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FIDELITY INVESTMENTS: AT HEART, ATECHNOLOGY COMPANYCase Assignment InstructionsThe FIDELITY case is comprehensive and makes use of most of the concepts that we havecovered in MISM 2301. In particular, the capstone case serves as the opportunity for you toapply the MIS Integrative Frameworkto determine Fidelity’s business problems, informationproblems, and information systems solutions. Notethat illustrated in the Integrative Framework, your answers throughout this assignmentshould be aligned. In other words, your answers to early questions should influence and beconsistent with your answers to subsequent questions. Continue to refer to your responses toensure that your answers align (i.e., are consistent, congruent) with one another. At the outset,read all questions to get a sense of the problems to be addressed in your analysis. Then, as youtackle each question, make sure you read the whole question and answer it fully and specifically(do not lose points for reading errors). Be prepared to go back and revise previous answers asyou answer later questions. Many students develop a clearer and more extensive sense of howto address FIDELITY’s challenges as they work through the case questions holistically. Use theanswer formats and tables provided to help facilitate your analysis but feel free to adjust themto better reflect the needs of your responses (i.e., add rows or columns to any table as youdeem necessary). Create additional tables if you feel that would help you structure your answer.Your answer can extend beyond the single page, but resist the urge to write mainly in narrative /paragraph form. This is an individual assignment. Consistent academic integrity helps keep the market value ofyour Northeastern University diploma high. Be sure the work you submit reflects your faithfulefforts and provide citations for any external sources you use (including websites assigned forcourse reading). Do not complete this assignment with another student. Do not discuss youranswers in real-time with another student. Do not use another student’s answers as the basefor yours. As always, if you have question then please let me know. This is your final assignment due for this course…you’re almost there. [See below for questions]Rev’d for MISM 2301 by md 2018Page 1
Fidelity Investments: at heart, a technology company (continued)Case questions1.Based on a careful reading of the case... a)What is the primary business focus/value discipline for FIDELITYand what evidence do you have to support this choice? The primary business focus/value discipline is customer intimacy. The entire business runs on the ability to attain the life-long value of the customer. When fidelity gains a new customer, they expect to give investment advice up to the point of their client’s retirement. This means they must place a lot of focus on giving clients the tools to succeed and not be afraid to invest a large amount of money into tools the customer can use, even if it means taking a hit at first.