Enterprise Healthcare Organization Onboards 10,000+ Users to Clarity with Rego Consulting

Industry: Healthcare
Company Size: 100,000+ employees
Clarity Use: Enterprise portfolio management modernization
Engagement Scope: Enterprise PPM platform evaluation, Clarity PPM implementation, and strategic portfolio governance transformation

Key Results

  • ✓
    10,000+ users onboarded to Clarity across enterprise technology teams
  • ✓Enterprise portfolio visibility improved through standardized reporting and governance models
  • ✓
    Financial planning standardized across technology portfolios
  • ✓Administrative overhead reduced through automated security and role-based controls

The Client: A National Healthcare Enterprise Managing Complex Technology Portfolios

This large healthcare organization supports patient care, clinical research, and community initiatives across hospitals and ambulatory settings nationwide. Operating at this scale requires strong governance, operational consistency, and data-driven decision-making.

The Challenge: Limited Visibility Across Enterprise Portfolio Initiatives

As the healthcare system expanded through acquisitions and operational growth, limitations of its previous project and portfolio management (PPM) platform, Planview, created operational friction and risk.

Leadership lacked the visibility needed to coordinate initiatives, allocate resources, and govern strategic technology investments across the enterprise.

Key challenges included:

  • A complex user interface that limited enterprise adoption
  • High integration costs and ongoing administrative overhead
  • Limited strategic partnership and frequent vendor turnover
  • Insufficient flexibility to support open integrations, advanced reporting, and robust enterprise portfolio management

Previous vendor experiences had created concerns among stakeholders about long-term SaaS pricing volatility and escalating platform costs. Leadership needed confidence not only in the platform itself, but in the delivery approach and long-term sustainability of the solution.

The Solution: Implementing Clarity to Modernize Enterprise Portfolio Management

After evaluating multiple options, the organization selected Clarity as its enterprise project portfolio management platform.

Rego Consulting worked closely with the organization and the Broadcom Clarity product team to design and implement a modern enterprise portfolio management solution capable of supporting large-scale adoption.

A deliberate, phased transition between teams ensured continuity and alignment as the organization moved from evaluation into enterprise implementation across clinical and operational teams.

Throughout this process, Rego provided strategic advisory support and detailed implementation planning, helping clinical and operational leadership gain confidence in both the solution and the implementation approach. A long-term SaaS agreement with price protection addressed concerns around stability and sustainability.

Rego then delivered targeted enhancements designed to improve day-to-day operations while establishing a foundation for long-term scalability.

The engagement followed Rego’s deliberate crawl, walk, run approach:

  • Crawl: Validate Enterprise Use Cases
    Rego conducted hands-on validation through conference room pilots to confirm that Clarity could support the organization’s required portfolio management, financial planning, and reporting capabilities.
  • Walk: Structured Migration and Stabilization
    Rego led a structured migration from the legacy platform to Clarity with a focus on performance, usability, integration stability, and administrative simplicity. The team also implemented standardized governance models and reporting frameworks to improve enterprise portfolio visibility.
  • Run: Enterprise-Scale Adoption
    Once the platform foundation was established, Rego supported enterprise-scale onboarding across technology teams.
    Configurable blueprints, role-based workflows, and automated financial enablement helped accelerate adoption while maintaining governance consistency.

The Results: Scaling Enterprise Portfolio Management with Clarity

Rego Consulting enabled the large healthcare enterprise to replace its legacy PPM platform and successfully deploy Clarity to more than 10,000 users, establishing a scalable foundation for enterprise portfolio governance and delivery.

Business Outcomes

Following implementation, the organization rapidly achieved enterprise adoption of Clarity, onboarding users ahead of schedule and within budget, while strengthening confidence in its ability to support enterprise-scale portfolio management.

Benefits:

  • Improved enterprise visibility through standardized program and portfolio reporting aligned to leadership needs

  • More consistent financial planning and control enabled by standardized cost and budget planning across portfolios

  • Stronger resource management supported by enterprise data management and improved capacity insight

  • Faster, more consistent decision-making enabled by role-based project stages, phase workflows, and financial approvals

  • Reduced administrative overhead and improved accuracy through automated security design and role-based access

  • Improved collaboration and planning through SharePoint integration across project teams

  • Greater flexibility for clinical and operational teams through configurable blueprints that support division-specific data needs

  • Streamlined onboarding of new users through automated financial enablement

  • Increased billing flexibility enabled by configurable rate matrices

These improvements established a scalable enterprise portfolio management capability, empowering leadership to govern technology investments and strategic initiatives with greater confidence and transparency.

Capabilities Demonstrated
This engagement demonstrates how large healthcare organizations use Clarity enterprise portfolio management to enable:

  • Enterprise portfolio management at scale
  • Portfolio governance and reporting
  • Financial and resource planning
  • Enterprise program visibility

The Road Ahead: Expanding Enterprise Portfolio Governance with Clarity

Based on early success and favorable outcomes, the organization plans to onboard additional business divisions and future acquisitions onto the Clarity platform.

This approach supports consistent scaling and strengthens governance, reporting, and financial management as the enterprise continues to evolve.

About Rego Consulting

Rego Consulting stands out for our real-world experience and proven, practitioner-led approach to project portfolio management (PPM), cloud migration, and IT financial management consulting. With over 200 expert guides and best practices honed since 2007, we don’t just deliver implementations—we drive business value.

We’re the global leader in Clarity and Rally Software Sales and Services, proudly holding all three of Broadcom’s top partner designations: Clarity Technology Partner, Global System Integrator Partner, and Global Expert Services Partner.