
This growing regional healthcare system serves communities across multiple states through hospitals, outpatient offices, and telemedicine centers. Following a series of mergers and expansions, the organization’s IT team was supporting a larger, more complex environment, with more employees depending on ServiceNow to get help, report issues, and keep work moving.
As the healthcare system continued to grow, its IT leaders saw an opportunity to strengthen the way ServiceNow supported the organization. They wanted a clearer view of what was working, where the platform needed attention, and how to make smart, sustainable improvements for the teams relying on it every day.
The healthcare system had recently migrated from Cherwell to ServiceNow ITSM with a previous partner. The project gave the team a working platform that largely followed ServiceNow’s out-of-the-box (OOTB) functionality, a sound starting point for long-term maintainability.
As the organization began using the platform day to day, however, leaders saw the need for more guidance around how the environment should evolve. OOTB functionality needed to be considered alongside the way teams worked in practice, while new requests and existing adjustments required stronger governance. Without that decision-making structure, the platform risked becoming more difficult to manage, report on, and grow over time.
The internal ServiceNow team adapted, solved problems, and kept work moving, but the questions became more important as the organization continued to grow. Which changes were helping the business? Which ones were adding unnecessary complexity? Where should the team preserve OOTB functionality, and where would thoughtful configuration better support their expanding needs?
Leaders needed a more complete view of the environment before making further improvements. Custom workflows and tables, process changes, governance decisions, and future roadmap opportunities all needed a closer look. Just as importantly, the team needed practical recommendations they could trust and act on.
Beyond20 partnered with the healthcare system to assess the current environment, understand how teams were using ServiceNow, and turn those findings into a roadmap for strengthening the platform in a way that would meet their unique needs without sacrificing maintainability and ease of upgrade.
The engagement began with a platform assessment across ITSM, Employee Center, governance, configuration, process effectiveness, pain points, and future roadmap planning. The goal was to help the healthcare system understand how the platform was supporting the business today and where focused improvements would make the biggest difference.
From there, Beyond20 and the client team moved into a 16-week operational support engagement, working side by side with the organization’s ServiceNow administrators to begin turning recommendations into action.
The work centered on four areas:
The ServiceNow health scan gave the team a technical starting point. Beyond20 reviewed the results to identify areas of opportunity, then sorted findings into categories: items that called for discussion, areas where education would help, issues that needed remediation, and improvements that belonged on the longer-term roadmap.
Technical findings only tell part of the story. To understand how ServiceNow was supporting real work, the team held interview sessions with stakeholders across Incident Management, Problem Management, Change Management, Service Request Management, Employee Center, and Knowledge Management. These conversations surfaced what platform data alone could not: where teams were losing time, where processes were unclear, and where ServiceNow could better support employees.
At the end of each interview, the team summarized emerging recommendations so stakeholders could see how their feedback was being interpreted. That helped reduce surprises later and gave the final roadmap stronger connection to the people using the platform every day.
A Beyond20 Technical Architect completed a detailed review of the ServiceNow environment, including custom workflows, custom tables, security considerations, and overall platform governance. The focus was to reduce technical debt, improve maintainability, and help the team build on a stronger foundation.
The final report brought the technical review, health scan findings, and stakeholder feedback together into a set of education and development recommendations.
The roadmap organized improvements into short-term and longer-term opportunities, helping the healthcare system see what could be addressed quickly and what should be planned as part of future ServiceNow growth. Potential opportunities spanned across Field Service Management, On-Call Scheduling, Hardware Asset Management, Software Asset Management, CMDB, and CSDM.
Sixteen weeks later, the healthcare system had a ServiceNow environment that was easier to understand, easier to manage, and better prepared to support the work happening across its hospitals, outpatient offices, and telemedicine centers.
The engagement helped the team move away from one-off fixes and ad hoc customizations toward a more structured, governed platform built on ServiceNow best practices. Technical debt was reduced. Data quality became a stronger foundation for reporting and automation. ITSM processes were reviewed with the real needs of agents and employees in mind. And the internal ServiceNow team had a practical framework they could continue building on after the engagement ended.
After the engagement, the client team was better equipped to:
Just as important, the internal team came out of the engagement stronger. They were not handed a report and left to sort through it alone. They worked alongside Beyond20 throughout the process, building the governance practices, platform knowledge, and decision-making framework they need to keep improving ServiceNow over time.
For a healthcare system where IT support touches employees across care settings, that matters. A healthier ServiceNow foundation means the team can spend less time working around the platform and more time supporting the people who rely on it every day.