RegoXchange
  • Does your organization own Apptio or looking to purchase it?  In this session we will dive into what Apptio is and how it complements your current Clarity solution.
  • A presentation slide deck from RegoU 2023.  This course was a presentation by Apptio on their Product Roadmap.
  • This training document is a Rego Consulting Quick Reference Guide to assist with timesheet approval in Clarity’s Modern UX.  The doc reviews Accessing and Selecting Timesheets, Reviewing Submitted Timesheets, Approving Timesheets, Returning Timesheets and the Timesheet Grid.
  • A Quick Reference Card to assist in the approving/rejecting of Ideas.  Included converting Ideas once approved.
  • Course Description:  A review of the basics around APM.  Covering Business Capabilities, Application Scoring, and Best Practices.
  • Course Description:   Does your organization want to implement application portfolio management (APM)? Are you trying to determine the value in implementing APM? Are you struggling to know what tool you should use and what data is important to collect? This session will review specific use cases of companies that have implemented APM and effectively used the data to drive value for the organization.
  • A presentation slide deck from Rego University 2022.   The document reviews the best practices around annual planning for your Clarity instance.
    • Introduction
    • Annual Planning Basics
    • Clarity in Annual Planning
    • Investment Tracking
    • Resource Planning
    • Financial Tracking
    • Prioritization
  • Annual planning shouldn’t be an Excel nightmare—or disconnected from strategy. In this session, see how one organization used Strategic Portfolio Management (SPM) with Clarity to transform their budgeting process from reactive to strategic.
  • Lean Portfolio Management (LPM) is one of the seven SAFe components of the Lean Enterprise. LPM helps organizations solve numerous challenges by decreasing the delivery of time to value, enabling the organization to pivot quickly in ever-shifting markets, and more.
  • Evaluate resource allocations, identify bottlenecks, and ensure optimal resource utilization across projects and teams. Report Views include: • Over Allocation • By Project • By People • Project Resource Details • No Allocations by Project • No Allocations by People The main file will access data through custom queries created via Rego Odata connector.
  • Evaluate resource allocations, identify bottlenecks, and ensure optimal resource utilization across projects and teams. Report Views include: • Over Allocation • By Project • By People • Project Resource Details • No Allocations by Project • No Allocations by People The main .rpt file will access data through the Data Warehouse.
  • The Allocation Compliance Pie Chart portlet gives a view of active resources' allocation compliance within a date range and OBS displayed in a pie chart.  It allows the user to the percentage of resources over, under, and adequately staffed on projects over a selected time period.   This portlet leverages the daily allocation and daily availability slices as well as only active investments.  The portlet provides filters for specific dates (required) and OBS.
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