Case Study

Project Management In Banking

The Researcher

Drew is a doctoral candidate at Capella University, pursuing a DBA in General Management. He is doing his dissertation on the factors impacting the success of post-COVID digital transformations in the Banking industry.

The Challenge

Drew initially attempted to self-service recruitment on LinkedIn but no one signed up.

Participant Criteria

  • Is currently employed as a product manager, project manager, or program manager
  • In the Banking industry
  • Has led a digital change initiative in the last 4 years
  • Location: United States
  • English proficiency: Advanced or Native

Study Details

  • Format In-depth interview
  • Interview duration 60 minutes
  • Venue Zoom video conference
  • Number of participants 10
  • Incentive ⭐ $100 gift card ⭐

The Solution

Qualitative met with Drew to discuss his research study and sent him a proposal for participant recruitment. After he decided to move forward with Qualitative, we guided him in setting up his account and creating a participant screener that minimized response bias. We then simulated recruitment and came back to Drew with a quote for participant recruitment.

Drew paid the invoice for participant recruitment and within 4 days, participants were appearing in Drew's project in Qualitative, ready to be scheduled for interviews. The majority of the participants completed their interview at the scheduled time. One participant was initially a no-show but completed their interview after being rescheduled. Another participant was a no-show and was replaced. Drew conducted all 10 interviews over the course of 12 days.

The Outcome

By the end of the study, Qualitative had recruited 10 participants who were employed as product, project, or program managers in the Banking industry and who had led a digital change initiative in the last 4 years. 6 of the participants worked at large institutions with more than 10,000 employees, such as Wells Fargo and Bank of America. The other 4 participants worked at medium-sized or smaller institutions within the Banking industry. There were 2 females and 8 males. All participants were U.S. residents.

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