriers to Scale

Initial AI use cases had delivered measurable value, amplifying skills and saving time. However, without a clear roadmap, adoption risked becoming fragmented and inefficient. The General Manager of Technology recognized this and urged leadership to create a scalable, hands-on onboarding model that would enable broader learning and enterprise-wide participation. Strong thought leadership was already present, but momentum could stall without a cohesive, cross-functional strategy to harness it.

How We Activated Adoption

We partnered with the client to orchestrate a scalable adoption model through a structured approach designed for adaptive execution:

  • Defined commitment levels, secured executive sponsorship, and established a realistic roadmap timeline.
  • Designed short, high-frequency workshops (30-minute sessions, 3–4 times weekly) totaling around 4 hours to build momentum and maximize engagement.
  • Activated continuous feedback loops to keep stakeholders aligned and enable real-time iteration.
  • Partnered directly with internal teams to foster cross-functional collaboration and ensure change enablement remained central to the rollout.

A Roadmap for Scalable Intelligence

We delivered an AI adoption roadmap with a phased rollout strategy and embedded support systems:

  • A clearly articulated AI adoption journey tailored to team readiness and use case maturity.
  • Success metrics and learning paths personalized for various business units.
  • Phased onboarding that acknowledged different teams would progress at different speeds.
  • Strategic communication and change facilitation to drive alignment, reduce resistance, and accelerate buy-in.

Business Impact at Scale

Our orchestrated approach drove measurable, enterprise-wide outcomes:

  • AI platform engagement surged 1100%, transforming adoption across the enterprise.
  • Identified and activated adoption champions to lead from within.
  • Established a Community of Practice (CoP) to enable continuous learning and cross-functional collaboration.
  • Surfaced a dozen new business use cases, several of which advanced through a tech lean canvas process.
  • Implemented three AI use cases within six months, backed by dedicated technical resources.
  • Published a formal AI policy, aligning execution with governance and strategic goals.

Laying the Groundwork for What’s Next

This engagement shows how an intelligent adoption strategy unlocks enterprise-scale AI impact. By balancing bold vision with practical execution, the organization accelerated AI maturity, built trust, and laid the groundwork for what’s next.

Looking to scale AI with precision and purpose? Let’s orchestrate what’s next.

Navigating Innovation: Clark County’s Odyssey to Optimize Workplace Dynamics with ServiceNow WSD

Posted on May 27, 2025 by -

Case_Study_Navigating Innovation_ Clark County’s Odyssey to Optimize Workplace Dynamics with ServiceNow WSD

The Mission

Clark County, Nevada—home to the Las Vegas Strip and spanning an area the size of New Jersey—launched a bold initiative to modernize and optimize its management of indoor workspaces. With over 1120 physical indoor spaces across 312 buildings, the county aimed to centralize space allocation, improve resource utilization, and better support employee mobility through intelligent workplace services.

The Opportunity

Legacy systems and fragmented processes created operational inefficiencies, with no unified platform to manage workspace assignments or moves. The county needed an integrated solution that could support detailed space planning, dynamic employee movement, and actionable insights from spatial data.

Clark County selected ServiceNow’s Workplace Service Delivery (WSD) solution and partnered with INRY to deploy it. Having previously worked with INRY on HRSD and Election Worker Management, the county trusted INRY’s strategic expertise and rapid delivery approach.

The Solution

Using its proprietary PASS (Process Area Specific Sprints) methodology, INRY implemented the WSD solution in just 10 weeks. The platform delivered four core capabilities:

  • Space Management: Dashboards and spatial data integrations to monitor and optimize space usage

  • Indoor Mapping: Real-time room mapping with dimension syncing and workspace attributes

  • Survey Forms: Custom employee intake to assess location needs and demand peaks

  • Move Management: Workflow automation for relocations, conflict resolution, and space readiness tasks

Post-launch, INRY provided Hypercare support and helped upgrade the ServiceNow instance to the Vancouver release, ensuring continuity and performance.

The Results

Clark County now has a unified digital foundation for managing space more strategically:

  • Enhanced visibility into 1120+ indoor spaces

  • Improved allocation workflows and utilization insights

  • Standardized move management across departments

  • Accelerated deployment timeline with only 2 weeks of post-go-live support required

With scalable systems and modern tools, the county is better positioned to meet future workforce needs while reinforcing service excellence.

Private Health Management Creates Impactful Patient Experiences with ServiceNow HCLS

Posted on May 20, 2025 by -

Case_Study_Private Health Management Creates Impactful Patient Experiences with ServiceNow HCLS

About the Customer

Private Health Management (PHM) is a personalized healthcare provider focused on delivering better outcomes for complex medical conditions through a patient-centric and holistic model. With over 200 employees and headquartered in California, PHM supports individuals, families, and organizations by prioritizing high-quality healthcare experiences.

The Opportunity

To elevate patient experience and scale its high-touch services, PHM partnered with INRY and ServiceNow to modernize and automate critical workflows. The goals included:

  • Accelerating patient onboarding

  • Empowering clinicians with real-time, structured data

  • Streamlining care coordination and service delivery

The Solution

INRY implemented PHM Care using the SMART Success for ServiceNow HCLS platform. Key components included:

  • HubSpot Integration: Seamless data sync to automatically create patient accounts upon conversion, triggering onboarding in real time

  • Automated Patient Registration: Eliminated manual entry, prefilled patient info, and added Save & Resume functionality for flexibility

  • Digital Health Records: Enabled clinicians to input and access diagnostic, test, and rounding data with timeline tracking

  • Workflow Optimization: Centralized platform replaced Excel, Adobe, Formsite, and Salesforce, integrating with HubSpot and Definitive

  • Care Team Assignment: Automated team assignment based on availability, triggering clinician handoff and notifications

  • Operational Governance Enhancements: SLAs, dashboards, and automated case renewals improved oversight and execution

The Results

In just 8 weeks, PHM experienced measurable transformation:

  • Patient registration time reduced from 2 days to 21 minutes

  • 15% gain in care delivery efficiency through reduced manual tasks and improved UX

  • 25% increase in clinician and back-office productivity from platform consolidation and data accessibility

  • Patient summary generation time reduced from 1 week to 2 hours

  • 20% improvement in operational governance efficiency through automation and SLA monitoring

PHM now delivers faster, smarter, and more personalized healthcare experiences while maintaining agility for future scaling.

Would you like to see similar results for your organization?

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SCL Health Elevates the Provider Onboarding Experience

Posted on May 20, 2025 by -

Case_Study_A Leading Healthcare Provider Delivers World-class Employee Experience with INRY and ServiceNow

The Mission

SCL Health, a $2.8B non-profit healthcare organization with 8 hospitals and over 150 clinics, is committed to fostering optimal health for all. To deliver on that mission, they needed a world-class experience to attract and retain highly sought-after providers. Recognizing onboarding as a critical differentiator, SCL Health sought to eliminate delays and inefficiencies that impacted provider engagement and patient care.

The Opportunity

Legacy onboarding processes involved hundreds of manual, siloed tasks across 9 departments and up to 18 redundant data requests per provider. These inefficiencies created poor first impressions, delayed credentialing, and postponed patient engagement, leading to significant operational losses.

SCL Health launched Mission 2025 to reimagine pre-boarding and onboarding with defined milestones, clear roles, and streamlined credentialing. After evaluating platforms, ServiceNow was selected for its low-code configurability, and INRY, Cprime company, was chosen as the implementation partner for their healthcare experience and speed-to-value.

The Solution

With support from INRY, SCL Health deployed ServiceNow’s Onboarding and Transitions, Employee Service Center, and HR Case Management modules. Key outcomes of the first phase included:

  • A unified onboarding experience with a mobile-friendly interface and real-time task tracking

  • A single source of truth for providers and internal teams

  • Automated workflows, smart routing, and reduced cycle times

  • Concierge-style support to deliver a high-touch, high-trust experience

INRY’s PASS Methodology ensured strong organizational change management to drive adoption and long-term success.

The Results

SCL Health’s onboarding transformation delivered measurable impact:

  • 50% faster provider credentialing application turnaround

  • 35% faster credentialing submission-to-verification completion

  • 30% reduction in APP onboarding cycle time

  • Significant efficiency gains, fewer redundant requests, improved data accuracy

  • Freed providers to focus on care instead of chasing tasks

By modernizing onboarding, SCL Health dramatically improved provider satisfaction and accelerated time to patient engagement—reinforcing its mission and scaling operational impact.

Would you like to see similar results for your organization?

Explore our flexible ServiceNow Solutions to see how we empower healthcare teams and drive efficiency.

Elevating Employee Experience for Caregivers: How a Leading Healthcare Organization is Making a Difference

Posted on May 20, 2025 by -

Global healthcare company unifying software delivery and IT support through Atlassian consolidation

The Mission

As Idaho’s only not-for-profit healthcare provider for over 120 years, this organization operates a network of six hospitals and 200 clinics, labs, and medical centers. With a mission centered on quality, accessibility, and affordability, the organization prioritized enhancing employee experience to retain top talent and meet growing healthcare demands.

Recognizing that employee satisfaction is critical to delivering exceptional outcomes, the provider invested in more efficient, accurate, and accessible HR services. This included a centralized digital portal to support staff across all locations.

The Opportunity

To address the need for streamlined HR support and improve the employee experience, the organization implemented ServiceNow HRSD with INRY. The Employee Service Center Portal offered self-service access to payroll, benefits, and time-off support, along with:

  • A comprehensive knowledge base for policies and FAQs

  • Automated case management with intelligent routing

  • Integration with platforms like Cherwell and OnBase for workflow and document handling

This centralized approach significantly reduced ad hoc requests and allowed HR teams to focus on strategic workforce planning.

Choosing INRY was pivotal, as their proven track record in healthcare and deep ServiceNow expertise ensured an effective, industry-aligned deployment.

The Rewards

Working with INRY, the organization launched its Employee Service Center Portal and ServiceNow HRSD solution in just 12 weeks using the SMART Success methodology. This accelerated timeline minimized risk and maximized adoption, enabling rapid value realization.

Benefits included:

  • Centralized access for all HR and IT support needs

  • Reduced manual workload on HR through self-service

  • Freed HR capacity to focus on strategic talent planning

By embracing intelligent service delivery, the organization strengthened its employee support infrastructure and reinforced its long-standing commitment to delivering exceptional care.

Would you like to see similar results for your organization?

Explore our flexible ServiceNow Solutions to see how we empower healthcare teams and drive efficiency.

Helping Nebraska Methodist Health System Become a Dominant Regional Provider through HR Services Innovation

Posted on May 20, 2025 by -

Case_Study_Helping Nebraska Methodist Health System Become a Dominant Regional Provider through HR Services Innovation

The Mission

Founded in 1982 to serve urban and rural communities in its home state of Nebraska, Nebraska Methodist Health System (NMHS) is the most recent incarnation of a facility network that has served Nebraskans for more than 120 years. As a not-for-profit healthcare provider comprising 3 hospitals and two dozen clinics, NMHS is committed to treating each patient and colleague as they would a family member. This extraordinary level of care and service has resulted in a “culture of competence” that allows NMHS to compete effectively against much more prominent players in the healthcare ecosystem. Despite its relatively small size, Nebraska Methodist Health System has grown exponentially in recent years. From 21.1% of its local market share in 2014, the organization commanded a 26.6% share in 2019 – and that share has likely grown since.

This success has mainly come through strategic investments in the makeup of its patient care services and the enabling systems that make that care possible. As the organization sought to better fulfill one of its core missions – namely to “work as one… demonstrate respect and concern for everyone, value each individual as an equal team member, and support professional growth and autonomy” – the NMHS team realized that its legacy processes for Human Resources Services Delivery were no longer up to the challenge.

The Opportunity

Like many mature organizations, NMHS has long-standing investments in HRIS and enterprise resource planning solutions, including Infor Lawson. While these investments worked well for managing core HR requirements like compensation and benefits administration, they needed to provide a viable platform of action for resolving more frequently occurring requests. The struggles brought about by the COVID pandemic only highlighted a more long-standing requirement around more timely, interactive, available HR services to support the organization’s critical provider and back-office support teams.

As the NMHS team looked for options, ServiceNow emerged as a standout and thought leader in HR Services Delivery. The platform’s ability to empower colleagues with self-service options like knowledge bases and virtual agents meant that help was available 24 hours a day on virtually any device. Case management features meant that when self-service options were inadequate for the request, support could be requested and resolved predictably, with a quick and accurate resolution, thanks to automated routing of requests to the most qualified resources. Finally, integration with the organization’s existing Infor Lawson system meant that the Employee Experience solution could automatically access and update HCM “system of record” information at the right points in the workflow process.

Critically for the organization’s success, the investment in ServiceNow HRSD was supported by INRY’s expertise in delivering the solution to many of the world’s leading healthcare providers. As the co-developer of the HRSD solution in 2013 and the 2022 Global Partner Award Winner for Healthcare, INRY was the ideal partner to help Nebraska Methodist Health System take this critical step on behalf of its teammates.

The Results

The healthcare industry is tough, with demanding workloads and stress levels that few people even begin to understand. By working alongside INRY and ServiceNow to deploy a next-generation HR Services Delivery solution, NMHS has demonstrated to its colleagues that their hard work is appreciated and supported by a team of HR professionals committed to their success and professional growth.

Some of the benefits realized by NMHS as part of this HRSD transformation include the following:

  • Improved employee satisfaction with their level of HR services support thanks to a portal that makes it easy to access the latest HR services information, request help, and get visibility on the status of existing requests.
  • Access to a platform that can meet more complex HR services needs around streamlined employee onboarding, transitions (transfers, promotions), offboarding, and alumni engagement.
  • Improved patient care thanks to the organization’s improved HR services, which reduce the attrition rate and ensure that the NMHS team is fully equipped to provide superb patient outcomes.

In the years to come, the investments in innovation made by Nebraska Methodist Health System in ServiceNow platform technology and INRY services will continue to bear fruit. As the organization enhances its Employee Experience in the coming years, its ServiceNow HRSD solution will become an even more valuable asset in fulfilling its mission to improve the health of their Nebraska communities in how they care, educate, and innovate.

Want to see similar results? Speak to our ServiceNow HRSD experts today!

INRY and Aon: Driving Market Leadership with ServiceNow Enterprise Architecture for Informed Investment

Posted on April 16, 2025 by -

Case_Study_INRY and Aon_ Driving Market Leadership with ServiceNow Enterprise Architecture for Informed Investment

Market Leadership Through Informed Investment

The Mission

As a $12B insurance and risk management juggernaut, countless opportunities exist for investing – whether in real estate, information technology, acquisitions, or virtually any other area in which efficiencies, capacity or top-line revenue can be impacted.

For Aon’s leadership, the problem has never been a lack of investment opportunities but instead a consistent methodology for capturing, evaluating, and (if approved) monitoring them. Investment processes were often siloed in the parts of the organization from which they emerged – Legal, Finance, Facilities, IT, Human Resources, or Product teams.

Understanding which investments can have the biggest impact is a complex challenge in such an environment. A siloed approach also complicates the possibility of a cross-functional investment strategy in which multiple functions can invest in a coordinated fashion. In a worst-case scenario, some parts of the organization may even invest in ways that undermine the investments made elsewhere.

As the firm sought options to bring a more informed, agile approach to its investment and portfolio management strategy, it turned to INRY to leverage the Power of the Platform to enable the data capture critical as part of the first step of the overall process.

The Approach

The firm has long leveraged INRY as an engine for innovation, employing it for a wide range of global business services as well as IT and colleague experiences. As the organization sought an enterprise-scale solution to build an investment evaluation and oversight engine, the Application Portfolio Management (APM) built by INRY on a leading platform was an obvious choice. APM had been used to track the firm’s application investments’ performance, so its potential was well understood.

APM also provided core capabilities essential to modelling complex investment requests, including the concepts of the Business Service Portfolio, Taxonomy Layer (and Nodes), Business Service, Business Service Offering, and “Sell / Consume” services delivery and monitoring model relevant to this type of request.

With the underlying APM foundation already in place, the firm leverages INRY to build an application “hub” at the heart of its Portfolio Investment Reporting (PIR) system to address these opportunities.

  • Organization Transition Planning: As the merger or acquisition transaction goes from the evaluation stage to the implementation stage, choreographing the movement of teams and leadership requires complex approval and sequencing. The Organization Design and Talent (OD&T) functions of the M&A Portal provide key functions like:
    • Iterating on the structure of the to-be organization
    • Defining leadership roles and responsibilities for the combined org
    • Determining HR systems of record be leveraged
  • Data Request: Providing a means to facilitate the request of documentation or data needed to advance the merger or acquisition transaction and to notify stakeholders when this request has become delinquent
  • Meeting Request: Allowing actors in the transaction to request meetings to discuss any aspects of the deal through the M&A Portal, where these requests can be fully documented via an audit trail. By providing a hub for all interactions related to the merger or acquisition, the M&A Portal increases the transaction’s transparency compliance and level of
  • Access Request: Creating an access control and permissions model to ensure that all the actors in the process are given only the level of information access appropriate to their area of responsibility is critical to the integrity of the M&A process. As part of this, Access Request features made it possible to delegate new permissions as needed through a well-governed and traceable process
  • Process Simplification and Ergonomics: To make this aspect of the solution usable and ergonomic, special attention was given to making the information captured within the M&A Portal more sable. For example, colour-coding was employed to differentiate players within each organization – with the firm participants contributing “red data” and target company participants contributing “purple data.” Seemingly minor features like this made a big difference in making the large volume of collected information more easily digestible by transaction participants
  • Process Guidance and Enforcement: Delivering guided interactions to help ensure that participants in the M&A transaction clearly understand where they are in the process, which steps come next, and if they are delinquent in fulfilling any of their review or approval responsibilities

As the firm looked to fulfill these and other critical technology and functional requirements, the platform recommended by INRY proved to be an ideal choice thanks to built-in security, process traceability, accessibility, and ergonomics. Likewise, INRY surfaced as an ideal partner for this engagement thanks to their deep knowledge of the INRY platform and the firm’s business. The firm and INRY worked to deploy the first iterations of the M&A Portal in a matter of weeks, then refined it incrementally afterward to support more complex functional and technical requirements.

The Result

Implementing a transformational set of portfolio management capabilities like those described is something other than something that can be implemented at the flick of a switch. However, by defining a clear long-term roadmap that emphasized incremental progress and quick time to value, the combined firm and INRY team showed substantial value in just 6 months – with the system going live in November and reports with approval and forecast data going live in May.

By providing a system of interaction for the capture, review/approval, and tracking of investments across all enterprise functions, the firm has achieved significant benefits that enhance its competitive position in an everchanging market, including:

  • Enterprise-wide insight into investment opportunities allows firm leaders to make informed decisions about those investments with the greatest return
  • Deep insight into portfolio performance to ensure that investments meet or exceed identified targets and to understand the cause of any underperformance
  • Improved business resilience thanks to a system that allows revenue protection, risk mitigation, efficiency, automation, and growth opportunities to be surfaced, evaluated, and implemented timely

By accessing these benefits through a single environment where all stakeholders can interact to evaluate and monitor large-scale investments, Aon has transformed its business in critical ways that strengthen its competitive position and drive value for customers, colleagues, and shareholders. This powerful solution proves the possibilities that innovative technology can deliver when combined with expert delivery and configuration services provided by INRY.

Baptist Health Maximizes the Impact of IT Assets with ServiceNow ITAM

Posted on April 16, 2025 by -

Case_Study_Baptist Health Maximizes the Impact of IT Assets with ServiceNow ITAM

INRY aligns Baptist Health’s IT assets investments with critical requirements to advance patient care quality and velocity.

The Mission

Baptist Health is the leading healthcare provider in Jacksonville, Florida, and is committed to a faith-based approach to serving the healthcare needs of patients in Northeast Florida and Southeast Georgia. Baptist Health, as a non-profit organization, focuses on making the best use of its resources to deliver excellent patient care. The organization has received recognition in radiology/oncology, surgery, clinical services, and dozens of other patient care disciplines.

Founded in 1955, Baptist Health has grown alongside its community to encompass six hospitals, four emergency care centers, two hundred clinics, and fifty primary care centers across the Northeast Florida region.

The Opportunity

Baptist Health fully realizes the integral role that IT investments play in delivering quality medical care. In today’s world of electronic medical records, virtual visits, and seamless patient data exchange, IT assets and services provide the nervous system that connects patients, care providers, and the back office. To help ensure the maximum return on investment for its IT hardware investments, Baptist Health partnered with INRY and ServiceNow to deploy an innovative HAM/SAM and Business Continuity Management (BCM) solution that included market-leading capabilities like:

  • Capture of information aimed at making the organization’s IT services and assets more resilient in the face of a wide range of risk areas via the configuration of ServiceNow Process, Asset, and Vendor Libraries
  • Full lifecycle management of hardware and software assets from acquisition through end of life provides visibility into asset alignment with the organization’s business, data, or compliance-related requirements
  • Definition of the organization’s most critical IT processes, services, and assets through Business Impact Analysis (BIA)
  • Development of mitigation strategies and plans, including Business Continuity, Disaster Recovery, and Crisis Recovery
  • Governance of the BCM Framework so that roles, responsibilities, processes, and enabling technologies are well-defined for key BCM areas

By aligning Baptist Health’s IT asset investments to critical requirements for the organization’s mission and continuity requirements, the solution helps to ensure that every dollar spent on IT helps advance the quality and velocity of patient care.

The Results

Thanks to the ongoing partnership between Baptist Health, INRY, and ServiceNow, the organization has seen compelling benefits such as:

  • More resilient IT operations that can identify, understand, and mitigate risks to its business continuity to ensure that the organization’s information systems are available to advance its patient care mission
  • More informed insight into the correlation between software and hardware investments and their value to Baptist Health. Without clear information on how IT spending aligns with mission requirements, overspending or underspending is likely. The HAM/SAM solution offers valuable cost/benefit insights to guide IT investments
  • Elimination of manual tracking via spreadsheets, and other ad hoc systems used to manage the IT asset lifecycle. By automating this process and aligning assets with IT mission capabilities, Baptist Health has freed up capacity for more strategic planning to meet evolving information system needs.
  • INRY, ServiceNow, and Baptist Health continue this partnership to help grow the Power of Platform within the organization to make it more efficient, resilient, and impactful in the lives of patients in their community.

Would you like to see similar results for your organization?

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Transforming Portfolio Management at Skipton Building Society in Just 9 Weeks

Posted on November 12, 2024 by -

Skiption-building-society

When organizations evolve their strategic planning processes, their portfolio management capabilities need to evolve as well. This was the opportunity facing this leading financial services organization in the UK, until a pioneering approach to Lean Portfolio Management transformed their delivery capabilities.

When Portfolio Scale Outpaces Process  

Like many organizations, our client had historically approached their corporate planning with flexibility rather than clear commitments. “Previously, the corporate plan was more of a directional document than an execution roadmap,” explains one project leader. This approach shifted when a new CEO arrived with a vision for more structured delivery and began asking for specific execution timelines.

The organization recognized opportunities to improve portfolio visibility and team alignment. Their existing change prioritization process needed modernization, and departments had opportunities to enhance collaboration. Most importantly, they sought better ways to track delivery and value.

After evaluating seven to nine different companies, the company chose Cprime because they felt we truly understood the issues they were facing and were going to guide them to success rather than hand them a generic PowerPoint deck and walk away.

Essential LPM: A Strategic Approach to Portfolio Management

Recognizing that traditional LPM implementations had become increasingly complex, Cprime developed a streamlined, essential approach. This new methodology, piloted in partnership with our client, focused on implementing core LPM elements in just nine weeks.

The solution included:

  • A comprehensive two-day LPM training event
  • Current state portfolio evaluation
  • Value stream identification workshops
  • Strategic theme creation
  • Portfolio canvas and vision development
  • Epic identification and prioritization
  • Implementation of a Portfolio Kanban system
  • Regular portfolio sync meetings

Following the initial nine-week implementation, Cprime guided the company through SAFe PI Planning, successfully rolling it out across nine Agile Release Trains (ARTs) involving 450 people within six months.

The Results  

“We saved them four million pounds within six weeks just because they now have full visibility into the work being done, how and why it’s being funded, and how it aligns with high-level strategy.” — Gez Smith, Cprime LPM Consultant and SAFe Fellow

The impact was immediate and substantial. Within the first two months, the client identified opportunities to optimize their portfolio that resulted in £4 million in cost savings. “We got everything in the same place and could make more informed decisions about our investments,” one stakeholder reported.

The organization experienced significant improvement in project predictability, with ARTs consistently achieving their delivery commitments after the first PI Planning. Teams developed increased confidence in their planning and execution capabilities.

The benefits were so clear that they decided to retain a dedicated space for PI Planning though it cost £50,000 annually in taxes, determining that “the conversations that we’ve had have already paid for the space just through the alignment.”

Most notably, the organization achieved comprehensive portfolio visibility. As one leader noted, “This is the first time we can actually see across the organization what all of the teams are working on.”

Could Essential LPM Work for Your Organization?

Cprime’s Essential LPM approach demonstrates how portfolio management opportunities can be addressed through a focused, streamlined implementation. For organizations looking to enhance portfolio visibility, project delivery, or organizational alignment, Cprime’s proven methodology offers a path to efficient, sustainable transformation. Like our client, we’re confident your organization can achieve meaningful results through a structured, well-planned implementation with the right approach and expertise.

Moving forward, Skipton Building Society has a strong foundation for organizational transformation, providing the opportunity for even greater results through continued development of these LPM capabilities.

Explore our innovative and flexible Lean Portfolio Management solutions today!

WellStar Leverages INRY’s ServiceNow Expertise for a Tailored SPM Solution

Posted on September 25, 2024 by -

Case_Study_WellStar Leverages INRY’s ServiceNow Expertise for a Tailored SPM Solution

WellStar chose INRY as their preferred partner to revamp their Strategic Portfolio Management System. The objective was to bring about a significant transformation, and INRY provided support to make it happen. Through detailed workshops and collaborative sessions, INRY acquired a deep insight into WellStar’s challenges and areas of concern. INRY carefully documented the workflow and processes, identified bottlenecks, and analyzed the underlying causes of inefficiencies. This in-depth understanding was crucial in crafting a solution tailored to WellStar’s needs.

A customized solution was created to address the different challenges identified, to streamline WellStar’s workflows, enhance productivity, and cut down expenses. Given the complexity of the transformation, INRY recommended a phased implementation approach to ensure success.

The first phase involved building a solid foundation, which was crucial to the entire project’s success. Once the foundation was established, Phase 2 introduced advanced features and optimization. With this approach, INRY delivered a comprehensive solution addressing WellStar’s specific challenges while minimizing disruptions to their day-to-day operations.

The Journey of Transformation

Phase 1: Building the Foundation for Success

In Phase 1, it was essential for INRY to gain a comprehensive understanding of WellStar’s current project and Portfolio Management procedures. The existing process and practices were reviewed along with historical data. Workshops were conducted, and existing reports were analyzed to conduct a thorough analysis. INRY was then able to identify areas where the platform was not being utilized to its fullest potential.

INRY efficiently optimized the existing ServiceNow Strategic Portfolio Management System to address WellStar’s specific requirements:

Project & Portfolio Management

Key processes like portfolio creation, financial planning, and project workspace functionalities were optimized to align with WellStar’s objectives. Deliverables included configuring portfolio and project management settings, enabling SPM processes, defining project criteria, and establishing task assignments. Custom fields, workflows, and templates were also configured to streamline project initiation, management, and closure. This ensured alignment with enterprise strategies and efficient resource utilization.

Idea & Demand Management

WellStar was shown management tools that encourage innovation, including initiating and collaborating on ideas, and evaluating them. Workflows, notifications, access permissions, and forms have been configured to accept different types of ideas based on demand.

Resource & Time Management

Efficient resource allocation and time tracking were prioritized to optimize resource utilization and project cost control. The Resource and Time Management module was configured ensuring alignment with WellStar’s unique requirements and workflows.

Seamless Integration for Enhanced Collaboration

The integrations aimed to foster seamless collaboration by integrating ServiceNow with external systems, such as Cloud Coach for EPMO integration and Outlook/MS Teams for project meeting tracking. Security protocols were maintained while configuring integration channels to ensure secure data exchange and compatibility between systems.

Empowering Data-Driven Decision-Making with Performance Analytics

INRY tailored performance analytics solutions to empower WellStar with actionable insights for strategic decision-making. Key configurations included the development of customer-specific reports, metrics, and benchmarks, enabling WellStar to measure performance against organizational goals effectively.

Phase 2: INRY Optimizes WellStar’s SPM Foundation

During Phase 2, WellStar partnered with INRY to enhance the operational and user experience of the existing system. INRY worked closely with WellStar stakeholders to identify areas for improvement in the functionalities introduced in Phase 1. User feedback was incorporated to streamline workflows, optimize data flow, and refine the user interface.

Streamlining Workflows, Empowering Users

Phase 2 focused on adding new features and aimed at improving the efficiency of existing processes. INRY organized workshops to analyze WellStar’s workflows and identify any bottlenecks and opportunities for optimization. Based on the feedback received from WellStar, INRY advised on how to enhance the existing solution. New features were introduced like defining project phases, managing approvals for scope changes, and capturing completed projects. Past project templates were leveraged to streamline resource allocation and task identification while defining clear milestones and budget allocation criteria.

Seamless Data Integration into Single System

Customer APIs have been designed to seamlessly integrate existing systems with Workday and Salesforce systems for data synchronization. The APIs have eliminated data silos, thereby ensuring that everyone is working from the same page. Workflows have been scheduled to automate data exchange between ServiceNow and external systems, which has further streamlined the data synchronization process.

Data-Driven Decisions for Improved Performance

INRY configured advanced features such as a Dashboard setup for targeted audiences, Gantt charts, and additional reports to enhance WellStar’s performance analytics, providing invaluable insights. Reports, metrics, and dashboards were tailored to WellStar’s KPIs.

This enabled the leadership team to anticipate trends, monitor project performance, and identify areas for improvement. Self-service reporting capabilities were configured which empowered users to access the data they need, customize reports based on their specific requirements, and gain insights into various aspects of their organization’s performance.

Unlocking the Key to Long-Term Success

WellStar’s clear vision and commitment to excellence have led the way for the transformation. Ensuring that every step taken is in line with WellStar’s unique goals and aspirations, INRY has provided tailored solutions and expertise. With advanced functionalities, strong governance, and the potential for automation, WellStar can navigate the everchanging healthcare landscape with confidence, ensuring delivery of exceptional care to their patients. Together, we celebrate WellStar’s remarkable achievements and look forward to continued collaboration.

Want to see similar results for your organization? Explore our flexible ServiceNow SPM solutions today.