- Refresh on Creating View and Using Apps
- Introduction to Concepts of Dashboards
- Configuring Dashboards & Apps
- Patterns of Useful Dashboards
- Dashboard Patterns
- Examples
- Exercise: Lets create a Dashboard
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A presentation slide deck from Rego University 2022. The document reviews creating views and using Apps in Rally. Then digs into creation of Dashboards. -
A presentation slide deck from Rego University 2022. The document covers Doing Agile, Agile Manifesto and then Being Agile. -
A presentation slide deck from Rego University 2022. The course discusses factors that differentiate Requirements.- Introduction (What & Why)
- Definition & Uses of Requirements
- The Challenges in Requirements in Software
- Revisit the Agile Taxonomy
- The Transition from Traditional to Agile
- Rethink the Agile Portfolio
- Guidelines and Characteristic of Taxonomy
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A presentation slide deck from Rego University 2022. This document reviews the principles of Lean Portfolio Management. • What is Lean Portfolio Management (LPM)? • Artifacts of the LPM • Roles of the LPM • Ceremonies of the LPM -
A presentation slide deck from Rego University 2022. This document reviews the principles of Scaled Agile Framework.- Understanding Agile, Scrum, and Kanban
- The Limits of Team Agile
- Scaling Agile
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A presentation slide deck from Rego University 2022. This document reviews the discussion around AI and the more realistic option of Predictive Modeling that exists in the near future of PPM. Then the group worked on ideas to bring to PPM tools via PM.- Predictive Modeling / AI Trend
- Why are we here? Goals for this session
- Creativity Workshop - Brainstorming
- Summary of Themes
- Qualify top Themes
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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.- Introduction
- Annual Planning Basics
- Clarity in Annual Planning
- Investment Tracking
- Resource Planning
- Financial Tracking
- Prioritization
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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
