RegoXchange
  • A presentation slide deck from Rego University 2022.   Broadcom’s presentation on OKRs in an Agile environment.
    • What are OKRs? Why are they important?
    • Why ValueOps for OKRs?
    • How do we do this?
  • A presentation slide deck from Rego University 2022.   This document is an outline used for the class on using GEL Scripts in Clarity development.
    • XML Manipulation
    • SOAP Web Services (XOG)
    • Email
    • Code Reuse
    • Best Practices
  • 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 reviews the issues around tool adoption and strategies to overcome them.
    • The Perception of Adoption
    • Top 5 Signs That You May Have Low Adoption
    • What is Adoption
    • Survey – What is Your State of Adoption
    • Keys to Success – What We Have Seen
  • A presentation slide deck from Rego University 2022.   The document reviews the process to follow post tool implementation.
    • Typical Post-Implementation / Operational Challenges
    • Aspirations for and Outcomes of a High Performing Ownership Team
    • Model Solution:
    • Roles and Responsibilities
    • Intake, Triage, and Delivery Process
    • Clarity Board-Based Solution
  • The Update Email Ids workflow sets all users’ email addresses to non-working by appending a “ZZZZ” to the end of the email address. This process is used for when there are refreshes to your Development or Testing environments and do not want emails going to users. When complete, the log will display the total amount of email addresses updated. A second process is included in this workflow that will revert the email addresses to remove the “ZZZZ” added in the first workflow. In some instances, the process may be run in error, or you may want to send emails from a Development or Testing environment; using this second process you will be able to enable all emails again.
  • Connect with user and get familiar with them via Office 365/Azure Profile photos synced with the Clarity PPM Avatars. This is a good way to collaborate with the team and users for any quick update or interaction. This is a scheduled process in Clarity named Sync Profile Photo from Office 365 and will be scheduled to run as a job. When the process is executed, it will be setting the Microsoft O365 profile photo into the users Avatar photo in Clarity PPM and optionally, sync custom attribute of the Resource with profile photo, which can be used for quick identification of the user. Sync Process come with some parameters for the Support team, which they can use as per there environment configurations. These some important Gel parameters for quick configuration are:
    • msProfilePicField : Custom Resource Field to store Photo, if not provided process will skip syncing the custom field.
    • msTenantId: Microsoft Azure Tenant Id
    • msClientId:  Microsoft Azure Application client Id
    • msClientSecret:  Microsoft Azure Application client Secret
    • msTeamPhotoSize: Define size of the photo to be fetched
    • syncPPMAvatar: Parameter to Sync PPM User Avatar photo from MS Team
    Please note, Azure Application Registration is required. To setup an Azure Application: https://learn.microsoft.com/en-us/azure/healthcare-apis/register-application The application requires the permissions outlined on this link to retrieve the pictures: https://learn.microsoft.com/en-us/graph/api/profilephoto-get?view=graph-rest-1.0 Use it along with RegoXchange – MS Teams link to seamlessly have a clickable link to MS Teams Conversations
  • The All Risks portlet displays all risks related to active projects that the logged in user has view rights to access.  The portlet provides the project manager a single place to view risks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays Project ID, Project, Risk ID, Risk, Category, Assigned to, Status, Probability, Impact, Priority, Target Resolution Date, and Days opened. The filter allows narrowing down of the risks by several different criteria. Note: Only the projects that the user has viewer rights to see will show up in the list.
  • This course will take a deep dive into Modern UX administration. We'll cover the advanced MUX Administration settings, managing system wide views before deep diving into advanced blueprints topics such as visuals, modules, rules, and actions.
  • Clarity’s new reporting capabilities deliver interactive insights directly within the platform—no data exports required. In this session, you’ll learn how to harness the latest reporting features to empower decision-makers, visualize portfolio performance, and tell compelling stories with your data.
  • This session will align you with best practices for using Clarity's resource management functionality. Come and learn about the OOTB capabilities for resource insights like allocations, assignments, availability, and more. Additionally, tips and tricks will be shared, providing you with a toolkit of ideas for your organization!
  • Leverage a Kanban or Sprint approach to manage Clarity Implementation and ongoing improvements.  List also serves as a history of configuration changes, reasons, and deployment dates.
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