-
ItDesign has a new Clarity Add-on for portfolio management. In this class they will introduce the Portfolio Optimizer. -
Prosci presents concepts on changing Portfolio Management. They share their approach on the people side of PfM, with a goal of addressing the saturation and collision of multiple projects, initiatives or work efforts. -
Value Stream Management (VSM) isn’t just another buzzword; it’s the visibility layer your digital transformation is starving for. In this session, learn how to map, measure, and maximize value across the entire delivery lifecycle. -
Learn how to create, manage, and analyze investment data using Clarity's Hierarchies and Roadmap modules. This course will cover best practices setup of Hierarchies along with setting targets, planning, importing/syncing, selecting views, and printing Roadmaps. -
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. -
Uncertainty in the economy and the marketplace requires diligent, focused efforts to align the work you plan to deliver with your organization’s strategy and desired business outcomes. Using advanced SPM capabilities in Clarity, we will guide you through interactive exercises to build a hierarchical strategic plan, connect a portfolio of work items to that plan, and begin to visualize the intended flow of value in your portfolio. (Session 1 of 2) Finite limits on people and funding for work items, competing priorities, and ever-present volatility make it challenging to ensure we are investing in the right work, while also demonstrating that we have the necessary resources to deliver results successfully. Building on Session 1, we will continue with interactive exercises to perform constraint-based prioritization and scenario planning, defining our optimal portfolio of work to achieve our business strategy. Then we will explore how we can effectively visualize KPIs and health metrics to measure our performance and identify opportunities for improvement. (Session 2 of 2) -
Do you want to talk to other Clarity customers that are using - or plan to use - portfolio management capabilities? In this moderated Round Table, participants can share experiences and provide insights on process, configurations, challenges, and successes. We will have an expert panel and then divide into small groups to discuss customer selected topics - 100% sharing. 100% learning. -
The Rego PowerBI Reporting Suite features close to 100 free PowerBI reports, designed to enhance project management and reporting capabilities. -
Hierarchies and Roadmaps are two powerful capabilities that Clarity has brought to the market. While they work great independently, have you experimented with how they can work even better together? In this session, come and learn how these two capabilities can complement each other by working in concert giving you both planning and execution insights! -
The need for a dual operating model drives the need for a deliberate tooling architecture that will usually include a PPM / SPM and an Agile tool. Are you struggling with implementing Agile tools in your organization in addition to Clarity? This class will review best practices for implementing Agile tools in conjunction with Clarity - living in a Bi-Modal world. We will discuss how Clarity can be used to govern both types of work for teams, and how Agile tools should interface into Clarity. -
Are you leveraging Clarity's Roadmaps yet? Come to this session to learn how OOTB Roadmaps work. You will learn how to configure views, targets, widgets, boards, and more! You will leave with great ideas you can bring back to your organization! -
Bringing back a classic topic with a modern update! Join this session to discuss tips and tricks for an optimized PMO experience in Clarity. This session is designed so attendees can share, collaborate, and benefit from their diverse experiences. -
To help you stay ahead of the curve, we've asked our 250+ expert guides to share the key trends they've seen firsthand while working with our clients. The result? We are equipped to prepare you for what’s coming next. In this class, Rego’s senior strategists will reveal the top trending PPM / SPM themes and share practical insights to help your organization thrive. Learn what’s shaping the future of PPM / SPM and discover actionable strategies you can utilize right away. -
London Stock Exchange shares their Clarity journey (since 2008) and where they want to take the tool next. Current goals are: • Moving toward standardized ways of working. Focused on connecting our ecosystem of tools with Clarity as a focal point for Portfolio Management and SPM. • With an end goal of Faster Time to Market, on a journey to be a Customer Lead organization. -
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. -
The Rego Roadmap Ranking provides the ability to rank Roadmap Items within individual Roadmap Scenarios. The function allows the user to define a hierarchical sequence to defined attributes to create a set of rules to generate an auto-ranking, by scenario. Large sets of ranking rules increase complexity and variability, so choose initial rules carefully. When the rank order is configured, a process is actioned that auto-ranks the Roadmap Items for the selected Roadmap Scenario. The Roadmap Ranking can be viewed through the Timeline, Board, or Grid View. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of the Grid View within Hierarchies in Clarity’s Modern User Experience. This doc references version 16.3 views. Document covers information on how to export to CSV, filter, create and save Views, use of the Column Panel and the Details panel. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Hierarchies in Clarity’s Modern User Experience. This doc references version 16.3 views. Document provides information on how to import investments and how to create child / parent relationships. Detail is provided with regard to the export of Hierarchies to PDF format.
-
This training document is a Rego Consulting Quick Reference Guide to assist with the management of the Card View within Hierarchies in Clarity’s Modern User Experience. This doc references version 16.3 views. Document provides detail on View Options, Color By, Card Fields and Card Metrics. Information on how to roll up metrics via an aggregation or calculation method.
-
A Quick Reference Guide to assist in the use of Scenarios within Roadmaps. They allow for "what-if" analysis on Roadmaps. Scenarios will save roadmap specific information at the item level. For example, adjusting the cost, capacity, or dates of a roadmap item. They will also save target information and what is/isn’t included in the plan. An unlimited number of scenarios may be created on a roadmap. All users with access to the roadmap may view the scenarios. Scenarios may be marked as Baseline and/or Plan of Record (POR). All roadmaps will be created with a Default scenario. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of Roadmap items within the Grid View in Clarity’s Modern User Experience. This doc references version 16.3 views. Instructions are provided to help users add and remove columns, move columns, pin columns and sort rows of data. The document provides guidance on how to use the View Options function to manage Per-Period Metrics. Includes guidance on how to update Roadmap data from the Grid View and how to use the In Plan column to rank investments.
-
This training document is a Rego Consulting Quick Reference Guide to assist with the updating, synchronizing and deleting of Roadmap investments in Clarity’s Modern User Experience. This doc references version 16.3 views. Detail is provided on how to update individual Roadmap items within the Grid View, Timeline View and Board View. Included are instructions on how to synchronize Roadmap investments and how to delete an investment from a Roadmap.
-
This training document is a Rego Consulting Quick Reference Guide to assist with the saving and managing of Roadmap views in Clarity’s Modern User Experience. This doc references version 16.3 views. Document provides detail on the Save As feature for Roadmap views. Detail is provided on views created by others, how to manage existing views and how to save them as favorites. Timeline, Board and Grid view saving options are detailed.
-
This training document is a Rego Consulting Quick Reference Guide to assist with creation of Roadmaps and the adding of investments to Roadmaps in Clarity’s Modern User Experience. This doc references version 16.3 views. Document provides detail on the Import from PPM function, Import from CSV as well as manual creation of Roadmap items. Detail is provided on how to create a manual Roadmap item from the Grid View, Timeline View or Board View. Instructions are also provided on how to synchronize a Roadmap.
-
This asset in used to update investment level TSV attributes using Cost Plan, Budget plan, Actual transaction, Planned and Budgeted Benefit Cost data as needed. It uses mappings/logic from ‘Cost Rollup Mappings’ object. Compatibility – Its compatible from 16.0 onwards with Oracle, PostgreSQL and MSSQL. -
You can’t wait, integrate! Clarity is highly capable of being the center of a hub and spoke ecosystem for your project delivery. With flexible integration options and robust portfolio reporting and decision support functionality, Clarity will help you consolidate data from multiple systems of record into one source of truth. Join this class to see common use cases for optimizing a PPM delivery value stream that cuts across a diverse suite of applications, including HR, Finance, ITSM, Agile, Work Management, and many more. -
Hierarchies and Roadmaps are two powerful capabilities that Clarity has brought to the market. While they work great independently, have you experimented with how they can work together, even better? In this session, come and learn how these two capabilities can complement each other by working in concert giving you both planning and execution insights! -
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. -
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. -
Are you struggling with implementing Agile tools in your organization in addition to Clarity? This class will review best practices for implementing Agile tools in conjunction with Clarity - living in a Bi-Modal world. We will discuss how Clarity can be used to govern both types of work and teams and how Agile tools should interface into Clarity. -
Discount Tire shares their Project Prioritization Model. It’s based on the Analytic Hierarchy Process (AHP) created in the 1970’s. It breaks down decisions into a hierarchal structure and combines both objectivity and subjectivity into a standard numerical scale. -
Hershey shares their path to Power BI reporting. They discuss Power BI ways of working, Defining Executive Level Metrics, Design & Development, and Next Level Reporting. -
Are you leveraging Clarity's Roadmaps to support some of the best and most common practices found across industries? Come to this session to learn how Roadmaps work out of the box. We will cover how to configure views, targets, widgets, boards and more! You will leave with great ideas you can bring back to your organization! -
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. -
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. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of the Grid View within Hierarchies in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document covers information on how to export to CSV, filter, create and save Views, use of the Column Panel and the Details panel.
Copyright 2023 • Rego Consulting Corporation • Privacy Policy