Meals

6:00 PM  -  9:00 PM

Welcome Reception  (RECP929) Paradise Terrace

Meals

7:30 AM  -  9:00 AM

Breakfast  (BKFT930) Paradise Ballroom

8:40 AM  -  8:50 AM

Welcome Paradise Ballroom Welcome remarks to Rego University.

Reporting

9:00 AM  -  5:30 PM

Jaspersoft Studio | Beginner  (JSPBEG) Bay View Learn the basics of creating Jaspersoft studio reports. This session will walk through basic features and introduce report development utilizing the basic report capabilities of Jaspersoft Studio such as text fields, frames, static text, breaks, lines, common page information components, grouping, sorting, status indicators, dynamic images, input controls, and basic charting. Speakers: Atul Kunkulol

Functional

9:00 AM  -  10:00 AM	Demand Management | OOTB Introduction  (DEMOOTB) Sunset V Do you want to understand the OOTB configuration and functionality of demand management? In this class, we will review the OOTB objects, views, and functions of ideas, incidents, and other related areas. We will cover both Classic Clarity and the Modern UX, highlighting differences.
9:00 AM  -  10:00 AM	Resource Management | OOTB Introduction  (RMGMTOOTB) Sunset I & II Do you want to understand the OOTB configuration and functionality of resource management? In this class, we will review the OOTB objects, views, and functions of assignments, allocations, and other related areas. We will cover both Classic Clarity and the Modern UX, highlighting differences.

Governance

9:00 AM  -  10:00 AM	Clarity and Rally Software® Integration | OOTB and Rego  (LATOVIEW) Sunset III Have you considered using Rally Software® in conjunction with Clarity PPM? Have you seen or heard about the OOTB connector? This class will go through the OOTB connector in detail and show how Rego has built add-ons to enhance the connectivity between these two tools. Speakers: Robert Greca,  Josh Leone
9:00 AM  -  10:00 AM	Dashboards/Metrics | Best Practices  (DSHMET) Dockside Are you looking for some great examples of dashboards that include metrics or KPIs? This session will review a host of sample metric dashboards in use today that can spark ideas for you to implement at your company.
9:00 AM  -  10:00 AM	Organizational Change Management | Introduction  (OCMINTRO) Sunset IV Have you heard of change management, but you're not quite sure what it is? This introductory class will provide a high-level overview covering the basics of change management as a practice to help your projects reach their goals and obtain benefits realization more quickly. Speakers: Sara Garvey,  Grant Zemont

Technical - Advanced

9:00 AM  -  10:00 AM

Data Model | Intermediate  (DATAINTM) Garden Do you have enough experience with the data model to be dangerous—maybe just with basic project and resource tables? This class will take you to the next level in understanding the Clarity PPM data model and provide training on how to write queries within Clarity PPM for use in your portlets and reports. Speakers: Dave Matzdorf,  Ben Rimmasch

Technical - Beginner

9:00 AM  -  5:30 PM

Administration | Beginner  (ADMINBEG) Palm III-V Learn basic administrative tasks in this basic administration Clarity training, which includes setting up resources, security groups, OBSs, lookups, time reporting periods, fiscal time periods, calendars, jobs, and timeslices. These activities are focused on ongoing support vs. new configuration. Speakers: James Gille

Functional

10:10 AM  -  11:10 AM	PPM Roadmap | Always Have a Vision  (PPMMAP) Dockside We have found that one of the keys to long-term success within PPM is to have a living strategic roadmap. An organization must have a vision of where they want to be in order to keep moving forward. This session will review the key elements needed to create an effective roadmap that can drive increased maturity and excitement within your organization.
10:10 AM  -  11:10 AM	Project Management | OOTB Introduction  (PMOOTB) Sunset V Do you want to understand the OOTB configuration and functionality of project management? In this class, we will review the OOTB objects, views, and functions of projects, financial plans, tasks, assignments, IRC, and other related areas. We will cover both Classic Clarity and the Modern UX, highlighting differences. Speakers: Sara Garvey

Governance

10:10 AM  -  11:10 AM	6 Industry Trends for PPM  (6INDTRD) Sunset III What should I expect to see within my organization related to PM over the next couple of years? How should I prepare my PMs, PMOs, or myself to embrace the new trends within the industry. This class will share Rego's observations on industry trends within PPM. Speakers: Robert Greca,  Wes McCoubrie
10:10 AM  -  11:10 AM	Excel and Clarity | Working Together  (EXCLAR) Sunset IV No matter how hard we try, many organizations cannot pry Excel out of the hands of project and resource managers. In this class, we will explore possibilities that embrace Excel as a great data entry tool. We will show useful case studies on quick Excel integrations deployed for customers. Speakers: Josh Leone
10:10 AM  -  11:10 AM	Roadmap Management | OOTB Introduction  (ROADMGMT) Sunset I & II Do you want to understand the OOTB configuration and functionality of roadmap management? In this class, we will review the OOTB objects, views, and functions of roadmap management.

Technical - Advanced

10:10 AM  -  11:10 AM

NSQL Portlets | Intermediate  (NSQLINTM) Garden Do you have basic NSQL and grid portlet knowledge along with the desire to step it up another level? This class will teach you how to create a simple chart portlet and walk you through the steps required to build the more complex drill down portlet. Speakers: David Zywiec

11:20 AM  -  12:20 PM

Clarity PPM and Agile Integration | Bimodal IT  (PPMAGILE) Dockside Are you struggling to implement Agile tools at your organization alongside Clarity PPM? This class will review best practices for implementing Agile tools in conjunction with Clarity PPM while living in a bimodal world. We will discuss how Clarity PPM can govern both types of work and teams and how Agile tools should interface with Clarity PPM. Speakers: Robert Greca

Functional

11:20 AM  -  12:20 PM	Financial Management | OOTB Introduction  (FINMGMTOOTB) Sunset I & II Do you want to understand the OOTB configuration and functionality of financial management? In this class, we will review the OOTB objects, views, views, and functions of financial plans, rates, and other related areas. We will cover both Classic Clarity and the Modern UX, highlighting differences.
11:20 AM  -  12:20 PM	Latest Clarity PPM Release | Value Overview  (RMOOTB) Sunset III Are you using an older version of Clarity PPM? Do you want to understand the value of new features and functions in recent versions? This class is a demonstration of the new features and the value of these features for customers.

Governance

11:20 AM  -  12:20 PM	Migrating to the Modern UX | Best Practice and Lessons Learned  (MIGNEWUX) Sunset IV Are you still using Classic Clarity? Are you wondering how and when you should transition to the Modern UX? This class will be a practical guide on how to know what to move and when to move it. We will discuss real use cases and help provide guidance on this strategic decision.
11:20 AM  -  12:20 PM	Stage Gating  (CLRTRLLYINTEG) Sunset V How do companies track stage gates within Clarity PPM? This session will review some best practices for tracking, monitoring, and approving stage gates within Clarity PPM. We will also discuss pros and cons of various options to help you select the best method for your company.

Technical - Advanced

11:20 AM  -  12:20 PM

Outbound File Based Integrations w/ External BI Extracts  (OUTBNDINTG) Garden Do you want to know more about building outbound integrations using a flat file placed on an SFTP server? Does your organization have an external BI tool like Cognos, Tableau, Domo, or Qlikview? This session will review strategies for getting data into your corporate BI tools. We will also show Rego's data extraction tool and how it can be used for all outbound file-based integrations to save money and time. Speakers: Dave Matzdorf,  Ben Rimmasch

Meals

12:20 PM  -  1:30 PM

Lunch  (LNCH930) Paradise Ballroom Come participate in informal lunchtime networking conversations about Clarity PPM topics.

Functional

1:40 PM  -  2:30 PM	Financial Management | OOTB Introduction  (FMOOTB) Sunset V Do you want to understand the OOTB configuration and functionality of financial management? In this class, we will review the OOTB objects, views, views, and functions of financial plans, rates, and other related areas. We will cover both Classic Clarity and the Modern UX, highlighting differences. Speakers: Sara Garvey
1:40 PM  -  2:30 PM	Workfront and Clarity, Complementary Tools  (WRKCLTY) Dockside Does your organization own Workfront in a marketing or other group doing digital asset management? In this session, we will dive into what Workfront is and how it complements your current Clarity PPM solution.

Governance

1:40 PM  -  2:30 PM	Adoption and Perception | Strategies  (ADPERSTR) Sunset III Do you need to increase user adoption? Participate in this interactive discussion on the best practices for energizing your user base and increasing the perception of Clarity PPM's value. Speakers: Robert Greca
1:40 PM  -  2:30 PM	Office 365 for Projects and Teams  (OFFCE365) Sunset IV Does your company have Office 365, but you’re not sure what it can do for you? This session will cover what Office 365 is, including insights into how Office 365 can help your teams work faster and smarter. Speakers: Josh Leone
1:40 PM  -  2:30 PM	Resource Management | OOTB Introduction  (RCMGMTOOTB) Sunset I & II Do you want to understand the OOTB configuration and functionality of resource management? In this class, we will review the OOTB objects, views, and functions of assignments, allocations, and other related areas. We will cover both Classic Clarity and the Modern UX, highlighting differences.

Technical - Advanced

1:40 PM  -  2:30 PM

GEL Scripts | Introduction  (GELINTRO) Garden Have you ever used GEL scripts within Clarity PPM? This class will teach you the basics of leveraging GEL within your workflow process. It’s one of the most powerful and underutilized capabilities in Clarity PPM for updating objects, sending emails, and XOGing. This class is designed for those who have never used GEL before. Speakers: Ben Rimmasch

Functional

2:40 PM  -  3:30 PM	Demand Management | Best Practices  (DMDMGMT) Dockside Are you starting a demand management implementation? Do you want to compare how you are using these functions vs. how others are using them? In this class, we will discuss some best practices from successful customers.
2:40 PM  -  3:30 PM	Portfolio Management | OOTB Introduction  (PFMOOTB) Sunset V Do you want to understand the OOTB configuration and functionality of portfolio management? In this class, we will review the OOTB objects, views, and functions of portfolio management.
2:40 PM  -  3:30 PM	Reporting | Strategies  (RPTGSTG) Sunset III Are you overwhelmed by all the new reporting changes and options? This class will explore the various reporting tools available in Clarity PPM and help you understand the best way to output your data. We will provide use cases and examples to assist you in developing a reporting strategy for your organization. Speakers: Wes McCoubrie

Governance

2:40 PM  -  3:30 PM	Run IT as a Business: Technology Business Management (TBM) / ITFM with Apptio  (RUNITAPPT) Sunset IV What is Technology Business Management (TBM) or IT Financial Management (ITFM)? Why is it important for IT? This session explores the need for TBM as well as how it drives significant cost optimization and more effective business-technology management practices. We will review the TBM framework, taxonomy, model, and how TBM processes and tools compliment your existing investment in PPM tools.
2:40 PM  -  3:30 PM	ServiceNow & Clarity | Integration Options  (NOWCLRINTEG) Sunset I & II For clients that have both ServiceNow and Clarity, passing information between the systems becomes vital for the enterprise with both ITSM, Demand, and PPM toolsets. One of the biggest areas of interaction is around Demand Management. Come and see Rego's Integration solution which flexibly allows for ServiceNow records (Incident, Problem, Idea, Enhancement, and Demands) to generate Clarity Ideas or Projects. Speakers: Jerry Dolak

Technical - Advanced

2:40 PM  -  3:30 PM

Performance Optimization | SQL Tuning  (PERFOPT) Garden Are your reports and portlets performing well? This class will walk you through specific SQL tuning tricks to make queries run faster, increase end user satisfaction, and smooth-out system performance. This is an easy way to promote efficient future development and make a huge, positive impact on user experience. Speakers: Dave Matzdorf,  Ben Rimmasch

Functional

3:40 PM  -  4:30 PM	Demand Management | OOTB Introduction Dockside Do you want to understand the OOTB configuration and functionality of demand management? In this class, we will review the OOTB objects, views, and functions of ideas, incidents, and other related areas. We will cover both Classic Clarity and the Modern UX, highlighting differences.
3:40 PM  -  4:30 PM	Project and Financial Management | Best Practices  (PJFINMGMT) Sunset I & II Are you starting a project or financial management implementation? Do you want to compare how you are using these functions vs. how others are using them? In this class, we will discuss some best practices from successful customers. Speakers: Sara Garvey
3:40 PM  -  4:30 PM	Roadmap Management | OOTB Introduction  (ROADMGTOOTB) Sunset V Do you want to understand the OOTB configuration and functionality of roadmap management? In this class, we will review the OOTB objects, views, and functions of roadmap management.

Governance

3:40 PM  -  4:30 PM	Agile Primer  (AGLPRI) Sunset IV Would you like to get an overview of the fundamentals of Agile? This session will dispel the misconceptions of Agile and provide an understanding of terms such as bimodal, Scrum, Kanban, weighted shortest job first, and SAFe. We will talk about how Clarity PPM fits into the Agile discussion and provide thoughts on how PMOs are responding to this trending methodology with best practices. Speakers: Robert Greca
3:40 PM  -  4:30 PM	RegoLink & RegoXchange | Offering Review  (RGOLNK) Sunset III Have you looked at the RegoXchange or reviewed Rego’s innovation offerings? This class will show you the power of Rego’s pre-built content library, integrations, and other assets. See example after example of portlets, processes, and materials you can use to add value to your instance of Clarity PPM. Learn how you can introduce email-based approvals with Rego's Action Item Responder. Get a peek at Rego's new Microsoft Project integration that avoids issues faced with the OOTB integration. We'll show you Rego's pre-built connectors and explain how they can benefit your instance. Speakers: Josh Leone,  Eric Taylor

Technical - Advanced

3:40 PM  -  4:30 PM

GEL Scripts | Intermediate  (GELINTMD) Garden Do you have a basic understanding of GEL scripts, but need a better understanding of how they work? This class will teach you how to XOG data into and out of objects in GEL as well as perform basic emails inside GEL. Speakers: David Zywiec

Functional

4:40 PM  -  5:30 PM	Project Management |OOTB Introduction  (PJTDEMO) Sunset I & II Do you want to understand the OOTB configuration and functionality of project management? In this class, we will review the OOTB objects, views, and functions of projects, financial plans, tasks, assignments, IRC, and other related areas. We will cover both Classic Clarity and the Modern UX, highlighting differences.
4:40 PM  -  5:30 PM	Surveys, Project Audit, and Quality Metrics | Clarity PPM and SharePoint Working Together  (SVYPJT) Sunset V Have you ever thought of using Clarity PPM for surveys or quality audits? Would you like to create dashboards with metrics from surveys, lessons learned, project audits, and quality? In this class, we will review a customer use case where all of this was done in Clarity PPM—linking to SharePoint to capture survey results, then producing dashboards inside of PPM and SharePoint based on very specific metrics.

Governance

4:40 PM  -  5:30 PM	AI and PPM: What Might the Future Hold Sunset III At the Gartner conference, artificial intelligence was a hot topic. In this session, we will discuss some AI trends and potential impacts within the PPM industry. Speakers: Jerry Dolak,  Josh Leone
4:40 PM  -  5:30 PM	How to Design Professional-Looking Reports  (PROFRPT) Dockside We once had a client refer to the reports they developed as “Fisher-Price” reports. Reports should be built with consistency using graphic design principles. Join a Rego architect and UX designer to learn some fundamental graphic design principles such as grid theory, ink-to-data ratio, flow, balance, and more. Come prepared to be "wowed." Speakers: Robert Greca,  Wes McCoubrie
4:40 PM  -  5:30 PM	Using Blueprints in the Modern UX | Best Practices  (BLUEPRINTS) Sunset IV Struggling to figure out how to best organize your blueprints? This class will walk through best practice blueprint design, including how many to have, how to use channels, using custom subobjects within the blueprint, and swapping blueprints at various project stages to mimic project phases or ideas. We’ll highlight some of the creative ways we’ve seen blueprints used in client implementations.

Technical - Advanced

4:40 PM  -  5:30 PM

Configuration and Administration in the Modern UX  (CONFIGUX) Garden If I build a process in the Classic UI, does it still get triggered in the Modern UX? If I add a new attribute in the Classic UI, how will it be exposed in the Modern UX? This class will focus on the setup of Clarity PPM's Modern UX. It will include topics like turning on the Modern UX, setting up links, using blueprints, and configuring tiles and objects. We will explain how the Modern UX and the Classic UI interact when it comes to administration. Speakers: Dave Matzdorf,  David Zywiec

Meals

6:00 PM  -  8:00 PM

Dinner Event  (DINE930) Paradise Terrace

Meals

7:30 AM  -  9:00 AM

Breakfast  (BKFT101) Paradise Ballroom

8:40 AM  -  8:50 AM

Announcements for the day Paradise Ballroom Updates & announcements for the day.

Reporting

9:00 AM  -  5:30 PM

Jaspersoft Studio | Advanced  (JASPADV) Bay View Already have a base understanding of Jaspersoft Studio development? This session will include advanced topics like: duplicating and modifying an OOTB report, Multiple Datasets, Subreports, Charting, Widgets integration, and Crosstabs. The detailed agenda is as follows: Jaspersoft Advanced – Out of the Box Customization (2 hours) • OOTB Reports, OOTB Domains, Resource Bundles, Security – Access Grant Schemas Jaspersoft Advanced – Chart Development (2 hours) • Explore multiple advanced charting techniques and types, using built-in charting components. Including: Properties (Colors, Plot options, Sizing, Gauges, Etc.), Dual pie chart, Time series, Heat map Jaspersoft Advanced – Scriptlets (2 hours) • Introduction to the basics of Jaspersoft Studio Scriptlet development, utilizing java libraries in custom java classes to perform complex tasks in a simple manner. Jaspersoft Advanced – Roundtable (1 hour) • Crystal capabilities missing in Jaspersoft Studio, Sharing examples, report bursting need, automation needs, working with internal BI groups

Functional

9:00 AM  -  10:00 AM	Know Thyself… At Work  (KNOWTHY) Dockside This unique session is divided into presentation and open discussion segments, where we will focus on offering philosophies and practical tips to increase the wisdom we have about ourselves as we navigate our corporate lives. Using conscious leadership principles as a guide, we will cover topics such as empathy in the workplace, understanding and working through internal drama, and the benefits of meditation and silence. Speakers: Grant Zemont
9:00 AM  -  10:00 AM	Latest Clarity PPM Release | Value Overview  (PPMREAL) Sunset I & II Are you using an older version of Clarity PPM? Do you want to understand the value of new features and functions in recent versions? This class is a demonstration of the new features and the value of these features for customers.
9:00 AM  -  10:00 AM	Project/Financial Management | Best Practices  (PMFMBEST) Sunset V Are you starting a project or financial management implementation? Do you want to compare how you are using these functions vs. how others are using them? In this class, we will discuss some best practices from successful customers. Speakers: Sara Garvey

Governance

9:00 AM  -  10:00 AM	Clarity - Agile Integration | Bi-Modal IT  (CLRAGLBI) Sunset III Are you struggling to implement Agile tools at your organization alongside Clarity PPM? This class will review best practices for implementing Agile tools in conjunction with Clarity PPM while living in a bimodal world. We will discuss how Clarity PPM can govern both types of work and teams and how Agile tools should interface with Clarity PPM. Speakers: Robert Greca
9:00 AM  -  10:00 AM	Reporting | Strategies  (REPSTRAT) Sunset IV Are you overwhelmed by all the new reporting changes and options? This class will explore the various reporting tools available in Clarity PPM and help you understand the best way to output your data. We will provide use cases and examples to assist you in developing a reporting strategy for your organization. Speakers: Wes McCoubrie

Technical - Advanced

9:00 AM  -  5:30 PM	Administration | Advanced  (ADMINADV) Palm III-V Learn advanced administrative development tasks—including Objects and Fields, Object Portlets, Basic Processes, and XOG. In the last portion of this class we will walk through the high level data model within the Clarity database and walk through some basic NSQL portlets. This is a more technical class focusing on basic configurations - designed for non-technical people (especially the last 3 hours of the day). Speakers: David Zywiec
9:00 AM  -  10:00 AM	Data Model | Advanced  (DATMODADV) Garden Do you have a good grasp on the data model for timeslices? This class will provide a detailed discussion of what they are, how to access them in SQL, how to structure them, and how to use custom time slices. Speakers: James Gille,  Dave Matzdorf

Functional

10:10 AM  -  11:10 AM	Portfolio and Roadmap Management | Best Practices  (PORTRMBEST) Sunset V Are you starting a demand or portfolio management implementation? Do you want to compare how you are using these functions vs. how others are using them? In this class, we will discuss some best practices from successful customers.
10:10 AM  -  11:10 AM	The Concepts of Creativity  (CNCPTCREATIVITY) Dockside The concepts of creativity are tools and habits that help you and your team become more creative. During this session, you will learn simple tricks and methods to encourage a more creative environment within your teams. Creativity training includes emotional intelligence and behavioral aspects, all-in-one.

Governance

10:10 AM  -  11:10 AM	Manage Schedules Externally with Microsoft Project and Smartsheet | OOTB and Rego Connectors  (MNGSCHEXT) Sunset III Are you struggling to use an external scheduler like Microsoft Project or Smartsheet with Clarity PPM, or are you investigating its potential? Learn how to effectively use these tools with Clarity PPM in this training session, which includes best practices and lessons learned. We will show both OOTB and Rego-built connectors that make bidirectional connections seamless. Speakers: Grant Zemont
10:10 AM  -  11:10 AM	Resource Management | Best Practices Sunset I & II Are you starting a resource management implementation? Do you want to compare how you are using these functions vs. how others are using them? In this class, we will discuss some best practices from successful customers. Speakers: Ross Hensel
10:10 AM  -  11:10 AM	RMO | Creation and Optimization  (RMOOPTIM) Sunset IV Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? This session will review how some organizations are using RMOs to drive adoption and effectively manage resources, including real world examples of RMO setup and execution. Speakers: Wes McCoubrie

Technical - Advanced

10:10 AM  -  11:10 AM

NSQL Portlets | Advanced  (NSQPADV) Garden Are you ready to build some advanced portlets? This class will teach you how to build very complex portlets. For example, you'll learn how to tap into time-scaled data to create a two-dimensional portlet. You will also learn how to build a hierarchical list where data is displayed in expandable levels to show parent/child relationships. Speakers: Ben Rimmasch

Functional

11:20 AM  -  12:20 PM	Portfolio Management | OOTB Introduction  (PRTMGMT) Sunset I & II Do you want to understand the OOTB configuration and functionality of project management? In this class, we will review the OOTB objects, views, and functions of projects, financial plans, tasks, assignments, IRC, and other related areas. We will cover both Classic Clarity and the Modern UX, highlighting differences.
11:20 AM  -  12:20 PM	Resource Management | Best Practices  (RMBEST) Sunset V Are you starting a resource management implementation? Do you want to compare how you are using these functions vs. how others are using them? In this class, we will discuss some best practices from successful customers. Speakers: Ross Hensel

Governance

11:20 AM  -  12:20 PM	6 Industry Trends for PPM  (6TRENDS) Dockside What should I expect to see within my organization related to PM over the next couple of years? How should I prepare my PMs, PMOs, or myself to embrace the new trends within the industry? This class will share Rego's observations on industry trends within PPM. Speakers: Robert Greca,  Wes McCoubrie
11:20 AM  -  12:20 PM	Getting More Value from SharePoint in PPM  (GETSPPPM) Sunset IV Are your project teams using SharePoint effectively and getting the most value out of it? Is document management a daily struggle? Learn how to use SharePoint with Clarity PPM to seamlesly improve collaboration and team productivity. Speakers: Josh Leone
11:20 AM  -  12:20 PM	PPM Roadmap | Always Have a Vision  (PPMVISION) Sunset III We have found that one of the keys to long-term success within PPM is to have a living strategic roadmap. An organization must have a vision of where they want to be in order to keep moving forward. This session will review the key elements needed to create an effective roadmap that can drive increased maturity and excitement within your organization.

Technical - Advanced

11:20 AM  -  12:20 PM

Building an Inbound File Based Integration | Lab  (BLDINBLAB) Garden Do you want to know more about building integrations using a flat file placed on an SFTP server? This hands-on lab will show you how to build an inbound flat file integration. We'll also discuss best practices around error handling. Speakers: Dave Matzdorf

Meals

12:20 PM  -  1:30 PM

Lunch  (LNCH101) Paradise Ballroom Come participate in informal lunchtime networking conversations about Clarity PPM topics.

Functional

1:40 PM  -  2:30 PM	Demand Management | Roundtable  (DMRDTBLE) Sunset V Do you want to talk to other customers that are using or plan to use demand management? In this moderated round table, customers can share experiences and provide insights on process, configurations, challenges, and successes. We will divide into small groups and discuss customer selected topics—100% sharing. Speakers: Sara Garvey,  Ross Hensel
1:40 PM  -  2:30 PM	Excel and Clarity PPM | Working Together  (EXLPPM) Dockside No matter how hard we try, many organizations cannot pry Excel out of the hands of project and resource managers. In this class, we will explore possibilities that embrace Excel as a great data entry tool. We will show useful case studies on quick Excel integrations deployed for customers. Speakers: Josh Leone

Governance

1:40 PM  -  2:30 PM	Rally Software® | Demo  (RALLYDEMO) Sunset I & II There are some top choices for Agile software. Learn why industry leaders turn to Rally for their Agile method needs. This will be a live presentation of Rally software with questions and answers. Speakers: Robert Greca
1:40 PM  -  2:30 PM	Selling the Value of PPM  (SELLPPM) Sunset III Do some folks in your organization view Clarity PPM as worthless or of little value? In this class, we will discuss how to increase the value perception of Clarity PPM and innovative ways to sell the value Clarity PPM provides to stakeholders and users. Speakers: Grant Zemont
1:40 PM  -  2:30 PM	Surveys, Project Audit, and Quality Metrics | Clarity PPM and SharePoint Working Together  (SURVPROJAUDIT) Sunset IV Have you ever thought of using Clarity PPM for surveys or quality audits? Would you like to create dashboards with metrics from surveys, lessons learned, project audits, and quality? In this class, we will review a customer use case where all of this was done in Clarity PPM—linking to SharePoint to capture survey results, then producing dashboards inside of PPM and SharePoint based on very specific metrics.

Technical - Advanced

1:40 PM  -  2:30 PM

Expert GEL – Using Java  (EXPRTGEL) Garden Are you already an advanced GEL script user looking to take your GEL to the next level using Java? This class is not for the faint of heart—we will delve into advanced Java within GEL scripts. Speakers: James Gille,  Ben Rimmasch

Functional

2:40 PM  -  3:30 PM	Demand Management | Best Practices  (DMNDMGMT) Dockside Are you starting a demand management implementation? Do you want to compare how you are using these functions vs. how others are using them? In this class, we will discuss some best practices from successful customers.
2:40 PM  -  3:30 PM	Project Management | Roundtable  (PMRNDTAB) Sunset V Do you want to talk to other customers that are using or plan to use project management? In this moderated round table, customers can share experiences and provide insights on process, configurations, challenges, and successes. We will divide into small groups and discuss customer selected topics—100% sharing. Speakers: Sara Garvey

Governance

2:40 PM  -  3:30 PM	Clarity Support Organization | Best Practices  (CLASUPPORT) Sunset III Can your Clarity PPM support team become more efficient? This class will discuss how other users solve issues, discover solutions, and successfully use Clarity PPM. We will review industry best practices and how to support your user base with the optimal team.
2:40 PM  -  3:30 PM	PMO in the Age of Agile  (PMOAGILE) Sunset I & II Some PMO members have started receiving questions about the relevance of the PMO. This session will discuss why the PMO is even more relevant for an organization as it shifts to an Agile mindset. Speakers: Robert Greca
2:40 PM  -  3:30 PM	Selling the Value of PPM  (SELLVPPM) Sunset IV Do some folks in your organization view Clarity PPM as worthless or of little value? In this class, we will discuss how to increase the value perception of Clarity PPM and innovative ways to sell the value Clarity PPM provides to stakeholders and users. Speakers: Grant Zemont

Technical - Advanced

2:40 PM  -  3:30 PM

HTML Portlets | Advanced  (HTMLADV) Garden Have you ever wanted to build portlets that were not limited by Clarity PPM's out-of-the-box portlet types? This class will explore some of the options you can use to build helpful portlets with HTML, including calendars, Kanban boards, tile-based project lists, and some special Star Wars-themed communication portlets. Speakers: James Gille,  Ben Rimmasch

Functional

3:40 PM  -  4:30 PM

Resource Management | Roundtable  (RMRDTABL) Sunset V Do you want to talk to other customers that are using or plan to use resource management? In this moderated round table, customers can share experiences and provide insights on process, configurations, challenges, and successes. We will divide into small groups and discuss customer selected topics—100% sharing. Speakers: Ross Hensel

Governance

3:40 PM  -  4:30 PM	Apptio and Clarity, Complementary Tools  (APPTCLA) Sunset I & II Does your organization own Apptio or looking to purchase it? In this session we will dive into what Apptio is and how it complements your current Clarity solution Speakers: Doug Greer
3:40 PM  -  4:30 PM	Capturing Value and Strategic Planning  (CAPVALUE) Sunset IV Are you considering using Clarity PPM's benefits tracking for planned and realized benefits? How do you track benefits that cannot be monetized? Did you know that Clarity PPM has a free module with the ability to track value metrics? Rego will walk you through some use cases where firms have been able to track strategic value, including monetary benefits, non-monetary benefits, and metrics related to them.
3:40 PM  -  4:30 PM	Rally Software® and Agile | Roundtable  (RLYROUND) Dockside This session will give you an opportunity to engage in a lively discussion with other conference participants. Learn how others might have solved similar problems. Speakers: Robert Greca
3:40 PM  -  4:30 PM	Stage Gating  (STGGATE) Sunset III How do companies track stage gates within Clarity PPM? This session will review some best practices for tracking, monitoring, and approving stage gates within Clarity PPM. We will also discuss pros and cons of various options to help you select the best method for your company. Speakers: Atul Kunkulol

Technical - Advanced

3:40 PM  -  4:30 PM

Creating Channels and Links  (CHNLKS) Garden Have you experimented with Modern UX channels and links? Our technical experts have unlocked these capabilities, allowing you to be creative in what you can do within the Modern UX. Learn how to make the most of them in this hands-on session. Speakers: Ben Rimmasch

Functional

4:40 PM  -  5:30 PM	Contract and Vendor Management | Clarity PPM's Role  (CONTRACTVEN) Dockside Are you tracking your vendor contracts outside of Clarity PPM? Have you considered moving the data into Clarity PPM? This session will review a set of use cases where Clarity PPM is being used to manage vendor contracts and how they are linked to resources, projects, and time to drive efficiencies in monitoring contracts and comparing actuals to invoices. Speakers: Ross Hensel
4:40 PM  -  5:30 PM	Financial Management | Roundtable  (FMRNDTABL) Sunset V Do you want to talk to other customers that are using or plan to use financial management? In this moderated round table, customers can share experiences and provide insights on process, configurations, challenges, and successes. We will divide into small groups and discuss customer selected topics—100% sharing. Speakers: Doug Greer

Governance

4:40 PM  -  5:30 PM	How to Design Professional-Looking Reports  (PROFREP) Sunset IV We once had a client refer to the reports they developed as “Fisher-Price” reports. Reports should be built with consistency using graphic design principles. Join a Rego architect and UX designer to learn some fundamental graphic design principles such as grid theory, ink-to-data ratio, flow, balance, and more. Come prepared to be "wowed." Speakers: Robert Greca,  Wes McCoubrie
4:40 PM  -  5:30 PM	Roadmap Management | OOTB Introduction  (RDMAPUX) Sunset III Do you want to understand the OOTB configuration and functionality of roadmap management? In this class, we will review the OOTB objects, views, and functions of roadmap management.
4:40 PM  -  5:30 PM	Workfront and Clarity, Complementary Tools  (WRKFRNTCA) Sunset I & II Does your organization own workfront in a marketing or other group doing digital asset management? In this session, we will dive into what Workfront is and how it complements your current Clarity solution

Technical - Advanced

4:40 PM  -  5:30 PM

Technical Round Table | Q&A  (TECHRD) Garden Could you use advice on specific, advanced technical issues? Participate in this moderated Q&A discussion on complex technical issues and how to solve them. Speakers: Josh Leone

Partner

5:30 PM  -  6:20 PM

Clarity Product Roadmap  (CLARDMAP) Paradise Ballroom TBA

7:00 AM  -  12:30 PM

Luggage Storage Mission Bay Room

Meals

7:30 AM  -  9:00 AM

Breakfast  (BRK102) Paradise Ballroom

8:40 AM  -  8:50 AM

Announcements for the day Paradise Ballroom Updates & announcements for the day.

Reporting

9:00 AM  -  12:20 PM

Jaspersoft Ad Hoc | Beginner  (JASPADBEG) Bay View Learn how to take advantage of the ad-hoc reporting capabilities of Jaspersoft, which comes embedded in Clarity 14.2 and later. This class is designed to provide hands on exercises to teach individuals how to utilize the power of this new product. As users begin building their own reports and dashboards, the burden on developers will decrease and Clarity perception and adoption will increase.

Technical

9:00 AM  -  12:20 PM

Technical Lab  (TECHLAB) Garden Could you use advice on specific, advanced technical issues? Participate in this open lab to get help on real technical items and some free technical consulting time. Speakers: Josh Leone,  Dave Matzdorf,  Ben Rimmasch

Functional

9:00 AM  -  10:00 AM	Know Thyself… At Work  (KNOWTHY) Sunset I & II Part presentation, part open discussion, this unique session will focus on offering philosophies and practical tips around increasing the wisdom we have about ourselves as we navigate our corporate lives. Using conscious leadership principles as a guide, we will cover topics such as empathy in the workplace, understanding and working through our internal drama, and the benefits of meditation and silence. Speakers: Grant Zemont
9:00 AM  -  10:00 AM	Portfolio and Roadmap Management | Roundtable  (PORTROADRT) Sunset V Do you want to talk to other customers that are using or plan to use portfolio or roadmap management? In this moderated round table, customers can share experiences and provide insights on process, configurations, challenges, and successes. We will divide into small groups and discuss customer selected topics—100% sharing. Speakers: Sara Garvey,  Ross Hensel

Governance

9:00 AM  -  10:00 AM	Application Portfolio Management | Business Value  (APPMGMT) Dockside Does your organization want to implement application portfolio management (APM)? Are you trying to determine the value in implementing APM? Are you struggling to know what tool you should use and what data is important to collect? This session will review specific use cases of companies that have implemented APM and effectively used the data to drive value for the organization. Speakers: Jen Scarlato
9:00 AM  -  10:00 AM	Clarity Integrations | Most Common  (CLRALLYINTG) Sunset III What integrations are the most requested and utilized? This class will review the most common interfaces to and from Clarity PPM, including best practice use cases and lessons learned from real implementations.
9:00 AM  -  10:00 AM	When, Why, and How to Stay OOTB  (WHNWHYHOW) Sunset IV Did you stray from OOTB? Was that the right decision? This will be a discussion on the pros and cons of sticking to Clarity PPM's stock attributes, views, and general capabilities. When does it make sense to avoid custom configuration? Conversely, when does it make sense to move beyond the standard OOTB setup? Speakers: Wes McCoubrie

Alternate

10:10 AM  -  11:10 AM

ServiceNow PPM | Demo  (NOWDEMO) Dockside Has your ServiceNow team been pushing ServiceNow's PPM product within the organization? This class is a demonstration of ServiceNow's PPM product with the goal of providing information on what it does and does not do. This is not a sales presentation or a feature-by-feature comparison with Clarity PPM. Speakers: Jerry Dolak

Functional

10:10 AM  -  11:10 AM	Portfolio and Roadmap Management | Best Practices  (PORTROAD) Sunset I & II Are you starting a demand or portfolio management implementation? Do you want to compare how you are using these functions vs. how others are using them? In this class, we will discuss some best practices from successful customers.
10:10 AM  -  11:10 AM	Resource Manager | Best Practice "Day in the Life"  (RMDAY) Sunset V This class will provide a list of daily and weekly activities that every resource manager should follow to leverage Clarity PPM more effectively.

Governance

10:10 AM  -  11:10 AM	ITBM Ecosystem and Competitive Analysis  (ITBMECO) Sunset III Do you know what PPM, APM, Agile, ITFM, and other tools are available in the marketplace? Have you taken a strategic look at the key IT processes and tools that exist to support them? Have you been asked to evaluate and recommend a PPM tool? This class will review other ITBM tools and examine their pros and cons. We will also provide six keys to evaluating a PPM solution. Speakers: Wes McCoubrie
10:10 AM  -  11:10 AM	Ongoing Training and Mentoring | Best Practices  (ONGOINGTRAINING) Sunset IV Do you struggle with how to implement a perpetual education program that continues to add value within the organization? This session will discuss best practices in the creation and structuring of an ongoing training and mentoring approach to assist with Clarity PPM adoption. Speakers: Sara Garvey,  Grant Zemont

Functional

11:20 AM  -  12:20 PM	Migrating to the Modern UX | Best Practices and Lessons Learned  (MODERNUX) Dockside Are you still using Classic Clarity? Are you wondering how and when you should transition to the Modern UX? This class will be a practical guide on how to know what to move and when to move it. We will discuss real use cases and help provide guidance on this strategic decision.
11:20 AM  -  12:20 PM	Project Manager | Best Practice "Day in the Life"  (PMDAY) Sunset V This class will provide a list of daily and weekly activities that every project manager should follow to leverage Clarity PPM more effectively.
11:20 AM  -  12:20 PM	The Concepts of Creativity  (CREATIV) Sunset I & II The concepts of Creativity are tools and habits that help you to become more creative(and your team!). Some of the training shocked me. During this session you will learn simple tricks and methods to encourage a more creative environment within your teams. Creativity training includes emotional intelligence and behaviors aspects all in one.

Governance

11:20 AM  -  12:20 PM	Dashboards and Metrics | Best Practices  (DASHBEST) Sunset IV Are you looking for some great examples of dashboards that include metrics or KPIs? This session will review a host of sample metric dashboards in use today that can spark ideas for you to implement at your company. Speakers: Atul Kunkulol
11:20 AM  -  12:20 PM	Project-to-Product: A Practical Guide to Making the Transition  (PRJCTTOPRDCUT) Sunset III Our clients and industry analysts agree that the time has come to make the transition from "projects" to "products"—but many organizations seem to be struggling with how to get started or what to do (e.g. how to "scale Agility"). This session reviews key success factors of Clarity PPM's own project-to-product transition to provide insights into what might be confusing or challenging to your organization. We will provide practical advice on how to get moving in the right direction.

Meals

12:20 PM  -  1:10 PM

Lunch  (LNCH102) Sunset Terrace

PowerBI (Clarity)

1:30 PM  -  5:30 PM

PowerBI Dashboards | Beginner  (POWBIDASH) Sunset I & II Clarity now allows an external ODTA connector. Do you want to see the capabilities of PowerBI and how this BI tool can be used to report against the Clarity database? This class is a hand on beginner training class for PowerBI - learn how to build basic reports against the Clarity data warehouse.

Jaspersoft (Clarity)

1:30 PM  -  5:30 PM

Jaspersoft Ad Hoc | Beginner  (Jaspersoft Ad Hoc | Begin) Sunset III Learn how to take advantage of Jaspersoft's ad-hoc reporting capabilities, which come embedded in Clarity PPM 14.2 and later. This class provides hands-on exercises to teach individuals how to utilize the power of this new product. As users build their own reports and dashboards, the burden on developers will decrease, and Clarity PPM perception and adoption will increase.

Agile (ServiceNow/Clarity)

1:30 PM  -  2:30 PM

Quantify the Value of Agile: Agile Executive Dashboarding  (QTFYAGILE) Dockside Do you want to analyze the cost and utilization of Agile development resources? Do you struggle to integrate financial information with work execution information from Agile tools such as Rally Software®, Jira, or VersionOne? This session explores reporting and dashboarding approaches to provide technology leaders with KPIs and trends for Agile execution, along with views that relate Agile team activity with cost and delivery. Speakers: Robert Greca

PMO/RMO (ServiceNow/Clarity)

1:30 PM  -  2:30 PM

PMO Maturity | Assessment  (PMOMATURITY) Sunset V How mature is your PMO? Where do you go from here? This class is a working session, which includes an exercise to assess how far you’ve come and help direct your course. Speakers: Grant Zemont

APM/ITFM (ServiceNow/Clarity)

1:30 PM  -  2:30 PM

Application Portfolio Management | Business Value  (APMBIZVAL) Sunset IV Does your organization want to implement application portfolio management (APM)? Are you trying to determine the value in implementing APM? Are you struggling to know what tool you should use and what data is important to collect? This session will review specific use cases of companies that have implemented APM and effectively used the data to drive value for the organization. Speakers: Jen Scarlato

Agile (ServiceNow/Clarity)

2:40 PM  -  3:30 PM

Introducing Apptio Agile Insights  (APPTIOAGILE) Dockside In the new bimodal IT environment, does your organization lack insights into what Agile work is being done and what value is being delivered? Learn how Apptio Agile Insights merges data from multiple Agile tools, including Clarity PPM, to bring together a total picture of the value IT is delivering. Speakers: Robert Greca

PMO/RMO (ServiceNow/Clarity)

2:40 PM  -  3:30 PM

PMO Continuous Assessment | Best Practices  (PMPCONT) Sunset V Are you ready to implement a continuous improvement practice within your PMO? This class is a working session to help build and sustain a continuous assessment initiative within your PMO, helping to manage goals and objectives from start-up through maturity. We will also discuss growth mapping to processes, tools, and strategic objectives. Speakers: Grant Zemont

APM/ITFM (ServiceNow/Clarity)

2:40 PM  -  3:30 PM

Using APM | App Rationalization  (USEAPM) Sunset IV This session will walk you through a step-by-step approach to doing application rationalization within your organization. We will also review how to sell the benefits and processes within your organization. Speakers: Jen Scarlato

Agile (ServiceNow/Clarity)

3:40 PM  -  5:30 PM

Agile Transformation | What to Expect  (AGILEEXP) Dockside Agile is here to stay, but Waterfall may be as well. Companies around the world struggle with living in a bimodal development environment while trying to go through Agile transformation. This working session will provide a discussion of best practices and lessons learned from companies that have gone through Agile transformations. We will also review SAFe as a potential approach. Speakers: Robert Greca

PMO/RMO (ServiceNow/Clarity)

3:40 PM  -  4:30 PM

Stakeholder Management  (STKMNG) Sunset V People are the #1 key to successful implementation, acceptance, and sustaining adoption after the project is long gone. Learn some tips and tricks on how to keep key stakeholders engaged. Speakers: Grant Zemont

APM/ITFM (ServiceNow/Clarity)

3:40 PM  -  4:30 PM

Proactive Insights and Analytics for TCO: Tools and Data Sources to Help Calculate TCO  (PROINSIGHT) Sunset IV Does your organization struggle to understand your fully burdened TCO for the applications that enable your business? Do you use spreadsheets and disparate data sources to manually calculate TCO? This session explores the data sources needed to calculate the fully burdened TCO for applications. We will also cover marketplace tools that allow you to track spending, providing trends of applications broken down by run and development costs.

PMO/RMO (ServiceNow/Clarity)

4:40 PM  -  5:30 PM

Project Management | Minimizing the Risk of Failure  (PMFAIL) Sunset V Do you want to improve the success of your projects? This class will discuss some lessons learned on making projects more successful. We will discuss things like:• Developing robust test plans, creating effective use and test cases, and implementing test scripts that make sense.• Why failures occur and what you can do to minimize the impact and plan for success—including a case study on lessons learned.• Developing, testing, fine-tuning, and executing deployment plans for success. Speakers: Grant Zemont

APM/ITFM (ServiceNow/Clarity)

4:40 PM  -  5:30 PM

Manage Your Technology Finances with Agility: IT Budgeting and IT Planning Approaches and Tools  (MngeITFM) Sunset IV Does your IT organization struggle with IT budgeting and annual planning? Does your annual budget and planning process take months? This session explores leading approaches and purpose-built tools to shorten your budget cycle, align resources to business needs, and plan resources into future years while reducing errors and manual effort.