Strategic Services and Consulting

What Makes Rego Different?

Rego’s 150 expert guides are Project and Portfolio Management experts who understand the need for robust PPM Financials, IT Financial Planning, and Agile Financial Management. We can help you bring together best-in-class tools for better visibility into your business and give you the strategic guidance you need to optimize resource and financial planning.

Rego supports end-to-end Apptio implementations of Project Financial Planning, IT Planning, Agile Insights, and ITFM Foundation. Our 600+ referenceable customers include 40% of Fortune 100 and 60% of Fortune 20 companies.

Rego’s deep understanding of the technology ecosystem, multiple toolsets, and technology processes allow us to serve as your advisor and technologist. Let Rego guide your Technology Business Management (TBM) journey. We can help your organization mature from a set of disconnected tools and processes to an organization with deep insights into technology spend.

Many organizations struggle to find the right approach to Project and Portfolio Financial Management.  Projects and Portfolios need financial governance, yet PMs and PMOs often don’t have the financial acumen or proper toolset to support the desired level of financial detail.  This can often put Finance and PMOs at odds with each other. Rego can guide you to an effective solution for bridging the divide between Project and Portfolio Financials.

IT Financial Planning can be a difficult and painful process. Rego can help expose the pitfalls of your current annual planning process and discover opportunities to improve the process. By leveraging the TBM framework, we can provide strategies and tools for IT planning improvement that will shorten your budget cycle, improve accountability, and better align your resources and business needs.

Despite adopting Agile principles and methodologies, most organizations struggle to adapt existing waterfall-centric governance processes to an Agile framework. Rego can guide you in making shifts, such as funding teams instead of projects or getting rid of time tracking while continuing to capitalize labor. We leverage frameworks such as SAFe Lean Portfolio Management and Lean Budgets.

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Apptio and TBME Certified Professionals

Do you find yourself still using Excel for Project and Portfolio Financials, despite having dedicated PPM software? Rego can guide you in leveraging Apptio’s Project Financial Planning, so you can get out of Excel and into robust project financials.

Is your organization using Excel or a heavily customized PPM or Finance application to manage IT budgeting and forecasting? Let Rego guide you in leveraging Apptio’s IT Planning to accelerate your annual IT budgeting process with a product built specifically to solve the complexities of IT planning.

Apptio ITFM Foundation automates IT planning and variance analysis, enabling IT organizations to accelerate the budget and forecast process, foster accountability of budget owners, and increase plan accuracy. It provides a streamlined and collaborative process in an IT-specific context.

It’s a bi-model IT environment. Can you see what Agile work is being done? Rego can guide you in using Apptio’s Agile Insights to merge data from multiple Agile, PPM, and Financial sources, so you can pull together a complete picture of IT work and value delivery.

With expert guidance from Rego Consulting, Polycom product development teams across the globe in India, China, and the US can all work collaboratively with a single view of their projects.

Chris Shortall, Director of Business Operations, Polycom

Our Keys to Success


We leverage our knowledge in industry best practices to advise and guide our clients vs. simply gather requirements and develop.


We hire practitioners who have experience vs. just telling others how it should work “in theory.”


We leverage our past experiences and artifacts to reduce the cost and duration of client engagements. We created a robust library of pre-built materials, reports, templates, architecture documents, and deployment artifacts.


We focus on end user engagement and change management during deployments to increase the value perception and adoption of end users.


We partner with our clients and embed internal staff in the project to improve the supportability and ensure clients understand the future impact of decisions.

Rego by the Numbers

Expert Guides
Happy Customers
Fortune 100 Companies
Fortune 20 Companies
Attended Free Classes
Received End User Training
RegoXchange Content Items
Customer Retention
Years in Business
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Since 13.2 upgrade a couple of years back, we have been actively engaging Rego team for any consultation / implementation service and also working closely related to Clarity upgrade to 14.4. We are receiving tremendous support from Rego on need basis. Thanks for all your support and contributions thus far. We look forward to work with you in the future too. Thanks.

AD Supervisor Ford May 19, 2016

We’ve worked with 40% of Fortune 100 companies and 60% of Fortune 20 companies, and we’d love to help you.

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