CA Clarity PPM Solutions

Transcription

1 CA Clarity PPM Solutions Drive the Success of Your Business through Project & Portfolio Management CA Clarity PPM assists you in driving strategic initiatives across your entire enterprise by managing your dynamic business requirements, complex projects, global resources and limited budgets. Whatever your needs, CA Clarity PPM provides you with unique solutions built on highly configurable PPM functionality, an architecturally superior platform and built-in best practices. For an immediate impact on your bottom line, you can roll out CA Clarity PPM in phases or quickly deploy packaged service offerings. CA Clarity PPM can empower your own team to deliver accurate, precise project and program results for areas such as: Corporate Portfolio Management (CPM) Companies today spend more and more time micro managing individual investments while organisational decisions are neglected. CA Clarity PPM enables organisations to get a holistic view into the company s investment portfolio and facilitates fact based decision making. CA Clarity PPM helps to align investments with corporate goals, thereby selecting opportunities that deliver the highest return from scarce resources. 1

2 IT Governance (ITG) CA Clarity PPM helps you run IT like a business, aligning IT spending with business objectives and priorities and demonstrating measurable value from your company s technology investments. Our software also helps you to take advantage of cost-cutting measures and create accountability and ownership for your IT organization. With CA Clarity PPM, you ll be able to more easily operate in accordance with today s strict corporate governance requirements. New Product Development (NPD) CA Clarity PPM for New Product Development helps product development organizations optimize NPD resources, shorten the time to market for new launches, increase the rate of innovation, increase new product sales and reduce new product development costs. This is achieved by balancing all product development resources for optimum strategic, financial and operational impact across all product lines in all product life cycle phases. Leading companies are already using CA Clarity PPM for New Product Development to improve product development performance. Professional Services Automation (PSA) No matter how complex your engagements, CA Clarity PPM helps you profitably deliver services to even your most demanding clients. By integrating deep functionality for projects, resources and finances, CA Clarity PPM helps you better respond to client requirements, maximize the utilization of your resources and improve your billing cycles. Enterprise Change Management CA Clarity PPM enables IT organizations to incorporate best practices and workflow to automate all change activities. It will provide a unified and integrated business process that spans project and portfolio management, service desk, asset management and software change management. Enterprise Visibility Option A lack of effective engagement and collaboration between IT and the business impedes IT investment decision-making and ultimately limits organizational efficiency and revenue growth. By extending visibility into CA Clarity PPM across the enterprise, engagement between IT and the business becomes stronger and organizational efficiency improves. This single, integrated view across IT activity ensures data consistency and streamlines communication. The result is effective collaboration and improved alignment between the business and IT. 2

3 CA Clarity PPM Core Modules CA Clarity PPM offers core project and portfolio management functionality, no matter what business you support. This core functionality provides organizations the ability to unify and simplify PPM information and processes into a single system of record. Resource Management Demand Management Project and Portfolio Management Project Management Collaboration Cost and Time Management Reporting Configuration Workflow CA Clarity PPM Resource Management Maximize the return from your people CA Clarity PPM enables organizations to gain optimal results from their most valuable asset - - their people. To speed time-to-results, companies must quickly find the right people and form cross-departmental teams to resolve complex problems. With a limited number of skilled people available, organizations must optimize their processes for staffing teams and include people from different regions to assure that all requirements are met. Maximizing resource utilization through capacity planning reduces organizational costs while delivering successful programs. CA Clarity PPM enables organizations to: Allocate the right people at the right time Balance resource capacity and project demand Manage resource requests and staffing Identify and track key skills and experience 3

4 Evaluate future capacity by role for improved planning Allocate the Right People at the Right Time Quickly search for and select qualified people based on availability and/or skills across the entire global organization. Balance Resource Capacity and Project Demand View portfolio summaries that contain resource demand and project status by organizational breakdown structure (OBS) hierarchies such as geography, departments, project type and resource roles. Conduct a "what-if" type analysis on projects to see how demand requirements change. Manage Resource Requests and Staffing Communicate resource requirements to resource managers in an efficient and orderly manner. Give resource managers the tools needed to locate and deploy people with the right skills from both internal and external sources to meet the business need and to communicate with them during the entire process. Identify and Track Key Skills and Experience Confront the challenge of realizing the full potential of your skilled resources by tracking, categorizing and organizing skills. Quickly identify the optimum resources available for each work effort. 4

5 CA Clarity PPM Demand Management Gain Total Visibility Into Supply and Demand CA Clarity PPM creates a critical connection between the service and project functions of your organization. It provides a single view through which all demand can be evaluated and managed, while offering total visibility of resource utilization. Because project or planned work is only a portion of overall effort, organizations know that IT governance, portfolio planning, and financial management is ineffective without a view into the service work that creates demand and taps precious resources. CA Clarity PPM enables organizations to: Capture all demand Systematically collect and evaluate ideas Effectively manage unplanned work Understand and manage the cost of demand Manage status, assignment, costing and disposition of incidents and other service requests. Capture All Demand on the IT Organization Manage demand of the organization, across a variety of forms, including project requests, service requests, incidents, ideas for new products and services, strategic initiatives and the casual requests for support that consume considerable resources. Systematically Collect and Evaluate Ideas Capture, catalog, evaluate and approve product or technology ideas, project requests and early-stage initiatives. Once approved, convert ideas into the appropriate project, asset, 5

6 application or product record within the system, allowing portfolio planning, resource allocation, and time and cost tracking to begin immediately. Effectively Manage Unplanned Work Capture incidents and service requests (unplanned work) from the IT help desk and qualify them for impact, urgency and priority. Requests can be converted into new projects or tasks and then managed with CA Clarity PPM to build schedules, allocate resources, track milestones, and manage deliverables. More importantly, capture costs related to this unplanned work, allowing for charge-back work to the businesses making requests. Understand and Manage the Cost of Demand Automatically calculate the cost for the work performed on incidents and other requests based on the resources assigned, whether that assignment is made in the ITSM application or in CA Clarity PPM. The cost and incident information provided, rolls up to applications and assets, allowing portfolio managers to make better decisions about their IT investments, including which to enhance, which to maintain, which to consolidate and which to retire. CA Clarity PPM Project and Portfolio Management Make the Right Investment Decisions CA Clarity PPM enables organizations to align investments with corporate goals, thereby selecting opportunities that deliver the highest return from scarce resources. Organizations can strategically manage investments, resources and commitments using sophisticated evaluation and selection criteria, creating and optimizing planning scenarios, communicating decisions, monitoring progress and managing new ideas. CA Clarity PPM provides: Investment planning with the ability to create and assess project and product portfolios Flexibility and accuracy in measuring investment evaluations through out-of-the box metrics such as benefit, cost, alignment, and risk Unlimited "what-if" scenarios to help select the best business alternatives Real-time investment status for faster response to success impediments Idea management to help avoid missed business opportunities by providing an enterprise-wide vehicle for employee engagement. Realistic portfolio scenarios that take into account dependencies among investments 6

7 Ensure project, product and resource investments are aligned with strategic goals using portfolio analysis portlets that are easily personalized CA Clarity PPM Project Management Execute Your Projects with Control and Predictability CA Clarity PPM helps you deliver projects efficiently and flawlessly by providing you with enterprise program and project planning, estimating, budgeting, resource allocation, collaboration and time capture; all the tools you need for mistake-proof project execution. CA Clarity PPM enables organizations to: Create simple or complex project plans Utilize best practice templates and methodologies Manage risks, issues and change requests 7

8 Monitor project status and activities through a personalized project dashboard. Create Simple or Complex Project Plans Key tasks, Work Breakdown Structure (WBS) hierarchies, estimates, dependencies, deliverables and staff assignments can all be included in your project plan no matter how large or small. Threaded discussions, document management, and time tracking help improve project collaboration across projects. Utilize Best Practice Templates and Methodologies Build your project plans using pre-defined methodologies and templates included in the CA Clarity PPM solution. Expedite your project creation processes and leverage workflow capabilities to automate project management tasks, including time sheet notifications, budget forecast updates, action items, resource allocations, document routing and approval. Manage Risks, Issues & Change Requests Gain control of your projects results by capturing, evaluating and scoring risks using PMBOK-compliant processes. Roll-up risks to management dashboards for visibility and mitigation. Easily convert risks into issues and change requests to better identify root causes and aggressively minimize overall project risk CA Clarity PPM Collaboration Provide a Collaborative Environment CA Clarity PPM allows teams to work together on any type of business initiative with participants from around the globe. It facilitates the decision-making process by enabling teams to establish discussion threads to post questions, communicate and resolve issues and share documents. It also enables team members to share a calendar containing project-specific 8

9 events, milestones and to-dos and tap into existing knowledge including company forms, templates, best practices and reports. CA Clarity PPM enables you to: Securely store, access and manage documents Utilize portlets and dashboards Raise business intelligence Collaborate with team members through documents and discussion forums Securely Store, Access and Manage Documents Store and share documents while ensuring security by user, group or role, and organizational breakdown structure (OBS), ensuring that everyone has access to the documents they need and nothing more. Users can control documents, use powerful search functionality and route document workflow. Utilize Portlets and Dashboards Create custom dashboards comprised of a set of portlets-small windows of information presented as graphs, tables, or web page snippets-that are built and deployed by manager users. Transform core data set into insightful reports on key metrics such as cost, benefit, budget, status, risk, time, duration, availability and alignment. Portlets are automatically secured; ensuring users see only the data for which they are authorized. 9

10 Raise Business Intelligence Simplify the business intelligence process by providing real-time portal views and powerful reporting and analytics to offer users a more structured way to understand that data. CA Clarity PPM Cost and Time Management Streamline Your Project Billing, Chargeback, and Financial Reporting Processes CA Clarity PPM brings you a complete solution for managing costs and revenues associated with all of your strategic projects. Not only can you report on both internal and external costs, but you can also increase cash flow and effectively manage your budget through real-time control of billing, invoicing and chargeback allocations. Sophisticated categorization functionality allows you to segregate capitalized expenditures from expenses for appropriate financial reporting and compliance with SOP The chargeback functionality allows transactions from internally-funded projects to be mapped to and allocated across business units and departments, providing equitable distribution of project costs. CA Clarity PPM enables organizations to: Chargeback allocations Create and send invoices for work performed Establish billing & cost rates Generate management and operational reports Chargeback Allocations CA Clarity PPM supports chargeback allocations as a percentage split at the overall project level or at the individual task level, separating costs incurred by team, including resource salaries. 10

11 Allocate costs of internally-funded projects to appropriate business units. Create and Send Invoices for Work Performed Bill by fixed price or time-and-materials, as well as issue credit memos and re-bill, all in multiple currencies. Gain transaction-level control documentation required for significant accounts under Section 404 of the Sarbanes-Oxley Act. Establish Billing & Cost Rates Maintain multiple rate matrices that establish bill and cost rates for labor, expenses, materials and equipment, align multiple currencies. These costs, along with administrative charges, are then aligned with your budgets and posted. Rate matrices accept forward-moving rate changes without changing historical data, providing you with an accurate accounting of project costs by resource, period, year and organization. Generate Management and Operational Reports Accurate financial reporting, includes revenue forecasts, work-in-process analysis and transactional analysis information to quickly identify potential cost overruns and other financial issues. It also gives financial information, cost allocation, time and expense capture and accurate billing, to help streamline financial management processes and improve operations. 11

12 CA Clarity PPM Reporting CA Clarity PPM reporting and metrics provide the information organizations need to make fact-based decisions. There are numerous standard reports within the CA Clarity PPM solution that help collect information on investments, resources, project statuses, and profitability. CA Clarity PPM connects this business information to red, yellow and green stoplight reports for quick, visual alerts based on a project or program s risk, budget or status. This information can then be drilled down to obtain further detail. Standard reports included within CA Clarity PPM: Budget/ forecast analysis Key tasks and milestone status Project analysis and profitability Resource assignments Resource bench Timesheet detail Quickly assess project risk based on real-time project metrics. 12

13 CA Clarity PPM Configuration Deliver Dynamic, Personalized Content CA Clarity PPM makes it easy for you to create a work environment in which information is delivered, and actions are taken, in ways that make the most sense for your organization. Portal technology gives users a single place to obtain personalized content and a standard, easy-to-use interface and allows administrators and users to create and deploy personalized portals, pages, menus and business objects that adapt the software to your business process, not the other way around. CA Clarity PPM enables you to: Create portlets and dashboards Personalize the CA Clarity PPM environment Tailor configurations to your needs Combine chart and table portlets onto personalized pages to convey real-time information. Create Portlets and Dashboards Populate portlets with graphs, tables, workflows, best practices, documents and forms -- available in real time without the need to execute and review reports. Examples include: Displaying information graphically in bar, bubble, column, funnel, line, pie and scatter charts. Using Gantt charts and bars to communicate schedule, progress and phase-gate status. 13

14 Building scorecards by segmenting continuous data into groups and applying red, yellow-green stoplights, unapproved-approved checkmarks and leading-steadytraining performance indicators. Personalize the CA Clarity PPM Environment Easily configure and extend the user interface and navigation features to improve productivity, reduce training and support costs and provide real-time personalized content. Through the point-and-click browser interface, administrators can: add new pages to the system (choosing what information to display, who has access, and how they can act upon it), personalize the main menu navigation (in multiple languages), apply a distinctive design to the user interface. Tailor Configurations to Your Needs Configure and extend business objects through the PowerMods framework. Administrators can define and lay out forms with a mix of standard and user-defined fields, specify validation rules and default values, create list views with filters and sorts and establish hyperlinks between objects. Custom fields created are distributed to all CA Clarity PPM interfaces, including the web-based user interface, the Workbench client application, Microsoft Project, the Process Manager workflow engine, and the CA Clarity PPM XOG (XML Open Gateway) for application integration. CA Clarity PPM Workflow Automate Business Processes to Save Time and Money CA Clarity PPM allows all of your business processes to be managed as a unified whole, making it easier to optimize and standardize them across your entire organization. You achieve increased business agility, lower your process costs, and generate more innovation, growth and strategic thinking. CA Clarity PPM enables organizations to: Create powerful workflows to automate business processes Leverage open process standards 14

15 Intuitive graphical workflows facilitate immediate understanding of business process interactions. Create Powerful Workflows to Automate Business Processes Improve the quality of your processes, compliance and consistency of work with structured workflows. Easily track the flow of ideas, documents, resources, time sheets, forms and investment proposals. Take immediate action as unexpected problems arise. Automate the selection of appropriate workers to perform specific action items or receive notifications through role-based assignments. Workflow notifications can include: Events such as approvals and rejections To-dos, such as new assignments and action items Notes to fully detail follow-up actions Time submission and approval Out-of-the-box processes include: Document approval Time sheet approval Idea approval Six Sigma DMAIC New Product Development Enable a gate review at the end of each project phase and allow review committees to specify conditions for exiting from the gate. As each gate is passed, the workflow can be configured 15

16 to automatically copy the next set of tasks, documents, roles, budgets, and forms from the template into the project, creating all information necessary to complete the current phase. Leverage Open Process Standards Supports Business Process Management Language, an industry-standard, comprehensive means of specifying the processes of an enterprise. Seamlessly connected with the XOGâ (XML Open Gateway) service to facilitate importing and exporting processes and loading standard or third-party processes. CA Clarity PPM Accelerators Best Practices Accelerators CA Clarity PPM offers an extensive set of pre-configured, best practices content that accelerates your deployment and gives complete transparency into business performance. PRINCE2â PMO CA Productivity Accelerator 16

17 CA Clarity PPM Architecture The CA Clarity PPM Platform is built from the ground up to fully embrace J2EE. It provides the standards-based services required to deliver scalable, reliable deployments. Key elements of the CA Clarity PPM technology include: Integration Scalability Security Accessibility Integration Organizations can readily combine the power of CA Clarity PPM with legacy systems, enterprise applications such as enterprise resource planning and customer relationship management systems, and Microsoft Office tools using extensible Markup Language (XML) and Java-based APIs. Clarity PPM XOG (XML Open Gateway) Architecture Scalability CA Clarity PPM can be placed on separate servers, allowing customers maximum flexibility in configuring hardware infrastructure. The application server is designed for stateless operation which allows for load balancing techniques. In addition, the solution has redundant failover capabilities which increase uptime for large deployments. 17

18 CA Clarity PPM Architecture Security SSL connections help ensure that all communication from server to browser is encrypted, while the ability to integrate to LDAP systems help verify that a user is authenticated and authorized to access data. In addition, CA Clarity PPM offers flexible security administration based on roles, groups and organizational breakdown structures (OBS). This enables companies to construct virtual walls between business units and determine what the user can see and act upon. Accessibility CA Clarity PPM was designed to be accessible through any web browser, allowing all users to have the same information no matter where they are located. CA Clarity PPM is designed to be browser agnostic and accessible through, but not limited to, Internet Explorer, Firefox, and Safari. This eliminates desktop maintenance headaches, as its ultra-thin Web client requires no desktop software, no Java applets, and no ActiveX controls. 18

19 CA Clarity PPM On Demand Project and Portfolio Management (PPM) solutions are an absolute necessity for organizations trying to better manage projects, resources and financials. However, organizations are continually challenged with pressures to implement these solutions in a quick, low-risk and cost-effective manner. Fewer resources, limited budgets, and increasing organizational complexities make delivering rapid ROI seemingly insurmountable. CA Clarity PPM On Demand helps your organization meet these challenges by providing a proven enterprise PPM solution delivered over the web. CA Clarity PPM On Demand shortens deployment time, reduces risk and lowers costs. The solution's flexible on-demand architecture allows your organization to easily scale as the business needs grow. The hardware and infrastructure that delivers the service, the right to use the solution, and maintenance and support costs are all included in a monthly per-user subscription. Benefits of CA Clarity PPM On Demand include: Faster ROI. CA Clarity PPM On Demand helps your organization get rapid results. The flexible on-demand solution ensures deployments happen in as little as 5 days. Embedded best practices and solution accelerators make it possible for you to quickly get up to speed and get immediate results. Reduced Costs. CA Clarity PPM On Demand requires no additional IT infrastructure investments or up-front installation costs, and uses minimal resources for administration and maintenance. Because the solution is on-demand, your organization can just pay for what is needed and scale appropriately as the needs change. Lower Risk. CA Clarity PPM On Demand reduces IT risks by providing automatic IT-friendly upgrades that require no implementation or re-customization. Your business users can also leverage a proven enterprise-class solution that is based on almost 10 years of usage in the market and the collective input of tens of thousands of users. New enhancements to CA Clarity PPM On Demand provide organizations with a low-risk solution that includes essential PPM functionality to get started quickly, best practices that can be added as your organization grows, and tailored solution-specific functionality to meet an organizations specific ITG or NPD needs. These new capabilities ensure organizations maximize portfolio value and minimize project cost. The latest release of CA Clarity PPM On Demand includes: 19

20 Tailored functionality for IT Governance and New Product Development: Organizations with more advanced IT needs, or those looking to improve their new product development processes can now subscribe to tailored solutions on demand. These solution-specific, on-demand services reduce risk by delivering the specific functionality buyers need. An easy starting point with just the essentials: Users can get started quickly with the essential PPM functionality (known as œcenters) needed to manage projects, resources, demand and portfolios. With per-user pricing, quick provisioning, implementation in a week, and education included, included, there s little risk in getting going with a PPM initiative. CA Clarity PPM On Demand Essentials provides organizations with four centers, which deliver critical PPM capabilities: Demand Center - helps to easily rank project and determine where to invest Resource Center - provides information on roles, resources, allocations and assignments Project Center - is the project manager's nerve center for viewing projects & their metrics Portfolio Governance Center - delivers an aggregate view across projects to help executives view KPIs 20

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