Case Study: Healthcare Organization Transforms Enterprise Roadmapping with Clarity and Rego Consulting

Industry: Large enterprise healthcare system
Company Size: 30,000+ employees
Clarity Use: Enterprise portfolio management with Clarity PPM
Engagement Scope: Enterprise roadmapping enablement, Clarity optimization, and portfolio governance advisory

Key Results

  • ✓
    Improved enterprise visibility across multi-year strategic initiatives, enabling leadership to better understand dependencies and sequencing
  • ✓Established enterprise roadmapping capabilities, supporting governance and strategic alignment across departments
  • ✓
    Enhanced decision-making for governance committees, with clearer insight into prioritization and timing
  • ✓Reduced manual reporting effort, through automated updates to strategic planning processes

The Client: A Large Academic Healthcare System Managing Enterprise Technology Strategy

The client is a large healthcare system supporting clinical care, research, and education across multiple campuses and service lines. Their enterprise IT organization manages a complex healthcare IT portfolio management environment, powering technology initiatives that improve patient care, operational efficiency, and long-term strategic planning.

The Challenge: Limited Visibility Across Multi-Year Strategic Initiatives

Managing a highly complex portfolio of initiatives across multiple departments and governance bodies, UCLA Health IT set long-term strategic objectives but faced challenges executing against them at scale.

Leadership struggled to visualize a multi-year strategic plan across enterprise-wide programs, particularly for large initiatives such as cloud migration.

Although data existed, executives and governance committees lacked a clear view of dependencies, sequencing, and areas requiring acceleration or adjustment. Static lists and reports limited decision-making and made it difficult to align priorities, resources, and timelines across teams.

“It’s a very complex enterprise-wide program. Leadership – quite understandably – had a really hard time visualizing a multi-year roadmap as a holistic program, and how the different departments fit together.”

— Director of Enterprise Program Management, Healthcare System

The Solution: Enabling Enterprise Roadmapping and Visibility with Clarity

The organization partnered with Rego Consulting to simplify and extend Clarity, improving enterprise portfolio management and roadmap visibility. Using Rego’s Crawl-Walk-Run model for success, positive changes quickly took shape.

  • Crawl Stabilizing the Clarity Foundation:
    Rego supported the IT organization in stabilizing and extending an already complex Clarity environment, ensuring foundational data structures could support advanced planning and reporting use cases.
  • Walk Building Enterprise Roadmaps:
    Together, teams developed visual roadmaps representing multi-year initiatives, enabling quarterly governance reviews with clear visibility into progress, sequencing, and dependencies.
  • Run Supporting Innovation and Advanced Capabilities:
    Rego acted as an extension of the IT team, supporting enhancements including a chatbot that provides real-time project status visibility.

“We consider Rego as part of our team, an extension of our team.”

— Director of Enterprise Program Management

“Rego helped build our chatbot. We hit our MVP goal!”

— Product Manager, Enterprise Applications

The Results: Improving Strategic Decision-Making with Enterprise Roadmapping

Rego Consulting helped a large healthcare organization improve enterprise roadmapping visibility in Clarity, enabling leadership to better align and govern multi-year strategic initiatives.

Business Outcomes

With enterprise roadmaps in place, leadership gained improved visibility across complex initiatives, enabling better tracking of progress and alignment across departments.

  • Leaders gained a single, real-time visual of strategic progress, making dependencies, sequencing issues, and progress immediately apparent and easier to address.
  • Governance committees were better equipped to make informed decisions about prioritization, scope adjustments, and timing.


“We have our multi-year strategic plan that we’ve built into the Clarity toolset.

— Director of Enterprise Program Management

  • Clarity reduced manual reporting by automating updates across the organization’s strategic planning processes.

  • Intentionally designed to be automated, Clarity integrates across platforms to seamlessly update progress on their enterprise roadmap.

“Each quarter, every leader that’s represented by particular objectives of the strategic plan gets an automated email from Clarity that they respond to, which updates the strategic plan.”

— Director of Enterprise Program Management

Strategic Impact:
These improvements established a scalable foundation for enterprise portfolio governance, enabling leadership to align strategic initiatives and long-term planning with greater clarity and confidence.

The Road Ahead: Expanding Enterprise Roadmapping for Strategic Planning

The organization continues to expand its use of Clarity for enterprise portfolio management and strategic roadmap planning. A rolling, multi-year enterprise roadmap is maintained in Clarity, with updates reviewed quarterly and refreshed annually to reflect evolving priorities.

With Rego’s continued partnership, the enterprise IT organization is expanding Clarity’s capabilities, improving usability for non-project managers, and exploring new innovations that are aligned with enterprise priorities.

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.