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

25 Resource Management Maximize the Return from your People CA Clarity PPM is designed to bring you optimal results from your most valuable asset your people. In order to speed time-to-execution for the work you do, you must quickly find the right resources to solve complex problems. You have to staff your projects and programs with the right people, working on the right tasks at the right time to ensure that you deliver value to your stakeholders. Deploying the right resources to the right projects focused on driving growth of any organization is key to your success. CA Clarity PPM enables you to manage the entire spectrum of resource requisitioning with four major resource components: Resource Finder: Quickly search for and select resources Resource Capacity Planning: Gain portfolio insight of overall demand vs. capacity Resource Requisitioning: Enable an efficient supply and demand process Skills Management: Realize the full potential of resources Figure 1: Resource Management Dashboard Match Your People to Your Project Deploying skilled professionals on the right teams is one way to make sure you retain resources who can contribute to the growth of your organization. CA Clarity PPM provides you with the tools you need to understand the skill sets of individuals and to track their development, experience and interest, as well as to manage the entire spectrum of resource requisitioning, searching and staff assignments. 25

26 Resource Finder enhances the staffing process by allowing you to quickly search for and select resources, then drill down to specific information about each person, including skills, current resource allocations and individual calendars. You can also view graphical displays that identify under- and over-utilized staff, making it easy to find available, qualified people across your entire global organization. Once a project is created in CA Clarity PPM, project managers can schedule project plans based on available resources rather than on task duration, providing a more realistic plan in less time. Project managers can also assign non-project team members directly to tasks for more detailed planning and visibility of resource assignments. Balance Your Resource Capacity and Project Demand The Resource Capacity Planning feature in CA Clarity PPM gives you insight into your organization s portfolio, showing you how overall work (demand) compares with overall resource availability (capacity). You can view aggregated summaries by organizational breakdown structure (OBS) hierarchies such as geography, departments, project type and resource roles. Strategic planners can conduct what-if analyses on projects by changing project attributes to simulate different project scenarios. For example, you can exclude lower priority projects that are not yet approved or shift project dates and resource allocations, to see how demand requirements change. Maximizing your resources through capacity planning reduces your costs while delivering successful programs. Manage Resource Requests and Staffing Resource Requisitioning allows you to efficiently gather the resources you need, both from the demand side and the supply side of the requisition process. It provides you with an efficient and orderly mechanism for communicating your resource requirements to resource managers. In addition, it provides resource managers with the tools they need to quickly request, locate, and deploy the appropriate resources with the right skills from both internal and external sources and communicate with you during the entire process. Identify and Track Key Skills and Experience With continual employee training and development, and employee turnover, your company must confront the challenge of tracking, categorizing and organizing employee skills. The Skills Management tool lets you quickly identify the optimal resources available for each project. CA Clarity brings you a method for understanding the skill sets of individuals, allowing you to track their development, experience and interest levels. Whether your organization uses a formal or informal requisition process to staff projects and other activities, CA Clarity PPM gives you the flexibility you need to work the way you want and get the most value out of your resources. 26

27 Key Features: Resource Management in CA Clarity PPM Features Benefits General Powerful resource search Resource histogram views Enhances your ability to staff projects quickly by searching for resources by name, role, availability, skills and resource pool and OBS unit, while optionally specifying minimum percentage match for availability and skills, the proficiency required for each skill and the interest level of individuals. Lets you manage daily interactions with external partners by staffing resources and tracking time and expense. Increases your ability to find the right people by allowing you to search documents attached to resources, including resumes and bios. Ensures only the most appropriate resources are booked by providing you with a visual indication of staffing allocations over user-defined time periods. Resource Finder Organizational Breakdown Structure Resource booking options Allows you to find people by geography, business unit or other organizational structures, ensuring work requirements are matched to people in specific organizational units. Based on system options, you can manage resource allocations for hard booked (committed) and soft booked (planned) time for each of your staffing requirements. Lets you un-book a resource that has been hard booked to a given project, either as a complete or partial un-booking. Also supports additional booking when you need a resource beyond the original booking terms. Resource Capacity Planning Capacity planning views What-if scenarios Demand vs. people analysis Demand vs. roles analysis Focuses on critical areas by highlighting your capacity and demand overloads within specific organizational units, projects or roles, enabling you to compare the capacity of the resources allocated to projects versus their actual assignments to project tasks. You can specify your own thresholds for when a resource is under- or over-allocated. What-if scenarios are fully integrated throughout the CA Clarity system. They maximize your usage of existing resources by allowing what-if analyses for investments, projects, start dates, priorities and staffing requirements. Gives you the ability to view your usage of existing resources by letting you compare current project demand against available people in your organization. Allows you to plan future resource needs by comparing forecasted project demand against roles required to staff them. Resource Requisitioning Internal & external resource requisitions Resource shortlists Requisition management Routing and status notifications Effectively routes your resource requests to the appropriate managers. Provides you with the ability to specify precise skills, time allocation and dates needed along with weighting factors for these criteria. Extends your company s reach into additional resources by giving you access to external vendors, including contractors, partners and suppliers. Provides you with a list of possible candidates from which the project manager can select the desired staff. Lets you create a requisition for a single staffing requirement, which allows you to handle staffing needs on a case by case basis and facilitate more targeted routing and assignment of the requisition. Or, you can define simple or complex workflows for resource requisitions, including multiple assignment and review steps, along with escalations and notifications, for an automated process. Lets you route a requisition to a specific resource manager. Keeps you both updated on the status of your request, including staffing changes and resource approval, through automatic updates sent out each time the requisition status changes. Skills Management Categorize, organize and assign skills Parent/child skills hierarchy Skills self-reporting Helps your company to keep track of information about your employees capabilities and interests by allowing the assignment of one or more skills and interests to each individual. Including interest levels is key to retaining top talent and allows you to focus your valuable resources in areas that provide challenge and personal growth. Parent/child skills hierarchy Allows you to group skills by organizational hierarchy and resource pools, creating parent skills, such as software engineering, and child skills, such as Java programming. The hierarchy is unlimited in depth and is completely searchable. Distributes the reporting of skills and interests to employees themselves, ensuring that your company s skills inventory is maintained without significant overhead. 27

28 Governance/Standards/Best Practices Get Started Quickly CA Clarity PPM offers an extensive set of pre-configured, best practice accelerators that speed deployment and give complete transparency into your business performance. This includes role-based content designed specifically for the Project Management Office (PMO), specifically including PMBOK, PRINCE2 and Agile methodologies. Leverage established best practices The CA Clarity PPM PMO Accelerator provides a collection of ready-to-use content leveraging established best practices. Installable as a Clarity add-in, this accelerator enables you to get started quickly with pre-defined dashboards, portlets, processes, reports, and views. PMO Accelerator portlets provide an overall view across your projects, giving you a clear understanding of what is going on in your business. The Accelerator allows you to easily add additional reports, templates and modify dashboards and portlets with relevant information. Adopt PMBOK best standards CA Clarity provides PMI-PMBOK framework artifacts out-of-the-box. Using the project templates, supporting process flows, dashboards, portlets and pre-configured data views, you can implement PMBOK compliant processes quickly and with confidence that you are leveraging accepted standards for efficient execution of your projects. Leverage the PRINCE2 standard CA Clarity PPM provides out-of-the-box functionality to support the PRINCE2 methodology. The features include pre-configured processes and content that provides a starting point for the standard, enabling you to quickly implement the PRINCE2 methodology within your organization. It includes a set of dashboards, portlets, and portlet pages that enable the various PRINCE2 stakeholders to track and monitor their projects. In addition, the PRINCE2 accelerator is fully configurable, which helps your organization tailor the framework to maximize the full benefits of the methodology. 28

29 Key Features: Governance/Standards/Best Practices in CA Clarity PPM Features Benefits PMO Accelerator Project dashboard Portfolio dashboard Program dashboard Issues & risks Investments portlet Financials portlet Cost and effort performance portlet Resource utilization portlet Staffing portlet Portfolio scorecard PM alerts Project lifecycle & processes Business alignment & status reports Dashboard enables you to see projects as a hierarchy. The hierarchy allows you to drill from a project through its work breakdown structure to the lowest level of resource assignments. The dashboard provides more visibility and control into project governance through the use of project schedule, cost, and effort metrics. Use the overview portfolio dashboard page to review portfolios, select investments for the next investment period, and to adjust current in-flight portfolios. This page provides portfolio managers more visibility and control into portfolio governance. Use the overview program dashboard page to review the program cost and schedule. Compare this data to the cost and schedule of projects belonging to the program. The page provides program managers more visibility and control into program governance. The overview issues and risks page provides a place to manage all the issues and risks you track in CA Clarity PPM. Displays information about investments included in a portfolio. Use this portlet to view the stage, alignment, risk, cost, and role demand of the investments in the portfolio. Displays financial information about investments included in a portfolio. Use this portlet to view the planned benefit, planned cost, actual cost, planned ROI, planned IRR, and planned payback period of the investments in the portfolio. Displays cost and effort performance amounts and variances for investments included in a portfolio. Use this portlet to analyze the effort and cost of ongoing portfolio investments. Displays allocation versus assignment by month, illustrated in an area graph. Use the Resource Utilization portlet to view the amount of resource effort required or expected to complete the projects associated to a program Lets you identify projects where resources are not assigned to tasks within the days outlook. The portlet displays in a bar chart format the unstaffed ETC hours, which are hours assigned to a role instead of a resource. Having added your organization's investments as contents to your portfolio, examine your portfolio and evaluate its performance. Portfolio planning and analysis occurs within the time window of the start and finish date of the portfolio. This is referred to as the portfolio planning horizon. The amounts displayed in the portfolio portlets are restricted to the portfolio planning horizon. Use the portlets on the scorecard tab to view alignment and schedule of investments in a bubble graph and to see a list of investments included in the portfolio. In addition, you can create scenarios to perform what-if analysis in the portfolio with your mix of investments. Each portlet helps support the decision-making process to approve, reject, postpone, add, or remove investments from the portfolio. Provides a high-level, exception-based view of project manager activity. Alerts indicate potential problem areas to monitor within the days outlook range. Automated processes are included to help you manage the project lifecycle, starting from idea review and approval to project creation You can use alignment factors to calculate the business alignment for an investment. You can use status reports to create a weekly, monthly, or quarterly status report. A status report indicates how a project or program is doing in terms of schedule, cost, and scope where compared to the plan. CA Productivity Accelerator Web-based just in time training See it mode Try it mode Know it mode Do it mode Recorder Live, in-application support instills user confidence, improves data accuracy as well as reduces help desk calls. Provides role-specific simulation of how a user performs specific business processes within the application. Allows the user to practice executing processes within a safe, self-paced, interactive environment. Tests the user s knowledge and proficiency before they actually touch the live application. Delivers context-sensitive support from the Clarity embedded help menu and is designed to walk the user through a business process at the precise time they need it. Automatically captures screenshots and actions performed for each transaction in the business process. 29

30 Executive Dashboards & Reports Provide Insight to Decision Makers Gathering and interpreting your company s portfolio, project, resource and financial data to arrive at meaningful conclusions can be a painful process, especially if yours is a global business. CA Clarity simplifies it by providing you a more structured way to view and understand that data. A fully integrated reporting engine contains deep data visualization and analysis capabilities. Standard reports are seamlessly embedded throughout the entire software solution and are readily accessible for every user to answer key questions about their work and business. CA Clarity provides a full set of predefined and configurable reports across all aspects of the functionality including projects, resources, financials, portfolios and demand. In addition, Clarity also provides multiple role based dashboards as part of our PMO accelerator package. These dashboards are completely configurable and can be tailored to support your needs. Enhance communications with shared data CA Clarity PPM includes Business Objects reporting which allows for customers to add ad-hoc reports and execute them immediately or on a schedule. You can run and view Crystal and Web Intelligence reports. With this capability, you can write reports designed to record important data, execute them on a regular schedule and back up the results in PDF, RTF, Microsoft Word or Excel. Clarity also includes Xcelsius, a dashboard tool used to build visualizations that provide a visually rich and interactive approach to analyzing data. You can export visualizations to a Flash file format and create an interactive portlet in CA Clarity PPM. Xcelsius visualizations can display real-time CA Clarity PPM data outside of CA Clarity PPM, such as from a PowerPoint presentation, Word document, and more. Clarity offers bubble charts, heat maps, summary and detail report, dashboards and portlets, and all the views can be drilled down or rolled up and configured by the end users without any programming expertise required. Figure: Dashboard View 30

31 Provide the right information to the right audience CA Clarity provides you with a rich set of portal functions that allow users to create their own custom dashboards. Each dashboard is comprised of a set of portlets small windows of information presented as graphs, tables or Web page snippets that are built and deployed by CA Clarity power users. You can configure portlets to deliver business intelligence in meaningful ways. Using extensive filtering, sorting and charting features, you can create insightful reports on key metrics such as cost, benefit, budget, status, risk, time, duration, availability and alignment. Personal dashboarding allows individual users to create and manage portlets and dashboards and share dashboards with other users. Configure reports to address your specific needs The Clarity data mart is the basis for standard reports and helps report authors create their own multidimensional reports based on logical data presented in terms that are familiar to business users. Reports can be set up as a job and jobs can be run at any interval of time from minutes to hours to specific times of day. You can use any OLAP report writer to create reports and CA Clarity PPM ships with a data dictionary and reporting data model to assist with developing ad-hoc reports. 31

32 Key Features: Executive Dashboards & Reports in CA Clarity PPM Features Benefits General Clarity data mart Abstracts Clarity data into a familiar and logical presentation for creating reports, either within the CA Clarity system or via third party reporting and analysis tools. Numerous standard reports Provides readily accessible reports that answer key questions about work and business, including: Budget/Forecast Analysis Resource Bench Resource Assignments Key Tasks and Milestone Status Project Analysis and Profitability Timesheet Detail Currency conversion Organizational Breakdown Structure Stoplights On-demand report generation Provides a single master currency for reporting and analysis. Multicurrency transactions are appropriately converted to the home currency when the data mart is populated. Allows you to configure roll-ups and summary levels based on your organization s units, locations, divisions, programs or any other criteria you choose. Connects your business data to red, yellow and green stoplights, providing a visual alert based on a project or program s risk, status, issues, budget or other user-configurable key process indicators. Makes it easy to extract relevant and up-to-the-minute data to produce reports on demand. Drill-down reporting Provides links for navigating to business reports, specific sections or pages within the same or different report, or to new reports. Role-based reporting Export to Microsoft Excel Gives users one-click access to reports that are relevant to them. Users see only what they need. Provides a simple way to conduct additional analysis by downloading report content directly to Microsoft Excel. Free report distribution Business Objects reporting Interactive visualizations & portlets Variety of report formats Personal dashboarding Creates a low-cost way to disseminate information. Reports can be printed or exported to PDF files and distributed across your enterprise without additional license or user fees. Run and view Crystal and Web Intelligence reports and save and backup reports in PDF, Rich Text Format (RTF), Microsoft Word or Excel. Xcelsius, enables you to build visualizations that provide a visually rich and interactive approach to analyzing data. You can export visualizations to a Flash file format and create an interactive portlet in CA Clarity PPM. Clarity offers bubble charts, heat maps, summary and detail report, dashboards and portlets, and all the views can be drilled down or rolled up and configured by the end users without any programming expertise required. Allows individual users to create and manage portlets and dashboards and share dashboards with other users. 32

33 CA Clarity PPM Cross-Module Functionality Powerful and easy-to-use capabilities in all modules of CA Clarity PPM The following are capabilities available throughout the CA Clarity PPM application across all modules. Provide a Collaborative Environment CA Clarity allows your global teams to work together on any type of business initiative. You can: Resolve issues Team members can establish discussion threads to post questions and answers, share documents and make decisions. Manage project events and action items Users share a calendar containing project-specific events, milestones and to-dos. Tap into existing knowledge The global Knowledge Store, a common repository for documents and information, provides a perfect location for your company forms, templates, best practices and reports. Securely Store, Access and Manage Documents CA Clarity allows your users to easily store and share documents. Administrators can secure documents not only by user, group or role, but also by organizational breakdown structure, ensuring that everyone in your enterprise has access to the documents they need and nothing more. With document management, you can: Control document versions Users can track who checked out documents and when, track the history of a document and access and manage prior versions of documents. Use powerful search functionality It s easy to conduct searches on both structured and unstructured data within documents. Searches return only information the user is authorized to view. Route documents with workflow Process management functionality within CA Clarity works in conjunction with the document management functionality to route documents for review and approval using standard or customized workflows. This functionality helps your team members worldwide make informed decisions faster, eliminating time-consuming meetings and exchanges. Portlets and Dashboards CA Clarity provides you with a rich set of portal functions that allow users to create their own custom dashboards. Each dashboard is comprised of a set of portlets small windows of information presented as graphs, tables or web page snippets that are built and deployed by CA Clarity users. The portlets get their information from the CA Clarity environment, other databases in your enterprise and external sources available in HTML format, such as business news and network status information. CA Clarity s security capabilities ensure that your users see only the data for which they are authorized. You can configure portlets to deliver business intelligence in meaningful ways. Using extensive filtering, sorting and charting features, you can create insightful reports on key metrics such as cost, benefit, budget, status, risk, time, duration, availability and alignment. 33

34 Tailor CA Clarity to Your Own Business Needs CA Clarity makes it easy to configure and extend business objects such as portfolios, applications, assets, resources, projects and ideas, making it extremely simple to tailor the application to your unique business requirements across your entire organization. Users can add additional business objects to the system as top-level or sub-objects; configure these with user-defined fields, forms, processes and portlets; and associate these objects with projects, tasks, resources, portfolios or other standard objects. You can also 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. Any field or object you create is immediately available in the process engine, allowing workflow designers to provide input and output from your organization s key processes, through a simple point-and-click web interface. Best of all, configurations are automatically and seamlessly carried forward to future versions of CA Clarity. Typically, this level of customization requires IT resources or costly consultants. With CA Clarity, your users are empowered to build and manage their own CA Clarity personalization with a set of intuitive and easy-to-use tools, minimizing the impact on your valuable IT resources. Remove Bottlenecks and Reduce Cycle Time Process management in CA Clarity adapts itself to your company s unique business processes, linking a knowledge-based approach with structured workflows. Workflow improves the quality of your processes, increases compliance and promotes consistency. It also decreases your time-to-completion and boosts customer satisfaction. Because CA Clarity monitors and measures performance against a number of KPIs, your company benefits greatly from continuous process improvement. Process management in CA Clarity also minimizes wasted time on assignment hand-offs and increases overall productivity by allowing your IT managers to track where each item is in the process and take immediate action as unexpected problems crop up. New ideas can be automatically routed to reviewers and approvers through a pre-defined path. Alerts are automatically sent to anyone who needs to take action, eliminating the need for endless reminder s and phone calls. Workflow notifications can include: Events, such as approvals and rejections To-dos, such as new assignments and action items Notes to fully explain follow-up actions Time submission and approval New documents added to the system Workflow supports role-based assignments, so you can automate the selection of appropriate workers to perform action items or receive notifications. 34

35 Achieve Real-Time, End-to-End Business Processing Attaining maximum efficiency for your organization requires a combination of good, solid planning as well as the ability to respond quickly to changes and to integrate successfully with third party applications. CA Clarity process management provides support for event-driven processes gives you the flexibility and agility you need to respond as quickly as necessary. For example, when a milestone is achieved or a phase is completed, a CA Clarity workflow can instantly start the review process to speed project delivery. Real-time job scheduling allows easy inter-application integration so users can share and update data as needed for process completion. Create Powerful Workflows to Automate Your Business Processes CA Clarity process management provides you with graphical workflows so you can visually control and track the flow of ideas, documents, resources, time sheets, forms and investment proposals. Your process designers can easily create workflows and make them available to all users throughout your enterprise. These workflows can take actions on all objects in the system. For example, project templates can use workflows to automate the creation of projects and to ensure that processes follow the right procedures, such as what work specific people can do and how and when they can do it. Organizational breakdown structures can drive these templates, which mean that different departments or business units can follow their own unique business processes. Clarity process management offers the following out-of-the-box processes to get your workflow designers up and running: Document Approval Time Sheet Approval Idea Approval New Product Development Not only is CA Clarity workflow easy to use, it s also powerful, providing nine control flow patterns to meet the requirements of your most complex and multi-faceted processes. The process engine can access any field added by your power users, providing complete visibility into all workflow data. Clarity process management also supports phase-gate methodologies, ensuring that best practices are adhered to throughout your organization. This enables a gate review at the end of each project phase and allows your review committees to specify the conditions for exiting from the gate. As each gate is passed, the workflow can be configured to automatically copy the next set of tasks, documents, roles, budgets and forms from the template into the project, creating all of the underlying information necessary to complete the current phase. 35

36 Key Features: CA Clarity PPM Cross-Module Functionality Features Benefits Collaboration Virtual team workspace Centralized knowledge store Discussion forums Calendar, events and action items Allows your teams to work together on any type of business initiative, from the review and approval of a document to the delivery of a complex project with geographically dispersed participants. Users can share and route information, provide feedback and approval and resolve issues in a single, secure environment. Increases efficiency by leveraging your organization s intellectual assets, which are captured and centralized in one location. Allows your team members to resolve issues and facilitate decision making through online discussion threads. Helps users organize their daily work with personal and project calendars, event listings, milestone tracking and action items. Document Management Robust document management Sophisticated full text content search Workflow enabled Eliminates multiple stores of key information by providing a central, structured document repository. Organize documents in folders and subfolders, share them with appropriate individuals by setting permissions, track versions and route documents for review and approval. Empowers users to find the right information quickly by tapping into your organization s existing knowledge base. Users can search through the Clarity database for both structured and unstructured information within documents, calendar events, action items and discussions. Automates routing and approval so administrators can create simple or complex workflows to be deployed throughout your enterprise. Reporting & Metrics Clarity data mart Organizational Breakdown Structure Stoplights On-demand report generation Drill-down reporting Role-based reporting Free report distribution Business Objects reporting Interactive visualizations & portlets Variety of report formats Abstracts Clarity data into a familiar and logical presentation for creating reports, either within the CA Clarity system or via third party reporting and analysis tools. Allows you to configure roll-ups and summary levels based on your organization s units, locations, divisions, programs or any other criteria you choose. Connects your business data to red, yellow and green stoplights, providing a visual alert based on a project or program s risk, status, issues, budget or other user-configurable key process indicators. Makes it easy to extract relevant and up-to-the-minute data to produce reports on demand. Provides links for navigating to business reports, specific sections or pages within the same or different report, or to new reports. Gives users one-click access to reports that are relevant to them. Users see only what they need. Creates a low-cost way to disseminate information. Reports can be printed or exported to PDF files and distributed across your enterprise without additional license or user fees. Run and view Crystal and Web Intelligence reports and save and backup reports in PDF, Rich Text Format (RTF), Microsoft Word or Excel. Xcelsius enables you to build visualizations that provide a visually rich and interactive approach to analyzing data. You can export visualizations to a Flash file format and create an interactive portlet in CA Clarity PPM. Clarity offers bubble charts, heat maps, summary and detail report, dashboards and portlets, and all the views can be drilled down or rolled up and configured by the end users without any programming expertise required. 36

37 Portlets & Dashboards Point-and-click portlet construction Configurable actions Multiple chart types Drill-down charts Hierarchical grids Multiple data displays Selectable filters Filter portlets Delivers powerful end-user portlets that display graphs, tables and live HTML content without the need to design, run and distribute traditional reports. CA Clarity users can build their own custom dashboards by selecting from a set of standard and company-specific portlets, allowing them to access and drill into the information critical to their success from a single, consolidated view. Enables administrators to set operations associated with Studio objects to views, giving end users easier access to frequently used functions. Displays graphical information in the most appropriate format by providing bar, bubble, column, funnel, line, pie and scatter charts, all rendered in HTML5 format. Enables users to quickly and easily access the underlying data displayed in charts by allowing your administrators to define links between graph data and objects such as projects, resources, portfolios etc. Lets users configure the views for hierarchical grids, including drill-down capabilities. Simplifies information delivery by displaying quantitative data in easy-to-understand visual indicators such as Gantt graph bars, phase progress indicators, histograms and colored stoplight icons. Allows a portlet to serve multiple functions by enabling users to filter data on any number of pre-defined, configurable parameters. Lets users configure a toolbar or section filter by creating a specific portlet that filters content across all other portlets on a given page. Additionally, the attributes values on the filter portlet can be configured to repeat itself across multiple pages. Configuration Configuration, not customization System partitions Configuration functionality User-defined object creation Calculated attributes Centralized user-defined field control Future-proof modifications Empowers your business users to tailor CA Clarity through the creation and configuration of user-defined fields without the need for programming, scripting or customization. Supports distributed and diverse organizations by allowing local configurations within a single global instance of CA Clarity. Each partition can be configured with its own fields, forms, processes and branding. Allows easy tailoring of the business objects in CA Clarity, such as Portfolios, Projects, Resources and Ideas, to include the fields, filters, links, rules and layout critical to your company s processes. Allows your users to further configure CA Clarity without the need for expensive customization. Business users can add additional business objects to the system; configure these with user-defined fields, forms, processes and portlets; and associate these objects with projects, tasks, resources, portfolios or other standard objects. Users can modify and delete these objects and fields as business requirements change. Enables users to define an attribute where its value is determined from other values on the object. Many functions (e.g., Sum, Multiply, Average) are provided to make it easy to configure how the attribute value is determined, based on your business needs. Simplifies administration by centralizing the management of all user-defined fields within CA Clarity. User-defined fields are automatically deployed to the user interface, the process engine, Open Workbench, Microsoft Project and the CA Clarity XOG. Makes upgrades to future versions of CA Clarity seamless, since configurations are automatically carried forward. User Interface Personalization User interface customization New dashboard page development Menu manager Provides a consistent user interface across your applications by allowing you to configure CA Clarity to display colors, logos, menus and pages with your corporate look and feel. Easily extends CA Clarity capabilities by creating new pages that organize and display information in useful ways, such as a Project Management Office news page, an Executive Dashboard and a Program Issues Tracking work space. Reduces training and support costs by organizing the CA Clarity menu navigation to match your company s terms and processes. 37

38 Business Process Management Features Graphical workflow Workflow-driven project creation Standard out-of-the-box processes Powerful process configurability Process Validation Phase-gate process support Event-driven business processes Real-time job scheduling Configurable forms Access to fields added Automatic routing Automated notifications Action item escalation Role-based assignments Inclusion of nine control flow patterns Visually controls and tracks the flow of investments such as projects, applications, assets, products, ideas, documents and more. Using the graphical workflow status indicator, users can easily track where an item is in the process to remove bottlenecks and reduce cycle time. Provides a good way to adhere to best practice processes by embedding workflows within your project templates. When projects are created, the workflow automatically copies in the appropriate information, such as tasks, roles, documents and forms. Allows your process designers to get up and running quickly by using out-of-the-box process templates for timesheet approval, idea approval, document approval and new product development. Enables your customers to create workflows that address their unique and complex business needs. They can configure (not code) rules that use data from multiple objects. Steps within a workflow can be configured to have multiple actions that lock or set fields, send action items, run a job, call a third party application or call another CA Clarity process. Checks and gives guidance to your process designers in detecting workflow errors and definition time, reducing the time it takes to create and maintain workflows and reducing the chances of costly production errors. Facilitates a gate review at the end of each project phase and allows your review committee to specify the conditions for exiting from the gate. As each gate is passed, the workflow can be configured to automatically copy the next set of tasks, documents, roles, budgets and forms from the template into the project, creating all of the underlying information necessary to complete the current phase. Enables the rapid assembly, deployment and management of event-driven business processes for efficient operational response. Workflows can be started manually or automatically. Improves your operational efficiencies by supporting end-to-end business processing to address the integration requirements of your entire business process. Real-time job scheduling can integrate with existing jobs or run new jobs to evoke stored procedures or Java programs. Allows any form to be configured and incorporated into a workflow to achieve the highest possible level of business process automation. Gives CA Clarity complete visibility into all relevant workflow data. Decreases the time to completion by automatically routing information to reviewers and approvers through a pre-defined path, informing people of what is required of them. Eliminates the need to send endless reminder s and spend unnecessary time on the phone by automatically notifying users about new or changed events, action items, document posts, timesheet submittal and approvals. Resolves overdue action items using reassignment rules. Escalations can be configured at a process or step level. Automates the selection of appropriate workers to perform action items or receive notifications. Enables flexible workflow activity execution with support for sequence, parallel split, synchronization, exclusive choice, simple merge, advanced branching and synchronization, multiple-choice, synchronizing merge, multithreaded and first in line control flows. 38

39 CA Clarity Solution Platform & Architecture A foundation of flexibility, scalability, and security The architecture of the CA Clarity solution brings you the scalability, configurability, integration, global availability, security and multi-platform support that guarantee your Project & Portfolio Management implementation will be driven by your business goals and objectives rather than technology constraints. Scale Economically Up to Tens of Thousands of Users CA Clarity PPM is based around a three-tiered architecture that you can scale to virtually any number of users. Because it was built from the ground up to fully embrace J2EE, CA Clarity PPM provides you with the standards-based services you need to deliver scalable and reliable deployments and Web services. J2EE-compliant deployments allow for portability across heterogeneous platforms and interoperability with other J2EE-compliant applications. The client tier eliminates desktop maintenance headaches, as its ultra-thin web client doesn t require desktop software installations, downloads, Silverlight, java applets or ActiveX controls. The application tier serves as a gateway between the client and data tiers. Clarity s underlying J2EE application server controls all flow and business logic is performed here via services and a core set of APIs. The data tier contains both a transactional and a business intelligence repository. The integrated data mart facilitates rapid reporting without negatively impacting the performance of day-to-day system use. Figure 1: CA Clarity PPM Architecture CA Clarity PPM is stateless, allowing clustered configurations that bring you the highest possible levels of performance and availability. It supports horizontal scaling by replicating services, such as the application server, onto multiple services in a cluster. The result is massive application scalability, as well as fault tolerance and fast failover. In addition, database clustering offers full redundancy and failover capabilities that increase uptime and further limit the potential for lost data. 39

40 Implement a Solution that Breaks Down All Location Barriers CA Clarity PPM allows all of your users to access the same information no matter where they are located, so that everyone can always be on the same page. A multilingual application with Unicode support for doublebyte languages, Clarity enables users around the world to work on the same installation in their native language. The locale function enables users in different time zones to receive all events and notifications in their local time. And CA Clarity PPM supports multicurrency for your cost, benefit, expense, rate, billing, invoicing and chargeback transactions. Because today s mobile workers who use low-bandwidth lines, PDAs or notebook computers are challenged by network bandwidth issues, CA Clarity PPM limits the amount of network resources utilized by compressing the data being sent to the browser from the server using java compression, which uses an average of seven times less network bandwidth than uncompressed data. Be Confident About the Security of Your Data To protect your company s sensitive project, product, financial and personnel information, CA Clarity PPM can be deployed so that all communication from server to browser is sent via a SSL-encrypted connection. It can be integrated with an existing LDAP v3 compliant directory server for authentication, making the implementation process even more efficient. To support single sign-on, your organization can deploy CA SiteMinder along with CA Clarity PPM. Rather than relying solely on individual user information to grant or deny access, CA Clarity PPM offers much more powerful and flexible security administration based on roles, groups and OBS. Roles and groups define the rights a user has to perform actions and the OBS determines what the user can see and act upon. The combination of these two security models makes security management far less tedious and time-consuming as users change jobs or move around in your organization. Additionally, OBS-based security allows you to construct virtual walls between business units that share a common system, but that still need to operate independently. Choose the Best Platform CA Clarity PPM runs on industry-leading operating systems (AIX, Red Hat Linux, SUSE Linux, and Windows) and relational databases (Microsoft SQL Server and Oracle). At the application tier, Apache Tomcat is included with Clarity (embedded Black-Box) and customers have CA Technologies Support as a one-stop option for application server support. This platform proves cost-effective and efficient for your installation. The Security and Flexibility of Force.com The CA Clarity solution components of CA Clarity Agile, CA Clarity Requirements, and CA Clarity Ideation are built on the Force.com platform. Force.com is an extremely powerful, scalable and secure cloud platform, delivering a complete technology stack covering the ground from database and security to workflow and user interface. Force.com is one of the most widely-used SaaS platforms today, with more than 220,000 applications running on it used by over 100,000 companies. Force.com has extraordinary reliability and world-class data centers with backup, failover, and disaster-recovery, and an uptime record exceeding 99.9%. CA Clarity Agile, CA Clarity Requirements, and CA Clarity Ideation are built on the Force. com platform by CA Technologies in close partnership with Force.com. 40

41 Key Features: CA Clarity Solution Platform & Architecture Features Benefits Scalability Three-tier architecture Offers higher performance because each tier can focus exclusively on its assigned task and the middle tier can scale to virtually any level of users by adding inexpensive hardware resources. Full J2EE compliance Allows for portability across heterogeneous platforms and interoperability with other J2EE-compliant applications. Ultra-thin web client Integrated data mart facility Centralized cluster management Multiserver horizontal scaling Database clustering Eliminates desktop maintenance headaches resulting from client software installs and downloads of Silverlight, Java applets and ActiveX controls. Facilitates rapid access to the business data you need for reporting without negatively impacting the performance of your day-to-day system use. Provides an intuitive, web-based console so you can easily configure and manage clusters within multiple sites. Replicates stateless services across multiple servers within a cluster to achieve enterprise scale, fault tolerance and fast failover. Offers full redundancy and failover to prevent data loss and downtime. Availability Multilingual application with Unicode support for double byte languages Support for 100+ locales Support for multiple currencies User-defined language Data compression of all content between the server and the browser Allows your global users to work on the same installation and experience the application in their native language. Allows your global users to set default work hours, days, weeks, and the day-start to accommodate work schedule variations across countries. Gives your global users the flexibility to enter currency items in the actual incurred transactional currency and report, bill or account for them in other currencies. Automatically sets the language for the user interface, error messages, /alert notifications, lookup values and online help. Additionally, formats for data, times and numbers are validated and formatted according to the location settings. Uses an average of seven times less network bandwidth by compressing data, providing broadband performance on a narrowband network. Security SSL ready Protects all Web single sign-on support LDAP integration Role-based and OBS security Protects all communication from server to browser. Helps you administer and enforce user access to web applications through support of CA SiteMinder. Expedites implementations through LDAP v3.0 integration with directories such as CA Directory, Microsoft Active Directory, Novell edirectory and Oracle Directory Server. Makes change management a far less tedious and time-consuming process as users change roles or move around the organization. OBS security allows you to construct virtual walls between business units that share a common system but still need to operate independently 41

42 CA Clarity PPM Delivery Options SaaS, on-premise, or hosted choose the PPM format that works best for your business CA Clarity PPM is available in the right delivery format to meet the needs of your business or organization. You have a true SaaS (software-as-a-service) option in CA Clarity PPM On Demand, you have the option of having your implementation hosted for you at a CA Technologies data center, and you have the option to house the system at your site with a traditional on-premise implementation. All options offer the same full CA Clarity PPM functionality with no differences or limitations among the delivery options. CA Clarity PPM On Demand CA Clarity PPM On Demand from CA Technologies is a premier SaaS offering worthy of CA Clarity PPM. It provides a single system of record to help you collect, prioritize, deliver and assess projects across an organization. The SaaS delivery model makes it even easier and faster to get started helping you achieve an ROI on your investment sooner and provides an attractive alternative to the traditional on-premise deployment. Managed from CA s world-class data centers located in North America and Europe, CA Clarity PPM On Demand is secure, reliable, and always available. CA provides a highly secure physical hosting environment with firewall protected system access and SSL-encrypted connections to protect your valuable data. To ensure that your system is always available and functioning at optimal levels, CA provides multiple points of redundancy, daily data backups, and any-time technical support. CA Clarity PPM On Demand offers a low, monthly, per-user subscription that requires no capital investments to get started. Traditional on-premise implementation For customers who want to maintain all aspects of their PPM implementation at their own facility on their own equipment, CA Clarity PPM is available as a traditional on-premise installation. There are no differences or limitations to the on-premise version in comparison to CA Clarity On Demand. The SaaS components of the CA Clarity solution, CA Clarity Agile, CA Clarity Requirements, and CA Clarity Ideation, all work seamlessly with the on-premise version of CA Clarity PPM just as they do with CA Clarity PPM On Demand. Let CA Technologies host your system Customers who want all the control and individuality of an on-premise implantation but with reduced overhead and without the capital investment can opt to have their implementation hosted by CA Technologies. The same highly-secured, world-class data centers that provide CA Clarity On Demand can host your company s individual CA Clarity PPM implementation to your specifications. 42

43 Key Features: CA Clarity On Demand Features Benefits Firewall security Encryption Authentication Authorization Data integrity Data segregation Permissions SSAE 16 auditing Data center security Inspection firewalls are in place that stop all incoming traffic, analyze it, and prevent standard internet attacks. Application servers are located in a demilitarized zone (DMZ), which is separated from the service database servers by a firewall. Only the necessary ports are opened between the DMZ and the internal trusted network. All web traffic is protected by 256 bit SSL encryption and 2048 bit RSA public keys. The CA Clarity PPM application is set up to run under SSL to encrypt all user sessions. CA Clarity On Demand customers may utilize a standard user name/password authentication scheme. Optionally, a federated single sign-on (SSO) authentication is available for customers with the capability of producing SAML authentication packages. Federated SSO allows for greater customer control for access methods and timing. Over 150 individual rights, roles, or groups can be used to secure application functionality and data records. Additionally, standard audit trail functionality can be configured for most objects and attributes to capture creation, edits, and deletions of selected data records or attributes. CA Clarity On Demand customers are deployed in a stateless application environment connected to Oracle database instances. With failover at the application tier, the application data model is designed to guarantee data integrity by modeling data transactions into transaction units that are saved (committed) to the database in one batch. In the event a database instance goes offline, the pending transactions resume once the database is restored. CA Clarity On Demand customer data is segregated in separate logical databases. Additional application security is provided through permissions based on roles and organizational breakdown structures. Using these permission schemes, the CA Clarity PPM application can be configured to allow or deny access to features and data in accordance with any business need. CA Technologies also implements best practices in guarding from outside threats. Each customer s data and configurations are stored in a dedicated database schema with security rights restricted at the database level. The CA Clarity On Demand service is subject to an annual SSAE 16 compliance audit. The resulting Service Organization Controls (SOC) Report includes the auditor's opinion on the fairness of the presentation of the CA Technologies description of controls that have been placed in operation and the suitability of the design of the controls to achieve the specified control objectives, and the auditor's opinion on whether the specific controls were operating effectively during the period under review. Statement on Standards for Attestation Engagements (SSAE) No. 16, Reporting on Controls at a Service Organization, was finalized by the Auditing Standards Board of the American Institute of Certified Public Accountants (AICPA) in January SSAE 16 effectively replaces SAS 70 as the authoritative guidance for reporting on service organizations. CA Technologies data centers have multiple levels of security to protect customer information. This protection includes physical and logical security measures. All data centers have highly restricted access and use physical security measures. All areas of each data center are monitored using CCTV, and all access points are controlled. The center is staffed with security officers around the clock and any entry is scrutinized. CA Technologies also maintains a department of security engineers with new security employees and contractors subjected to background checks. 43

44 CA Clarity Integrations Strengthen your Clarity solution by integrating data from other systems Many organizations have a growing need to utilize data from multiple sources where that data already resides. The CA Clarity solution maximizes the business intelligence from your existing data investments to support your key business decisions by integrating data from ERP and ALM systems into CA Clarity PPM, CA Clarity Agile, and CA Clarity Requirements. Multiple Integration Platforms The Clarity solution offers several integration platform options to bring in data from multiple sources for various purposes. CA Clarity PPM can import data from ALM, ERP, and other systems through the use of Clarity s XML Open Gateway (XOG) or cloud-based ERP integration tools. CA Clarity Agile and CA Clarity Requirements can import data from ALM systems and integrate with development tools such as Eclipse and Digital Studio through built-in Tasktop Dev and Tasktop Sync capabilities data that in turn can be rolled up into CA Clarity PPM. The multiple integration platform approach of the Clarity solution offers you the flexibility to integrate with whatever system you need in the manner that best fits the needs of your business. XOG integrations with ERP and ALM systems The XML Open Gateway (XOG) is a CA Clarity PPM web service interface for importing, exporting, and moving data from one system to another. The XOG web service offers two options for use, it can be run directly using a SOAP protocol or through a downloaded XOG Java client. The XOG web services integration approach has been a dependable and easy-to-use staple of CA Clarity PPM implementations for many years and is used by hundreds of successful CA Technologies customers. Cloud-based ERP integration services with pre-built adapters In addition to the XOG web service, CA Clarity PPM also offers cloud-based integration services with pre-built adapters for ERP systems such as SAP and Oracle. These pre-built ERP adapters offer an accelerated ramp-up to bringing critical information such as resources and meta-data regarding those resources into CA Clarity PPM from ERP systems where that data already resides. With these pre-built ERP adapters, you can manage multiple data sources from a single PPM solution, maximize business intelligence from data investments in other systems, and quickly promote an effective integration strategy. ALM and Development Tool Integrations The Tasktop integration platform is built into CA Clarity Agile and CA Clarity Requirements and offers extensive integrations with a wide variety of application lifecycle management systems and development tools such as Eclipse and Visual Studio. The integration capabilities of Tasktop Dev and Tasktop Sync are 44

45 included with CA Clarity Agile and CA Clarity Requirements at no additional charge. These integrations provide development teams with a large landscape from which to plan and collaborate. It also provides unified planning across systems, with visibility and traceability for the requirements you are defining in CA Clarity Requirements and implementing in CA Clarity Agile. And, as your agile project management and requirements data flow from CA Clarity Agile and CA Clarity Requirements into CA Clarity PPM, the integral information sourced from various ALM systems flows with it bringing that critical system information into your Clarity solution portfolio view. Key Features: CA Clarity Integrations Features XML Open Gateway (XOG) Integration services with pre-built adapters ALM and Development tool integration via Tasktop Real-time data synchronization Conflict resolution Benefits XOG is CA Clarity PPM s web service solution for data import and export with external systems. Direct WSDL calls may also be initiated using SOAP. XOG can be run directly from a SOAP protocol or from a downloaded client. Cloud-based integration tools and services are available for use with CA Clarity PPM that provide pre-built adapters for ERP systems such as SAP and Oracle. Integration with numerous ALM and development environment tools via the capabilities of Tasktop Dev and Tasktop Sync built into CA Clarity Agile and CA Requirements 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 issues, requirements, or attributes in CA Clarity Agile or CA Clarity Requirements and sync bi-directionally. Up-to-the minute synchronization of artifact data between CA Clarity Agile or CA Clarity Requirements and integrated ALM systems and development tools. Configurable automated conflict resolutions across integrated systems. Analytics and dashboards Analytics and dashboards focused specifically on monitoring integrated data across systems connected via Tasktop. Certified integrations Certified integrations to the following systems: HP Quality Center, HP ALM, Microsoft TFS, IBM Rational Team Concert, Atlassian JIRA, Borland StarTeam, Bugzilla, ThoughtWorks Mingle. 45