A Functional Overview of the Components and Functionality in the CA Clarity Solution

Transcription

1 A Functional Overview of the Components and Functionality in the CA Clarity Solution agility made possible

2 Introduction The CA Clarity Solution As you face today s competitive reality, it is getting more difficult to meet rapidly changing business and market demands. Tough economic times force us to make hard choices choices, to ask, How do we make the right decisions on where to invest our resources and remain competitive? The CA Clarity solution is the decision engine that can help you manage every aspect of your portfolio, whether you are managing ideas and requirements for new products and services, rationalizing your applications or managing across multiple development methodologies, so you can compete in an increasingly complex world. CA Clarity is an integrated solution that empowers your organization to seamlessly manage its services, projects, products, people and financials. It gives you a real-time view into your organization s investments, initiatives and resources, and empowers you to deliver controlled and predictable execution of projects and programs. Only CA Technologies provides you with the most complete and proven project and portfolio management solution in the industry today, giving your teams intuitive tools to improve their productivity, and your leaders a view into the entire portfolio, empowering you to work smarter and innovate faster. 2

3 Table of Contents Capabilities Portfolio Management 4 Application Portfolio Management 7 Financial Management 10 Architecture, Delivery, and Integrations Platform & Architecture 39 Delivery Options 42 Integrations 44 Ideation 13 Requirements 16 Agile 19 Project Management 22 Resource Management 25 Governance/Standards/Best Practices 28 Executive Dashboards & Reports 30 Cross-Module Functionality 33 3

4 Portfolio Management Create a Strategic Enterprise Portfolio to Drive Your Long-Term Goals Project & Portfolio Management in CA Clarity PPM gives you all the tools you need to align your strategic investments with your corporate goals, bringing you the highest return on the use of your limited resources. It provides you with the structured environment you need to create an enterprise portfolio, define metrics, perform what-if analysis and make better, fact-based decisions about the future of the portfolio. Establish Portfolio Standards How do you decide where to invest your organization s time, budget and staff? On what do you base your decision to launch a new product, expand delivery of a service or develop an innovation? If your company is like most others, decisions are often based on subjective criteria such as the loudest or most demanding internal or external customer. The result: your portfolio decisions may not align with your overall business strategy. Using CA Clarity PPM, you can define structured criteria and metrics to drive smarter, fact-based decisions about the allocation of your limited resources. The extensive configuration capabilities in CA Clarity PPM allow you to adapt the standard evaluation criteria or easily add your own. With point-and-click configuration, it s easy to create, prioritize and evaluate investments against your own metrics, such as return-on-investment and break-even analyses, cost avoidance or revenue enhancement goals, quality statistics, business value assessments and many more. Define your Strategic Portfolio Once you ve determined how best to measure your portfolio against your strategic goals, you can inventory current and proposed investments and evaluate them against the selected criteria. CA Clarity PPM enables you to get up and running quickly, providing you with an easy-to-use interface for entering existing investments, projects, programs, applications, assets and services. Within CA Clarity PPM, you can create multiple portfolios, each consisting of different sets of investments, including projects, assets, applications, resources and services. You can also group portfolios together in parent-child relationships, allowing individual departments or companies to maintain their own portfolios while providing overall visibility at the executive level. The interlinked portfolios provide support for top-down planning and bottom-up reporting. 4

5 Evaluate Your Portfolio CA Clarity PPM provides you with a complete set of tools and reports to enable critical what-if scenario planning that empower you to make smarter portfolio decisions about investment mix, project selection, timing, execution, sourcing, performance and anticipated outcomes. With clear strategic goals and budget allocations, your portfolio managers can evaluate potential and ongoing investments by sorting and prioritizing them against the key portfolio criteria. They can look at the results, evaluate at the available budget and simply choose the highest ranked investments you can afford. Investments can be selected, scheduled, postponed or put on hold and the impact on the cost, benefit, alignment and balance of the portfolio can be analyzed in the context of these changes. The final, optimized portfolio can turn out to be any combination of required investments: high-scoring new initiatives and subjective, ad-hoc selections that provide a good benefit/risk balance. User definable scorecards help prioritize demand based on strategic alignment, financial return, compliance and risk to objectively compare requests across the entire IT portfolio. Figure 1: Portfolio Dashboard Improve Portfolio Performance Your portfolio will never be static. Demands change, as do budgets and revenue requirements. The integration of portfolio execution and analysis with CA Clarity PPM enables you to drill into the details and answer the really important questions: Is my portfolio in alignment with strategic business goals? How should I invest my limited resources? How do I balance keeping the lights on with driving innovation into the organization? The ability to establish sophisticated evaluation and selection criteria, create and optimize planning scenarios, communicate decisions and monitor progress in a seamless, integrated system makes CA Clarity PPM your most critical tool for managing organizational investments, resource capacity, demand and commitments. 5

6 Key Features: Portfolio Management in CA Clarity PPM Features Benefits Portfolio Modeling & Analysis Multiple hierarchical portfolio types (services, projects, assets, applications, products) Standard evaluation metrics Unlimited custom fields and criteria Parent-child portfolio structure Top-down and bottom-up budgeting Cost & effort roll-up Enables users to track any combination of investments to make fact-based portfolio trade-off decisions to best utilize limited resources, such as budgets and people, and to group portfolios in hierarchies that reflect the structure of the business or of the decision making process. Minimizes your portfolio definition efforts by providing you with standard metrics for evaluating investments, including NPV, ROI, risk, break-even, role capacity and demand, planned cost and planned benefit. The point-and-click interface allows you to tailor your portfolio inventory and analysis criteria by adding new fields, rearranging forms, creating new pages and adding custom formulas. All configurations are automatically carried forward to new releases. Allows your portfolios to be grouped in hierarchies that reflect the structure of your business or your decision-making process. Combines the ease of early-stage budgeting through top-down allocation with the accuracy of true cost and true benefit analysis for portfolio performance assessment. Tracks the aggregate costs and work for a portfolio item, enabling detailed tracking of total cost of ownership and visibility into resources as an investment type. What-If Scenarios & Selection Portfolio what-if scenarios Automatic scenario generation Scenario workflow Scenario-based resource capacity planning Automatic portfolio content creation Dynamic portfolio content refresh Allows you to optimize potential investment decisions without making changes to the plan of record. Allows you to include or exclude investments, change start and end dates, adjust budgets, re-evaluate priorities and filter and sort by any user-defined criteria. Saves you analysis time by automatically creating investment scenarios based on your own selected criteria. The scenarios include an optimized set of portfolio investments from which you can conduct additional analyses. Provides process automation for the distribution, evaluation and approval of scenarios, including support for simple or complex workflow patterns built into CA Clarity PPM. Allows you to see the impact on your resources of specific investment decisions by evaluating portfolio scenarios in the capacity planning feature of the CA Clarity PPM. Saves time by letting you define the contents of a portfolio parametrically--for example, including all assets located in Europe with a book value greater than 100k. Alternatively, you can assemble portfolios manually by choosing particular investments. Simplifies portfolio maintenance by allowing you to automatically reassemble your portfolio based on specified criteria. Project portfolio managers decide when and how the portfolio is updated. Portfolio Optimization Portfolio dependencies Scenario comparison Drill-down graphics Produces more realistic portfolio scenarios by taking into account dependencies among investments. For example if project A is dependent on projects B and C, then the scenario generation process only includes project A in scenarios that also support both projects B and C. Speeds decision making by providing you with comparisons of portfolio scenarios to identify differences in content cost. Connects strategic portfolio scenarios to their underlying investments by letting you click from portfolio reports down to a detailed listing for an explanation of the portfolio contents in the scenario. Portfolio Performance Assessment Portfolio scorecards Standard portlets Configurable stoplights Exception filtering Drives better decisions by providing you with real time portfolio performance information in a set of personalized portlets. Simplifies deployment by providing standard portfolio assessment views out of the box. Allows you to define thresholds for any standard or user defined metrics such as alignment, budget, risk and status to focus attention on under-performing investments. Improves your reaction time by highlighting investments that fail to meet your pre-defined performance criteria. 6

7 Application Portfolio Management Analyze, Select and Manage your Portfolio of Applications CA Application Portfolio Management for CA Clarity PPM delivers a fact based decision making process that reduces the cost and complexity associated with delivering a modernized and optimized application portfolio, rationalizing what should be retired, consolidated, invested in or differently-sourced (virtualization, cloud, outsourcing, etc.). This results in faster adoption of the right new technologies, as well as the optimization of existing assets. What is Application Portfolio Management? Application Portfolio Management is about delivering a comprehensive view of the inventory of applications for an organization and providing detailed data on the business value and technical condition of each application, so rationalization decisions can be made about the future of applications in the portfolio. For example, applications may require update or expansion, or redundancies could exist. Efficiencies in resources and budgets can be obtained when applications can be retired, outsourced or moved to cloud-based environments. Inventory Your Applications One of the problems with applications is that over time your business may have accumulated a wide assortment of applications, some of which may now be redundant, under-used, or obsolete. Some may be out of alignment with your company s strategic platform direction or out of compliance with policies. Others may even be complicating business processes. Lack of governance of these applications can slow business down and increase IT costs. The first step to rationalizing your application portfolio is to define what constitutes an application. Determine what the working definition is for all organizations participating in the rationalization process. Then you can focus on identifying what applications you own, gathering details such as technology platform, use and adoption, cost for licenses, support and maintenance and other details. 7

8 Define Your Metrics Next you will define metrics to help you determine whether you would keep an application under support, outsource it, expand it, move it to different infrastructure like the cloud or retire it entirely. Ask the important questions. Is it of value to the business in some way? Are other systems dependent upon it? Does it adhere to corporate technology standards? Is it cost effective to maintain and support? Does it require expansion? Do redundancies exist? Is anyone using this application? CA Clarity PPM provides pre-defined criteria to walk you through the rationalization of your application portfolio. Configurable surveys can be used to assess risk, business value, financials, cloud suitability, technology fit and other factors. Once you have the data about the various perspectives of your application portfolio, and the metrics to evaluate the data, you can decide on outcomes that make sense to the business. Assess Business Value CA Clarity PPM s robust application portfolio management functionality helps you analyze each application individually, within segments of your portfolio, and as part of the entire portfolio, against your defined metrics, generating scores for each and plotting them on multi-dimensional views. By utilizing what if scenario analysis, heat mapping of critical evaluation criteria, and assessing the impact of change to the business, application rationalization can jump start an effective transformation strategy with lower risk. Implement Your Decisions The decisions you make will likely generate new IT projects, including ones to retire, modernize or migrate applications. These projects require schedules, resource allocations, cost management, delivery plans, and other project components. This information is already available in CA Clarity PPM so your decisions can be quickly turned into projects and managed to completion using capabilities in CA Clarity PPM. 8

9 Key Features: Application Portfolio Management in CA Clarity PPM Features Benefits Application Portfolio Modeling Application registration Simple UI interface and data import functionality enable you to inventory your applications and collect relevant information about each, including any affected business processes. Standard attributes Enable you to track application details such as financials, resources, business processes, charge-backs, business and technology factors. Unlimited custom fields and criteria Parent-child portfolio structure The point-and-click interface allows you to tailor your application portfolio inventory and analysis criteria by adding new fields, rearranging forms, creating new pages and adding custom formulas. All configurations are automatically carried forward to new releases. Allows your applications to be grouped in hierarchies that reflect the structure of your business or your decision-making process. Application Portfolio Metrics Survey-based approach Standard evaluation metrics Simple survey input allows you to answer pre-defined questions to evaluate your application portfolio on a number of factors, generating grid and bubble chart portlet output to help you make critical decisions. Minimizes portfolio definition effort by providing standard metrics for evaluating applications, including criteria such as: Business Criticality Business & Technical Fit Market Differentiation Organizational Value Financial Considerations Weighted results Configurable inputs Define the weightings of different criteria based on your specific requirements to ensure your priorities are reflected in the analysis. Configure survey questions, attributes and results within the UI, with no programming experience required. Application Portfolio Analysis Portfolio scorecards Drives better decisions by providing you with application portfolio scores in a set of APM-specific portlets Standard portlets Simplify analysis with actionable views across various perspectives of the application portfolio, including: Business Process Business Value Cloud Suitability Business Benefit vs. Cost Risk Exposure Configurable thresholds Current and future state analysis Allows you to define thresholds for any standard or user defined metrics such as alignment, budget, risk and status to focus attention on under-performing applications. Enables you to analyze data for current state and proposed future state to make smarter decisions about the portfolio. Exception filtering Improves your reaction time by highlighting applications that fail to meet your pre-defined performance criteria. Best practices content Troux Integration Accelerates your return on investment with best practices content developed with years of experience across a wide variety of industries. Unites the capabilities of Troux Strategic IT Planning and Control and CA Clarity PPM for enhanced IT visibility and control, realignment of IT spending and improved business agility. 9

10 Financial Management Gain Financial Transparency for Your Portfolio CA Clarity PPM brings you a complete solution for managing the costs and revenues associated with your strategic portfolio. Not only can you report on both internal and external costs across the span of your portfolio, but you can also increase cash flow and effectively manage your budgets. through real-time control of billing, invoicing and chargeback allocations. CA Clarity PPM gives you the tools you need to accurately capture expenditures, access historic information and generate a wide range of financial reports. It allows you to manage costs so your budgets are spent wisely. CA Clarity PPM gives you a single system-of-record that maps costs to consumption, dynamically analyzes the impact of budget changes, provides detailed invoices for services and provides an audit mechanism for all cost changes. For improved ongoing financial planning, CA Clarity PPM also offers capabilities to track and monitor total cost of ownership (TCO) and report all costs and charges through recovery statements. Figure 1: Budget Forecast anaysis Comprehensive Budgeting & Forecasting The budgeting and forecasting feature in CA Clarity PPM provides all the necessary tools for accurate planning, tracking and analysis of the financial performance of your key corporate initiatives. Your portfolio managers can create budgets and update forecasts at the summary or detail level, including labor, expenses, materials and equipment categories. Project Managers can update project forecasts with aggregated accruals and estimates to complete work, giving decision makers a realistic view into the rate of project completion for financial analysis and charge-back allocations. You can see whether you are on plan and budget, driving fiscal responsibility to the level where it has the most impact, and allowing corrections to be made earlier in the process, saving time, money and resources. 10

11 Charge-Back Allocations The chargeback capabilities in CA Clarity PPM enable you to issue charge-backs to specific constituencies who subscribe to the services your organization provides. This capability provides visibility to all relevant stakeholders regarding what it actually costs to deliver services, thereby creating a stronger partnership between you and your customer in optimizing future expenditures. The charge-backs are presented to consumers with a unified and detailed invoice for all work performed and include a comprehensive breakdown of all project/service costs, including both labor and non-labor costs. Furthermore, CA Clarity PPM offers the ability to leverage previously collected costs to project the total life cycle cost of a service, thereby increasing visibility to long-term service cost of delivery. Reporting CA Clarity PPM generates actionable management and operational reports, providing you with insight into where your money is being spent. Accurate financial reports, including revenue forecasts, work-inprocess analysis and transactional analysis, allow you to quickly identify potential cost over-runs and other financial issues. With access to financial information, cost allocation, time and expense capture and accurate billing, CA Clarity PPM helps you to streamline your financial management processes and improve your operations. 11

12 Key Features: Financial Management in CA Clarity PPM Features Benefits Financial Tracking Work capture Complete audit trail Complete reporting Seamless interface enables users to enter time and route time sheets for approval in the same system that tracks your budget and provides for billing and invoicing. Captures and retains all of your transactions in a given financial period, including reversals. An audit trail including the point of entry (time entry, accounts payable, expense reporting), the data entered, the period incurred and the transaction it applies to is retained in history. Includes standard reports that let you access the most important and relevant data extracted from your financial transactions, including: Project Transactions Inquiry Chargeback GL Account Activity Budget Forecast Analysis Customer and Provider Chargeback Multi-currency support CA Clarity XOG Allows you to define, process, invoice and analyze financial transactions in multiple currencies to support your global operations. You can invoice clients in their respective currencies, track projects in local currencies and manage financial transactions in their home currency. Includes open-standards integration to your accounting and billing systems for expense, material, labor and equipment transactions; chargeback allocations; invoices and bills. Charge-Back Allocations GL allocations Project- and task-level allocations Allocation reversals Selectable GL posting periods. Enables you to account for the costs of internally-funded programs by allocating them on a percentage basis to funding departments. Lets you apportion costs at the overall project level or at a detailed task-by-task level. Allows your project accounting managers to reverse any past chargeback allocations, either partially or in full. They can then be resubmitted with updated allocations. Allows you to allocate charge-backs to any selected fiscal period or to split an allocation over multiple periods. Cost and Rate Management Multiple rate matrices Mark-up assignments Lets you define costs and billing rates, allowing for different rate rules by project, client, internal organization and more. Simplifies billing rate definitions by allowing CA Clarity PPM to mark up costs by a specified percentage. 12

13 Ideation Source innovative ideas from your customers with CA Clarity Ideation CA Clarity Ideation provides an ideation platform to capture crowd-sourced ideas from your customers. External customers, internal customers, partners, and others can suggest new products, features, or services in a collaborative environment. Customers can see and comment on ideas from other customers, letting them vote on the top ideas bringing the highest value ideas to the top of the list. Ideation gives your customers a voice on the roadmap for future projects, products and services. Collect and prioritize innovative ideas CA Clarity Ideation provides all the necessary idea management and reporting capabilities to classify, evaluate and leverage unstructured ideas. Ideas can easily be routed for vetting against product or corporate strategy for fit and follow-up. The prioritizing and tracking capabilities allow ideas to be traced back to their original source so however ideas are incorporated into requirements you can be easily find where they originated. Figire 1: CA Clarity Ideation 13

14 Collaborate with your customers Understanding the needs of your customers is key to delivering the right products or services whether your customers are external to your business or internal within your company. Often traditional interactions and communications with customers are too infrequent, anecdotal, or inconsistent. CA Clarity Ideation not only helps you understand what your customers want from you, it allows you to collaborate with them. Your team members can comment on ideas submitted, creating a dialog between your team and your customers. Your customers feel empowered, and your team is able to fine-tune requirements to fit exactly what your customers are looking for. Figire 2: Ideation reports Speed Up Innovation The bubble-up approach to prioritizing submitted ideas in CA Clarity Ideation allows your team to quickly see which innovations are most important to your customer community. The ability to maintain a pulse on your customers greatly speeds up your ability to react to changes in customer needs. Having a prioritized queue of innovative ideas improves the speed at which you can execute and reduces cycle times through more effective and actionable decisions on new initiatives. 14

15 Key Features: CA Clarity Ideation Features Capture and prioritize ideas Benefits Efficiently capture, manage, prioritize, and convert ideas into requirements that your project teams can use and link to products, personas and sources. Create requirements Community management Dashboards and Reporting Convert submitted ideas directly into requirements. Requirements in CA Clarity Agile and CA Clarity Requirements can be linked backed to the customer-submitted ideas and comments for reference during planning and implementation. Create a community platform for your customers by empowering them to submit ideas as well as view and comment on ideas submitted by other customers. Your team can join in the dialog and engage with your customers as well as drive community activity by posting ideas for customer input and commenting on customer-submitted ideas. Multiple communities can be created for idea submission. Ideation dashboards and reporting allow you to monitor and view idea status as well as evaluate top ideas and discussions. Creation of custom reports and dashboards is quick and easy. 15

16 Requirements Define your requirements and build your backlog with CA Clarity Requirements CA Clarity Requirements delivers comprehensive requirements and release planning and is an integral capability of the CA Clarity solution. Starting with a new idea from CA Clarity Ideation or a new project from CA Clarity PPM, CA Clarity Requirements manages requirements planning for projects, services, products, releases, and features. Delivering intelligent requirements to team members is key to CA Clarity s ability to streamline the innovation process and ensure projects are delivered successfully as they were envisioned. Define and manage your requirements CA Clarity Agile provides product owners, business analysts, project managers, and product managers full visibility and control over requirements from any source in a single system. Requirements can be automatically categorized to deliver a complete view of customer needs providing analysts with the ability to organize and manage product plans and roadmaps all viewable via graphical roadmaps and dashboards for easy viewing of all release planning activities. Connect requirements to projects A key factor in successfully delivering competitive and innovative ideas to your customers is the ability to not only define requirements effectively, but keep them connected to projects and their activities. The effectiveness of the delivered product or service is improved by connecting the project work of your teams to the requirements defined by product owners, stakeholders, or customers. CA Clarity Agile provides connection and tracking of requirements from ideas, to backlogs, to roadmaps, and through to project execution in CA Clarity Agile or CA Clarity PPM. Figure 1: Requirenent Dashboard 16

17 Stay focused as requirements change Requirements change. As projects move forward and requirements evolve, it s important to make sure changing requirements don t lose their original intent. CA Clarity Requirements provides versioning, tracking, and approval history to maintain original intent and restore multiple versions as needed. Requirement changes can also be restricted to designated editors and approvers. Figure 1: Requirement Roadmap Integrate with ALM and development tools CA Clarity Requirements includes the integration capabilities of Tasktop Dev and Tasktop Sync providing integration with a wide variety of application lifecycle management systems as well as development environments. This gives development teams a large landscape from which to plan and collaborate. The inclusion of a certified connector to Tasktop Sync in CA Clarity Requirements means team members can stay in their tool of choice while still being able to view and update requirements. Product owners and other team members can make updates in CA Clarity Requirements and know that the team will get updates real-time in applications such as HP Quality Center, Atlassian JIRA, Microsoft TFS, and IBM Rational. And as the team updates those artifacts within those applications, CA Clarity Requirements is instantly updated with the relevant information, providing true end-to-end traceability. Collaborate with team members and stakeholders CA Clarity Requirements is integrated with Chatter Chatter can dramatically improve real time collaboration between teams by leveraging social networking capabilities in a secure and private cloud. Project teams can now have easy access to followed requirements information, status updates along with subscribed group updates. Chatter updates can also be viewed on mobile devices such as ipad, Blackberry or iphone making collaboration possible anywhere. 17

18 Key Features: CA Clarity Requirements Features Benefits Capture and prioritize requirements Efficiently capture, manage, and prioritize product and project requirements that your project teams can use and link to products, personas and sources. Connect requirements and to releases, projects, and roadmaps Versioning Change management Reporting Configurability Global search ALM and Development tool integration ALM and Development tool integration via Tasktop Real-time data synchronization Conflict resolution Track and manage how scope changes ultimately affect delivery schedules and cost by tying requirements to releases and projects traditional or Agile. Requirements can be associated with products, releases, and master releases. For Agile projects, create and link epics in CA Clarity Agile to requirements. For traditional projects, link projects in CA Clarity PPM to requirements. Provide ability for product managers to see updates, costs, and effort for requirements as work is entered against project tasks. Create versions of requirements for tracking and comparing. Version approval functionality allows versions to be established as approved when requirement owners are satisfied with content. Change management provides approval workflows to be set for requirements. With requirement change management enabled, draft requirements must be submitted and go through a process to create an approved version of the requirement. Charts and reports show how requirements are distributed across releases, products, and sources. Chart how quickly requirements are being completed and implemented. Requirements trend charts show how many requirements are created and implemented for specified products. Many elements of CA Clarity Requirements are configurable. Administrators can define the values to be selected for attributes. Attributes can be defined for objects, such as Business Objective attributes for requirements. The layout of detail/edit pages can be configured so that users have their most relevant information where they need it most. Users can configure their home pages and list views to see what they are most interested in when viewing large lists of data. Find information and requirements quickly using application-wide search with filtering capabilities. Users can search for key terms or IDs and jump directly to the applicable requirements. Users can filter searches on multiple criteria and save favorite filters for quick access. Integration with numerous ALM and development environment tools via the capabilities of Tasktop Dev and Tasktop Sync built into CA Clarity Requirements at no additional cost. Provides unified planning, collaboration, visibility and traceability across systems. Integration with numerous ALM and development environment tools via the capabilities of Tasktop Dev and Tasktop Sync built into CA Clarity Requirements at no additional cost. Provides unified planning, collaboration, visibility and traceability across systems. Import attributes from systems such as JIRA and HP Quality Center or create requirements in CA Clarity Agile and sync linked attributes in other systems bi-directionally. Up-to-the minute synchronization of artifact data between CA Clarity Requirements and integrated ALM systems and development tools. Configurable automated conflict resolutions across integrated systems. Analytics and dashboards Certified integrations Analytics and dashboards focused specifically on monitoring integrated data across systems connected to CA Clarity Requirements via Tasktop. Certified integrations to the following systems: HP Quality Center, HP ALM, Microsoft TFS, IBM Rational Team Concert, Atlassian JIRA, Borland StarTeam, Bugzilla, ThoughtWorks Mingle. Graphical representation of release planning Backlog support Chatter Organize and manage backlogs, stories, and release plans, all viewable by graphical roadmaps and dashboards for easy viewing of all planning activities. Graphical representation of master releases and releases allow users to drill down to features and requirements. View high-level information by hovering over an object, click on it to go to the detail page. Colors of roadmap objects are configurable. Enable you to track application details such as financials, resources, business processes, charge-backs, business and technology factors. The Force.com Chatter communication tool is included with CA Clarity Agile at no additional cost. Chatter is a real-time social networking tool allowing team members and stakeholders to stay in constant contact, communicate status, and collaborate via news streams. Users can follow any requirement or product and get updates at any time or anywhere via Chatter desktop and mobile apps. 18

19 Agile Plan and manage your Agile development projects with CA Clarity Agile CA Clarity Agile enables your application delivery teams to become more customer-centric and deliver projects faster by providing better visibility into your deliverables, costs and resources for your Agile projects. CA Clarity Agile delivers visibility of costing, deliverables, and resourcing for all your agile projects. As part of the Clarity solution with CA Clarity PPM, you have enterprise visibility into Agile projects alongside traditional and hybrid projects providing the most complete and proven project and portfolio management solution in the industry today. Bring distributed teams together CA Clarity Agile brings your development teams and techniques together, empowering your team to work within an Agile framework with the same effectiveness as teams that are co-located. Distributed teams can easily work together using a single on-line system for backlog management, release planning, sprint planning, and sprint tracking. Unique tools for Agile teams The practices of Agile methodologies are automated and easy to use in CA Clarity Agile. The interface is intuitive and natural making working with backlogs and sprint planning simple. Functionality like the virtual wall for tasks and status bring familiar Scrum and Agile techniques into your project management to meet the unique needs of Agile teams. The Agile framework allows your team to grow into Agile with an approachable framework for novice Agile team members yet fully-featured for Agile experts. Figure 1: Kanban Backlog and charts 19

20 Manage Agile, waterfall, and hybrid projects Your organization can move to Agile at its own pace while maintaining full governance over your project portfolio. With the Clarity solution, you can clearly report progress, status, resources allocated, and cost of projects regardless of methodology. As you move to Agile, you re likely to implement Agile on some projects while maintaining traditional waterfall on others. Likewise, your first Agile projects may be an agile-fall hybrid approach until your teams are fully comfortable with Agile. With the Clarity solution, all project types are managed from the same portfolio view. Figure3: Kanban Board Integrate with ALM systems and development tools CA Clarity Agile includes the integration capabilities of Tasktop Dev and Tasktop Sync providing integration with a wide variety of application lifecycle management systems as well as development environments. The developers, testers, business analysts, and project managers on software development teams often use different applications specific to their area of expertise. But, there are common artifacts that the entire team needs access to such as defects, user stories, and tasks. With Tasktop Sync, these artifacts can be synced real-time across applications to provide visibility and keep the entire team up to date. The inclusion of a certified connector to Tasktop Sync in CA Clarity Agile means team members can stay in their tool of choice while still being able to view and update epics, stories, and tasks. Scrum masters, product owners, and other team members can make updates in CA Clarity Agile and know that the team will get updates real-time in applications such as HP Quality Center, Atlassian JIRA, Microsoft TFS, and IBM Rational. And as the team updates those artifacts within those applications, CA Clarity Agile is instantly updated with the relevant information, providing true end-to-end traceability. Collaborate with team members and stakeholders Product owners are engaged in project development and provided online tools for immediate access to project related information. Stakeholders can communicate and collaborate in real-time via Chatter, the Fore. com social-networking communication tool built into CA Clarity Agile. 20

21 Key Features: CA Clarity Agile Features Iterative project management Agile-specific environment Project portfolio management across methodologies User stories and epics Issue tracking Impediments Dependencies Reporting Quick access to critical information Global search ALM and Development tool integration via Tasktop Chatter Real-time data synchronization Conflict resolution Analytics and dashboards Certified integrations Backlog support Benefits CA Clarity Agile captures project, resource, and cost status in real time using iterative project formats unique to Agile methodologies. CA Clarity Agile s user experience is designed uniquely for Agile teams, from Virtual walls and burn-down charts, to stories, epics, and its iterative project format. Using CA Clarity Agile with CA Clarity PPM, clearly report progress, status, cost of projects, and resource utilization across all projects in your portfolio regardless of methodology Agile, traditional waterfall, or hybrid. View requirements, sprints, user stories and tasks in CA Clarity PPM as they are defined in CA Clarity Agile. User stories are supported in stand-alone format or in relationship to each other through epics. Epics are supported as parent user stories that can span sprints and releases. User stories can be set as children of epics by creating new or copying existing user stories to an epic. All epics and user stories are displayed in a hierarchical structure view. Defect issues are created and tracked within CA Clarity Agile without need for a separate defect tracking tool. View issues in the backlog along with user stories. Issues are added to sprints where progress is tracked. Issues are linked to user stories to track defect resolution and verify quality. Teams can track impediments, issues blocking the completion of a task, consistent with Scrum methodology. Team members can run reports that show all impediments for a given release, including who owns them and what the status is. Impediments added during a sprint are flagged as a risk when rolled up into CA Clarity PPM, providing enterprise visibility into the issues impeding team progress and the risks involved. Dependencies can be assigned between user stories, providing critical information regarding the relationships between user stories. Users can see which stories have dependencies and quickly tell which stories are depending on a specific story. Customizable burndown charts show completed work, remaining work, time to completion, cost, and other critical status information. Reports can be recreated to include estimation accuracy lines, number of issues completed, severity of issues, and user stories completed. A Flag column in lists provides quick access to critical information about backlog items such as impediments and dependencies. By hovering over items in the column, detailed information pops up preventing the need to open the full detail page. Likewise, user stories and tasks have a notification area at the top of each detail page identifying impediments and dependencies. Find information quickly using application-wide search with filtering capabilities. Users can search for key terms or IDs and jump directly to the applicable user stories, tasks, issues, releases, sprints, teams, epics, or themes. Users can filter searches on multiple criteria and save favorite filters for quick access. Integration with numerous ALM and development environment tools via the capabilities of Tasktop Dev and Tasktop Sync built into CA Clarity Agile at no additional cost. Provides unified planning, collaboration, visibility and traceability across systems. Import defects from systems such as JIRA and HP Quality Center or create and update defect issues in CA Clarity Agile and sync bi-directionally. Map CA Clarity Agile projects, attributes, and values to corresponding objects in other systems. Up-to-the minute synchronization of artifact data between CA Clarity Agile and integrated ALM systems and development tools. Configurable automated conflict resolutions across integrated systems. Analytics and dashboards focused specifically on monitoring integrated data across systems connected to CA Clarity Agile via Tasktop. Certified integrations to the following systems: HP Quality Center, HP ALM, Microsoft TFS, IBM Rational Team Concert, Atlassian JIRA, Borland StarTeam, Bugzilla, ThoughtWorks Mingle. Enable you to track application details such as financials, resources, business processes, charge-backs, business and technology factors. The Force.com Chatter communication tool is included with CA Clarity Agile at no additional cost. Chatter is a real-time social networking tool allowing team members and stakeholders to stay in constant contact, communicate status, and collaborate via news streams. Users can subscribe to and follow team members or objects such as sprints and user stories and view updates in news feeds. 21

22 Project Management Execute Projects with Control and Predictability Projects are the delivery vehicle for the execution of most any strategy and thus are critical to transforming ideas into innovation and business value within an organization. CA Clarity PPM s integrated approach helps organizations simplify project management complexity and reduce costs by maintaining real-time schedules, status, and budget controls. Figure 1: Project at a glance Create the Right Project Plan CA Clarity PPM supports any level of project planning, from the most basic to the most sophisticated. With just a few mouse clicks, project managers can create simple plans for collaboration and the tracking of key tasks and milestones, or detailed plans for capturing all of the information in a complex project. All project requirements, resource and cost accounting activities are fully integrated, allowing for seamless management throughout the project life cycle. Build Plans from Best Practice Methodologies and Templates Rather than starting from scratch, project managers can build their plans from pre-defined methodologies and templates included in CA Clarity PPM, content based on 30+ years of best practices (client use cases/pmbok/pmi). CA Clarity PPM provides organizations the flexibility to choose Waterfall (Traditional), Agile (Scum) or Hybrid planning in the same project. The CA Clarity solution, including CA Clarity Agile, enables organizations to: Clearly report progress, status, cost of projects, regardless of methodology (Traditional, Agile or Hybrid) Provide executive dashboards and articulate development value in a consistent, streamlined view Reflect, real time, the capacity of resources, no matter which type of project they are working on Empower your over-extended development staff to quickly update and report on progress in a single solution 22

23 Schedule and Staff Your Projects Quickly and Effectively CA Clarity PPM makes it easy to schedule key tasks and milestones, manage project and resource calendars, and group multiple subprojects into programs for schedule roll-up, all within the web-native CA Clarity environment. Users can leverage the CA Clarity Resource-Constrained Scheduling (RCS) algorithm within their web browsers to schedule project plans based on available resources rather than on task duration, providing a more realistic plan in less time. Users can also create tentative schedules, make changes and publish the schedule to the plan of record without having to download or maintain software. For advanced scheduling and baselining, CA Clarity PPM integrates seamlessly with both Open Workbench and Microsoft Project, making it easy to launch the preferred scheduling tool from within CA Clarity. Manage Risks, Issues and Change Requests CA Clarity PPM gives team members better control over project results by allowing them to systematically manage risks, issues and change requests. Using PMBOK-compliant terminology and processes, risks are captured, evaluated and scored, allowing managers to focus on those with the highest impact and probability. User-defined thresholds allow roll-up of critical risks to management dashboards for visibility and mitigation. Project managers can easily convert risks into issues, and issues into change requests, while maintaining history and interdependencies. With all of the associated impact information in one location, project team members can understand context, analyze trends, seek out root causes and aggressively minimize overall project risk. Effectively Manage Programs When you need to manage large programs with a related series of projects, CA Clarity PPM allows you to create and manage at the program level, providing top-down budgeting and forecasting as well as bottom-up risk, status, cost and schedule reporting for subprojects. Users can drill directly into the subproject details to manage more effectively and drive program success. Execute with Precision CA Clarity PPM makes it easy for your company to create reliable project plans and accurate estimates, find and assign the best resources, leverage organizational knowledge and best practices, empower teams through collaboration, and deliver meaningful reporting and analysis. The result is that your managers can deliver controlled and predictable execution of projects and programs, ensuring that the initiatives that drive your business are delivered on time and on budget. 23

24 Key Features: Project Management in CA Clarity PPM Features Benefits Basic or detailed project planning Best practices methodologies Browser based WBS management Multiple project baselines Custom fields and pages creation Provides support for any level of project planning and collaboration, including capabilities to capture and control costs, perform detailed resource scheduling, manage tasks against a timeline and track and complete deliverables. Automatically builds project plans--including key tasks, milestones, role assignments and forms--based on your project managers answers to project profile questions. This allows you to build best practice plans for consistent use throughout your organization, including a phased WBS with tasks and activities, a project schedule, a budget and forecast, Allows your project managers to build simple project plans, manage complex project tasks and make task assignments, all within the CA Clarity PPM browser-based environment. This eliminates the need to launch separate desktop project management applications such as Microsoft Project and you can edit Gantt charts right in the interface. Gives your project managers the ability to compare forecasted tasks and effort with current requirements and original budgets. They can then modify their approach to the project midstream, making the strategic decisions necessary to come in on time and on budget. Allows you to configure the system so that it captures and reflects information and processes unique to your business needs. CA Clarity makes it easy for your users to create custom fields and pages within CA Clarity PPM, and to arrange and label both standard and custom fields in the way that makes sense to your organization. Scheduling & Staffing Timesheets Auto-populating timesheets Timesheet approval Offline timesheets Provides your managers with complete access to all of the work your people are doing and all the costs associated with that work. Users create timesheets that are automatically linked to their assignments where they not only record the time spent working on tasks and incidents but also designate billing charges and attach explanatory notes. Employees entering daily time can automatically populate their timesheets based on information submitted in the previous week. When people are assigned new work, these tasks and incidents automatically appear on the timesheet for tracking. Provides oversight to ensure timesheets are accurate and complete before being submitted to billing. Timesheets are fully enabled for workflows in the process engine, allowing your organization to set up simple or complex approval routing plans, including split approvals. Allows your mobile knowledge workers to track and review their time while disconnected from the network. Offline timesheets, managed in Microsoft Excel, are synchronized and submitted when the user reconnects to CA Clarity. Offline timesheets are available in all languages supported. Risk, Issue & Change Management PMBOK-compliant risk scoring Risk sorting, filtering and thresholds Portfolio risk assessment Automatically calculates risk scores based on probability, impact and category weighting, ensuring that risk scoring is consistent across all of your initiatives. Allows your users to quickly identify high-impact risks that need immediate attention, ensuring that team members focus risk mitigation strategies in the most important areas. Improves decision making around current and future projects by rolling risk scores up to the project portfolio in CA Clarity PPM. Program Management Project roll-up into programs Program and project level planning Program dashboard Program drill-down Benefit realization graph Provides top-down planning and bottom-up aggregation by enabling projects to be grouped into programs. Allows your users to budget costs and benefits at the program level without completing detailed project plans. As projects are executed, high level estimates are replaced with project level specifics. Enables your executives to see at a glance whether the overall project portfolio is on track in terms of budget, issues, schedule, milestones and risk profile and to drill down into any initiative that is having problems. Allows you to easily assess risk and ROI, actual spending versus budget, forecast cost expenditure and expected benefit delivery through a simple drill-down from the program level to subproject details. Lets you compare top-down program benefit estimates with bottom-up project accruals to ensure that your deliverables match expectations and to improve future planning. 24