Results
Fast-tracked audit readiness
Avoided the cost of full implementation
Activated long-idle SAM Pro licensing
3.5 months from project start to go-live
Applications
THE CLIENT
Unifying finance with next-gen technology
The client is a finance technology company that delivers an intelligent, unified platform for financial and operational data management. Its solutions empower enterprise finance teams to simplify complexity, drive productivity, and make faster, AI-enabled decisions. With a focus on continuous innovation and operational control, the client sought to ensure that its internal processes, like software asset management, could meet the same high standards it delivers to clients.
“There was never a time when they didn’t have the answer or find a workaround. Very knowledgeable about the product.”
— Client Representative
THE CHALLENGE
Making use of long-idle software investments
The client, a leader in enterprise finance technology, empowers finance teams to take control of their data and drive business performance. While the company was building a transformative platform for others, it was simultaneously navigating the challenge of optimizing its own internal tools — particularly ServiceNow’s SAM Pro module.
Several years earlier, the client had invested in SAM Pro licensing but, like many fast-paced tech companies, struggled to find the right time and budget to bring it fully to life. The module sat on the shelf while audit pressures grew and software asset processes remained largely manual.
The client didn’t need a full-scale implementation. What it needed was strategic, expert support to guide its team through targeted enablement — activating the investment it had already made and doing so with speed, precision, and confidence.
The need became especially urgent with upcoming software audits on the horizon. The client’s goal wasn’t just compliance. It was control, clarity, and the ability to derive lasting value from SAM Pro. But to get there, it needed a partner who could not only implement but also educate, advise, and adapt.
THE SOLUTION
Guiding an agile, budget-smart SAM Pro activation
Rather than starting from scratch, the client tapped into an existing, trusted relationship. Having previously partnered with Cask NX for a larger implementation, the client had already experienced the value of Cask’s ServiceNow expertise and collaborative approach.
With tight timelines and a lean budget, Cask NX supported the client through a streamlined activation of SAM Pro, focused on outcomes rather than bells and whistles. The implementation emphasized flexibility, rapid enablement, and foundational success:
- Targeted configuration of SAM Pro to prioritize features most relevant for the client’s audit preparation needs
- Knowledge sharing and hands-on support to upskill the client’s internal team on effective use and maintenance
- Rapid deployment timeline aligned to compliance deadlines and operational bandwidth
- Efficient use of licensing to ensure the long-held investment started generating value
Cask’s team focused on providing just the right level of configuration and guidance to empower the client’s own team to take the reins.
The project went live just 3.5 months after kickoff, an impressive timeline given the lean nature of the engagement and the emphasis on internal enablement.
Understood our business requirements?
Communicated clearly throughout the project?
Positioned us to achieve our desired business outcomes?
Provided a high level of expertise in implementing our solutions?
Overall, how would you rate your experience on this project?
The partner experience
Trust built on responsiveness and results
The client’s experience working with Cask NX was marked by collaboration, respect, and clarity. The partnership wasn’t about being told what to do, it was about learning together.
The client team praised Cask’s deep product knowledge, agility in solving problems, and reliable communication. As one team member noted, “There was never a time when they didn’t have the answer or found a workaround.”
This wasn’t just another vendor engagement but a relationship built on trust and mutual investment in success. With SAM Pro finally off the shelf and generating impact, the client is poised to continue its ServiceNow journey. As the company looks ahead, it’s exploring opportunities to partner with Cask NX again, this time to address its ServiceNow backlog and align with emerging GenAI strategies.
The SAM Pro project proved what’s possible when the right solution is paired with the right partner. And for the client, this success story is just the beginning.
Associated resources
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