Fidelity Investment Form Optimization

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From 2006-2008 I was responsible for creating a new workflow for the creations, production, and processing of online and off-line forms and applications for Fidelity Investments.

As a part of this project I optimized form creation, publishing, and processing to save the organization over $3 million in the first year by cutting form and application product creation cycle from120 days to 30 with new processes and tools, by focusing on the end users experience to ensure forms were easy to fill out and process without error.

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