RegoXchange
  • Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? Do you struggle with a lack of executive sponsorship to drive adoption? This session will review how some organizations are succeeding in driving adoption and effectively manage resources through engaging leadership, RMOs, and using more dedicated resources. Learn about some best practices for driving effective resource management across your organization.
  • Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? DO you struggle with a lack of Executive sponsorship to drive adoption? This session will review how some organizations are succeeding in driving adoption and effectively manage resources through engaging leadership, RMOs, and using more dedicated resources. Learn about some best practices for driving effective resource management across your organization.
  • Course Description:   Have you ever thought of using Clarity PPM for surveys or quality audits? Would you like to create dashboards with metrics from surveys, lessons learned, project audits, and quality? In this class, we will review a customer use case where all of this was done in Clarity PPM—linking to SharePoint to capture survey results, then producing dashboards inside of PPM and SharePoint based on very specific metrics.
  • Change is constant in an organization, and each change is more than just a one-time event. This session will talk about keys to successfully sustaining change adoption vs. just implementing change in your organization.
  • Course description: “Do CA PPM performance issues discourage your users? This class will review the root causes behind CA PPM performance problems and identify steps to improve performance, including specific recommendations and real case studies.”
  • SPM in Action - a client case study. A current Rego client (Eaton Engineering) will share their SPM journey, including why it was necessary, the technical challenges they faced and how they were addressed, the impact of organizational change, how Rego's expertise and technical assets supported the implementation, and the benefits they're now seeing with their new operating model.
  • This training document is a Rego Consulting Quick Reference Guide to assist with managing Task Assignments in Clarity’s Modern User Experience.  The document covers creating new assignments and updating ETC.
  • A Quick Reference Guide to assist with Task Assignments in Clarity.  The document shows screen shots from the Classic UX with the Phoenix theme.
  • This training document is a Rego Consulting Quick Reference Guide to assist with use of the Task List Tab to manage project tasks in Clarity’s Modern User Experience.  Document reviews the Task List Tab, and the Task Tab Sub Tabs.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Task management under the Task Tab in Clarity’s Modern User Experience.  Document reviews the three task views available: Timeline view, Board view and Grid view.
  • A Quick Reference Guide that reviews access to Project Tasks and Task To Dos in Clarity PPM’s Modern UX.
  • A Quick Reference Guide that covers task assignments in Clarity’s Modern UX.  The guide reviews the Assignment Tab and updating ETC via two options.
  • Discover the growing trend of organizations adopting the FinOps methodology and its integration with the TBM framework. In this session, we'll explore how the TBM office and FinOps teams can collaborate effectively to achieve desired outcomes, fostering a synergistic relationship between them, and leveraging the combined capabilities of Apptio and Cloudability for optimal results.
  • Discover the growing trend of organizations adopting the FinOps methodology and its integration with the TBM framework. In this session, we'll explore how the TBM office and FinOps teams can collaborate effectively to achieve desired outcomes, fostering a synergistic relationship between them, and leveraging the combined capabilities of Apptio and Cloudability for optimal results.
  • A presentation slide deck from Rego University 2022.   A course to improve your use of TBM Studio.
    • References
    • Managing builds
    • Viewing your model and tracing data
    • Using documentation options within TBM Studio
    • Project Explorer Tricks
    • Table Tricks
    • Metric Tricks
  • Do you want to report on TCO for your organization by business function, application, or service?  This should be the financial management goal of every organization.  This class will discuss a path and some architecture choices to make this a reality.  We will highlight want some customers are doing today and share some best practices on the journey.
  • Many organizations have a goal to understand, track, and control the TCO of applications or services, but it can be challenging to accomplish. In this session, we'll discuss what makes TCO so important, important decisions you'll need to consider along the way, and some best practice guidance on reaching your TCO goal.
  • To effectively practice Agile at scale, Clarity teams first need to identify various needs. This includes thinking through considerations for funding, investment prioritization, and spend management practices.
  • The hit TV series Ted Lasso is well known for its humor and entertainment value, but hidden under the light-hearted banter are some important messages that leaders can take to heart. Join expert Agile guide, Tad Beaty, for a review of the first two seasons of the show. We’ll explore the messages that all leaders should take back to the office to improve engagement and make a better workplace.
  • How do you prioritize work?  In many organizations, the traditional forced ranking scale (1-x) alone isn’t sufficient.  There are financial and resource constraints to consider.  We must align with strategic objectives, OKRs, or business outcomes.  So how do we go about creating a plan which layers in-flight and proposed work within all these considerations, to create a balanced and prioritized roadmap?  How do you drive priorities without driving yourself crazy?  In this session, we will share best practices and lessons learned.  You will get a hands-on exploration of practical, realistic, and flexible approach to satisfy your organization’s planning needs.
  • How do you prioritize work? In many organizations, the traditional forced ranking scale (1-x) alone just isn’t sufficient. There are financial and resource constraints to consider. We must also align with strategic objectives, OKRs, or business outcomes. So how do we go about creating a plan which layers in-flight and proposed work within all these considerations, to create a balanced and prioritized roadmap? How do you drive priorities without driving yourselves crazy? In this session, we will share best practices and lessons learned. You will get a hands-on exploration of a practical, realistic, and flexible approach for bringing all the pieces together to satisfy your organization's planning needs.
  • Discover the benefits and functionality of Editable Tables in Apptio and how they can be leveraged to simplify and streamline Technology Business Management (TBM) processes. This session will delve into the new features and capabilities of Editable Tables, demonstrating unique methods for making your TBM experience more efficient and manageable. Expand your knowledge and master the art of Editable Tables and Reports in Apptio.
  • A presentation slide deck from Rego University 2022.   This document was used to facilitate a discussion and training around creativity in the workplace.
    • What is Creativity?
    • Why do we care about Creativity?
    • Our personality types and behaviors
    • Types of Thinking
    • Using some tools
  • Course Description:   The concepts of creativity are tools and habits that help you and your team become more creative. During this session, you will learn simple tricks and methods to encourage a more creative environment within your teams. Creativity training includes emotional intelligence and behavioral aspects, all-in-one.
  • "The concepts of creativity are tools and habits that help you and your team become more creative. During this session, you will learn simple tricks and methods to encourage a more creative work environment. Join this session to learn how to structure an effective team meetings, workshops and all-inclusive ideation sessions. Even learn about some great work habits to boost your career! "
  • With its end-to-end capabilities and aggregated data, ValueOps is an ideal platform on which to build the ultimate AI for value stream management. In this must-see session, Jean-Louis Vignaud, Head of ValueOps, will outline his vision of how our next generation of AI features will help deliver curated visibility, guided alignment, and augmented efficiency to the enterprise.
  • Join this session to learn best practices of when to use what module in Clarity (roadmaps vs hierarchies, CITs vs Projects...). Let’s really look at the power and adaptability of Modern UX features, through the lens of finding the best fit to meet the needs of your end users and business processes.
  • Join this session for best practices in optimizing Clarity's Modern UX modules. Learn how - and when - to use specific modules in Clarity (roadmaps vs hierarchies, CITs vs Projects, etc.). Let’s really dive into the power and adaptability of Modern UX features, through the lens of finding the best fit to meet the needs of your end users and business processes.
  • How do you address ever-growing backlogs and impatient demands from internal or external customers, while also balancing the desire to innovate with the need to maintain high performance and quality? This session focuses on proven techniques - learned over several years and iterations - to help win the battle against these challenges.
  • Most organizations struggle with collaborating across frameworks. Those managing FinOps activities, the TBM office, and Agile delivery teams are operating in silos, but there is a better way forward. In this class we’ll go through some strategies of bringing teams together to improve business outcomes through collaboration.
  • A presentation slide deck from Rego University 2022.   A class about the goal of TCO and what it takes to achieve it.
    • TCO Benefits
    • Best Practices
    • Deployment Tips
  • ** No Download - Do not Add to Cart ** One thing that impacts a successful project outcome more than anything else is the people resourced to do the work. Yet Resource Management is often the last part of Clarity PPM to be used because users can view it as complicated and intimidating. It doesn’t need to be. In this webinar, Rego’s expert guide Michelle Merriam-Day will walk you through the three key components to successfully using Resource Management in your organization: - Quantify your capacity - Establish investment-level demand - Leverage foundational view for analysis. There is no download for this content. Follow the link to view - http://info.regoconsulting.com/3-steps-basic-resource-management-april-2021
  • The Time by Investment portlet displays time logged to investments for all investments the logged in user has security rights to view using data from timeslices. It is capable of displaying the data by annual, quarterly, monthly, weekly, and daily segments with totals per date also being presented. The portlet may can be filtered by investment, resource OBS, and time segments.  This portlet can be used as a management and governance tool to review aggregate hours posted to investments by time period.
  • The Time by Investment portlet displays time logged to investments for all investments the logged in user has security rights to view using data from timeslices. It is capable of displaying the data by annual, quarterly, monthly, weekly, and daily segments with totals per date also being presented. The portlet may can be filtered by investment, resource OBS, and time segments.  This portlet can be used as a management and governance tool to review aggregate hours posted to investments by time period.
  • The Time by Investment portlet displays time logged to investments for all investments the logged in user has security rights to view using data from timeslices. It is capable of displaying the data by annual, quarterly, monthly, weekly, and daily segments with totals per date also being presented. The portlet may can be filtered by investment, resource OBS, and time segments.  This portlet can be used as a management and governance tool to review aggregate hours posted to investments by time period.
  • This portlet displays the actual hours resources entered against investments. The per-period actual hours can be showed in days, weeks, months, quarters, or years. The data can be filtered by Resource, Resource Manager, OBS Unit, Investment and time period
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