The Challenge:

The L&D teams’ workload increased to the point they can no longer function efficiently using homegrown tools. They needed a better way to:

• Track incoming demand
• Manage the work
• Understand and balance resource workloads
• Gain insight into planned and actual costs of doing business

The Solution:

The L&D team was able to utilize the company’s existing Clarity instance to fully onboard the L&D department. Rego recommended and assisted by implementing the following:

• Microsoft Flow integration to allow the business to submit work requests via SharePoint into Clarity Ideas
• Automate Project Prioritization Scoring and eliminate spreadsheets
• Time tracking to capture actual time spent on L&D Projects and other initiatives

The Results:

This is an in-progress implementation.