Case Study
FINANCIAL SERVICES CASE STUDY
F I NANCI AL SE RVI CE S CASE ST UDY F ROM QUE ST I ONS T O ST RAT E GY A smal l , cl osel y - hel d pr i v at e company was f r ust r at ed wi t h t hei r I T spendi ng. They k new t hat t hey wer e i nv est i ng heav i l y i n t echnol ogy , but t hey di dn’ t see cl ear , not i ceabl e r esul t s. Thei r end- user s f el t t he t echnol ogy i n pl ace wasn’ t user - f r i endl y , and t hei r I T Di r ect or was adv ocat i ng f or hi r i ng mor e st af f , whi ch woul d add si gni f i cant l y t o t hei r I T budget . They wer e usi ng a t act i cal appr oach t o t hei r t echnol ogy , t r y i ng di f f er ent opt i ons but not achi ev i ng posi t i posi t i v e r esul t s, and i t seemed l i k e somet hi ng el se al way s needed t o be done. The company ’ s boar d of di r ect or