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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! -
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! -
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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Are you looking to extend your investment in Clarity and share it with other stakeholders in your company? We know organizations today are looking for cool collaborative ways to work. Come check out what Clarity has to offer. -
Are you looking to extend your investment in Clarity and share it with other stakeholders in your company? We know organizations today are looking for cool collaborative ways to work. Come check out what Clarity has to offer. -
Discover best practices for managing complex Apptio architectures, including custom use cases, key decision points for working within CT projects or creating custom projects, and the importance of focusing on the data layer and model. Gain insights from valuable lessons learned and develop a robust production release strategy that encompasses calculation times, check-ins, rollbacks, and automation. This session will equip you with the knowledge and skills to optimize your Apptio environment and navigate complex architectures with confidence. -
Demystify GEL scripts and learn best practices for GEL script development and maintenance. We'll discuss code formatting, comments, pros and cons of various GEL tags, and any other topics that have been on your mind. With several instructors we can break into smaller groups to ensure we answer all of your specific questions including advanced use cases like notifications, querying the database, etc. -
In this course we'll go beyond the basics of SQL and focus on writing clean, efficient, and scalable queries. We'll cover industry-standard best practices for structuring SQL code, optimizing performance, using functions, and working with large datasets in a maintainable way.
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