Results
Increased visibility on software licensing with a centralized repository
Improved configuration management database (CMDB) health
Established framework for future hardware asset management (HAM) integration
Applications
THE CLIENT
US-based member firm of a global advisory network
The client is the US member firm of a global network of independent accounting, tax, and advisory firms operating in multiple countries, with combined global revenues exceeding $15 billion. As the largest firm within this international network, it delivers tailored, sustainable solutions by leveraging local expertise, innovation, and cutting-edge technology to serve a wide range of clients, from large enterprises to privately held companies. The firm also manages offshore operations that support US-based client work, requiring coordination across multiple international office locations.
“We invest a great deal of time in getting to know our clients and building personal relationships so that we can anticipate their needs and offer genuine added value,” said one client representative. The company wanted to find that same strong relationship with a tech implementation partner. Industry referrals and word-of-mouth recommendations led to Cask’s selection as the firm’s ServiceNow partner, thanks to its reputation for excellence in strategic partnerships.
“At every level (and in every instance), the Cask team rose to the occasion and provided guidance and solutions that were context-specific. The level of knowledge possessed, the professionalism displayed, and the quality of character experienced was both refreshing and greatly appreciated.”
— Client Representative
THE CHALLENGE
Addressing outdated processes for improved software spending
The client was facing significant challenges in managing software licensing and assets across a patchwork of legacy systems with manual processes. As early adopters of ServiceNow, its existing licensing foundations were only partially utilized, and heavy customization over the years had rendered its platform outdated and incompatible with newer, out-of-the-box modules.
Frequent acquisitions—and a shift to a software-focused, work-from-home model after COVID—led to a growing and increasingly complex portfolio of software licenses, each with different terms, agreements, and renewal dates. Manual processes and the lack of a unified, modern software asset management solution increased the risk of errors and made it nearly impossible to manage licenses efficiently, let alone optimize usage and costs.
“It was only a matter of time before there was an error,” said one client representative. “We couldn’t scale efficiently despite business scaling rapidly.”
The accounting firm needed a reliable, scalable solution.
THE SOLUTION
Unlocking SAM Pro with tailored implementation
After a thorough evaluation of third-party solutions capable of supporting current requirements while also preparing for future expansion, the client selected ServiceNow’s Software Asset Management Professional (SAM Pro) platform due to its comprehensive, scalable, cloud-native capabilities that aligned with its vision of holistic IT management from a single, unified platform.
Rather than proposing standard, one-size-fits-all approaches, Cask NX tailored its recommendations to the client’s situation, emphasizing the importance of a healthy configuration management database (CMDB) and offering deep expertise in SAM. This consultative approach—asking “why” behind business decisions—and willingness to address unforeseen challenges collaboratively set Cask NX apart as a true strategic partner.
“Cask came with ideas and solutions—not just the problem—and figured out a plan despite any challenges,” said the client.
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 RESULTS
Accessing a centralized repository for improved insights
Due to the complexity of organizing and managing hundreds of software titles, immediate changes were not visible on day one. However, post-implementation, SAM Pro has transformed the client’s operations with a centralized dashboard of accurate, up-to-date data that not only eliminated the silos and inconsistencies of previous repositories but also laid the groundwork for future improvements — such as leveraging real-time insights and automating software reclamations — which are expected to drive measurable ROI over time. According to the client representative, “The dashboard saves a lot of time and manual effort in knowing that the data is up to date and reliable with 100% certainty.”
Looking ahead, the client is focused on expanding ServiceNow’s footprint, aiming to further integrate hardware asset management (HAM) and maximize the value of software reclamations to achieve complete visibility and control over all IT assets in a single system. As the client said, “Cask is a great partner. If I had my way, I would choose them for our next project.”
Associated resources
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