1. www.regoconsulting.comPhone: 1-888-813-0444 Increasing Clarity Perception and Adoption

2. www.regoconsulting.comPhone: 1-888-813-0444 2 Agenda ● Survey – What is Your State of Adoption ● Keys to Success – What We Have Seen ● Participant Lessons Learned ○ Amway ○ Fiserv ○ Open Mic – Others with Lessons Learned ● Q&A

3. www.regoconsulting.comPhone: 1-888-813-0444 3 Maximized Value Clarity Data Drives Decisions Users Believe Clarity Helps them Perform Their Job Executives Use Clarity Constantly Disruption Free Releases/Upgrades Problems that Cause Low Value Perception: Spreadsheet Rich Environment Driving Decisions Users See No Value in Clarity Executives Never Log Into Clarity Clarity is slow and upgrades are expensive/Painful Low Value Perception Survey – Where Do You Fall? (Two Audiences: Management and Users) Zero (0) Five (5)

4. www.regoconsulting.comPhone: 1-888-813-0444 4 Keys to Success ● Executive Support ● Be Prepared ● Effective Information Campaign ● Invest in Training / Mentoring ● Engage the Users – Provide Real Value ● Don’t be a Perfectionist ● Implement Functionality in Stride ● Monitor Performance ● Optimal Tool Configuration

5. www.regoconsulting.comPhone: 1-888-813-0444 5 Executive Support ● Executives MUST Buy Into the Value Proposition – Big Picture ● Executives MUST be Vocal in Their Support ● Establish the Right Governance Model ○ Executive Steering Committee & Rego Exec Leadership Strategic Direction and Wave Content Approval Checkpoints on Progress Approval of Process & Architecture Decisions ○ Core Project Team Process and Architecture Decision Recommendations Configuration and Prototype Subject Matter Experts / Clarity Evangelists Change Management / Communication ○ Project Managers (Rego & Client) Works with Executive Steering Committee Resolves Conflicts and Owns Final Core Team Decisions Ensures solutions are in best interest of the Organization

6. www.regoconsulting.comPhone: 1-888-813-0444 6 Be Prepared ● All of the organization must understand there may be a culture change ●Establish Best Practice Process – Before a Tool ○Do not automate poor process. Use automation of a function as an opportunity to leverage best practices and take a fresh look at how things are done today ● Basic Project Management Training ○ Some organizations have people slated as a PM and they have had no formal training. These folks really perceive Clarity as administrative overhead...a burden – because they do not understand “why” some things should be done. It is good to talk about the process and concept of PM'ing outside of the tool...then show how the tool can "enable" the process. ● Understand the Data You Want to Capture AND start with good data ● Have an Idea of the Reporting You Want Out ● Have Internal Resources (Support and SMEs) Ready to Go

7. www.regoconsulting.comPhone: 1-888-813-0444 7 Effective Information Campaign ●Be Aware of Change Management ○Start with the easy functions to deploy that require little data maintenance. The most difficult function to deploy, in terms of change management, is resource management – do NOT do this first. ● Create an Internal Marketing Campaign Before and During Implementation ● Publish a Vision for Clarity’s Future ● Establish Frequent Communication: Vision, Reminders, Success Stories

8. www.regoconsulting.comPhone: 1-888-813-0444 8 Invest in Training / Mentoring ● Hands-On Training is the BEST ○ What is left behind after training (Quick Reference Guides, Manuals, Presentations, CAPA) will not influence adoption – the time spent performing exercises with an instructor/mentor will. ● Train Internal SMEs ○ Ensure you have internal SMEs that are invested in the tool and can spend the time needed to get people to embrace the automation ● Synchronize Timing ○ In spite of all the training courses before deployment, resources do not have great retention. You must focus on training once the system goes live. Resources do not pay attention until it is real. ● Frequent Workshops or In Person Mentoring ○ Spending 15-30 minutes with every user at their own computer showing them CA Clarity PPM features and functions will work miracles. ● Accessibility of Answers ○ Readily available training material, guides, videos, etc.

9. www.regoconsulting.comPhone: 1-888-813-0444 9 Maximized Value User Engagement (Team, RM/PM, Leadership) Good Data Compliance (Accuracy & Completeness) Effective Data Analysis Process Improvements / Increased Maturity Clarity Data Drives Decisions Users Believe Clarity Helps them Perform Their Job Executives Use Clarity Constantly Disruption Free Releases/Upgrades Problems that Cause Low Value Perception: Spreadsheet Rich Environment Driving Decisions Users See No Value in Clarity Executives Never Log Into Clarity Clarity is slow and upgrades are expensive/Painful Driving User Engagement User Interface – Easy to Navigate and Find Information Infrastructure – Stable, Reliable, and Performs Well Roadmap – Published Vision for Clarity Future Education – Training and Mentoring – What, How, Why Visibility – Many meaningful portlets/reports Automation – Simplify Interactions to avoid wasted time Process – Defined processes in line with Clarity configuration Rapid Incrementalism – Frequent Upgrades/Releases Driving User Engagement User Interface – Easy to Navigate and Find Information Infrastructure – Stable, Reliable, and Performs Well Roadmap – Published Vision for Clarity Future Education – Training and Mentoring – What, How, Why Visibility – Many meaningful portlets/reports Automation – Simplify Interactions to avoid wasted time Process – Defined processes in line with Clarity configuration Rapid Incrementalism – Frequent Upgrades/Releases Low Value Perception Engage the Users – Provide Real Value

10. www.regoconsulting.comPhone: 1-888-813-0444 10 Don’t be a Perfectionist ● Don’t struggle with resolving every last detail when implementing. ● Your process or setup may not be ideal at first, but remember 80% automation will save a great deal of time. ● Go with the majority -- don’t worry about trying to please everyone. Focus your efforts on the 80% who are being supportive, the rest will conform in their own time or as local management demands. ● Don’t build everyone’s ideal reports up front – develop a number of generic reports that can be downloaded and manipulated. (80% automation)

11. www.regoconsulting.comPhone: 1-888-813-0444 11 Implement Functionality in Stride ● Introduce only small bits of functionality, but do it quickly. ● Be careful not to overwhelm people -- much of the struggle in implementing a PPM is initial perception. ● Let users know you are not asking for much right away. Once implemented, you can add more functionality quickly. ● Keep in touch with users as new things are implemented - taking sanity checks to let them know they are supported

12. www.regoconsulting.comPhone: 1-888-813-0444 12 Monitor Performance ● Implement Adoption Metrics ○ Establish a way up front that you will measure the success of the deployment. What data are you trying to drive, etc. ○ Template available from RegoXchange ○ MUST BE USED

13. www.regoconsulting.comPhone: 1-888-813-0444 13 ● Menus ○ Make the Menu Reflect Your Process ○ Modify the General Page ● Object Screens ○ Group Like Fields in Sections ○ Minimize the number of pages to update Do not put data on 3 subpages where the user has to jump between multiple pages to see or edit the data they need to (unless they need to for security reasons) ○ Make Text Boxes Bigger Make them large so that users do not have to scroll to see all of the data ● One Click to Value Organized and Simple

14. www.regoconsulting.comPhone: 1-888-813-0444 14 Organized and Simple ● Option 1: Menu by function ● Option 2:

15. www.regoconsulting.comPhone: 1-888-813-0444 15 Organized and Simple ● Object Screens (v13 Cleaned Much Up) ○ Group Like Fields in Sections ○ Minimize the number of pages to update Do not put data on 3 subpages where the user has to jump between multiple pages to see or edit the data they need to (unless they need to for security reasons) ○ Make Text Boxes Bigger Make them large so that users do not have to scroll to see all of the data ○ Drop Downs ○ NEW ** Actions

16. www.regoconsulting.comPhone: 1-888-813-0444 16 Quick Wins – User Interaction (Overview) Add tabs related to “My” stuff Remove portlets not needed Add Communications portlet

17. www.regoconsulting.comPhone: 1-888-813-0444 17 Quick Wins – User Interaction (Project) Remove Subpages Not Used Before After

18. www.regoconsulting.comPhone: 1-888-813-0444 18 Quick Wins – User Interaction (Project) Before After

19. www.regoconsulting.comPhone: 1-888-813-0444 19 Get Rid of Unused Items ● CA has TONs of stuff. Often overwhelming. Get rid of stuff. Do not be afraid. ● Do not delete – just inactivate and remove ● Removal examples: ○ Fields ○ Groups ○ Portlets

20. www.regoconsulting.comPhone: 1-888-813-0444 20 Leverage Alerts ● We want people to use Clarity to manage by exception ● Email notifications ○ Late Timesheet ○ Late Status ○ Notify of Mixed booking ● Exception portlets to tell them what they should do – use portlets to guide them ○ Late tasks ○ Mixed bookings ○ Unfilled roles

21. www.regoconsulting.comPhone: 1-888-813-0444 21 Response Time ● People relate response time to usability ● “One Click to Value” = Response Time ○ Disney Example – SharePoint link ○ Ohio Example – icon on desktop ○ Mayo Example – reports on list ● Clarity login ○ Slowed by any portlets on the general page (all tabs) – so be careful what is on the general page ● Returning data in portlets = Response Time ○ No page should take more than 5 seconds Improve performance of portlets Limit # of portlets on the page

22. www.regoconsulting.comPhone: 1-888-813-0444 22 Cool Reporting ● Data must be meaningful ● Have views that recognize the person logged in to provide relevant data ● Group the portlets/views together within pages with multiple tabs all with the same types of portlets/views ● Create dashboard pages with summary portlets ● Use graphs as much as possible to convey points

23. www.regoconsulting.comPhone: 1-888-813-0444 23 Cool Reporting Examples

24. www.regoconsulting.comPhone: 1-888-813-0444 24 Cool Reporting Examples

25. IT SERVICES PPM TECHNOLOGY END USER ADOPTION 2/24/2014

26. 26IT SERVICES Topics What we Use The Landscape Global Implementation The Challenge Sequenced Deployments The Strategy Role Based Configuration Selling and Messaging Sustaining User Adoption The Approach

27. 27IT SERVICES  Ideas, projects, timesheets, roles, resource allocations, assignments  Custom SSO, Resource Load, auto timesheet submit/approval  Infoview/Webi for PMO, RM, & PM  Effort based scheduling  No Financials  2700 active users (1700 IT) [550 inactive]  950 active ideas [2500 inactive]  932 active projects [2564 inactive] The Landscape

28. 28IT SERVICES The Landscape  Stage gate process; duration based scheduling; financial attributes  Reporting: Oracle Business Intelligence (OBIEE 11g) & WEBI  Resource Management: not yet in Clarity  Scheduling: Microsoft Project (not connected to Clarity)  500 active users - engaged on project teams or ITM support  10 Analysts (PMO Specialists); 40 Managers and Executives  50 Project Managers; 400 Cross Functional Team Members  250 active projects; 30 active ideas  Types: Game Changer, Door Opener, Line Extension, Market Expansion, Maintenance, Sustaining, etc.  Significant financial value in Total Revenue, Incremental Revenue, and NPV

29. IT SERVICES 29 GPM GDS GCR IT CORP IT ANA IT SEA IT (EXAMPLES) The Challenge The Strategy

30. 30 Role Based Configurations  Team Member, PM, RM, PMO, Business  Navigation and Content (views, dashboards)  Less is better guiding principal  Security based on role (Function) and data access required (Data)  Auto submit and approval of timesheets The Approach IT SERVICES

31. 31 Role Based Home Menus PMO RM PM TEAM EXEC REQ The Approach IT SERVICES

32. 32 Team Member The Approach IT SERVICES

33. 33 RM The Approach IT SERVICES

34. 34 PM The Approach IT SERVICES

35. 35 PMO The Approach IT SERVICES

36. 36IT SERVICES Selling & Messaging - v13 Upgrade  Theme = Flight  Cruising Altitude  Initial Decent  Final Approach  Landing  Use Multiple Channels  “Basics” NOT “Training” The Approach

37. IT SERVICES Reference Guides The Approach

38. PPT IT SERVICES Intranet The Approach

39. Internal TV IT SERVICES The Approach

40. 40IT SERVICES Training & Communications The Approach Training: Role based  PMO Specialist – Admin  Project Managers  PM Management Communication: Implementation -> Go-live -> Post Go-live  Surveys  Demos (followed by feedback sessions)  Project Updates, Departmental Meetings, Email  Engaged end-users in development and training Global Project Management Deployment “Idea to Market” Product Development Process & Portfolio

41. Sustaining User Adoption PPM Technology Roadmap 2014 - 2016 Clarity 13.4 Discovery Clarity v13.1 Deployments Clarity 13.4 Upgrade Trending Clarity 13.8 Upgrade Clarity Enhancement Releases IT SERVICES 41 1H20142h 20141H 20152H 2015 1H 20162H 2016 Process Definition/Refinement Harmonization Clarity 13.8 Assessment The Approach

42. Q&A Thank You 42IT SERVICES

43. Increasing Clarity Perception and Adoption February, 2014 Krupa Shah – Manager

44. © 2012 Fiserv, Inc. or its affiliates. Mission-critical solutions Diversified client base Award-winning innovation Financial strength Industry leader Engaged associates 44

45. © 2013 Fiserv, Inc. or its affiliates. Market Leadership and Scale 45 U.S. Financial Institutions More than 1 in 3 Account Processing Bill Pay and E-Bill Network Top 5 #1#1 P2P, A2A,ACH Electronic Payments #1#1 Debit Provider Digital Channels #1#1 Online Banking Solution Mobile Banking Solution #1#1

46. © 2013 Fiserv, Inc. or its affiliates. Market Leadership and Scale 46 60M Online Banking Users Mobile Banking Users 7M Digital Channels Active Bill Pay Users 55M Debit Accounts 23M Electronic PaymentsAccount Processing U.S. Clients 5,200 Deposit Accounts 120M

47. © 2012 Fiserv, Inc. or its affiliates. Increasing Clarity Perception and Adoption Description: User implementation of Clarity can sometimes be a challenge. With proper guidance from Rego’s team of experts, you will learn to communicate the value of Clarity and increase user adoption within your organization. Rego’s team will reveal the strategies they use to drive adoption and ensure user input. Current State 6,300 users Modules: Resource Management Project Portfolio Management Time Tracking Billing

48. © 2012 Fiserv, Inc. or its affiliates. Keys to End-User Adoption 48 - Business Case, Charter and Mission Statement are critical - Define and communicate why leadership is making the investment - Ensure you are aligned with business objectives - Ensure that your leadership is socializing their support - Know your Influencers and Supporters - Develop relationships with those inside and outside your circle of influence - Build a governance committee or a board of your stakeholders, sponsors and key supporters - Process first, configure later, customize in the future - Get into the weeds with your users! - There is a process underneath all requirements - Understand the value of processes, document them, and help drive improvement to resolve the challenges - Configure as needed only customize when there is a defined, mature process in place. - Remember: - Crawl, Walk, Run

49. www.regoconsulting.comPhone: 1-888-813-0444 49 Open Mic – Thoughts on Adoption ● Comments and Lessons Learned

50. www.regoconsulting.comPhone: 1-888-813-0444 50 Questions Contact US 888.813.0444 Email Contact info@regoconsulting.com Web Site www.regoconsulting.com Thank you.