A technology strategy for productivity and collaboration

KPMG helped a large financial services firm develop a broad workplace technology strategy and tailor employee user experiences.

A leading financial services firm
Financial services
Workplace technology strategy
  • Client challenge
  • Benefits to client
  • Approach
  • KPMG insights

Client challenge

Our client, a leading financial services firm, competes for tech-savvy employees with some of the leading technology firms on the planet. The company realized that it needed to evolve its workplace technology strategy to recruit and retain talented employees, so it embarked on a project to identify the right technology for its environment and then create a connected ecosystem that would encourage productivity and collaboration. Additionally, the company had just completed construction of a large new campus and was planning a major renovation of many other facilities. The firm’s goal was a scalable, adaptable five- to 10-year technology road map.

Benefits to client

KPMG LLP (KPMG) helped our client develop a broad workplace technology strategy with a user experience design that was tailored to the demands of its diverse businesses and constituents. The implementation plan enabled the organization to introduce several new capabilities and make incremental improvements to user experiences over time based on technology advancements and business needs. We identified the technologies that would support the evolution of its infrastructure and provided direction for technology in both new and refurbished facilities. Ultimately, the strategy was designed to help the client attract and retain the talent it needs to compete effectively in the markets it serves.


Drawing on our broad understanding of workplace ecosystems, our client engaged us to develop a dynamic, robust technology strategy that would enable it to foster productivity and collaboration among its employees. Our contributions included:

  • conducting a capabilities assessment for the current state and identifying capabilities that would be relevant in a future state
  • identifying user personas and developing user segment profiles that identified their various technology requirements
  • conducting a benchmark assessment of leading-edge technologies
  • determining workplace technology goals and strategies to enable the workforce
  • recommending leading practices and up-and-coming technologies that could provide enhanced productivity
  • identifying gaps between the current infrastructure and hardware and then proposing solutions
  • defining an implementation plan.

KPMG insights

Push to software

Creating deep, rich mobile experiences—using handheld devices that users carry with them every day—means companies don’t need to invest as much in physical infrastructure such as digital signage or hardwired videoconferencing. Dumb technology such as simple monitors can be transformed into smart technology by connecting them to software-enabled technology or devices.

Users have different needs

Not every user needs every capability, so design the workplace technology environment to meet the requirements of different user groups. Creating tailored user experiences that align with the personas of your business groups can allow IT organizations to stretch their budgets and accelerate the delivery of new services.

Leverage the cloud

The cloud enables connectivity in the ecosystem and the delivery of more services as software rather than hardware. The cloud also opens enormous possibilities for connecting equipment and devices through the IoT. If a company is using the cloud at the core of its business—the data center—there’s no reason it shouldn’t be leveraged at the edge as well.

We identified technologies that would support the evolution of this client's infrastructure and provided direction for implementing in both new and refurbished facilities.