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Scaling delivery performance and advancing ServiceNow platform maturity with a hybrid model.

Case Study

2026.01.01
ServiceNow
Logo Co Operators

Co-operators is a leading financial services co-operative, offering multi-line insurance and investment products, services, and personalized advice to help Canadians build their financial strength and security.

Industry
Insurance & finance
Company size
1 200+
Localisation
Canada
Expertises
  • ServiceNow program leadership
  • Hybrid delivery model
  • Platform governance
  • Backlog and velocity management
  • CMDB, HRSD, ITSM expertise
  • Knowledge transfer and team enablement 
Technologies
  • ServiceNow ITSM
  • ServiceNow CMDB
  • ServiceNow HRSD
  • ServiceNow ITOM
  • ServiceNow FSO/App Engine
  • ServiceNow Vendor Risk 
Key facts
  • Seamless ServiceNow transition
  • Stronger governance and control
  • Measurable value delivered 
Expert presenting a solution to clients for a digital transformation and artificial intelligence project.

As its ServiceNow platform continued to grow, Co-operators sought to strengthen its delivery model to support evolving business priorities and long-term scalability. With multiple initiatives progressing in parallel, the focus was on improving governance clarity, enhancing prioritization, and increasing delivery predictability while ensuring optimal use of resources and sustained return on investment. To support this next phase of maturity, the organization required a flexible, well-structured operating model aligned with its strategic roadmap. 

Context - Challenges

A growing platform requiring scalable structure

As Co-operators continued to broaden and mature its use of ServiceNow, the platform naturally reached a stage where enhanced coordination, clearer governance alignment, and expanded delivery capacity would help support its next phase of growth. With additional modules coming online and an increasing volume of demand, the organization recognized the opportunity to further strengthen planning, prioritization, and delivery consistency. To enable the platform to scale sustainably and maximize value across teams, Co-operators focused on reinforcing its operating model, accelerating execution, and maintaining strong alignment with its strategic objectives.

The delivery team at COFOMO have helped us to improve pace and value realization of our ServiceNow platform through a collaborative and flexible engagement model.

Marianna Ruocco | Associate Vice President | Co-operators
Marianna Ruocco
Associate Vice President
Co-operators

Solutions

A collaborative hybrid model to restore stability and accelerate execution.

COFOMO implemented a hybrid delivery model operating as an extension of the client’s management team. Key elements included:

  • An embedded Engagement Lead and ServiceNow Architect to guide planning and decisions.
  • A dedicated development and configuration team ensuring continuous, predictable delivery.
  • A structured 3-month transition and execution plan, including onboarding, delivery, and knowledge transfer.
  • Ownership and delivery leadership across CMDB, ITSM, and HRSD, with accelerated progress on CMDB including onboarding more CI classes than originally planned, within a phased 9-month roadmap.
  • A velocity-based backlog model enhancing prioritization, alignment, and governance discipline.

Results

Rapid, measurable and sustainable improvements.

  • Integrated leadership enabling faster, more coherent decision-making.
  • Accelerated execution across a phased roadmap, with strong progress on CMDB and continued advancement of HRSD and ITSM.
  • Improved prioritization and delivery structures, supporting more effective use of existing investments.
  • Improved velocity, with a predictable and sustainable backlog management model.
  • Higher platform maturity, supported by formal governance, clearer processes, and stronger adoption.
  • Restored confidence in ServiceNow as a strategic enterprise platform.

A sustainable operating model enabling long-term ServiceNow value

Within a year, Co-operators further strengthened its delivery model, enhanced governance, and reinforced a solid foundation for long-term platform evolution. Supported by an integrated team, a structured operating model, and a predictable delivery approach, the organization is well positioned to continue advancing ServiceNow in close alignment with its strategic priorities.

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COFOMO - Transformation numérique et intelligence artificielle - Approche collaborative - Femme souriante collaborant avec un client près d'une fenêtre.

FAQ

Why is structured governance essential for ServiceNow? 
It ensures consistent decision-making, reduces siloed execution, and improves the organization’s ability to prioritize and deliver effectively. 

What are the benefits of a hybrid delivery model? 
It blends external expertise with internal knowledge, increasing delivery speed while strengthening internal capabilities and reducing operational risk. 

How can organizations quickly improve ServiceNow platform maturity? 
By aligning governance, execution capacity, backlog management, and roadmap planning within a unified, measurable framework.