RegoXchange
  • How do I mature my portfolio planning?  What is my organization's next steps in maturing our portfolio planning processes, and how can CA PPM or other tools help?  This class will review industry trends related to portfolio planning and talk about what each organization should aspire to portfolio processes.
  • Rego’s training materials for Managing Portfolios in Clarity.  The slide deck was put together using Clarity version 15.4.1.  This course will describe how to:
    • Organize Portfolios
    • Define Portfolio Properties
    • Build Portfolio Contents and Synchronization
    • Define Portfolio Targets
    • Utilize the Portfolio Waterline
    • Ranking Investments
    • Scenario Planning
    • Portfolio Analysis and Outputs
  • A Quick Reference Guide to assist in managing a Custom Investment in Clarity’s Modern UX.  Reviews accessing the Custom Investment Link and navigating the tabs.
  • 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.
  • Lean Portfolio Management (LPM) is one of the most researched and in demand topics for modern enterprises.  Come learn what LPM is, key LPM practices and roles needed for success, and how Clarity and Rally provide end to end visibility from strategy to execution.
  • Lean Portfolio Management (LPM) is one of the most researched and in demand topics for modern enterprises.  Come learn what LPM is, key LPM practices and roles needed for success, and how Clarity and Rally provide end to end visibility from strategy to execution.
  • 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.
  • 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 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
  • 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.
  • This is a great way to review demand by type and evaluate where demand is coming from and who will be impacted. Displays a bar graph of all ideas group by type.
  • This is a great way to review demand by type and evaluate where demand is coming from and who will be impacted. Displays a bar graph of all ideas group by type.
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