Optimizing the Project Intake Process with Clarity

Does your organization struggle with:

  • Cross-portfolio prioritization
  • Capturing clear data
  • Alignment with Strategic Goals
  • Process complexity

In this webinar, we’ll cover how to overcome these obstacles and optimize the intake process using Clarity's Modern UX. We'll explore features to help: 

  • Define the intake process
  • Create a Single Source of Truth
  • Prioritize Based on Value
  • Align Projects with Strategy
  • Empower Stakeholders and Enhance Collaboration
  • Simplify and Streamline

You will discover:

  • How to create customizable and targeted intake forms to gather the right information
  • How to create visual dashboards to gain real-time insights into your project pipeline
  • Best practices for setting up workflows and approvals to automate the intake process
  • Strategies for keeping stakeholders informed and engaged throughout the evaluation process

This session is perfect for anyone who wants to improve project selection and prioritization, increase efficiency during intake, and improve collaboration and communication among project stakeholders.



Josh Childers
Clarity Consultant
Rego Consulting

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. 


Michelle Merriam-Day
Clarity Functional Consultant
Rego Consulting

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.