Why Expert Advantage Service Providers?

itd Portfolio Optimizer supplements Clarity with a central planning and control view that combines strategic and operational portfolio management:

Strategic portfolio planning (vertical sorting): Which initiatives should we implement?

Operational portfolio planning (horizontal sorting): When should we implement which initiative?

Prioritize your investments with the itd Portfolio Optimizer: First use Drag & Drop to arrange your initiatives, then draw a dynamic cut-off line. You can see at a glance and in real time, you can see how decisions affect resource utilization, budget compliance, strategy, and other targets.

Create your ideal portfolio by moving the cut-off line or projects – visually, interactively, and based on live data. Configurable widgets help you keep track of all important goals and constraints. This creates maximum transparency for informed and future-oriented decisions.

Once you have put together the optimal portfolio, you can start operational planning in the same view. Taking available capacities into account, choose the ideal time to implement each project by simply dragging and dropping the projects onto the timeline. The color-coded resource utilization shifts in real time, allowing you to identify the ideal implementation period as soon as you move the project.

The success of introducing an application like Clarity in your company depends on the acceptance of its users. Above all, user friendliness is a deciding factor. The easier it is to find items and the more intuitive the navigation is to operate, the faster you will move around in the software.

With our customized navigation tiles, users can navigate intuitively in Clarity. The graphical and customizable elements allow you to tailor the navigation in Clarity and meet the needs of your users. Navigation tiles can also be used to seamlessly integrate the Professional UI into the Modern UX and thus enhance the user experience of the application.

With the customized Excel data exchange, you can quickly and easily exchange large amounts of data between Clarity and Microsoft Excel. Users can easily export data from Clarity, modify it in Microsoft Excel, and then import it back to Clarity. This means you can quickly handle large amounts of data and use the advanced analysis capabilities in Microsoft Excel.

Continuously monitoring the progress of your projects contributes to realistic planning in Clarity. Without this control, you may not be able to detect delays in a timely manner. As a result, you may not be able to meet deadlines and will need to reschedule subprojects.

With the customized milestone trend analysis, you can reliably monitor planning accuracy in Clarity. Using the graphically illustrated analysis, you can continuously monitor project progress and identify deviations right away. Ideally, the course is horizontal and even. Outliers up or down indicate an inaccuracy in planning. This gives you the opportunity to counteract with foresight and to derive the right measures.

The OKR method is a proven and highly successful management framework that is currently used by numerous companies as a framework for goal setting. The two central levers here are objectives (“O” for objectives) and results (“KR” for key results).

We are happy to help you configure and implement OKRs in Clarity. Using Custom Investments, you can easily map your strategy, objectives, and key results in Clarity. As a result, your OKR management runs in the same tool as your PPM, and strategy and objectives are closely linked to day-to-day processes. Correlations between strategy, objectives, and results can be mapped and overseen via a hierarchy.

Thanks to Clarity’s flexibility, you can easily customize all necessary metrics and views as you need them at that moment. We integrate your Power BI reports or jointly configure individual dashboards to provide you with up-to-date status reports on the progress of your OKRs at any time. An automatic reminder email sent to all KR managers ensures that all entries are made on time.

Because we ourselves at itdesign have been working with OKRs in Clarity for some time and have already helped several customers implement their own solutions, we can also share best practices and our experiences with you.

Rights can be manually assigned in Clarity Standard. However, it can be laborious and time-consuming if you are managing many projects and investments. For some use cases, therefore, a scalable, more efficient solution makes more sense.

Let us work with you to define the required rules for automated rights assignment in your Clarity system. This is how we define which rights are assigned to the various roles in Clarity and what the relevant conditions are. Depending on which parameters are specified, rights are then granted and revoked automatically on the basis of these definitions. Properly authorized users (e. g. PMO) can then adapt and extend the defined rights at any time.

Here’s an example: The project manager goes on vacation and assigns a deputy to take over while he or she is away. The deputy is automatically granted the appropriate rights for this period of time. These rights are automatically revoked again when the vacation is over. Authorizing project roles on the basis of the project phase, for example, would be another use case. This can be implemented in the same manner for applications, services, custom investments, and any objects.

Thanks to Clarity, approval processes can be digitalized. But so far, you have only reached decision-makers who already work with Clarity. However, those in higher hierarchical positions, especially C-level executives, don’t always work with Clarity, so time-consuming workarounds for approval may be necessary.

With our customized approval process in Clarity, you can digitalize and fast track the process right up to the highest C-level. As soon as approval in Clarity is activated, the tool automatically sends an email to the approver. With just one click you can send an email to confirm or refuse using individually configured buttons – and even on the go using your cell without the approver needing to log into Clarity.

You can start projects more quickly or take them to the next phase and so finish quicker. Your decision-making processes are more dynamic and you can respond to changes more flexibly. Digitalization replaces manual processes saving you time, paper, and money.

Regular data backups of project-relevant information are essential for the coordinated change management of projects, for ensuring the traceability of decisions, and for providing a baseline for analyses.

With our customized solution for Clarity, you can determine which project information should be archived at which point in time depending on your specific use. For example, you can archive selected status information for predefined projects on a monthly basis. Do you also want to archive the cost, benefit, or budget planning? That is up to the users themselves to decide.

Another example might be a major project change that is coming up. You decide what should be recorded and what actions should be performed. For example, in addition to historicizing resource allocations, you might also want to archive key milestones in the project or create a baseline plan.

Using the configurable archiving in Clarity, any data set can be selected for historical archiving. A background command captures the relevant data at a specific point in time or when a given project event occurs and then saves it in a traceable and structured manner. This allows you to access the project information from a particular point in time, whenever you want, even if the real-time data in Clarity has changed in the meantime.

The add-on itd Advanced Resource Planning by itdesign offers additional functionalities that enable you to plan your resources quickly, optimally and with little effort. itd Advanced Resource Planning is integrated into Clarity as a portlet so that the data is drawn directly from your system. This means that no additional effort is required – you just have to exploit the benefits. Benefit, for example, from the immediate feedback in the planning of allocations and assignments through graphical display of bottlenecks, from multiple filter options, from a high user-friendliness, and much more.