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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! -
What should I expect to see within my organization related to PPM over the next couple of years? How should I prepare my PMs, PMOs, or myself to embrace the new trends within the industry. This class will share Rego's observations on industry trends within PPM. -
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. -
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 16.2.1 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.
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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 16.2.1 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.
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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 16.2.1 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.
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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 16.2.1 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.
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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 16.2.1 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.
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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 16.2.1 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.
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The Power Filter Sync functionality allows users to define rules for syncing investments to Roadmaps or Hierarchies on a scheduled (and on-demand in Roadmaps only) basis. Users may choose one or more saved views from investments that are allowed on the Roadmap/Hierarchy to define the list of investments they want that Roadmap/Hierarchy to contain. If the option to Keep Synced with Power Filter is set to Yes, then each time the process runs, the Investments returned by the saved views will be added to the Roadmap/Hierarchy if they don’t exist there already, and any investment not found in the saved views will be removed. -
Summarize an ad hoc list of investments or leverage your defined hierarchies to visualize and evaluate the performance of your portfolios, including financial data analysis. Report Views include: • Change Requests • Cost Trend • Cost • Effort Trend • Effort • Hierarchy Summary • Investment Drill Thru • Investment Gantt • Issue Summary • Milestones • Risk Summary • Staff • Status Report Summary • Tasks Demo Video - https://www.youtube.com/watch?v=UNByLAWJ2Nw&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=4 The main .rpt file will access data through the Data Warehouse. For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used. -
Plan your future work by comparing different scenarios, including in-flight work, and determine the best course of action for your organization. Report Views include: • Roadmap Details • Resource Investment Demand • Roadmap Financials • Roadmap Investment Gantt • Roadmap Item Gantt • Roadmap Overview – Default Scenarios • Roadmap Overview – Single Roadmap Selection • Scenario Comparison Demo Video - https://www.youtube.com/watch?v=RjdvrRd4ZG0&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=7 -
How do you prioritize work? In many organizations, the traditional forced ranking scale (1-x) alone isn’t sufficient. There are financial and resource constraints to consider. We must 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 yourself crazy? In this session, we will share best practices and lessons learned. You will get a hands-on exploration of practical, realistic, and flexible approach to satisfy your organization’s planning needs. -
Aligning work to organizational strategy is a fundamental requirement in today’s ever-changing marketplace. High-performing organizations, however, are moving beyond basic connections to introduce strategic hierarchies that are tied at various levels to real measurements of business value via Objectives and Key Results (OKRs). Join our Guides as they present key concepts, best practices, and the evolution of strategic alignment. -
Do you want to talk to other customers that are using or plan to use portfolio management? In this moderated Round Table where customers can share experiences and provide insights on process, configurations, challenges, and successes. We will have an expert panel and then divide into small groups and discuss customer selected topics - 100% sharing. -
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! -
Are you using Clarity's roadmap leveraging some of the best and most common practices found across industries? Come to this session to learn about how the roadmap works, 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! -
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. -
The Rego Roadmap Conversion process provides the ability to create investments, from Roadmap Items. - Create a roadmap and populate it with Roadmap Item(s). It is useful to create a custom view which contains the attributes needed in the project, or Custom Investment, to be created.
- Create a view to be used to help with the Conversion process. It should include: -
- Roadmap Item: This will become the Investment Name
- Convert to: The type of investment to be created.
- Conversion - Use Template: The template to use in the conversion process.
- Sync Status: The status of the conversion process
- Sync Message: additional details for the conversion process
- In addition, check the Scenario that is selected.
- In the Properties > Actions menu select Convert to Investment
- This will initiate the conversion process and will select the roadmap items that: -
- have no linked to set.
- have both the Convert to and Conversion Use Template selected.
- If any of these details are empty the roadmap item will be ignored.
- The Sync Status and Sync Message will be updated to show whether the conversion has completed successfully, or not.
- The Linked to will be populated with the newly created investment.
- There is a Roadmap Action Log which can be accessed via Custom Objects. This is useful for administrators and tracks all actions undertaken by the Conversion Process. A history of the conversions completed, and their sync status and messages can be accessed from here.
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Part of the Business Transformation Package, this portlet displays the portfolios with hierarchy (child portfolio(s)). The portlet displays the basic portfolio fields like – manager, stakeholder, etc. A Metrics subpage can be created with the fields on the “Properties – Metrics.”. The fields: Overall Health, Goal Alignment, Innovation Level, Probability of Success are custom fields and can be configured on a subpage. -
Part of the Business Transformation Package, this portlet displays the portfolios with hierarchy (child portfolio(s)). The portlet displays the basic portfolio fields like – manager, stakeholder, etc. A Metrics subpage can be created with the fields on the “Properties – Metrics.”. The fields: Overall Health, Goal Alignment, Innovation Level, Probability of Success are custom fields and can be configured on a subpage.
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Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by category for portfolio investments. It uses System Provider: Portfolio Investment Provider. -
Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by category for portfolio investments. It uses System Provider: Portfolio Investment Provider.
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Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by category for portfolio investments. It uses System Provider: Portfolio Investment Provider.
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Gain an overview of program-level performance, track program milestones, and assess overall program health. Report Views include:- Change Requests
- Program Costs Trend
- Program Costs
- Program Drill Thru
- Program Effort
- Program Gantt
- Program Issues
- Program Milestones
- Program Risks
- Program Staff
- Program Status Reports
- Program Summary
- Program Tasks
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Summarize an ad hoc list of investments or leverage your defined hierarchies to visualize and evaluate the performance of your portfolios, including financial data analysis. Report Views include:- Change Requests
- Cost Trend
- Cost
- Effort Trend
- Effort
- Hierarchy Summary
- Investment Drill Thru
- Investment Gantt
- Issue Summary
- Milestones
- Risk Summary
- Staff
- Status Report Summary
- Tasks
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Plan your future work by comparing different scenarios, including in-flight work, and determine the best course of action for your organization. Report Views include:- Roadmap Details
- Resource Investment Demand
- Roadmap Financials
- Roadmap Investment Gantt
- Roadmap Item Gantt
- Roadmap Overview – Default Scenarios
- Roadmap Overview – Single Roadmap Selection
- Scenario Comparison
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