Easily Create Investment Management & Reporting Workspaces in Clarity using Hierarchies
Want to demystify the process of setting up a Clarity workspace for investment management and reporting? Our expert guides will walk you through how to do this with quick, actionable steps.
We will showcase specific examples designed to cater to various users, from tactical management requiring detailed insights to leadership dashboards for high-level overviews and drill capabilities.
Elevate your management toolkit and make a significant impact with ease!
Topics covered in this webinar include:
- Enabling Hierarchies
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- Create a Hierarchy Blueprint
- Create a Hierarchy
- Create Views
- Create a Dashboard
- Create a Security Group
- Sample Dashboards and Use Cases
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- Program Management
- Financial Portfolio Management
- Line of Business Reporting
- PMO Monitoring and Assistance
- RegoXchange hierarchy content automation
Speakers
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Michelle Merriam-Day |
With Rego, Michelle is responsible for designing, configuring, and managing Clarity implementations, upgrades, and ongoing evolution for multiple clients in banking, healthcare and healthcare software, and manufacturing
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Josh Childers |
Josh is an experienced leader with a background in Project & Portfolio Management and Portfolio Management Organization. He has an IT background with a primary focus in SDLC and is a technical person who enjoys hands-on development approaches to client solutions. He has been in the IT industry since 2001, primarily in Project Management and Portfolio Management and has received his PMP certification in 2013.
