Northern Trust Success Story

Case Study
Northan 1

Northern Trust chose Nimble to deliver an integrated reporting solution.

Besides Nimble web-based work-management and workflow/ collaboration capabilities, Nimble configurable Business Intelligence and reporting tool held the promise of an effective SLM system.

The challenge

In banking and financial services, the bar for reporting isn’t “what got done” — it’s “show me the evidence, the trail, and the SLA position, in real time.”

Northern Trust needed a single system that could carry web-based work management, workflow and collaboration, AND a configurable reporting layer that could function as a credible Service Level Management (SLM) system.

The platform requirements went beyond standard work-management:

  • Integrated reporting that could pull from across the work and workflow data — not a separate BI bolt-on
  • Workflow and collaboration for distributed teams handling sensitive operational work
  • SLA visibility and management — the ability to track service commitments and surface breaches early
  • Configurability to match Northern Trust’s specific operational definitions, not vendor-default ones

The solution

NT chose NimbleWork’s Vendor SLA Reporting (VSR) solution bring the work management, the workflow/collaboration layer, and the configurable business intelligence into one connected platform.  

Three implementation choices made the difference:

  • Workflows tailored to Northern Trust’s operational model — reflecting real escalation paths and approval logic, not generic templates.
  • The configurable BI / reporting tool as the SLM backbone — so SLA status, breaches, and trend lines drew directly from the live work data. 
  • A collaboration layer designed for regulated work — keeping audit trails intact while still enabling fast, cross-team handoffs

The Result

NimbleWork VSR improved vendor reporting by:

  • Delivering reports instantly instead of relying on data that was 15–20 days old.
  • Standardizing and automatically generating reports across vendors.
  • Making reports easy to create and update without coding.
  • Reducing reporting, reconciliation, and maintenance costs.
  • Preserving historical reports for performance comparisons over time.
  • Providing secure, role-based access for GSO teams and vendors to review and update information.

Why this matters for financial services

For financial services operations, the value of a work platform isn’t the work tracking — it’s the reporting and the auditable workflow on top of it. NimbleWork’s combined work + BI + collaboration model is well suited to environments where SLA discipline, evidence, and operational reporting aren’t optional.

Download this case study to understand the value Nimble delivered to Northern Trust.

Fill the form to Download Case Study

FAQs

1Why did Northern Trust choose NimbleWork over other platforms?

Three things in combination: web-based work management, workflow and collaboration tooling, and a configurable BI/reporting layer that could function as an SLM system — without integrating multiple separate tools.

2What does NimbleWork's reporting capability do that generic BI tools don't?

NimbleWork's reporting is integrated with the work and workflow data, so reports reflect the live state of operations — not a delayed export. This is what made it credible as the SLM backbone.

3Is NimbleWork suitable for regulated financial services environments?

Yes. NimbleWork holds AICPA SOC 2 and ISO 27001 certifications and is used by enterprise banking and financial services customers. The collaboration layer is designed to preserve audit trails while enabling fast cross-team work.

4Can we see specific outcome metrics from the Northern Trust deployment?

The full case study (downloadable above) covers the deployment details.