How Cloud Coach Drove Efficiencies at Fidelity Investments with Project Automation

Fidelity’s goal is to make financial expertise broadly accessible and effective in helping people live the lives they want.   WATCH VIDEO PRIMARY USE CASE Customer Onboarding HEADQUARTERS Boston, MA INDUSTRY Financial Services EMPLOYEES 10,001+

Data transparency

Management now has full project oversight

Project automation

Projects can be created automatically, with a single click using templates

Time savings

With teams working where their skills are best utilized “We are able to automate project plans and free up others groups, so they are able to concentrate on other complex things for Fidelity.”

Victoria Lenhof

Functional Execution Lead, Fidelity Investments

The challenges

The solutions

• Before Cloud Coach, Fidelity’s processes were slow and manual, and meant relying on the support of other departments to create projects plans

• The single biggest benefit of Cloud Coach at Fidelity has been automation. Project plans can auto create, freeing up time and capacity across the organization

• It was difficult for project managers to manage scope changes within projects, and adding new tasks and phases was a time-consuming process

• Projects can now be changed easily and intuitively, with timelines that adjust accordingly

• Fidelity had no management oversight or reporting, with lots of information stored in desktop spreadsheets

• Data is now available instantly, and Fidelity can also tap into other Salesforce integrations such as Tableau for further project insights

• With disparate data sources, it was hard for Fidelity to communicate project updates to external stakeholders

• Cloud Coach’s External Project View means key information can be shared with external stakeholders at any time, without the need to collate multiple sources of truth

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