RegoXchange
  • A presentation slide deck from Rego University 2022.   This document reviews the best practices for using Roadmaps in Clarity.
    • Before Getting Started
    • Do’s and Don’ts
    • Bells and Whistles to Leverage
     
  • A presentation slide deck from Rego University 2022.   This document reviews the best practices around change and impact management.
    • Introduction
    • Change and Impact Basics
    • How did we get here?
    • Demo and Discussion
  • A presentation slide deck from Rego University 2022.   This document reviews best practices for maintaining Clarity.
    • Why is it required?
    • When?
    • Processes
    • Jobs
    • DWH
    • High Volume Data
    • Access Rights
    • Volatile Date
    • Rego’s Recommendations
  • A presentation slide deck from Rego University 2022.   Chipotle presented on taking automation to a different level.  Loblaw on Data Integrity.  UKG presented on Business Rules.  University of Rochester presented on better data, better conversations, and better decisions.
  • A presentation slide deck from Rego University 2022.   Presentations by Erie Insurance, University of California, San Francisco, and The Hershey Company.
  • 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
  • A presentation slide deck from Rego University 2022.   An overview of Rego’s Digital Ecosystem Assessment offering.   A holistic assessment that evaluates the current state of your project management practices across the following 4 key business areas to compare against industry best practice.  Rego will then develop recommendations for a future state.
    • People
    • Process
    • Technology
    • Governance
  • A presentation slide deck from Rego University 2022.   This document reviews the use of the new Hierarchy feature in Clarity.
    • Introduction
    • General Value of a Hierarchy
    • When to use the Hierarchy in Clarity –
    • Live Demo
    • Use Cases
  • A presentation slide deck from Rego University 2022.   This document reviews the options for managing schedules outside of the Clarity tool.
    • Introduction to scheduling
    • Why use an external scheduler?
    • Who uses what?
    • Scheduler-Specific Decision Factors
    • Discussion: Scheduler Challenges
    • Tips to help user adoption
    • Is it time to just use Clarity?
    • Microsoft Project OOTB or The Rego Connector?
  • A presentation slide deck from Rego University 2022. This document outlines the advantages of using the Rego Data Processor and Data Extractors for integrations with other software tools. • Introduction • Understanding Clarity and its Architecture • Why use Integrations • Wheel and Spoke • Outbound Integrations • Inbound Integrations • Rego’s Approach • Rego’s Data Processor • Rego’s Data Extractor • Recommendations
  • A presentation slide deck from Rego University 2022.   This document reviews the importance and principles of Organizational Change Management.
    • Why is Organizational Change Management Important?
    • Impacts of not recognizing the need for an Organization Readiness (OR) Plan
    • What are the components of Organizational Change Management?
    • Considerations and activities for building a good OR Plan
    • How to execute Organizational Change Management
    • Framework – Proven Methodologies and Tools
    • Q&A
  • A presentation slide deck from Rego University 2022.   This document reviews the reasons for and the steps to migrate to Clarity’s Modern User Experience.
    • Introduction
    • Why?
    • Migration Strategies
    • Planning the Pilot
    • Tactical Checklist
  • A presentation slide deck from Rego University 2022.   This document reviews the model for using Clarity and an Agile tool in a Bi-Modal fashion to improve data and reporting.
    • Agile Journey
    • Bi-Modal – what is it really and why is it important?
    • Value of getting everything together: Planning to Execution
    • How to Integrate
  • A presentation slide deck from Rego University 2022.   This document is the course material for the Clarity Advanced Admin class.
    • Introduction
    • Objects, Attributes and Views/Fields
    • Studio and Modern UX
    • Introduction to SQL
    • Lookups, Queries and Portlets
    • Introduction to Workflows (Processes)
    • XOG (XML Open Gateway)
    • REST API
  • A presentation slide deck from Rego University 2022.   This document is the course material for the Clarity Beginner Admin class.
    • Clarity Overview
    • Resources and Users
    • Objects and Attributes
    • Security Setup
    • Organizational Breakdown Structures (OBS)
    • Intro to Lookups
    • Financials Basics
    • Scheduling Jobs
  • A presentation slide deck from Rego University 2022.   This document outlines the training for our Data Model Class.
    • Base Tables
    • Modern UX
    • Data Warehouse (DWH)
    • Tips and Tricks
    • Admin Activities and System Settings
  • A presentation slide deck from Rego University 2022.   This document is an outline used for the class on using GEL Scripts in Clarity development.
    • XML Manipulation
    • SOAP Web Services (XOG)
    • Email
    • Code Reuse
    • Best Practices
  • A presentation slide deck from Rego University 2022.   This document is an outline used in class for use of GEL Scripts in Clarity Development.
    • Introduction
    • Configuration Basics
    • Security Basics
    • Installing Jaspersoft Studio
    • Interface Introduction
    • Data Adapter Setup
    • Server Connection Setup
  • A presentation slide deck from Rego University 2022.   An introduction to the use of Jaspersoft Ad Hoc for reporting in Clarity.
    • Introduction
    • Configuration Basics
    • Security Basics
    • Installing Jaspersoft Studio
    • Interface Introduction
    • Data Adapter Setup
    • Server Connection Setup
  • A presentation slide deck from Rego University 2022.   An introduction to Jaspersoft Studio for reporting in Clarity.
    • Introduction
    • Configuration Basics
    • Security Basics
    • Installing Jaspersoft Studio
    • Interface Introduction
    • Data Adapter Setup
    • Server Connection Setup
  • A presentation slide deck from Rego University 2022.   This document reviews the changes to Clarity with the release of version 16.0.3.
    • Roadmap Enhancements
    • Checklists and To-Dos
    • Project and CIT List Enhancements
    • Sub-Object Enhancements
    • Customer Requests
  • A presentation slide deck from Rego University 2022.   This document is course material for an Advanced Admin class for Clarity’s Modern UX.  Focus on this class was on Blueprints.
    • A presentation slide deck from Rego University 2022.   This document is course material for an Advanced Admin class for Clarity’s Modern UX.  Focus on this class was on Blueprints.
      • Pages
      • Modules - Channels
      • Rules
      • Fields Level Security
      • Actions
  • A presentation slide deck from Rego University 2022.   This document is an outline of the basic administration of Clarity’s Modern User Experience.
    • Introduction
    • First time setup
      • Activating Modern UX and Timesheets
      • Creating a Link to the Modern UX in the Classic Home Menu
    • Navigation and modules
    • Blueprints
  • A presentation slide deck from Rego University 2022.   The course outline document for the creation of NSQL Portlets for Clarity.
    • Multi-Dimensional Portlets
      • NSQL Syntax
      • Creating a sample portlet
      • Limitations
      • Common errors and best practices
    • Hierarchical Portlets
      • NSQL Syntax
      • Creating a sample portlet
      • Limitations and best practices
  • A presentation slide deck from Rego University 2022.   The course outline for developing NSQL Portlets, Intermediate Level, for Clarity.
    • Chart Portlets
      • Types / Uses
      • Creating a sample portlet
      • Limitations
    • Drilldown Portlets
      • Overview
      • Example
    • Other Examples and Assets
  • A presentation slide deck from Rego University 2022.   The course outline for creation of Power BI Dashboards for Clarity, Beginner Level.
    • Overview
    • Connecting to Data Sources
    • Reports and Dashboards
    • Creating a Report
    • Data Import Options
    • Data Transformation
  • A presentation slide deck from Rego University 2022.   A course outline that reviews the reasons for integrating with Clarity and how to do them well.
    • Why integrate?
    • Integration Options
    • Most Common Integrations
    • Lessons Learned
  • A presentation slide deck from Rego University 2022.   A course outline for strategic planning for your PPM Tool.
    • Defining the Value of a Strategic Roadmap
    • Roadmapping Methodology
    • Best Practices
    • Real-World Examples
      • Long-Term Focus
      • Short-Term Focus
      • Annual Planning Support
  • A presentation slide deck from Rego University 2022.   A course outline document reviewing the innovative offerings from Rego.  This course reviewed RegoXchange, Action Item Responder, Excel Data Manager, and innovations around Office 365.
  • A presentation slide deck from Rego University 2022.   This course covered best practices for reporting data from Clarity.
    • Reporting Strategy Introduction
    • Clarity Reporting Options
    • Integrated BI Tools
    • Best Practices
  • A presentation slide deck from Rego University 2022.   This course reviewed the importance of user feedback on the use of the tool.
    • What is Feedback?
    • Why is Feedback Important?
    • Audience Participation
    • Group Discussion
    • Methods of Collecting Feedback
    • Case Studies
    • Staying Connected to Your Users
  • A presentation slide deck from Rego University 2022.   This course reviewed Adoption Metrics and Reliable Data Collection.
    • Reliable Data Collection and Business Performance
      • Adoption Metrics and Customer Adoption
      • Data Quality, Data Integrity and Ensuring User Confidence
      • Business Performance
  • A presentation slide deck from Rego University 2022.   This course reviewed the advantages of using REST APIs in Clarity development.
    • Overview
      • Why REST now?
    • Clarity Rest Endpoints
      • Create Project with java.net.URL
      • Create Task with HttpClient
      • Update Project with java.net.URL
      • Update task with HttpClient
      • Create Task with RestApiJavaClient
    • External REST Endpoints
      • Connect with java.net.url
      • Connect with Apache Commons HTTP/S Client
    • Additional Tools
  • A presentation slide deck from Rego University 2022.   Document used for Broadcom’s presentation on Collaborative Work Management.
    • Real Life Stories – Why this is so important
    • Overview and Latest Enhancements
    • Demonstration and Use Cases
  • A presentation slide deck from Rego University 2022.   Document used in Broadcom’s presentation on Value Steam Metrics.
    • Steering the Business with Metrics
    • Executive Strategy
    • Metrics Approach
  • A presentation slide deck from Rego University 2022.   A review of Broadcom’s journey to VSM.
    • Why Are We Here
    • Value Stream Management
    • Simplify Annual Planning
    • Monitor Throughout the Year
    • Real Product Management
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