Project Management Institute

Franklin Templeton Success Story

Franklin Templeton Success Story

Investment firm Franklin Templeton's sales and marketing group faced a challenge in delivering greater value to the business – the group needed to move faster, but technology was inhibiting the team's ability to meet with clients and solve problems rapidly and responsively. Previous attempts to address the issue via large-scale projects had been unsuccessful so the team turned to Disciplined Agile for a flexible solution but also an approach that allowed them to respond and react to changing business factors. This case study highlights how Franklin Templeton was able to achieve dramatic results in a short space of time, including an increase in customer satisfaction ratings from 3.6 to 4.5.