Solving Clarity PPM Implementation Challenges

How Apty Helps PMOs Reduce Complexity, User Confusion in Project and Portfolio Management Systems

Understanding the modern PMO and successfully implementing a PPM system like Clarity are critical for large enterprises. Optimize your processes and solve Clarity PPM adoption challenges with Apty's insights, best practices and industry-specific expertise for PMOs.

NathanNathan Altadonna

Project and portfolio management is an essential function of large enterprises. The demands of a modern PMO are complex and evolving. Similarly, the enterprise planning systems and technology powering PMOs are also changing and growing in complexity.

The core challenge faced by PMOs is determining how to successfully adopt processes and technology that enable them to provide the value and visibility their organizations need.

Most business decisions and strategies will be based on data that was gathered and distributed by the PMO.

Understanding the modern PMO and successfully implementing a PPM system like Clarity are critical for large enterprises. If you’re looking to optimize your processes or implement or improve Clarity PPM or another PPM tool, Apty can help. We’ve compiled our insights, best practices, and industry-specific expertise into this guide. We’ll cover:

What’s the role of a Modern PMO?

PMOs are rapidly changing to better serve the modern enterprise. Their role in today’s organizational climate focuses on providing leadership with essential information about not just projects but processes, productivity, and other business intelligence.

PMOs must deliver accurate information and on-time projects while also remaining fluid to adjust to changing market conditions. Thus, modern PMOs facilitate business agility, enabling the business to serve customers and stakeholders better.

Self-Support

How can PMOs adapt and change to meet the challenges of today?

The modern PMO works on creating team focus and unity, ensuring buy-in from team members. It utilizes and delivers effective and efficient tools, helping the organization get things accomplished with quality and speed. A modern PMO encourages cohesive governing and agreed-upon discipline. The modern PMO is focused on creating value, enabling the team to prioritize things according to their value.

By adapting and changing, the modern PMO is crafting a way to ensure a focused, unified team that works diligently to bring value to its customers. It’s also creating a way for business leaders to make decisions effectively and lead their team.

What do businesses need from their PMO and their PPM System?

PMOs enable information, insights, and ideas to be broken down and shared for decision-making and implementation among the team. This allows the workflow to be managed effectively, pulling work only when there is capacity, ensuring a smooth flow. PMOs essentially streamline the workflow, reducing roadblocks and creating productive, capable management of work.

How can a PMO deliver value?

The modern PMO delivers value to enterprises by supporting these businesses as they evolve and transform with new technologies and tools. Overall, a PMO must ensure that all of the business’ projects are supported and reach the desired results.

To do so, the PMO must determine if it is providing the most effective solutions at the time when they are most needed. It must take inventory of its own solutions to discover whether time, money, and focus are being used in the right places and determine ways to make the team as productive as possible.

The PMO must also determine what tools are useful and provide value to the enterprise and what tools should be discontinued. Automated feedback provided through the PMO details productivity, effectiveness, and potential changes that should be made. Lastly, modern PMOs create a relevant means for strategizing and streamlining the overall processes of a business, ensuring that they can evolve as need be. Instead of being stagnant and stuck in place, these businesses are able to function and progress as living, breathing beings.

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Benefits of Using Clarity PPM as Project Portfolio Management Tool

To meet the demands and expectations of a modern PMO, most organizations need to adopt an enterprise-grade Project Portfolio Management (PPM) tool, like Clarity PPM.

Project Portfolio Management (PPM) tools can help business leaders in a number of different ways, from addressing major big-picture problems to resolving less urgent but still important, minor daily issues. A PPM tool will help you find your key performance metrics, determine your strategic business objectives, and then identify, choose, and manage your current portfolio projects in alignment with those two key factors.

Successfully adopting a PPM system, like Clarity PPM, leads to lower costs and more completed projects.

Here’s how Clarity PPM or another enterprise PPM system can help guide decision-making and save time and money:

Benefit #1

Helps Eliminate Redundancies

Putting together a portfolio will help leaders see all current projects, no matter what department or team is leading the project. This makes it much easier to determine which projects need to be scrapped. Eliminating redundancies helps on the micro-level of taking work off of burdened employees’ plates and opening them up to focus their time and energy on moving the company forward.

Benefit #2

Emphasizes Collaboration and Responsibility

A PPM tool gives companies a central information bank, which is a major advantage. Decision-makers at all levels have the same access to data that might have been buried before. A PPM tool makes it easy to share this information without requiring anyone to take extra steps to make data available to whoever needs it. Because PPM tools are visually organized, it becomes easier for teams to collaborate and make smarter decisions.

Benefit #3

Supports Balance and Optimization

It’s so easy to get lost in the details and to forget the big picture. Sometimes managers have tunnel-vision when it comes to one project, leading them to neglect other equally important initiatives. A PPM tool helps managers keep their eye on the big picture through its visual organization.

PPM tools can also help optimize the decisions about which projects a company chooses to take on. A PPM tool can show decision-makers how to balance high risk and high potential return projects with low-risk projects. The data provided helps the decision-makers analyze the situation at the portfolio level rather than the project level. Because of their focus on the big picture, PPM tools help companies prioritize the optimization of projects, people, tasks, and budgets.

Benefit #4

Gathers Better Data

Without accurate data, it’s impossible to make the best decisions. Because PPM tools are consistently gathering and monitoring data, business leaders know they have the most updated information available to take into consideration. Real-time metrics help leaders respond to problems as they occur and to more accurately plan for the future.

Benefit #5

Improves Communication

Managers can often become hyper-focused on their own team. PPM tools help managers of different departments and teams understand a more comprehensive view of where resources and priorities currently are and what they should bring to the table. Because of the amount of available data, PPM tools help managers make daily decisions that support long-term objectives.

Benefit #6

Helps deliver On Better Timelines

A natural result of better data, better communication, and better prioritization is delivering on better timelines. Although unforeseen factors often pop up and slow down project completion, deadlines can be met efficiently when teams have a strong and solid plan from day one. While schedule delays will always be inevitable, PPM tools provide information about resources and can help estimate project costs, which keeps teams aware of issues.

Benefit #7

Establishes A Path to Long-Term Success

PPM tools also help businesses build a path to long-term success through their emphasis on the big picture. By helping team leaders see what’s working, what’s sustainable long-term, and what’s not, PPM tools show where more resources should be allocated and which projects should be scrapped. Because it’s an inherent feature of PPM tools to organize data for the big picture, managers can skip the steps of gathering and collecting the data themselves and go straight to analysis and making the best choices for long-term success.

How Apty Solves Clarity PPM Implementation and Adoption Challenges

Apty’s all-in-one Digital Adoption Platform is designed to solve any Digital Adoption problem with the implementation of a PPM system like Clarity PPM.

Apty can show users how to complete a task, prompt them to correct errors, and streamline how they search for support content. Apty focuses on improving Clarity PPM adoption through 4 key components or Apty’s Four As:

Assist:  Use on-screen guidance to make a complicated PPM system easier for users of any skill level.

Align:  Ensure employees utilize your new system and follow your latest procedures with Apty’s proactive process compliance.

Adapt:  Optimize your Clarity PPM implementation strategy with actionable insights for improving user adoption.

Accelerate:  Quickly scale your PPM rollout without tying up additional IT resources.

Meet Apty:
The Answer to Your Clarity PPM Adoption Challenges

Assist

ASSIST

Guidance, Content, Onboarding

Make complicated software simple with custom in-app and on-screen guidance. Give your employees the content they need, when they need it-without writing a single line of code.

Apty Assist →

Align-1

ALIGN

Validation, Workflows, Compliance

Prioritize business goals by taking an active approach to process compliance. Deliver improved workforce productivity across departments ensuring better software ROI.

Apty Align →

Adapt-04

ADAPT

Analytics, Insights, Recommendations

Gain greater visibility into your transformation initiatives with robust tracking and analytics. Consistently improve your process through informed, data-driven decisions.

Apty Adapt →

Accelarate

ACCELERATE

Automation, Integrations, Cross-platform

The platform is lightweight and flexible. And with robust automation features you can scale your digital adoption strategies across your entire organization in days, not months (or years).

Apty Accelerate →

Here’s how each of the “Four As” can help you improve your Clarity PPM implementation and drive better results:

Assist: Solve User Onboarding and Training Challenges

User onboarding and training are the most common and problematic obstacles to a successful PPM system implementation. Here’s an overview of the adoption challenges companies face and how Apty’s Assist functions help:

Challenge Symptoms Causes Solution
Ineffective Training High volume of support tickets

Users don’t know how to complete basic tasks.
Complexity
PPM systems are complicated and include a multitude of customizations and configurations, making it difficult for even experienced users to navigate.

Outdated Training Methods
Classroom and video training doesn’t work because it’s now how employees learn. Traditional training methods result in poor knowledge retention. The average person forgets 75% of what they learn in less than a week.
Apty’s on-screen guidance simplifies your PPM system and eliminates the need for costly and ineffective training sessions.

Employees want to learn by doing. Apty guides users through your process and systems step-by-step while they’re working in Clarity PPM. Apty familiarizes users with the platform and helps them complete their work at the same time.
Slow User Onboarding High ramp-up time for new employees.

Delayed or slow rollouts
Overwhelmed Users
Most users won’t use all the features of an enterprising planning system, so they can quickly get overwhelmed trying to get through onboarding programs designed to address all aspects of the program.

Training Bottlenecks
Onboarding hundreds or thousands of users across multiple locations is a logistical nightmare if you’re relying on classroom or live video training. Modern enterprises need digital onboarding tools that are easily scalable.
Apty enables you to deliver customized onboarding and on-screen guidance so users can quickly master the parts of Clarity PPM that are most relevant to their roles.

Apty is available 24/7 so users can learn at their own pace, and you can easily deploy content across your entire user base.
Overburdened Support High volume of support tickets

Increasing Support Costs
Poor Training and Onboarding
As a result of the training and onboarding challenges, users will continue to struggle to use Clarity PPM and will reach out to their IT support teams for help.
Apty’s on-screen guidance allows users to solve their own problems without opening a support ticket. Apty’s self-service platform can reduce Clarity PPM support ticket volumes by 70 to 80 percent.

 

Guided-Workflow

 

Align: Solve Compliance and Data Quality Issues

The main reason most companies adopt a PPM system like Clarity is to improve decision-making and visibility about projects. That’s nearly impossible if the data is inaccurate or missing from the system. Consider these compliance and data quality challenges and how Apty can help:

Challenge Symptoms Causes Solution
Missing Data Incomplete entries

Useless reports
Too Many Fields
Inputting data into a PPM system can be complicated when there are too many fields. Users easily put something in the wrong field or miss it altogether.

Not Knowing When Data is Required
Users often struggle to remember what data is required - especially if they're inputting something on a monthly or quarterly basis instead of daily.
Apty’s validations ensure you get complete and accurate data into Clarity PPM.

Apty’s validations ensure you get complete and accurate data into Clarity PPM.

Apty also allows for conditional validations. For example, let’s say you want to require an explanation only if someone is entering a project status as behind schedule. Apty can make the explanation field required or not based on the project’s status.
Poor Data Quality Inaccurate reports

Poor forecasts
Human Error
Most employees aren’t trying to make mistakes. In most cases, they simply forget what’s required. This can have disastrous repercussions inside a PPM system designed to function on flawless data.

Company Specific Requirements
Large enterprises often have their own specific business rules that need to apply to data entry. Ensuring compliance with those rules is often difficult inside systems like Clarity PPM.
Apty’s data validations prompt users to fix mistakes in real-time.

Apty also allows you to customize your validations to your business rules.

For example, many Apty clients use validation to enforce naming conventions.
Process Compliance Use of shadow IT or manual processes

Low completion rates

Missing Data
User Difficulties
If users think the program is too difficult, they’ll revert to old processes, or teams or departments will invest in alternative SaaS solutions and increase the use of shadow IT.
Apty’s simplifies Clarity PPM so users can more easily adopt your new processes.

Apty’s tracking also allows you to analyze Clarity PPM usage by segments such as teams or departments to identify who isn’t using the system.

 

Tooltips

 

Adapt: Gain Insights on Your Clarity PPM Adoption

Companies implement a system like Clarity PPM to increase their visibility into projects, but ironically often lack visibility about how their implementation is going. Here’s how Apty can help you gain a better understanding of your digital adoption and adjust your strategy for success:

Challenge Symptoms Causes Solution
Measuring Adoption No benchmarks or visibility on Clarity PPM adoption Unreliable usage analytics
Logging into a system and actually completing your work are two very different things. Most in-app analytics can’t give insight into how people are using your PPM system to know if they’re successfully adopting the software.
Apty tracks how people use your system, not just how they use on-screen guidance. Apty’s advanced platform gives you insights into where users are struggling so you can deploy additional on-screen guidance to overcome any adoption challenge.
On-Time delivery Missed deadlines

Delayed implementation
Slow Rollouts
The extensive challenges of onboarding and training users with traditional methods can slow down implementations.

No Monitoring
Meeting deadlines requires knowing when you’re behind schedule. Many Clarity PPM implementations run behind schedule because enterprises lack a system for identifying potential bottlenecks or delays.
Apty helps companies adopt new software 2-3 times faster thanks to intelligent on-screen guidance that quickly onboards new users.

Apty also enables Clarity PPM admins to get a clearer picture of their adoption through advanced usage analytics and insights. Apty can alert you to when your implementation is at risk of failing or running behind schedule.
Process Conversion and Optimization Low process completion rates

Poor overall adoption
Difficult Processes
If a process is too complex, users are more likely to make mistakes or abandon the process for older methods or technologies.

Outdated Processes
Many companies make the mistake of trying to make old processes fit their new software system. Part of a successful Clarity PPM adoption needs to include modifying your processes to best utilize the software’s features.
Apty simplifies complex processes through on-screen guidance and automation.

Apty also includes ways to track your custom business processes so you can quickly identify what steps are causing the most confusion and address them with on-screen guidance.

 

Adapt

 

Accelerate: Eliminate Roadblocks to Scaling Your Clarity PPM Implementation

To be successful, a company must scale its Clarity PPM adoption across the entire organization. Here’s how Apty can ensure a smooth and quick enterprise-adoption.

Challenge Symptoms Causes Solution
IT Utilization Increased IT costs or hours Over Customization
Too many unnecessary customized configurations can bog down your IT team.

No Business Unit Support
If your system is configured where each individual business unit or team must rely on IT to make updates when processes change, you could quickly overwhelm your IT team.
Apty works as an overlay on top of Clarity PPM so you can customize processes or user experiences without modifying your Clarity installation.

Apty also business owners to take on more responsibility with a simple code-free editor. Apty admins can create on-screen guidance content without using precious development time.
User Productivity Low employee output

Low process completion rates
Confused Users
You won’t get the full value of your Clarity PPM software if your users don’t know what to do.

Mundane Processes
Repetitive processes can slow down work by making users take unnecessary or convoluted steps to complete a process.
Apty helps users get more done in less time by making any process easier through on-screen guidance and automating repetitive processes.
System Integrations Siloed processes Cross-Application Processes
Most enterprise employees may use three to five applications to finish one task. If users find it difficult to use Clarity PPM with other essential business applications, you could derail your adoption.
Apty supports cross-application processes by deploying on-screen guidance across any web-based application. Apty walks users through each step and continues guiding them when processes take them to another application.

 

Automation-Align

 

Here’s how each of the “Four As” can help you improve your Clarity PPM implementation and drive better results:

Assist: Solve User Onboarding and Training Challenges

User onboarding and training are the most common and problematic obstacles to a successful PPM system implementation. Here’s an overview of the adoption challenges companies face and how Apty’s Assist functions help:

Challenge #1: Ineffective Training

Symptoms:

  • 1. High volume of support tickets
  • 2. Users don’t know how to complete basic tasks.

Causes:

  • 1. Complexity - PPM systems are complicated and include a multitude of customizations and configurations, making it difficult for even experienced users to navigate.
  • 2. Outdated Training Methods - Classroom and video training doesn’t work because it’s now how employees learn. Traditional training methods result in poor knowledge retention. The average person forgets 75% of what they learn in less than a week.

Solution:

  • 1. Apty’s on-screen guidance simplifies your PPM system and eliminates the need for costly and ineffective training sessions.
  • 2. Employees want to learn by doing. Apty guides users through your process and systems step-by-step while they’re working in Clarity PPM. Apty familiarizes users with the platform and helps them complete their work at the same time.

Challenge #2: Slow User Onboarding

Symptoms:

  • 1. High ramp-up time for new employees.
  • 2. Delayed or slow rollouts

Causes:

  • 1. Overwhelmed Users - Most users won’t use all the features of an enterprising planning system, so they can quickly get overwhelmed trying to get through onboarding programs designed to address all aspects of the program.
  • 2. Training Bottlenecks - Onboarding hundreds or thousands of users across multiple locations is a logistical nightmare if you’re relying on classroom or live video training. Modern enterprises need digital onboarding tools that are easily scalable.

Solution:

  • 1. Apty enables you to deliver customized onboarding and on-screen guidance so users can quickly master the parts of Clarity PPM that are most relevant to their roles.
  • 2. Apty is available 24/7 so users can learn at their own pace, and you can easily deploy content across your entire user base.

Challenge #3: Overburdened Support

Symptoms:

  • 1. High volume of support tickets
  • 2. Increasing Support Costs

Causes:

  • 1. Poor Training and Onboarding - As a result of the training and onboarding challenges, users will continue to struggle to use Clarity PPM and will reach out to their IT support teams for help.

Solution:

  • 1. Apty’s on-screen guidance allows users to solve their own problems without opening a support ticket. Apty’s self-service platform can reduce Clarity PPM support ticket volumes by 70 to 80 percent.

 

Guided-Workflow

 

Align: Solve Compliance and Data Quality Issues

The main reason most companies adopt a PPM system like Clarity is to improve decision-making and visibility about projects. That’s nearly impossible if the data is inaccurate or missing from the system. Consider these compliance and data quality challenges and how Apty can help:

Challenge #1: Missing Data

Symptoms:

  • 1. Incomplete entries
  • 2. Useless reports

Causes:

  • 1. Too Many Fields - Inputting data into a PPM system can be complicated when there are too many fields. Users easily put something in the wrong field or miss it altogether.
  • 2. Not Knowing When Data is Required - Users often struggle to remember what data is required - especially if they're inputting something on a monthly or quarterly basis instead of daily.

Solution:

  • 1. Apty’s validations ensure you get complete and accurate data into Clarity PPM.
  • 2. Apty’s validations will prevent users from moving on to the next step before they’ve completed all required fields. Apty will even prompt them to fix any mistakes.
  • 3. Apty also allows for conditional validations. For example, let’s say you want to require an explanation only if someone is entering a project status as behind schedule. Apty can make the explanation field required or not based on the project’s status.

Challenge #2: Poor Data Quality

Symptoms:

  • 1. Inaccurate reports
  • 2. Poor forecasts

Causes:

  • 1. Human Error - Most employees aren’t trying to make mistakes. In most cases, they simply forget what’s required. This can have disastrous repercussions inside a PPM system designed to function on flawless data.
  • 2. Company Specific Requirements - Large enterprises often have their own specific business rules that need to apply to data entry. Ensuring compliance with those rules is often difficult inside systems like Clarity PPM.

Solution:

  • 1. Apty’s data validations prompt users to fix mistakes in real-time.
  • 2. Apty also allows you to customize your validations to your business rules.
  • 3. For example, many Apty clients use validation to enforce naming conventions.

Challenge #3: Process Compliance

Symptoms:

  • 1. Use of shadow IT or manual processes
  • 2. Low completion rates
  • 3. Missing Data

Causes:

  • 1. User Difficulties - If users think the program is too difficult, they’ll revert to old processes, or teams or departments will invest in alternative SaaS solutions and increase the use of shadow IT.

Solution:

  • 1. Apty’s simplifies Clarity PPM so users can more easily adopt your new processes.
  • 2. Apty’s tracking also allows you to analyze Clarity PPM usage by segments such as teams or departments to identify who isn’t using the system.

 

Tooltips

 

Adapt: Gain Insights on Your Clarity PPM Adoption

Companies implement a system like Clarity PPM to increase their visibility into projects, but ironically often lack visibility about how their implementation is going. Here’s how Apty can help you gain a better understanding of your digital adoption and adjust your strategy for success:

Challenge #1: Measuring Adoption

Symptoms:

  • 1. No benchmarks or visibility on Clarity PPM adoption

Causes:

  • 1. Unreliable usage analytics - Logging into a system and actually completing your work are two very different things. Most in-app analytics can’t give insight into how people are using your PPM system to know if they’re successfully adopting the software.

Solution:

  • 1. Apty tracks how people use your system, not just how they use on-screen guidance. Apty’s advanced platform gives you insights into where users are struggling so you can deploy additional on-screen guidance to overcome any adoption challenge.

Challenge #2: On-Time delivery

Symptoms:

  • 1. Missed deadlines
  • 2. Delayed implementation

Causes:

  • 1. Slow Rollouts - The extensive challenges of onboarding and training users with traditional methods can slow down implementations.
  • 2. No Monitoring - Meeting deadlines requires knowing when you’re behind schedule. Many Clarity PPM implementations run behind schedule because enterprises lack a system for identifying potential bottlenecks or delays.

Solution:

  • 1. Apty helps companies adopt new software 2-3 times faster thanks to intelligent on-screen guidance that quickly onboards new users.
  • 2. Apty also enables Clarity PPM admins to get a clearer picture of their adoption through advanced usage analytics and insights. Apty can alert you to when your implementation is at risk of failing or running behind schedule.

Challenge #3: Process Conversion and Optimization

Symptoms:

  • 1. Low process completion rates
  • 2. Poor overall adoption

Causes:

  • 1. Difficult Processes - If a process is too complex, users are more likely to make mistakes or abandon the process for older methods or technologies.
  • 2. Outdated Processes - Many companies make the mistake of trying to make old processes fit their new software system. Part of a successful Clarity PPM adoption needs to include modifying your processes to best utilize the software’s features.

Solution:

  • 1. Apty simplifies complex processes through on-screen guidance and automation.
  • 2. Apty also includes ways to track your custom business processes so you can quickly identify what steps are causing the most confusion and address them with on-screen guidance.

 

Adapt

 

Accelerate: Eliminate Roadblocks to Scaling Your Clarity PPM Implementation

To be successful, a company must scale its Clarity PPM adoption across the entire organization. Here’s how Apty can ensure a smooth and quick enterprise-adoption.

Challenge #1: IT Utilization

Symptoms:

  • 1. Increased IT costs or hours

Causes:

  • 1. Over Customization - Too many unnecessary customized configurations can bog down your IT team.
  • 2. No Business Unit Support - If your system is configured where each individual business unit or team must rely on IT to make updates when processes change, you could quickly overwhelm your IT team.

Solution:

  • 1. Apty works as an overlay on top of Clarity PPM so you can customize processes or user experiences without modifying your Clarity installation.
  • 2. Apty also business owners to take on more responsibility with a simple code-free editor. Apty admins can create on-screen guidance content without using precious development time.

Challenge #2: User Productivity

Symptoms:

  • 1. Low employee output
  • 2. Low process completion rates

Causes:

  • 1. Confused Users - You won’t get the full value of your Clarity PPM software if your users don’t know what to do.
  • 2. Mundane Processes - Repetitive processes can slow down work by making users take unnecessary or convoluted steps to complete a process.

Solution:

  • 1. Apty helps users get more done in less time by making any process easier through on-screen guidance and automating repetitive processes.

Challenge #3: System Integrations

Symptoms:

  • 1. Siloed processes

Causes:

  • 1. Cross-Application Processes - Most enterprise employees may use three to five applications to finish one task. If users find it difficult to use Clarity PPM with other essential business applications, you could derail your adoption.

Solution:

  • 1. Apty supports cross-application processes by deploying on-screen guidance across any web-based application. Apty walks users through each step and continues guiding them when processes take them to another application.

 

Automation-Align

 

Clarity PPM Challenges by Industry

Apty works across industries and applications. The following examples illustrate how Apty can be used to improve Clarity PPM adoption in manufacturing, aviation, retail, and finance.

Manufacturing

Manufacturers rely on their PPM systems to help with planning and managing capacity and costs. From production logistics to finances, a properly configured and adopted PPM system touches every aspect of a manufacturing business. Here’s an overview of how Apty helps manufacturers with their top Clarity PPM challenges:

Need or Challenge How Apty Helps
Data Accuracy
Companies need to accurately forecast production and finances. Any forecast is dependent on accurate data in Clarity PPM.
Data Validations
Apty’s data validations ensure that employees input correct data in the right format. Apty’s validations can be customized to your business rules.
Process Analysis
Any delay in the production process or a delay in getting a product from concept to production hurts the bottom line. Manufacturers need any process that’s a part of Clarity PPM to run quickly and smoothly.
Advanced Insights and Guidance
Apty tracks your custom processes in Clarity PPM and provides insights on how to improve them. Apty’s on-screen guidance can remove any user friction to enable a smoother flow.
Proactive Compliance
Businesses can’t make accurate decisions or forecasts if they’re constantly waiting on people to complete processes or update statuses. They need a way to ensure continual compliance with their PPM procedures.
Alerts
Apty tracks your recurring processes and ensures people comply. For example, if you require an updated project status monthly, Apty would track which users hadn’t submitted status updates and prompt them with on-screen guidance before the deadline to ensure compliance.

Aviation

Airlines and aviation companies have complex processes in a highly regulated environment. Apty’s tools are designed to increase efficiency with complex processes inside Clarity PPM.

Need or Challenge How Apty Helps
Onboarding
Companies need to quickly onboard new Clarity PPM users and ensure they’re familiar with highly complex processes.
User Onboarding
With Apty’s on-screen guidance, a new user can be productive from their first day. Apty significantly decreases ramp-up time.
Governance and Compliance
Aviation companies often have strict documentation requirements or other regulations to follow.
Custom Validations
Apty ensures everything that goes into your Clarity PPM system conforms with your business rules.
Productivity
Idle planes hurt the bottom line. Airlines need employees and projects working at peak productivity.
Automation and On-Screen Guidance
Apty’s automation and on-screen guidance make Clarity PPM easier to use, so employees get more done in less time.

Retail

Retail companies have to think and operate more like software companies. An increasing number of retailers are planning complex digital commerce and customer experience projects. Here’s how Apty can help the retail industry overcome CA PPM implementation challenges.

Need or Challenge How Apty Helps
Change Management
Retailers must react to market trends faster. For example, companies that were able to pivot to digital commerce and buy-online/pickup in-store in the midst of the pandemic were more profitable than traditional brick-and-mortar retailers who were slow to adapt to digital commerce.
Announcements and Walkthroughs
Apty’s on-screen announcements and guidance makes implementing process changes fast and simple.
Remote Training
Retailers are more likely to have distributed teams than cannot be trained in one setting.
24/7 Self Service Learning
Apty enables employees to learn while they use the system so they can learn Clarity PPM on their own schedule.
Smooth Flows
Delayed projects could spell disaster in a highly competitive retail environment. Retailers need to ensure their customer and digital experience match or exceed their competition.
Contextual Help
Apty offers contextual help that can be customized to the user’s role - making it easier for them to complete their work in Clarity PPM.

Finance

Financial service companies are in the midst of massive digital transformation projects. Delivering those projects on time and on budget is essential. Here’s how Apty can solve your problems.

Need or Challenge How Apty Helps
Data Quality
When you’re managing multi-million dollar projects, you need to trust the data in your reports to make decisions.
Conditional Validations
Apty’s validations can be configured to your needs - including making fields conditionally required so you’ll always have the information you need.
User Training
Large financial companies may have thousands of users. Creating and executing a traditional training program is expensive and time-consuming.
Code-Free Interactive Content
Apty enables companies to deploy customized in-app guidance and training without writing any code.
Support
In addition to training, providing support for a large user base can quickly overwhelm an IT team that needs to be focused on delivering digital transformation projects.
Self-service Support
Apty allows users to resolve their own issues without opening a support ticket. The Apty widget is available 24/7 inside Clarity PPM and offers on-screen guidance and links to existing help content.

What can Apty do for you?

Clarity PPM is an essential part of your business - driving projects and forecasts. But getting the most out of a complicated system is challenging. Apty improves your Clarity PPM RoI by boosting employee productivity and decreasing your training and support costs. Schedule a demo today to see how Apty can help you adopt Clarity PPM at scale.

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