As a comprehensive investment management tool, Clarity offers a wide range of capabilities that can enhance your team's productivity and boost your business outcomes. In this post, we'll explore how to get the most out of Clarity by leveraging its flexibility, reporting capabilities, and integrations.
Flexibility
One of the greatest strengths of Clarity is its flexibility. Clarity offers a range of configurable options, allowing you to create workflows that are best aligned with your organization’s needs. You can create custom fields, workflows, hierarchies, and reports that align with your business processes, enhancing visibility across the organization.
One recommendation is to work backwards from a deliverable. Just because you can do something doesn’t mean you always should. By incorporating the final deliverable desired by stakeholders, you can ensure you’re not overcomplicating the implementation. Just remember the K.I.S.S. (keep it simple stupid) adage; this will help you get where you need to go, without overheating the engine that drives delivery.
Additionally, Clarity enables you to customize the interface by choosing what fields to display and how they are arranged. This makes it easier for you to focus on the most important information, streamline your workflows, and make the software more user friendly.
Reporting
Clarity's reporting tools are another powerful feature. These tools can help you make informed decisions and adjust your investment's trajectory if necessary. With a variety of pre-built reports and customizable options, you can quickly generate insights into your investment's progress, resource utilization, and budget.
These capabilities extend into the Hierarchies interface and the Roadmapping interface. More and more customers are moving away from having folks spending time at the end of every week trying to compile data from different teams into massive PowerPoint decks. Instead, they use the Hierarchy interface’s unique reporting capabilities to automatically aggregate information, including editable financials, risks, issues, changes, staffing, and status reports—with no additional effort. The solution effectively enables the work the team is doing to drive the reporting, instead of making reporting work in and of itself.
However, we understand that teams in many organizations rely on and are familiar with third-party business intelligence tools. Just like I mentioned in the prior section, K.I.S.S. Clarity makes our proprietary data warehouse extendable to third-party business intelligence tools. So if that’s where your executives tend to operate, let them continue to work that way.
Integrations
Clarity integrates seamlessly with other software tools, such as Rally, ERP platforms, and Microsoft Project. These integrations enable you to create a seamless workflow, avoid unnecessary delays or errors due to manual entry, and increase productivity. Having the appropriate integrations in place will help you establish a single source of truth for reporting that individuals across the organization can leverage and trust.
For example, if your team is already using Rally for agile delivery, you can easily connect it to Clarity to ensure that all relevant information is accessible from one location. This integration eliminates the need to switch between multiple tools, streamlining your reporting and saving valuable time.
Conclusion
Clarity is a powerful investment management solution that can help your team increase productivity, streamline delivery, and improve communication. By leveraging the solution’s flexibility, reporting capabilities, and integrations, you can make the most out of Clarity and optimize your team's performance. Clarity has everything you need to succeed—whether you're looking to customize the software to meet your team's specific requirements, generate insights into your investments’ progress, integrate with other tools, or simplify your workflows. But just remember…keep it simple.
