Case Study

Case Study: Fidelity's Journey To A Common Platform For Global Scale And Efficiency

Rewards And Challenges Of A Product-Centric Strategy

May 29th, 2015
John Rymer
Phil Murphy
With contributors:
Christopher Mines , Dominique Whittaker


A vital strategy for application development and delivery (AD&D) in customer-obsessed enterprises: Standardize and industrialize platforms and software-delivery processes. Fidelity Investments' Asset Management Division implemented this strategy to support a global expansion by its eight separate development/product groups, each of which delivers software for investment pros to win, serve, and retain customers. This report traces Fidelity's eight-year journey to create its EZPaaS platform — an initiative to transform its delivery processes, significantly improve time to market, and reduce development costs across the firm.

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