Case Study: FactSet achieves strategic alignment and execution excellence with IBM Targetprocess

Unlocking strategic alignment and execution excellence

FactSet, a financial data and analytics company, needed a better way to manage its agile transformation and customer-focused growth. Teams were working from individual spreadsheets with limited visibility, which led to misaligned priorities, weak coordination, and inefficient resource allocation. To address this, FactSet turned to IBM and its IBM Targetprocess product.

IBM implemented IBM Targetprocess to connect teams, products, and portfolios to business objectives, with real-time integration to Jira and centralized reporting. The solution improved visibility across workstreams, reduced unintentional work duplication, and replaced spreadsheets as the main source of reporting data. As a result, FactSet increased collaboration and productivity, strengthened strategic alignment, and improved execution excellence.

FactSet

Sanjeev Acharya

Head of Project and Portfolio Management Technology