Work Intake (Workplace Investing)

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Important Notice: Application Retirement in Progress

This application is scheduled for retirement on 12/31/2025. Please begin transitioning to smart-intake or an alternative.  For assistance, please reach out to mark.plante@fmr.com
About you








Click the Domains label for details on WI Domains, Tribes and Squads

talent
We provide personalized experiences for our associates to be more productive and improve their career, development and well-being in Workplace Investing, Healthcare and APS






ARO
To enable and support agile so that WI, Healthcare, and APS are empowered to deliver greater business value faster


alert Work Intake Form Relocation

Our team has updated our Work Intake process - for WDX work requests please navigate here.

FinWellness
Provide the right help for each employee to be more confident & achieve their lifetime financial goals
Emerging
Scan, assess & scale innovative solutions to help customers in new ways

 Tribe Mission
Deliver innovative digital content management capabilities that support easy, scalable, and personalized multi-channel content
FBM 
Fidelity will offer the broadest range of HR, Payroll & Benefit solutions, and deliver differentiating quality & service levels to drive better results
 Performance Delivery

alert   Requests to this COE should be submitted by agile or business leaders

Vision:  To be the Firm’s preferred partner in operational strategy and impact for the benefit of our customers

Mission:  To design and improve operating and management systems with Agile Domains and Business Functions through the development and deployment of leading practices and solutions to achieve our partner’s strategic objectives
 COE Mission
Vision: Establish Workplace as the digital leader in customer protection across all products
Mission: Deliver a superior customer protection experience and enhance our competitive cyber positioning to help drive organic growth
 Tribe Mission
Make Fidelity the provider of choice with Small Businesses & their Advisors by meeting their unique needs with scalable solutions



T
The B2B2C Digital Analytics COE provides analytical & consultative partnership across all Workplace Investing (WI) & Health Care solutions by proactively delivering key insights that are actionable with a relentless pursuit of optimization, maximizing efficacy and delivering the best experience across advisors, new logos, existing clients, & participants across our paid, owned, earned & shared (POES) channels.
 Design
Developing operating models for new products and capabilities
 Re-Design
End-to-end journey re-design to simplify the customer experience and deliver business value
 Improvement
Delivering on scale & efficiency, customer experience, quality or control opportunities





Work Intake Form Relocation

Our team has updated our Work Intake process.  Please utilize our new Work Intake form here.

Associate Virtual Assistant
Requests impacting the Associate Virtual Assistant to add or enhance features, adjust functionality, or to change content that is held within the AVA tool itself.
NetBenefits Virtual Assistant
Requests impacting the NetBenefits Virtual Assistant to add or modify conversation topics/responses or enhance functionality within the VA.
Tribe Mission
Develop the Go to Market strategy and enabling capabilities needed to drive adoption of all current and future Workplace solutions (SPS, H&W, HSA, DC, DB, NQ, BCG, AUM, WPG, Student Debt, Financial Wellness, Executive Services, etc)
 Tribe Mission
Create simple, innovative account management experiences to make life easier for our customers
 MoneyOut
Create and deliver frictionless and seamless omni-channel experiences through re-engineered, digitized end-to-end solutions for employees taking money out of their accounts that instills confidence and makes their life easier
 Tribe Mission
Create market leading digital solutions to facilitate customer satisfaction, outcomes & efficiency in servicing
 Tribe Mission
Seek solutions which facilitate better service for our customers and a positive work environment for our associates
 Tribe Mission
Create a differentiated core employee engagement approach that significantly boosts engagement, outcomes and adoption
 Tribe Mission
Create market-leading advisory offerings that provide an ongoing relationship and expertise with financial planning and investment management
 Tribe Mission
Become the industry leader in helping people manage, pay down, and avoid student debt, so they can live the lives they want
 Tribe Mission
Build retirement-related solutions for employers & EEs to meet their fiduciary obligations & lead better outcomes
 Tribe Mission
Make it easier for employees to donate to charities and simpler for employers to manage their corporate philanthropy programs
 Tribe Mission
Provide capabilities across the domain to accelerate time-to-market for all emerging business
 Tribe Mission
We are a technology driven team that supports all Digital based efforts across WI including Plan Sponsor Web station, Fidelity Connect, Netbenefits.com, mobile channels, content management, and sales demos.  We connect our customers to the solutions running them.
 Chapter Mission
Help the organization gain and synthesize a deeper understanding of customer needs, sentiment and behaviors, in order to inform offering design and ensure we are delivering customer-obsessed strategies and solutions
 TL
Vision:  Ask. Discover. Inspire.
Mission:  To strengthen Fidelity’s position as a thought leader by gathering new data and insights that establish leadership on critical topics while connecting intentionally across the firm.
t
Please click here for instructions on requesting access to the various Fortress systems and environments.  All these access request are processed through either an ACR or PPMC request thus the Work Intake tool will intentionally prevent a submission of "Fortress Consumers - AccessRequest"
t
Please click here for instructions on requesting access to the various Fortress systems and environments.  All these access request are processed through either an ACR or PPMC request thus the Work Intake tool will intentionally prevent a submission of "Fortress Consumers - AccessRequest"
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Request Details


Select one or more solution types by holding down CTRL

Select one or more solution types by holding down CTRL

Sample: As a member of the enterprise auditing team I want to know who has logged into the NetBenifits system for company XYZ over the past 30 days so that we can document this data for an upcoming audit.



i.e. "I want 2019 data" or "Oct 2018 only"


Please define the opportunity: quantify with population size (who/how many), alignment to KPIs/benchmarks/estimates and/or identify legal & compliance impact




Request Details



Who is the Business or Project Sponsor? What is the time-frame for the request or Project? Is the request related to a Project or other initiative? If yes, how is the work resourced? Is this request associated with a Tribe/Squad? Provide as much information as possible to help with the prioritization process.



Date format must be MM/DD/YYYY


There is alignment with the functional leader most impacted and the opportunity is a joint priority.

Request Sponsorship
alert Requests to the Performance Delivery COE are more likely to be prioritized if they are sponsored by a functional business lead
Request Details












Date format must be MM/DD/YYYY

Date format must be MM/DD/YYYY

Date format must be MM/DD/YYYY
Request Details



Please describe why this work matters or what impact you hope to achieve

Date format must be MM/DD/YYYY

Date format must be MM/DD/YYYY
Request Details


What is the problem to be solved? Is there a workaround? What is the expected behavior?

What is the problem to be solved? Is there a workaround? What is the expected behavior?

Consider time sensitivity, client impact and financial impact
Request Details








example: Dev-int: 05/02, INT: TBD, FAC: Early June

example: Early June/15th June/TBD

Request Details




Date format must be MM/DD/YYYY
Request Details


Provide a brief call description and specific timeframes if only certain segments should be used.


Date format must be MM/DD/YYYY
Speaker Request Details



Date format must be MM/DD/YYYY




Please be as specific as possible




Number of people and level in the organization e.g. Director, VP, Head of Benefits

total assets, # of participants, products – DC, DB, H&W, HSA, etc.

Request Details

Please provide a short description of what the request is about



For support requests, please provide the data and steps to reproduce the issue in the environment specified
Project Overview



please enter a detailed description of the project


i.e. other projects, resources, technologies, etc.


please describe how your project will add value to the business unit
Technical Project Information

Skills and concepts strengthened and/or acquired during the project

Please mention any special licenses and/or tools needed

are the requirements documented, vetted and represented with JIRA stories?

if TBD, an environment should be available when the team begins the project
Resource Information





Resource Request Details

# and type of resource needed



Please provide context on where the work is aligned, what outcomes are epxected, and the duration of the work


Finance (Business and IT) needs to validate before this request can be submitted

Please be specific on the exact number of resources and what squad/chapter they are coming from to make this happen
Prioritization and Timing: please select a business value and urgency between 1-8:



=
Click the above hyperlink for additional information on determining appropriate levels of business value and urgency
prioritization

Date by when the request is needed (MM/DD/YYYY)

For example, 40% your time and 60% TL time
Prioritization and Timing:
Please select a business value and urgency between 1-8:



=
Click the above hyperlink for additional information on determining appropriate levels of business value and urgency
prioritization
Please attach VP approval for this level of priority & urgency rating to be considered.
















Date by when the request is needed (MM/DD/YYYY)

























































Request Details




FIP App Name that consumer wants to access

Consumer’s App ID that will access FIP App

Consumer’s App Name that will access FIP App

Please provide your environment-specific Service Account ID (click "Add another response" for access requests to multiple environments).




Request Details





Document Attachments

Please attach relevant documentation on the next screen.



Thought Leadership - Work Type Epic Mappings




Contact Information