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All Analyst Mention / Award 5 Blog 65 Case Study 244 Newsletter 10 Press Release 16 Webinar / Event 39 Whitepaper / eBook 20
Filtered by topic CSM ร— View all case studys โ†’

Why case studys from Mergen?

Built by the team actually doing the work.

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Measured outcomes

Every case study lists hard outcome metrics โ€” cycle time, cost, quality, NPS โ€” not soft win statements.

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Tier-1 enterprise scope

Programmes spanning Fortune-500 banks, top-10 insurers, global manufacturers, 32-hospital health systems.

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Reusable patterns

Each transformation distills into a repeatable architecture pattern โ€” codified in our delivery library.

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All Case Studys

23 total
Case Study ยท Logistics

Global Shipping Line โ€” Port-Call Management on Now Platform

A top-10 global shipping line digitized port-call coordination across 380 ports โ€” voyage delays cut 22%.

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Case Study ยท Public Sector

Major Museum Network โ€” Visitor Experience + Operations Platform

A major museum network with 21 institutions unified visitor experience + operations on ServiceNow โ€” 18M annual visitors.

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Case Study ยท Public Sector

Major Zoo Operations โ€” Animal-Care Workflow + Visitor Experience Platform

A major US zoo unified animal-care workflow with visitor experience on ServiceNow โ€” niche but real.

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Case Study ยท Public Sector

Major Symphony Orchestra โ€” Patron Experience Platform

A major US symphony orchestra unified patron experience on Salesforce โ€” subscription renewal +18%.

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Case Study ยท BFSI

Community Bank Coalition โ€” Shared Now Platform Across 24 Mid-Sized Banks

24 mid-sized US community banks formed a shared-services coalition on ServiceNow โ€” half the cost of going it alone.

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Case Study ยท Public Sector

State Medicaid Agency โ€” CSM for Member Eligibility Workflows

A US state Medicaid agency replaced 3 legacy intake systems with ServiceNow CSM โ€” 4.2M members, faster eligibility decisions.

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Case Study ยท transportation

Chief Customer Officer Outcome โ€” CSM Transformation at a Major Airline

A flag-carrier airline rebuilt customer service after irregular-operations chaos โ€” CSAT +22 points and call AHT down 31%.

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Case Study ยท Healthcare

Regional Health Plan: Member-Services CSM Across 2.4M Members

A regional health plan rolled out CSM for member services across 2.4M members. Inquiry-resolution time down 38%; CMS Star Rating improved 1…

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Case Study ยท BFSI

Specialty MGA: ServiceNow CSM for Broker + Carrier Coordination

A specialty MGA (Managing General Agent) coordinated brokers + carriers on ServiceNow CSM. Submission-to-quote cycle compressed 41%.

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Case Study ยท Manufacturing

Industrial Manufacturer: CSM for 1,800-Distributor Network Support

An industrial manufacturer rolled out CSM to support its 1,800-distributor network. Distributor-issue resolution down 51%; distributor revenue up 18%.

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Case Study ยท BFSI

Private Bank: Now Assist for Wealth Advisor Productivity

A private bank deployed Now Assist on its 1,800 wealth advisors. Client-meeting prep time reduced 47%; cross-sell opportunity surfacing automated.

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Case Study ยท Pharmaceutical

Specialty Pharma: Patient-Services Hub on ServiceNow CSM

A specialty pharma manufacturer launched patient-services hubs on ServiceNow CSM with HIPAA-compliant outreach. Time to first dose reduced 38%.

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Case Study ยท Hospitality

Global Hotel Chain: Guest-Services CSM Across 1,200 Properties

A global hotel chain deployed ServiceNow CSM for guest-services operations across 1,200 properties. Guest-issue resolution time down 41%; loyalty-tier guest NPS up…

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Case Study ยท Professional Services

Big-4 Consulting Firm: Engagement Management on ServiceNow CSM

A Big-4 consulting firm rolled out ServiceNow CSM for engagement management. Engagement margin visibility shifted from monthly to real-time.

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Case Study ยท Technology

B2B SaaS: CSM Powering Customer-Success at Scale

A B2B SaaS company implemented ServiceNow CSM for proactive customer success. Health-score-driven interventions cut churn 38%.

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Case Study ยท Retail

Multi-State Retailer: CSM for 1,200-Store Operations Support

A retailer rolled out CSM for store-operations support โ€” store managers raise tickets via mobile, district managers oversee resolution. Resolution time down…

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Case Study ยท Retail

Retailer: Now Assist for Inventory Exception Handling

A specialty retailer used Now Assist to summarize and recommend actions on inventory exceptions across 800 stores. Exception resolution time reduced 56%.

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Case Study ยท BFSI

Global Insurer: Now Assist for Claims Triage at Scale

A global insurer deployed Now Assist on 2,400 claims-handler workstations. AI-assisted triage routes claims with 91% accuracy; handle time down 33%.

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Case Study ยท BFSI

Global Wealth Manager: Regulator-Grade Complaint Handling on CSM

A global wealth-management firm rebuilt complaint handling on ServiceNow CSM with FCA / FINRA-aligned audit trails. Closure rate within regulatory windows: 100%.

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Case Study ยท Energy

Regional Utility: Outage Communications via CSM + SMS

A regional utility rebuilt customer-facing outage communications on CSM with proactive SMS notifications. Inbound call volume during outages dropped 64%.

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Case Study ยท Healthcare

How a Multi-State Hospital Network Hit 90% Portal Adoption with HRSD + CSM

A 12-facility, 18,000-employee health system unified HR and patient services on ServiceNow โ€” cutting patient wait times 45% and lifting clinician satisfaction…

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Case Study ยท Telecom

Conversational AI + CSM: How a Major Telecom Deflected 3 Million Calls Annually

A tier-1 telecom replaced legacy IVR with virtual agents on ServiceNow CSM. Result: 3M deflected calls, 4.8/5 CSAT in 90 days, and…

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Case Study ยท BFSI

Global P&C Carrier: Automating 1.2M Annual Claims with FNOL + Mergen DocAI

Mergen automated claims FNOL triage and assignment for a top-10 global P&C carrier. Fast-track cases close 5ร— faster; leakage indicators dropped $8M…

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