Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $8.6 trillion, including discretionary assets of $3.4 trillion as of July 31, 2020, we focus on meeting the unique needs of a diverse set of customers: helping more than 32 million people invest their own life savings, 22,000 businesses manage employee benefit programs, as well as providing more than 13,500 institutions with investment and technology solutions to invest their own clients’ money. Privately held for more than 70 years, Fidelity employs more than 45,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit https://www.fidelity.com/about-fidelity/our-company.
Fidelity encompasses over 30 individual business units and as we look to convert from a workflow application to a BPM application we’re faced with a tremendous challenge. The broad group of “business” folks who actually manage and own our processes need to be brought along as part of our conversion journey; however, they are accustomed to the limitations of our legacy workflow app and have designed their processes around those limitations. Educating them on BPM so that they can re-think their processes to take advantage of the expanded capabilities of BPM will be critical to realizing success as part of this transformation.
- Getting the non-technical side of organizations to understand enough about BPM to organize their processes in such a way that they are easy to optimize with BPM.
- Overcoming barriers of folks who consider themselves non-technical in learning BPM.
- Communicating organizational benefits of getting the business to understand and adopt this technology.