Integrate
Clarity
with
Rally

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If your organization is using
Clarity
to manage investments and their associated funding, and
Rally
for Agile development and execution, the
Clarity
-
Rally
integration helps bridge the informational gap between investment planning and execution. Oftentimes, reports are used to aggregate data from multiple systems, or spreadsheets, to correlate information related to investment planning and execution status. With this integration, you can,
  • Align a
    Rally
    initiative with a
    Clarity
    project.
  • Associate multiple
    Rally
    investments and initiatives with a single
    Clarity
    project.
  • Fund and track execution across multiple
    Rally
    teams.
  • Get work details such as features and user stories, from
    Rally
    to
    Clarity
    .
  • Synchronize data bi-directionally to monitor execution activities in either
    Clarity
    or
    Rally
    .
  • Track actuals within
    Clarity
    against
    Rally
    features and user stories.
With the
Clarity
-
Rally
integration, you will obtain the following benefits:
  • Transparency
    : At the project or investment-level in
    Clarity
    , you have visibility of (but not limited to) execution status, completed work, remaining effort. You will also be able to have an understanding of how the teams’ efforts are aligned with the organizational goals.
  • Efficiency
    : Once you have transparency across your organization, you can streamline the work and reduce waste by building the right things at the right time. You can optimize the flow of value, improve quality, align resources to business priorities, and drive continuous improvement.
  • Scope management
    : With the visibility into the project execution details, you are able to better manage the scope of projects. Based on data, you can decide whether you want to adjust the scope to meet the timelines.
  • Delivery Tracking
    : You can now assess whether a project will complete on time or is at risk of spillover. For example, if a project’s GA date is in a week and there is one month’s worth of work pending, it is unlikely to release on time. You can then decide to either move the delivery timeline or reduce the scope to meet the date.
Integration Scenario
Consider a simple scenario. A product development organization uses
Clarity
for funding and monitoring investments, and
Rally
for Agile development and execution. The organization wants to integrate these two systems to gain visibility into investment execution and delivery information. After the integration is configured, data between
Clarity
and
Rally
flows as follows:
  • Business units define a
    Clarity
    Project for each initiative that they plan to fund.
  • Once the funding for the given project is approved, the Project Manager associates the project with the
    Rally
    integration process. The integration is not automatically enabled for all
    Clarity
    projects.  
  • The Project Manager triggers the synchronization job in
    Clarity
    to create a corresponding initiative in
    Rally
    .
  • The Project Manager then notifies the Product Manager about the new initiative in
    Rally
    .
  • The Product Manager creates features under the initiative and assigns teams in
    Rally
    .
    The integration can also be configured for bidirectional synchronization. This allows teams to create features in either system and synchronize work items across the two systems.
  • When the synchronization job runs next time (either scheduled or manually triggered), features and user stories under the
    Rally
    initiative are brought over to
    Clarity
    as tasks:
    Screenshot that depicts the portfolio items in Rally that matches the hierarchy in ClarityScreenshot that depicts the project in Clarity that matches the portfolio item hierarchy in Rally
  • The execution status at the feature-level is also synchronized, providing visibility into the initiative status as shown in the illustration below: Screenshot that depicts the execution status from Rally being displayed in Clarity project
Next Step: