Fidelity Investments

Fidelity Investments: Migrating from Legacy BPM to Camunda

Fidelity Investments

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


Featured videos

CamundaCon 2020: Getting the Business to Think Process Automation

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.

CamundaCon 2020: Migrating from Legacy BPM to Camunda

Many organizations want to replace their legacy or homegrown BPM solutions and migrate to a next-generation, cloud-based process automation platform. Such a migration can be a complex, painful, and expensive business – even if done right. This presentation explains how to successfully migrate from entrenched BPM environments to the Camunda platform.

The presentation addresses:

  • How to estimate your migration scope and timeline
  • How to develop your migration business case
  • How to design your migration “factory” (your migration approach and execution model)
  • How to define your go-forward enterprise workflow governance and service models, and other essential topics.