Getting Started with Clarity PPM
Learn more about the key components of Clarity PPM and how you can start using it in your organization.
Clarity PPM: Overview
The reality of today’s environment is that if you don’t act fast enough to new competitive threats and customer demands, your business could be in trouble. Many companies struggle with digital transformation because they lack a good plan and ability to execute.
Traditional portfolio management tools will never help you catch up to the competition. Instead of bringing new ideas to the market, you’ll be stuck in long planning meetings, trying to prioritize initiatives. Clarity PPM helps you transform your organization from managing projects to developing your initiatives as a true product or program portfolio.
Put simply, Clarity PPM is the fastest way to digital transformation.
Simple:You can engage business leaders and executives in charting the company’s investment strategy on roadmaps at drag-and-drop speed. With just a few clicks, you can add teams, costs, risks, and dependencies.
Usable:Once you’ve set a course, the project management office collaborates with resource managers to find the right team for the job based on skill, geography, and availability. Team members update timesheets on mobile phones.
Powerful:To help you manage the financials, Clarity PPM gets you into the underlying expenses with Excel-like functionality. You can analyze your team’s planned, actual and forecasted budgets in real-time.
Watch the following video to see how Clarity PPM can help you transform your organization.
Clarity PPM has a series of key modules that help you transform your organization. We will use examples from an organization that is transforming itself, its go-to-market strategy, and its customer experience so that you can use them to figure out how to use Clarity PPM in your organization and achieve similar goals.
Key Modules of Clarity PPM
Watch the following video to get an overview of the Getting Started with Clarity PPM video series.
Custom Investments (CI)
Every transformation experience begins with a strategy. You can use Custom Investments in Clarity PPM to collaborate and decide on a strategy and break it down into measurable objectives.
Watch the following video to see how you can use Custom Investments in Clarity PPM.
To learn more about Custom Investments, see Create and Edit Custom Investments.
Business objectives typically need to be presented and validated with the executive team. Clarity PPM Roadmaps help you review the objectives aligned with each strategy and define the budget allocated to each outcome.
Watch the following video to see how you can use Roadmaps in Clarity PPM.
To learn more about Roadmaps, see New User Experience: Top-Down Planning with Roadmaps.
After you communicate your strategy and objectives to your organization, many employees will have fantastic ideas. These ideas need to be focused on how you can improve existing products and develop brand new ones to achieve your objectives. You can use the Demand Management module to review and approve the right ideas and provide feedback on other ideas.
Watch the following video to see how you can use Ideas in Clarity PPM.
To learn more about ideas, see New User Experience: Capture, Develop, and Approve New Ideas.
An idea is just a starting point. You may have a small team that has worked on an idea and created a prototype or a POC. However, in this time of rapid change brought on by digital transformation, project planners need to adapt and respond to change quickly. Also, teams need to collaborate more with the need for less delegation.
You can use the Project Management module to simplify project administration and free up project managers' and team members' time to deliver value to the organization.
Watch the following video to see how you can use Project Management in Clarity PPM.
To learn about Project Management, see New User Experience: Create, Open, and View Projects.
A project can only be successful when you have the right resources associated with it. How do you find the right individuals to staff a project? You can keep juggling staff takes more than a spreadsheet. Finding the right team with the right skills and availability, splitting assignments between multiple people, tracking capacity in real-time - resource management is part science and part art. The Resource Management module helps stakeholders collaborate to staff projects and other investments in Clarity PPM.
Watch the following video to see how you can use Resource Management in Clarity PPM.
To learn about Resource Management, see New User Experience: Request Resources and Roles to Staff Investments.
One of the critical questions you often get asked is how much actual time is a resource spending on an investment. You can use the Timesheets module in Clarity PPM to record time and have accurate time reporting for project cost tracking and charge code analysis.
Watch the following video to see how you can use timesheets in Clarity PPM.
To learn more about Timesheets, see New User Experience: Enter Hours and Submit a Timesheet.
One of the essential parts of managing investments is to ensure they stay within budget. Financial Managers typically rely on many disparate tools and spend hours reconciling actual costs and capitalization associated with investments. You can use the Financials module of Clarity PPM to ensure you manage capital and operational expenditures across self-organizing teams spread all over the world in near real-time.
Watch the following video to see how you can use Financials in Clarity PPM.
To learn about Financials, see New User Experience: Manage Financial Plans.
One of the key things any executive team wants is a consolidated report at the end of a year that helps them understand the difference between what they planned and what was executed. You can use the Reporting module in Clarity PPM to quickly create, adjust and share near-real-time information with stakeholders and team members.
To learn about reporting, see Advanced Reporting with Jaspersoft.
Now that you understand the key components of Clarity PPM, some additional information you can review is: