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Course Description: For clients that have both ServiceNow and Clarity PPM, passing information between the systems becomes vital for the enterprise with ITSM, demand, and PPM toolsets. One of the biggest areas of interaction is around demand management. Come and see Rego's integration solution, which flexibly allows for ServiceNow records (incident, problem, idea, enhancement, and demands) to generate Clarity PPM ideas or projects. -
This process must be run using the “Execute a Process” job. Job may be scheduled or run on-demand. Process pulls Availability Rate from the Availability blob for each resource, where blob is not null. Then it populates this value into a custom Daily Availability attribute (Number field with 2 decimals) on the Resource object. This field does not have to be displayed to be used for reporting. Because the OOB Availability Rate field is stored only in a blob, it is difficult to include in portlet or report output. The use of this custom attribute makes the value easily reportable. -
This grid portlet shows the OBS name and ID along with the associated hierarchy, both as an aggregated view along with each of the levels broken out. The table below describes the available filter fields in the portlet.Column Label Description Branch Branch of the OBS OBS Type OBS to use OBS Path Path of the OBS -
This grid portlet shows the OBS name and ID along with the associated hierarchy, both as an aggregated view along with each of the levels broken out. The table below describes the available filter fields in the portlet.
Column Label Description Branch Branch of the OBS OBS Type OBS to use OBS Path Path of the OBS -
This grid portlet shows the OBS name and ID along with the associated hierarchy, both as an aggregated view along with each of the levels broken out. The table below describes the available filter fields in the portlet.
Column Label Description Branch Branch of the OBS OBS Type OBS to use OBS Path Path of the OBS -
Join us for a round table discussion on advanced SQL. We'll discuss sub-queries, common table expressions (CTE's), analytic functions, and any other requested topics. With multiple instructors we can break out into smaller groups for a more targeted experience. -
Are your reports and portlets performing well? This class will walk through specific SQL tuning tricks to make queries run faster, increase end-user satisfaction, and smooth-out system performance. This is an easy way to promote efficient future development and make a huge, positive impact on user experience. -
Are your reports and portlets performing well? This class will walk through specific SQL tuning tricks to make queries run faster, increase end-user satisfaction, and smooth-out system performance. This is an easy way to promote efficient future development and make a huge, positive impact on user experience. -
Course Description: How do companies track stage gates within Clarity PPM? This session will review some best practices for tracking, monitoring, and approving stage gates within Clarity PPM. We will also discuss pros and cons of various options to help you select the best method for your company. -
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. -
Course Description: People are the #1 key to successful implementation, acceptance, and sustaining adoption after the project is long gone. Learn some tips and tricks on how to keep key stakeholders engaged. -
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
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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. -
Aligning work to organizational strategy is a fundamental requirement in today's ever-changing marketplace. High performing organizations are moving beyond basic connections to introduce strategic hierarchies that are tied to real measurements of business value via Clarity's Objectives and Key Results (OKRs). Join our expert guides as they present key concepts, best practices, and the evolution of strategic alignment. -
In today's business world, there are many threats to our ability to remain focused and productive. In this session we'll borrow learnings from sources like the best-selling book "Atomic Habits," other renowned thought leaders, and even from the worlds of sports, yoga, and meditation. We will discuss and practice some tools and methods you can begin using right away to improve your productivity while maintaining your own wellbeing and balance. -
This session dives into the impact of misaligned data between planning and delivery systems—and what it costs your organization in rework, delays, and missed opportunities. Learn how connecting Clarity and Jira enables real-time synchronization between portfolio planning and Agile execution, giving CIOs the visibility, traceability, and confidence to drive outcomes—not just activity. -
The industry has been talking about "Connecting Strategy to Execution" for years; Yet many organizations still struggle to make this a reality. During this interactive session, we will guide you through creating a one-page mapping of high-level values, missions, and vision with strategic goals and associated programs of work aligned for the delivery of value. -
This training document is a Rego Consulting Quick Reference Guide to assist with the use of Sub-Objects and Channels in Clarity’s Modern UX. -
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. -
Capture and present allocation data by Team for the Investments included in your Roadmap to enable the ability to compare to Targets or Limits. Allocation data can be presented in Hours or FTE, for Teams Only. -
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.
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