Phased Project Portfolio Suite Implementation

The Challenge

TB Consulting wanted to implement the ServiceNow Project Portfolio Suite (PPS) module for its managed service providers (MSPs).

The Solution

Norima implemented the project in a phased approach. In the first phase, Norima validated the targeted features of the PPS module running in a domain-separated environment. The second phase is to setup the targeted features for a specific customer.

This project included: Domain Separation Validation, Consultation and Demonstrations, Demand Management, Resource Management, SDLC, Project Management and Planning, and Timecard Configuration.

HR Portal Implementation

The Challenge

Encore is a ServiceNow Enterprise customer that wanted to add a Human Resource (HR) specific Service Portal to its current suite of applications.

The Solution

Norima used a staged delivery process to implement this project, which included implementation of HR Catalog and Task Management, an HR-specific Knowledge Base, and a Service Portal based on the client’s requirements. Norima’s role also involved general Platform Configuration and Branding, Operational Readiness Testing (ORT), Testing and Post Go-Live Support, and overall Engagement Management.


Norima’s ServiceNow delivery team are skilled architects and developers, with a concern for quality and attention to detail. Norima’s dedication and high-quality work had significant impact on both the quality and cost-effectiveness of our new ServiceNow portal. We will continue to leverage Norima for future implementation of ServiceNow modules and…look forward to our continued partnership with Norima Consulting.

– Senior Project Manager, Encore Capital Group


Norima’s knowledge of industry best practices and ITIL framework helped connect skeptical key stakeholders to the full potential of the platform.

– Senior Project Manager, Encore Capital Group

Custom Web Applications to Ensure Regulatory Compliance (DCweb & EAweb)

The Challenge

The Global Trade Compliance Group of Cubic Corporation’s Cubic Global Defense (CGD) business unit, a leading provider of realistic combat training systems, secure communications and networking, and highly specialized support services for military and security forces of the U.S. and allied nations, is responsible for ensuring that Cubic adheres to all relevant export regulations defined by the U.S. Departments of State and Commerce.

Cubic required a way to adequately and appropriate manage the critical risk management function of relevant export regulations, as failure to comply with export regulations can lead to severe penalties and business restrictions.

The Solution

Using the ServiceNow platform for delivery, Norima worked with CGD to create two web applications to facilitate compliance with relevant export regulations:

  1. DCweb: CDA Global Trade Compliance Technical Data Classification Web Application
  2. EAweb: CDA Global Trade Compliance Service & Data Export Authorization Web Application

The main purposes of these applications are to:

  • Ensure compliance with relevant export regulations.
  • Serve as a searchable repository of all technical data classification and marking previously performed through the application (DCweb).
  • Serve as a searchable repository of all data and services export authorizations (DSEA’s) previously granted through the application (EAweb).
  • Enable management to monitor the compliance and export authorization staff productivity rates.
  • Facilitate demonstrating regulatory compliance in the event of a government audit.

Norima followed its Plan->Discover->Configure->Deploy approach to design and build an innovative, easy-to-use solution that delivers true business value. Activities included requirements gathering and documentation, development and review of design specifications, and web application development, testing, and release to production environment.

Web Application to Ensure Regulatory Compliance (TravReq)

The Challenge

The Global Trade Compliance Group of Cubic Corporation’s Cubic Global Defense (CGD) business unit, a leading provider of realistic combat training systems, secure communications and networking, and highly specialized support services for military and security forces of the U.S. and allied nations, is responsible for ensuring that Cubic adheres to all relevant export regulations defined by the U.S. Departments of State and Commerce.

Cubic required a way to adequately and appropriate manage this critical risk management function, as failure to comply with export regulations can lead to severe penalties and business restrictions. The application needed to ensure compliance with State Department and DSS regulations, and to provide an auditable repository for the activities related to those regulations in the event of a government audit.

The Solution

Using the ServiceNow platform for delivery, Norima worked with the Global Trade Compliance group to create a web application to facilitate compliance with relevant regulations.

The resulting application, TravReq, a CDA Global Trade Compliance Service & Data Export Authorization Web Application, provides a consistent method for Cubic employees to notify Cubic of planned travel or long-term deployment to specific destinations, as well as providing an auditable repository for such requests.

Key features of this app include the ability to schedule trips, get approval, generate Travel Briefs, automate Travel Memos, and automate debriefs following a trip’s end.

Norima followed its Plan->Discover->Configure->Deploy approach to design and build an innovative, easy-to-use solution that delivers true business value. Activities included requirements gathering and documentation, development and review of design specifications, and web application development, testing, and release to production environment.

Our Road to Success

  • Improved sales management reports
  • Significantly reduced data processing costs

Advisor Group Data Warehouse

The Challenge

A large independent Broker-Dealer in the US wanted to improve its sales management reporting by having timely business intelligence capabilities across their aggregate data while reducing the costs incurred by external data providers.

The Solution

Norima provided expertise to assist in the conversion of data feeds from their current providers to a more streamlined process through their clearing firm. Over the course of 6 months, Norima’s experts managed communications with key contacts at various product sponsors and clearing firms, tracked and reported on-going progress of conversion effort, conducted parallel testing of data provided by third party data providers and clearing firms, and developed necessary data warehouse components and related ETL processes to develop the specific BI solution required.

The result was a business intelligence solution that provides better sales management reporting at significantly reduced annual data processing costs, providing ROI almost immediately.

The Success

  • Improved sales management reports
  • Significantly reduced data processing costs

Our Road to Success

  • Centralized administrative workflow for Joint Rep setup
  • Reduction in the amount of manual calculations required to derive monthly payouts

Cetera Payout Reporting

The Challenge

A mid-size financial services company provides comprehensive broker-dealer services, innovative technology, and competitive advisory programs for approximately 5,000 independent financial professionals and more than 700 financial institutions.

The Payout Reporting project was a Norima led engagement for one of the independently managed broker-dealers that is the company’s business partner. The objective of the project was to extend the existing proprietary reporting platform to include new centralized payout administration utilities and the addition of four new payout reports.

The Solution

The payout reporting utilities enabled program managers from a bank and members of the company’s home office team to set up joint or shared selling relationships for advisors and to manage the associated payout schedules for business conducted through those relationships. The reports eased the process of monthly payout calculations by providing users with a detailed and summary payout report which calculated a base monthly payout for each financial advisor.

Norima provided a project team of five consultants who worked closely with the company’s development team to deliver an integrated solution that satisfied all business requirements and works well within the existing technology framework.

The Success

  • Centralized administrative workflow for Joint Rep setup
  • Reduction in the amount of manual calculations required to derive monthly payouts

Our Road to Success

  • Ceridian’s presence in mobile space
  • Mobile access to payment processing for customers
  • Consistency of mobile and online service
  • Contained cost of development

Ceridian Powerpay Mobile Payroll App

The Challenge

Ceridian Canada is a human resources solutions provider to 40,000 Canadian customers. A large portion of these customers are small businesses that use the Powerpay payroll administration web application. Norima was engaged to develop the first mobile payroll application in Canada for Ceridian; the Powerpay Mobile.

The objective for the project team was to develop a mobile application that can run on all three major mobile platforms: iOS, Android, and Blackberry OS while utilizing logic and integration of existing web-based Powerpay. Norima leveraged the existing web application to its full potential and developed a hybrid mobile solution. The release 1.0 introduced the Powerpay Mobile for iPhone and BlackBerry, and release 1.1 extended it for Android.

The Solution

One of significant challenges of this project was to keep up with a rapid pace of change in technology, especially mobile operating systems. During development of this project, Apple introduced iOS 5, RIM BlackBerry 7, and Google Android 4.0.

Powerpay Mobile was awarded with 2012 Mobile-Web Award for Outstanding Achievement in Mobile by the Web Marketing Association.

Ceridian is pleased with the product Norima has developed and plans to continue building on its success in the future.

The Success

  • Ceridian’s presence in mobile space
  • Mobile access to payment processing for customers
  • Consistency of mobile and online service
  • Contained cost of development
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