Executive Briefings

Building a Forecast in a Service Environment

While the financial industry doesn't deal with physical products, its back office faces forecasting issues very much like those of companies with tangible supply chains. In order to be a good record keeper and to forecast properly, says Wendell Hull, director of capacity management at Fidelity Investments, his organization needs clean data and accurate transaction histories and be on top of its "inventory." [Run Time (Min.): 8:30]

While the financial industry doesn't deal with physical products, its back office faces forecasting issues very much like those of companies with tangible supply chains. In order to be a good record keeper and to forecast properly, says Wendell Hull, director of capacity management at Fidelity Investments, his organization needs clean data and accurate transaction histories and be on top of its "inventory." [Run Time (Min.): 8:30]