RegoXchange
  • 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 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.   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.
  • 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.
  • 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.
  • 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
  • Course description: “How do you close the feedback loop with your users? This session will review some innovative ways companies are connecting with CA PPM users to drive constant innovation and improve perception of the process and tool.”  Download file is the presentation slide deck.
  • Course description: “Did you implement tool functionality without best practice processes?  This class will review some of the critical business processes that we recommend organizations put in place before implementing a PPM tool.  We will provide tips and tricks on defining process frameworks while leveraging tools for successful enablement.”  Download file is the presentation slide deck.
  • Course description: “Are you struggling with decision making processes? This session will show you the ins and outs of how a good governance framework provides the foundation for better project decisions to help achieve goals and finish on time and within budget.”  Download file is the presentation slide deck.
  • Course description: “How does my financial forecast and budget (project/program/portfolio) relate to the department/cost center budgets that finance prepares? Is there a better way to link the two together? This is a topic many organizations struggle with, and this session will review tools and processes that can help solve this problem.”
  • Course Description: “Does your organization have an external BI tool like Cognos, Tableau, Domo, or Qlikview? This session will review strategies for getting data into your corporate BI tools.”  Download file is the slide deck used during the presentation.
  • IT is the most common PPM use case, but we are seeing more and more non-IT groups embrace CA PPM.  This class will go through the most common PPM use cases outside of IT - Engineering, NPD, PSA, Audit, Marketing, etc.
  • Course Description:   Does your organization own Workfront in a marketing or other group doing digital asset management? In this session, we will dive into what Workfront is and how it complements your current Clarity PPM solution.
  • 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.
  • Course Description:   What is Technology Business Management (TBM) or IT Financial Management (ITFM)? Why is it important for IT? This session explores the need for TBM as well as how it drives significant cost optimization and more effective business-technology management practices. We will review the TBM framework, taxonomy, model, and how TBM processes and tools compliment your existing investment in PPM tools.
  • Course Description:   Do you want to talk to other customers that are using or plan to use project management? In this moderated round table, customers can share experiences and provide insights on process, configurations, challenges, and successes. We will divide into small groups and discuss customer selected topics—100% sharing
  • Course Description:   Do you want to improve the success of your projects? This class will discuss some lessons learned on making 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—including a case study on lessons learned.
    • Developing, testing, fine-tuning, and executing deployment plans for success.
  • Course Description:   Does your organization struggle to understand your fully burdened TCO for the applications that enable your business? Do you use spreadsheets and disparate data sources to manually calculate TCO? This session explores the data sources needed to calculate the fully burdened TCO for applications. We will also cover marketplace tools that allow you to track spending, providing trends of applications broken down by run and development costs.
  • Course Description:  How mature is your PMO? Where do you go from here? This class is a working session, which includes an exercise to assess how far you’ve come and help direct your course.
  • Course Description:  Have you heard of change management, but you're not quite sure what it is? This introductory class will provide a high-level overview covering the basics of change management as a practice to help your projects reach their goals and obtain benefits realization more quickly.
  • Course Description:  Does your IT organization struggle with IT budgeting and annual planning? Does your annual budget and planning process take months? This session explores leading approaches and purpose-built tools to shorten your budget cycle, align resources to business needs, and plan resources into future years while reducing errors and manual effort.
  • Course Description:  Are you using an older version of Clarity PPM? Do you want to understand the value of new features and functions in recent versions? This class is a demonstration of the new features and the value of these features for customers.
  • Course Description:   This unique session is divided into presentation and open discussion segments, where we will focus on offering philosophies and practical tips to increase the wisdom we have about ourselves as we navigate our corporate lives. Using conscious leadership principles as a guide, we will cover topics such as empathy in the workplace, understanding and working through internal drama, and the benefits of meditation and silence.
  • Course Description:   Do you know what PPM, APM, Agile, ITFM, and other tools are available in the marketplace? Have you taken a strategic look at the key IT processes and tools that exist to support them? Have you been asked to evaluate and recommend a PPM tool? This class will review other ITBM tools and examine their pros and cons. We will also provide six keys to evaluating a PPM solution.
  • Course Description:   The single biggest risk for CIOs and IT organizations today is not being able to make good spending decisions at the pace of digital business.
    • Challenges
    • Investment Planning
    • IT Financial Management
    • Agile Financials
    • ServiceNow ITFM Capabilities
    • Apptio Introduction
    • ServiceNow / Apptio Solution
    • Best Practices
    • Pitfalls to Avoid
    • Apptio Details
  • Course Description:   In the new bimodal IT environment, does your organization lack insights into what Agile work is being done and what value is being delivered? Learn how Apptio Agile Insights merges data from multiple Agile tools, including Clarity PPM, to bring together a total picture of the value IT is delivering.
  • Course Description:   Do you want to talk to other customers that are using or plan to use financial management? In this moderated round table, customers can share experiences and provide insights on process, configurations, challenges, and successes. We will divide into small groups and discuss customer selected topics—100% sharing.
  • Do you want to talk to other customers that are using or plan to use demand management? In this moderated round table, customers can share experiences and provide insights on process, configurations, challenges, and successes. We will divide into small groups and discuss customer selected topics—100% sharing.
  • PMOs/EPMOs are feeling some pressure from Agile disruptors in their organizations. Some Agile purists insist that they can do everything with an Agile tool and no PMO governance, but this really isn’t the case. If you belong to a PMO or EPMO, this session will help you to better collaborate with your Agile counterparts in finding better and more holistic solutions to value delivery. Tips on how to use Agile principles in your talking points will also be shared.
  • Are you on an older version of Clarity?  Do you want to understand the value of the new features and functions in recent versions?  This class is a demonstration of the new features and the value of these features for customers.
  • A presentation by the Broadcom leadership on the meaning of ValueOps and the future of Clarity and Rally.
  • A presentation slide deck from Rego University 2021.  This course covered configuration basics, security basics, installing JS Studio, Interface introduction, data adapter setup, server connection setup.
  • Broadcom’s Laureen Knudsen and Noël Rodriguez discuss the current and evolving state of the PMO.
  • Lean Portfolio Management (LPM) is one of the most researched and in demand topics for modern enterprises.  Come learn what LPM is, key LPM practices and roles needed for success, and how Clarity and Rally provide end to end visibility from strategy to execution.
  • Are you struggling to get data compliance within your instance of Clarity?  This class will talk about common compliance problems and discuss potential solutions to help your increase compliance within your organization.
  • Pie Chart Portlet displays counts of active projects with various Stale ratings. Calculation is Percent Stale Tasks = number of open (not completed) tasks with a finish date over 15 days old, divided by total open tasks.  Filterable by OBS structure and project manager.  Data label = project count.  Mouse-over and Legend labels = stale rating.  More than 90% Stale means 90 to 100% of open tasks on a project have finish dates older than 15 days.  More than 71% Stale means 71 to 89% of open tasks on a project have finish dates older than 15 days.  0 - 70% Stale means fewer than 70% of open tasks on a project have finish dates older than 15 days.
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