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Pragmatic Institute Case Study

Fidelity Investments

Introduction

This case study of Fidelity Investments is based on an August 2020 survey of Pragmatic Institute customers by TechValidate, a 3rd-party research service.

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“Being able to quantify customer problems in terms of their business impact and their pervasiveness in the market.”

“Being able to now create better, more impactful product road maps that communicate the product strategy to a variety of audiences.”

Challenges

The business challenges that led the profiled company to evaluate and ultimately select Pragmatic Institute:

  • Took training courses with Pragmatic Institute for the following reasons:
    • Increase strategic focus
    • Align with internal departments
  • Experienced the following challenges with the corresponding frequency:
    • Delays in product launches: somewhat often
    • Roadmaps that were guided by opinions and not market facts: very often
    • Delivered features that weren’t being used by customers: very often
    • Important features that were dropped from each new release: very often
    • Revenue goals that were not being hit: uncommon
    • deals that were being heavily discounted: somewhat often

Use Case

The key features and functionalities of Pragmatic Institute that the surveyed company uses:

  • Employees have taken training classes in the following areas:
    • Foundations
    • Focus
    • Build
  • Had the following groups attend the Pragmatic Marketing training:
    • Immediate team
  • Has offered Pragmatic Institute training to its employees for 1-2 years.

Results

The surveyed company achieved the following results with Pragmatic Institute:

  • Has been able to realize the following benefits by taking the courses:
    • Increase the number of releases in a given year
    • Increased confidence in the roadmap
    • Better align with internal teams
  • Estimates their level of improvement to be as follows for each of the corresponding areas since taking Pragmatic Institute training:
    • Product/feature usage: 50-74%
    • Reduced time to market: 50-74%
    • Reduced rework: 25-49%
    • Product sales: 25-49%
    • Customer satisfaction/NPS: 50-74%
    • Their understanding of the market and its relevant problems: 50-74%

Company Profile

Company:
Fidelity Investments

Company Size:
Large Enterprise

Industry:
Financial Services

About Pragmatic Institute

Pragmatic Institute is committed to providing great education to product leaders, business professionals and data scientists. Become market- and data-driven, and enhance your products, your business and your career with Pragmatic Institute.

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Pragmatic Institute

Source: Ryan Griffin, Product Manager, Fidelity Investments
Validated
  Published: Oct. 21, 2020   TVID: 91C-ED1-80D




About This Data

This data was sourced directly from verified users of Pragmatic Institute by TechValidate.

TechValidate verifies the identity and organizational affiliation of all participants that contribute to published research data. When research participants so desire, we also guarantee their anonymity so that they may share information honestly and freely.


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