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Client Snapshot:
- A global financial services firm specializing in investment banking and wealth management
- Headquartered in New York, with offices across North America, Europe, and Asia-Pacific
- Over 800 employees worldwide
The Challenges
The client’s ServiceNow environment lacked key configurations, resulting in:
- Missing catalog items for common service requests
- No standardized approval or fulfillment workflows
- Inbound and outbound emails not set up for task communication
- No formal onboarding or offboarding guides, causing delays and inconsistencies
The Solution
Coreio worked closely with HR and IT to streamline the employee lifecycle through scalable, workflow-driven automation:
- Built 20 new catalog items to support key service requests
- Standardized approval and fulfillment workflows for consistent execution
- Enabled email automation for task creation, updates, and closures
- Implemented onboarding order guide to automate new hire setup and manage access removal and asset return
Key Outcomes
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Increased consistency and reliability with standardized approval and fulfillment workflows across departments
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Improved communication and alignment through automated task notifications that reduce delays and manual follow-ups
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40% reduction in onboarding & offboarding time through automation to accelerate productivity and lower administrative burden
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Enhanced employee experience with structured onboarding and offboarding guides that streamline transitions and strengthen HR-IT collaboration
