Case Study

Leading Energy Organization Streamlines Data through Strategic Data Clean Up

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Challenges

Following a corporate divestiture, the customer inherited a cloned ServiceNow environment overloaded with legacy data from its former parent organization. This created significant operational and compliance challenges, with more than 3.9 million records across ITSM, ITBM, ITAM, GRC, and HRSD modules.

Under separation agreements, the customer was required to remove all parent-company data, but overlapping integrations and historical records made ownership difficult to distinguish.

Windward implemented a phased approach to meet both technical and compliance needs.

Solutions

Windward implemented a phased approach to meet both technical and compliance needs. A data
disposition framework classified records for removal, retention, legal hold, or purge requests, using automated scripts and cross-team validation. The team then executed a controlled archiving and deletion process—testing in lower environments, validating in production, and permanently deleting data after verification.

Inactive workflows, obsolete knowledge bases, and outdated event rules were also removed, streamlining the platform and reducing technical debt to support future ServiceNow enhancements.

Results

Dispositioned and validated over 3.9 million records, with 1.17 million deleted and 2.76
million retained.

Archived legacy data and safely deleted it following a two-week validation period.

Reduced technical debt and improved overall platform performance.

Enabled future ServiceNow initiatives through a more efficient, compliant environment.

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