September 29, 2022

Q&A: Stockbrokers Get the Full Picture with Clarity

Investment firms tend to have a lot of people working on a large number of high-value projects, all in one of the world’s most highly-regulated industries, where every hour and every dollar have to be tracked. We spoke to a panel of representatives from the financial services industry to understand their environment.

What are the challenges you need to overcome to be successful?

For us, the operating model requires us to charge all work back to the relevant business areas, and those chargebacks have to fund our portfolio of investments. It’s therefore essential that we have accurate time, financial tracking, and clear transparency for every piece of work we undertake. Additionally, we capitalize as much of our in-house development effort as possible, so we need to be able to accurately track that work. As a publicly traded financial institution, we have to report financial information to auditors, regulators, and investors, so we have to get it right.

How do you go about addressing those problems?

We know that we need a project portfolio management (PPM) solution to manage our $400 million of investments, but we also know that not any PPM product will do the job. We need it to support 6200 people working in the system and allow us to adapt it to handle all our financial tracking needs. Finally, we need it to handle everything from maintenance activities to strategic investments.

What do you do, and how does it help?

For us, Broadcom’s Clarity solution is the answer. We’ve been using it for more than a decade now and simply couldn’t operate without it. We have the ability to manage everything from an acquisition to a maintenance release, can track and account for chargebacks down to the hour and dollar, and can accurately report all capitalization-eligible activity.

Clarity allows us to work the way we want without having to adjust or compromise because of the limitations of the tool. It also gives us the insight we need without taking our thousands of users away from the work they need to deliver – ensuring efficiency as well as effectiveness.

How is this driving your success?

We simply couldn’t operate without Broadcom’s Clarity solution. We’re looking to expand into more use cases, and are currently planning to adopt the powerful roadmapping functionality. From program managers ensuring the performance of their investments, to users entering time, to the people we’ll be adding with roadmaps, Clarity is our trusted partner in success.

Tag(s): ValueOps , Clarity

Alf Abuhajleh

Alf Abuhajleh markets Clarity by Broadcom. From early-days cloud computing, mobile apps and cognizant enterprise apps, Alf spent the past 25 years developing and launching emerging technologies in Silicon Valley.

Other resources you might be interested in

Course August 24, 2026

AAI - Creating and Publishing AI-powered Data Insights

Learn how to create AI-powered data insights using natural language prompts, refine the generated results, and publish useful insights.

Go to Training

Course August 21, 2026

AAI - Configuring the Cost Model for Chargeback Reporting

Learn how to configure the Cost Model in AAI by defining cost centers, associating jobs with those cost centers, and entering annual cost factors.

Go to Training

Course August 20, 2026

Clarity: Strategic Workforce Planning with the Staffing Workspace

This course blends strategic portfolio management (SPM) concepts with Clarity Staffing. See how to use the product and make better business decisions.

Go to Training

Office Hours August 20, 2026

Rally Office Hours: August 20, 2026

This Rally Office Hours session reveals the general availability of a Kanban board extension to the custom board widget. Get expert tips for custom views.

View Recording

Course August 19, 2026

ValueOps ConnectALL 101

This is an introductory course for new ConnectALL administrators and implementation teams.

Go to Training

Course August 14, 2026

AAI: Monitoring Global Shift Operations with Jobstream Runs Views

Focuses on live operational triage, teaching operators to track real-time executions, identify "Red-Zone" failures, and drill down to resolve bottlenecks.

Go to Training

Course August 14, 2026

AAI: Triaging Incidents via the Gantt View

See how to use the Gantt Command Center to isolate failures and restore pipelines. Trace dependency paths, evaluate delays, and inspect job properties.

Go to Training

Course August 14, 2026

AAI: Tracking Trends & Runtimes with Jobstream Run Details

Learn how to analyze multi-week historical performance using Actual, Relative to SLA, and SLA Graph views. See how to spot and prove performance issues.

Go to Training

Office Hours August 13, 2026

Rally Office Hours: August 13, 2026

This Rally Office Hours session covers upcoming product deprecations, custom view migrations, high-level reporting solutions, and workspace field updates.

View Recording