RegoXchange
  • ** No Download - Do not Add to Cart ** As the world’s largest advanced wastewater treatment plant operator, DC Water depends on a well-designed and comprehensive Project Management Office (PMO) to ensure that its 2.1 million customers have safe drinking water. In this webinar, you'll learn how DC Water joined with Rego to construct an award-winning, metrics-based PMO using Rego’s Clarity innovations. You’ll learn how their partnership resulted in a PMO that: - Drives effective Demand and Portfolio Management for IT projects and programs - Fosters real-time communication between Clarity and Microsoft 365 to keep DC Water’s Management team and Project Management community informed - Allows the IT PMO to measure progress on objectives through metrics ** No Download ** follow this link to sign up to view the recorded webinar - http://info.regoconsulting.com/how-dc-water-partnered-with-rego-march-2021
  • ** No Download - Do not Add to Cart ** The Excel Data Manager for Clarity PPM Would you like to process your Clarity PPM data in Microsoft Excel? - Extract - Edit - Validate - Send large datasets It's simple to do using Rego's recently-acquired Excel Data Manager for Clarity PPM. Check out a demo of the solution here. Follow this url to register to view the recorded webinar - http://info.regoconsulting.com/excel-data-mgmt
  • ** No Download - Do not Add to Cart ** Join Rego expert guide Dave Gubeno, Will Ross, and Chris Phillips for an engaging and informative webinar that will explain the definition, purpose, and development of Clarity metrics. Their discussion will also include: A description of the differences between metrics and key performance indicators An introduction to the Rego Adoption Metrics Framework lifecycle The presentation of pre-defined Rego Adoption Metrics for Projects and Resources An introduction to a set of Clarity portlets used to view the metrics http://info.regoconsulting.com/clarity-adoption-metrics-september-2020
  • ** No Download - Do not Add to Cart ** Organizational metrics that support any Agile methodology Yes–it's possible. Join our Rego expert guides to learn about industry-proven Agile metrics as well as new ideas to measure success across multiple levels of your value stream Nothing to Download - See link below. http://info.regoconsulting.com/agile-metrics-july-2020
  • ** No Download - Do not Add to Cart ** As Clarity's Modern UX continues to evolve with each release, so has the transition conversation among Clarity Product Owners and Administrators. It's no longer a question of "if" and "when;" the question is, how? In this webinar, we'll explore some best practices that enable a successful shift from Classic to Modern. Through a collaborative discussion of overarching strategies to a step-by-step checklist, this session is designed to help you quickly position your users to take advantage of Clarity's latest and greatest capabilities. Nothing to Download - See Link below. http://info.regoconsulting.com/when-to-move-to-modernux-aug-2020
  • RegoU Presentation from February 2014.  Reports and portlets are an excellent way to communicate information to Clarity users, but you have to make sure they render information quickly. Rapid system response is one of the keys to end-user engagement and adoption. Queries are often created to optimize function over speed. This can affect overall system performance and hurt the user experience. In this session, you will learn some query tricks that Rego developers have used over the years to create high-performing reports and portlets. The video Presentation can be found on YouTube at this location: http://www.youtube.com/watch?v=66Zc44acDhQ&list=PLXJ5ktuWV0jj4TI078BQj4dJFlj1Gsee0&feature=share&index=22
  • Rego’s Clarity Adoption Metrics package consists of two sets of metrics: Project metrics, and Resource metrics. Project metrics measure how effectively project managers are using Clarity to manage their projects. Resource metrics measure how effectively resource managers are using Clarity to manage resources. Metrics are scored on a scale of 0 to 5, with higher scores indicating greater adoption and use. All metrics can be viewed numerically or graphically, and can be broken out by OBS. In addition, metric data can display as a 12-month rolling history to help identify trends. Project metrics can also display by lowest / highest adoption rates for a specific resource metric or all resource metrics. There is a variety of way to view the Adoption Metric data, therefore, Rego has made this simple by creating an Adoption Metrics object that contains multiple tabs.  Each tab displays one or more of the Project or Resource Adoption Metrics.  Based on the nature of the Metrics some tabs will allow the ability to use a pull down menu to select a specific Adoption Metric.   There is also a Metrics trending view that pulls monthly snapshots of the metrics. Project metrics consist of the following:
    • Project Status Reporting – Measures how well PMs create and publish project status reports.
    • Project Risk Adoption – Measures how well Risks are being used and managed.
    • Project Issue Adoption – Measures how well Issues are being used and managed.
    • Project Schedule – Measures how well PMs create tasks and keep the project schedule current.
    • Project Baseline – Measures whether or not baselines exist.
    • Project Zero ETC’s – Measures how well the PM assigns resources to tasks with ETCs.
    • Project Past ETC’s – Measures how many improperly scheduled tasks the PM has.
    • Project Milestone / Key Tasks – Measures how well PMs create and manage Milestones / Key Tasks.
    • Project Schedule Variance – Measures how effectively PMs manage their schedules.
    • Project Effort Variance – Measures how effectively PMs manage their project efforts.
    • Project Budget Variance – Measures how effectively PMs manage budgets or cost plans.
    • Project Unfilled Roles – Measures project roles with allocations that are already started or starting within the next 30 days.
    • Project Data Quality – Measures how effectively PMs complete the Description, Stage, Progress, Objective, and Sponsor/Business Owner fields.
    • Project Commitment – Measures the hard allocations for a project over a two week time frame.
    Resource Metrics consist of the following:
    • Resource Clarity Usage – Measures how often users log into Clarity.
    • Resource Timesheet – Measures if timesheets post in a timely manner.
    • Resource Allocation – Measures how well RMs keep total resource allocations within the expected range for future time periods.
    • Resource Actualy Utilization – Measures how well Resource allocations match actuals.
    • Resource Allocation Date in the Past – Measures how many resources are open for time entry with dates in the past.
    • Resource Data Quality – Measures how well RMs complete the Resource Manager and Primary Role fields and optionally the Skill and Employment Type fields.
    • Resource Commitment – Measures how much resource available time is committed to projects.
  • Rego’s Clarity Adoption Metrics package consists of two sets of metrics: Project metrics, and Resource metrics. Project metrics measure how effectively project managers are using Clarity to manage their projects. Resource metrics measure how effectively resource managers are using Clarity to manage resources. Metrics are scored on a scale of 0 to 5, with higher scores indicating greater adoption and use. All metrics can be viewed numerically or graphically, and can be broken out by OBS. In addition, metric data can display as a 12-month rolling history to help identify trends. Project metrics can also display by lowest / highest adoption rates for a specific resource metric or all resource metrics. There is a variety of way to view the Adoption Metric data, therefore, Rego has made this simple by creating an Adoption Metrics object that contains multiple tabs.  Each tab displays one or more of the Project or Resource Adoption Metrics.  Based on the nature of the Metrics some tabs will allow the ability to use a pull down menu to select a specific Adoption Metric.   There is also a Metrics trending view that pulls monthly snapshots of the metrics. Project metrics consist of the following:
    • Project Status Reporting – Measures how well PMs create and publish project status reports.
    • Project Risk Adoption – Measures how well Risks are being used and managed.
    • Project Issue Adoption – Measures how well Issues are being used and managed.
    • Project Schedule – Measures how well PMs create tasks and keep the project schedule current.
    • Project Baseline – Measures whether or not baselines exist.
    • Project Zero ETC’s – Measures how well the PM assigns resources to tasks with ETCs.
    • Project Past ETC’s – Measures how many improperly scheduled tasks the PM has.
    • Project Milestone / Key Tasks – Measures how well PMs create and manage Milestones / Key Tasks.
    • Project Schedule Variance – Measures how effectively PMs manage their schedules.
    • Project Effort Variance – Measures how effectively PMs manage their project efforts.
    • Project Budget Variance – Measures how effectively PMs manage budgets or cost plans.
    • Project Unfilled Roles – Measures project roles with allocations that are already started or starting within the next 30 days.
    • Project Data Quality – Measures how effectively PMs complete the Description, Stage, Progress, Objective, and Sponsor/Business Owner fields.
    • Project Commitment – Measures the hard allocations for a project over a two week time frame.
    Resource Metrics consist of the following:
    • Resource Clarity Usage – Measures how often users log into Clarity.
    • Resource Timesheet – Measures if timesheets post in a timely manner.
    • Resource Allocation – Measures how well RMs keep total resource allocations within the expected range for future time periods.
    • Resource Actualy Utilization – Measures how well Resource allocations match actuals.
    • Resource Allocation Date in the Past – Measures how many resources are open for time entry with dates in the past.
    • Resource Data Quality – Measures how well RMs complete the Resource Manager and Primary Role fields and optionally the Skill and Employment Type fields.
    • Resource Commitment – Measures how much resource available time is committed to projects.
  • Rego’s Clarity Adoption Metrics package consists of two sets of metrics: Project metrics, and Resource metrics. Project metrics measure how effectively project managers are using Clarity to manage their projects. Resource metrics measure how effectively resource managers are using Clarity to manage resources. Metrics are scored on a scale of 0 to 5, with higher scores indicating greater adoption and use. All metrics can be viewed numerically or graphically, and can be broken out by OBS. In addition, metric data can display as a 12-month rolling history to help identify trends. Project metrics can also display by lowest / highest adoption rates for a specific resource metric or all resource metrics. There is a variety of way to view the Adoption Metric data, therefore, Rego has made this simple by creating an Adoption Metrics object that contains multiple tabs.  Each tab displays one or more of the Project or Resource Adoption Metrics.  Based on the nature of the Metrics some tabs will allow the ability to use a pull down menu to select a specific Adoption Metric.   There is also a Metrics trending view that pulls monthly snapshots of the metrics. Project metrics consist of the following:
    • Project Status Reporting – Measures how well PMs create and publish project status reports.
    • Project Risk Adoption – Measures how well Risks are being used and managed.
    • Project Issue Adoption – Measures how well Issues are being used and managed.
    • Project Schedule – Measures how well PMs create tasks and keep the project schedule current.
    • Project Baseline – Measures whether or not baselines exist.
    • Project Zero ETC’s – Measures how well the PM assigns resources to tasks with ETCs.
    • Project Past ETC’s – Measures how many improperly scheduled tasks the PM has.
    • Project Milestone / Key Tasks – Measures how well PMs create and manage Milestones / Key Tasks.
    • Project Schedule Variance – Measures how effectively PMs manage their schedules.
    • Project Effort Variance – Measures how effectively PMs manage their project efforts.
    • Project Budget Variance – Measures how effectively PMs manage budgets or cost plans.
    • Project Unfilled Roles – Measures project roles with allocations that are already started or starting within the next 30 days.
    • Project Data Quality – Measures how effectively PMs complete the Description, Stage, Progress, Objective, and Sponsor/Business Owner fields.
    • Project Commitment – Measures the hard allocations for a project over a two week time frame.
    Resource Metrics consist of the following:
    • Resource Clarity Usage – Measures how often users log into Clarity.
    • Resource Timesheet – Measures if timesheets post in a timely manner.
    • Resource Allocation – Measures how well RMs keep total resource allocations within the expected range for future time periods.
    • Resource Actualy Utilization – Measures how well Resource allocations match actuals.
    • Resource Allocation Date in the Past – Measures how many resources are open for time entry with dates in the past.
    • Resource Data Quality – Measures how well RMs complete the Resource Manager and Primary Role fields and optionally the Skill and Employment Type fields.
    • Resource Commitment – Measures how much resource available time is committed to projects.
  • Rego’s slide deck on the new features added to Clarity with the release of version 15.9.3.  Covers the new features: general and use-ability, project management, roadmap/hierarchy, and resource/staffing.
  • A .pdf file that has the slide by slide presentation at 2015 RegoU on how other companies are using CA PPM.  The agenda covers an overview, definitions, business value, key requirements and best practices.
  • A .pdf file that has the slide by slide presentation at 2015 RegoU on basic administration of CA PPM.  The agenda covers an administration overview, objects, lookups, OBS/Security, portlets, processes, and support items.
  • A .pdf file that has the slide by slide presentation at 2015 RegoU on the elements of Financial Processing in CA PPM.  The agenda covers a financial process overview, enabling time reporting, enabling financials, posting timesheets, transaction entries, posting to WIP, adjustments, importing financial actuals, and job scheduling.
  • A .pdf file that has the slide by slide presentation at 2015 RegoU on enhancing CA PPM performance with a review of root causes and quick solutions.
  • Are you struggling with the best way to manage new CA PPM releases? In this class you’ll learn the best practice for testing, release cadence, prioritization, and migration to higher environments. We will review strong business cases and discuss roles and process.
  • Do you want to improve the success of your CA PPM projects? This class will discuss some lessons learned on making CA PPM projects more successful. We will discuss things like
    • developing robust test plans, creating effective use and test cases, and implementing test scripts that make sense.
    • why failures occur, and what you can do to minimize the impact and plan for success: case study in lessons learned.
    • developing, testing, fine tuning, and executing deployment plans for success.
  • Have you ever experienced the downside of metrics? This class is a working session that review different types of metrics and the problems they uncover as well as the problems they can cause. Learn how to balance your positive and negative metric impacts.
  • CA has advertised the addition of RESTful APIs into the core product in version 14.3.  What does this mean to you?  What does this do to help you support CA PPM?  This class will review the new APIs and discuss what they enable for you.
  • Are you ready to go beyond simple graph and grid portlets? This class will show you how to create and export portlets with hierarchical structure and drill-down capability, and includes examples of advanced  portlets and complex queries.
  • Does project and idea estimation take too long and lack visibility? This class will address one of the most common pain points within organizations: how to involve the right people within a timely project estimate. Learn Rego’s model for defining, calculating, and modifying idea and project estimates, so you can increase throughput and ROI.
  • Maximize the value of your training delivery by increasing end user engagement with the course content. Discuss options to optimize efficiency and help ensure users are engaged while participating in training.
  • Tight budgets or disbursed teams often necessitate virtual training delivery. Discuss best practices and strategies to increase the effectiveness of your virtual courses.
  • Expand your training delivery options beyond MS Word and PowerPoint. Discuss the various training delivery mechanisms, and how to choose the right delivery method and combination of materials for the different types of courses you’ll deliver to your end users.
  • Are you considering moving to CA PPM SaaS? This class will provide lessons learned while we walk you through business cases, conversion time-lines, and the advantages of both hosting strategies.
  • Course description: “People are the #1 key to successful implementation, acceptance and sustaining adoption after the project is long gone. Find out some tips and tricks on how to keep those key stakeholders engaged.”  Download file is the presentation slide deck.
  • Are you struggling with implementing Agile tools in your organization in addition to CA PPM? This class will review best practices for implementing agile tools in conjunction with CA PPM - living in a Bi-Modal world. We will discuss how CA PPM can be used to govern both types of work and teams and how Agile tools should interface into CA PPM.
  • A presentation slide deck from Rego University 2022.   This deck reviews Apptio’s self-service reporting tool.  This tool is geared towards end users and empowers them to create and share their own reports.
  • A presentation slide deck from Rego University 2022.   This class reviewed Apptio reporting options, tips & tricks, etc.
    • Introduction
    • Reporting Options for Apptio
    • Reporting Tips & Tricks
    • Reporting best practices
    • Custom Report Showcase
  • A presentation slide deck from Rego University 2022.   An outline of topics used for a Apptio Round-Table discussion.
  • A presentation slide deck from Rego University 2022.   This course reviews the new release features in ApptioOne.
    • Where to find new releases
    • Apptio BI
    • ApptioOne
    • Editable Tables
  • A presentation slide deck from Rego University 2022.   This course reviewed the value of a strategic roadmap for TBM.
    • Defining the Value of a Strategic Roadmap
    • Roadmapping Methodology
    • Best Practices
    • TBM Roadmap Examples
  • A presentation slide deck from Rego University 2022.   This class reviewed the importance of an application health check, optimization and tuning.
    • Checking Apptio Version
    • Tools Overview
    • Configuration Tips
  • A presentation slide deck from Rego University 2022.   A class on building a defensible cost model.
    • Characteristics of a defensible model
    • Steps to build an accurate TBM model
    • Allocation best practices
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