The document discusses CA Clarity PPM, a project portfolio management solution. It describes how Clarity PPM helps organizations align IT initiatives with business goals, offers analytical insights into project portfolios, and facilitates real-time monitoring of project progress. The document also provides an overview of Advanced Software Systems, Inc. (ASSYST) and the services it offers for implementing and customizing Clarity PPM solutions.
4. The One Point Source
Advanced Software Systems, Inc. Maturity Level 3
An Employee Owned Company
Clarity Case Study
Background
Customer Profile Customer was having a large PMO and faced challenges to in the areas of Project and program
• Leading Mid Atlantic Health time management (deliverable activity timelines, projects, tasks, assignment, etc.), Project resource
Insurance Provider management (allocation of project personnel using a resource profile repository, resource loading,
leveling, overhead, etc.) and Cost management (tracks project resource costs, facilities,
• Ongoing 18 Month billing/chargeback, etc.). Objectives of this project was also to support industry best practices in
Implementation for approximately the areas of Timekeeping, Enterprise Project Management and Enterprise Portfolio Management.
1500 Users Customer evaluated various Project Portfolio Management solutions available in the market and
finally decided to adopt Clarity Project Portfolio Management. Customer chose ASSYST to
• IT Organization consists of 450+ support Implementation of the solution. C
employees, consultants and on &
off shore resources Solution Delivered :
• Clarity 8.1 PPM Enterprise Program and Portfolio Management Solution (EPPMS)
Customer has identified CA Clarity as the tool that will support industry best practices in the areas
• Integration with PeopleSoft and of Timekeeping, Project Management and Portfolio Management. Clarity is being implemented to
Beeline Vendor Management meet these requirements, and to provide integration with other information systems (e.g., Oracle
System Financials, Beeline, and PeopleSoft). ASSYST is responsible for the enterprise wide
implementation of the tool. EPPMS objectives include, Project and Program time management
(deliverable activity timelines, projects, tasks, assignment, etc.), Project resource management
(allocation of project personnel using a resource profile repository, resource loading, leveling,
overhead, etc.) and Cost management (tracks project resource costs, facilities, billing/chargeback,
etc.)
EPPMS is being realized by implementing Clarity over multiple phases. The scope of Phase I is to
define and deploy resources and programs/projects in Clarity to initiate, define, and actively
manage program/project progress via scheduling and progress tracking. This phase also initiated
the building blocks of with automated interface for resource and skill loading from PeopleSoft.
ASSYST has successfully completed deployment of Project Management, Resource Management
and PPM modules. Project is currently on Phase II and ASSYST is responsible for Integration of
Clarity to existing Customer systems and deployment of Demand Manager. Phase III of the project
would entail implementation of IT Financial Management, IT Portfolio Management and Business
Relationship Management. ASSYST is providing Project management and leadership for Fit Gap
Analysis and requirement gathering Technical Architecture. The major responsibilities for
ASSYST team include:
• Provide program leadership for the project
• Development of detailed project workplan
• Conduct analysis of requirements
• Supervise and assist business requirement mapping and prototyping
• Produce solution definition
• Assist with test case preparation and execution
• Assessment and design of interfaces (e.g. PeopleSoft, Beeline)
• EPPMS Architectural Design
• Installation of Clarity, accelerator and fixed packs
• Cleansing and loading of project schedules
• Assist configuration and branding of the application to meet business need
• Build knowledge transfer process
• On-site education and knowledge transfer
Clarity Project and Portfolio Management for Model Office
ASSYST is supporting the Clarity 8.1 Implementation for Model Office initiated by Customer
PMO. Assyst is providing leadership to develop a Project Management Plan that defines the
anticipated tasks and establishes the expected timeframe for completion. Assyst is involving with
identifying key managers and staff responsible for administering, managing and maintaining the
Customer’s interim PPM environment and processes. One of tasks carried out for this Model
Office Clarity implementation was setting up of the Hosted environment and manage access.
Advanced Software Systems Inc. ♦ 22866 Shaw Road, Sterling, VA 20166 ♦ Phone: 703-230-3100 ♦Fax: 703-230-0640
marketing@assyst.net ♦ www.assyst.net
5. The One Point Source
Advanced Software Systems, Inc. Maturity Level 3
An Employee Owned Company
ASSYST is tasked with Solution Configuration support for this project. Assyst conducted detailed
Fit Gap analysis and mapped Customer’s program management processes to Clarity.
The tasks that were successfully executed include loading of Project Schedules into Clarity along
with all client resources loaded into Clarity. ASSYST has developed scripts to automate the
process of loading resources and roles data from PeopleSoft and Beeline. All project budgets
loaded and reconciled into Clarity. All client business units organized in Clarity along with project
schedules check-in as initial baseline. Assyst is implementing Resource Manager and Project
Manager Modules using Customer project and resource data. Assyst is currently performing
responsibilities including, Installation Backup & Configuration Documentation Migration Plan,
Conversion of Data and System and user testing.
The major responsibilities for ASSYST team include:
• Provide program leadership for the project
• Provide hosted Clarity environment
• Development of detailed project work plan
• Analyze and document current process and user requirements
• Develop and document new business processes and procedures
• Supervise and assist business requirement mapping and prototyping
• Cleansing and loading of project schedules
• Assist with test case preparation and execution
• Loading of resource and role data from PeopleSoft and Beeline
• Assist configuration and branding of the application to meet business need
• Build knowledge transfer process
• Building custom reports and using Business Objects/Crystal and Actuate
• On-site education and knowledge transfer
Solution Benefits:
• Created a single virtual resource pool
• Improved on-time, on-budget, on-plan delivery
• Defined and achieved PMO targets for resource and project allocation
• Centralized demand management
• Resource allocation and capacity planning
• Consistent portfolio management processes across lines of business
Advanced Software Systems Inc. ♦ 22866 Shaw Road, Sterling, VA 20166 ♦ Phone: 703-230-3100 ♦Fax: 703-230-0640
marketing@assyst.net ♦ www.assyst.net