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  itd Portfolio Optimizer

  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.

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  Simple Usability with Navigation Tiles in Clarity

  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.

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  • Paid

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  Data Sharing Between Clarity and Microsoft Excel

  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.

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  Managing OKRs in Clarity

  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.