Fidelity leadership launched an organizational wide campaign to streamline operations and become more agile across the organization.

Company: Fidelity Investments
Industry: Financial
Workfront Use: Internal Agency, Marketing Ops, Real Estate

The Challenge

Fidelity leadership launched an organizational wide campaign to streamline operations and become more agile across the organization. Multiple business units looked to Rego and Workfront to help execute on these initiatives.

  • Internal Agency – lacked visibility across projects, resources for collaboration, strategic  management of campaigns, and integrations across internal account/financial platforms

  • Business Unit Marketing Ops – newly merged marketing organizations lacked consistent processes, ability to prioritize work, leadership had poor visibility to campaigns and marketing was not viewed as a strategic partner

  • Real Estate Company – leadership lacked consistent and trusted reporting of  progress and financial impacts, integrations with internal financial systems, had manual stage gate checks and decision  points, leveraged multiple project management tools, and had poor processes built upon legacy operations

The Solution

Rego connected with all business units on their separate needs and assisted in implementing the following: 

  • Scaled Workfront across multiple business units
  • Leveraged cross-functional teams to improve processes
  • Configured Workfront to support the new ways of working
  • Automated where possible through customized integrations
  • Developed leadership visibility through reporting, enabling better decisions and  prioritization abilities


Initial engagement have turned into longer-term partnership. Results included:

  • 30% increase in studio productivity
  • Improved financial visibility has led to better financial understanding and  investment decisions
  • Accelerated operational efficiency and time to market