The Client
A national nonprofit organization, this client provides benefits and services to ministers, employees, and their families. Operating with approximately 200 employees, this organization manages pension plans, health benefits, and assistance programs from its central office. With a mission to support their community, they strive to modernize operations through a culture of continual improvement.
The Challenge
Despite their commitment to service, the organization faced significant operational challenges. Their reliance on manual processes for tracking IT assets left them vulnerable to errors and delays. Without an automated solution, asset management relied heavily on spreadsheets, making it nearly impossible to maintain accurate inventory or streamline the collection of equipment from off-boarding employees. These inefficiencies posed risks to audits, compliance, and overall technology value, creating an urgent need for transformation.
Meeting You Where You Are and Growing Together
“I have a long, varied, and very satisfying professional relationship with Beyond20. We started with training, implementing Cherwell, and now implementing ServiceNow. Through each new project the same excellence and professionalism has remained, the work gets done quickly and all of mine and the board’s questions get answered.”
Assistant Director IT Service Desk
@ The Nonprofit
The Engagement
Nonprofit organizations thrive when their technology eliminates unnecessary complexity, enabling teams to dedicate their energy to the mission.
Our team partnered with this organization to address these challenges by implementing ServiceNow IT Operations Management (ITOM) and Asset Management capabilities. Leveraging a proven hybrid agile methodology, we quickly delivered a comprehensive solution tailored to their needs. Key components included:
- Configuration Management Database (CMDB): We established foundational CMDB structures, configured secure access controls, and set up intuitive dashboards for actionable insights.
- ITOM Discovery: Using agentless discovery, we mapped on-premises infrastructure, cloud environments, and VMware resources to achieve 90% coverage of core configuration items.
- Asset Management: We replaced spreadsheets with an automated system for tracking hardware, software, and consumable assets. This included importing financial data and configuring workflows for stockroom management and asset lifecycles.
- Integrations: Seamlessly integrated third-party systems included Microsoft Entra (Azure Active Directory), SCCM, and InTune, ensuring all IT assets were visible and manageable in a unified system.
Throughout the engagement, we emphasized speed and collaboration. Regular workshops, clear roadmaps, and a “teach-to-fish” approach empowered the client to manage their system independently, ensuring sustainable success.
The Result
In just two months, the client transitioned from a fragmented, manual system to a streamlined, automated solution. The new platform provided immediate benefits:
- A single, centralized view of all IT assets, supporting ongoing audits and compliance requirements.
- Automated processes that reduced time spent on manual tracking and improved accuracy.
- Enhanced ability to recover assets from off-boarding employees, minimizing risks and costs.
- Increased operational efficiency, allowing their IT team to focus on strategic initiatives.
As they integrate the solution further into daily operations, the organization is poised for continued growth and innovation. This partnership demonstrates our ability to deliver rapid time to value, empowering clients to achieve their goals efficiently and effectively.
Solutions That Start With Your Needs, Not Ours
“I really appreciate the advisory nature of the relationship. Instead of just maximizing profits and upselling us, Beyond20 counseled us to start smaller and more controlled before implementing more involved ServiceNow modules. This allowed our IT team to fully hit the ground running and transition smoothly.”
Assistant Director IT Service Desk
@ The Nonprofit
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