- Introduction
- Annual Planning Basics
- Clarity in Annual Planning
- Investment Tracking
- Resource Planning
- Financial Tracking
- Prioritization
1906 results
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A presentation slide deck from Rego University 2022. The document reviews the best practices around annual planning for your Clarity instance. -
A presentation slide deck from Rego University 2022. This document reviews how Clarity and Apptio can work together.- Typical Challenges
- Apptio Introduction
- Clarity / Apptio Solution
- Rego’s BETA Integration
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A presentation slide deck from Rego University 2022. This document reviews best practices for Demand Management.- Define Demand for your organization
- Support the Planning business process directly in Clarity
- Think through the process to standardize forms and required data – from capturing the data to leveraging it in views, Roadmaps, Hierarchies and/or reports
- Identify and engage Users and Consumers
- Keep it simple: Understand expected business outcomes when defining required fields, and eliminate everything that isn’t necessary
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A presentation slide deck from Rego University 2022. This document reviews the best practices for Financial Management in Clarity. - Involve the Finance Team
- Finance will drive financial classifications, resource rates, and capitalization rules
- Keep Things as Simple as Possible
- Streamline financial classifications in both the Estimation and Actuals processes
- Clarity is Not the Company’s Financial System of Record – it is a Project and Portfolio Management System
- Clarity may never match general ledger or project accounting module 100%
- Spend Time on the Full Architecture – Current and Future State
- Start With Required Outputs and Work Backward
- Integrate to Avoid Duplicate Entry
- Involve the Finance Team
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A presentation slide deck from Rego University 2022. This document reviews the best practices for project management in Clarity. - Typical PM Activities
- Use Clarity: Get Off of Excel
- Make Information Easier to Access
- Make Flags Easy to Identify
- Simplify & Automate Reporting
- Open Discussion #3
- Work with a Regular Cadence
- Sample Schedule
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A presentation slide deck from Rego University 2022. This document reviews the best practices for resource management in Clarity. - Implementation
- Availability
- Allocation
- Assignment
- Reporting
- Notification
- Data Maintenance
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A presentation slide deck from Rego University 2022. This document reviews the best practices for using Roadmaps in Clarity. - Before Getting Started
- Do’s and Don’ts
- Bells and Whistles to Leverage
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A presentation slide deck from Rego University 2022. This document reviews the best practices around change and impact management.- Introduction
- Change and Impact Basics
- How did we get here?
- Demo and Discussion
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A presentation slide deck from Rego University 2022. This document reviews best practices for maintaining Clarity.- Why is it required?
- When?
- Processes
- Jobs
- DWH
- High Volume Data
- Access Rights
- Volatile Date
- Rego’s Recommendations
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A presentation slide deck from Rego University 2022. Chipotle presented on taking automation to a different level. Loblaw on Data Integrity. UKG presented on Business Rules. University of Rochester presented on better data, better conversations, and better decisions. -
A presentation slide deck from Rego University 2022. Presentations by Erie Insurance, University of California, San Francisco, and The Hershey Company. -
A presentation slide deck from Rego University 2022. This document was used to facilitate a discussion and training around creativity in the workplace.- What is Creativity?
- Why do we care about Creativity?
- Our personality types and behaviors
- Types of Thinking
- Using some tools
