GlideFast runs on the ServiceNow platform, a cornerstone of our operations that our late CEO, Michael Lombardo always took immense pride in. When I joined GlideFast, the status reports for our remote services customers were in the early stages of improvement. The Customer Success team was using spreadsheets to track and report client budgets, which was time-consuming and inefficient. Edward Shea, VP of Customer Engagement, had a vision to enhance reporting for all remote projects, and he partnered with VividCharts to achieve this. However, the process still needed to be streamlined and accelerated.

Leveraging my NextGen training from ServiceNow, I saw an opportunity to make a significant impact. My understanding of platform foundations, including reporting table relationships, positioned me well to take on this challenge. I was eager to apply my knowledge and help GlideFast transition from manual spreadsheet reports to dynamic, visual reports using VividCharts.

With the support of Jared Shafton, our VP of IT, here’s how we achieved success: