No matter what PPM tool you’re using, you can have more confidence in standard out-of-the-box metrics when they’re combined with adoption metrics. Some companies call them compliance metrics. 

In this post, we’ll talk about Rego Consulting’s approach to using PPM Adoption Metrics, so you can incorporate our strategies with whatever tool you use.

adoption metrics, compliance metrics, rego consulting, motivate resources, legitimize metrics, ca ppm, clarity ppmBenefits | Adoption Metrics

Adoption metrics are powerful. They measure a pre-defined set of Project and Resource attributes and are known for driving effective project and resource management practices.

An adoption metric might tell you, for example: all project managers have kept their schedules up-to-date. This means when you look at the average effort variance across your projects, which is a standard out-of-the-box metric with CA PPM (formerly CA Clarity), you’ll feel confident in the data.

Not only do adoption metrics motivate resources, they give you a tool for measuring how well your PPM software is utilized, and they legitimize your other metric measurements.

Scoring Model | Adoption Metrics Framework

pmo, project management, leadership, rego process, rego consulting (2)

To get adoption metrics in place, you’ll define Project and Resource attributes and establish a base scoring model. Scoring levels are important because they drive the maturity of your organization.

At Rego Consulting, we use a model that gives a project or resource a zero to five score, based on the completion and accuracy of data. Then we apply the same measure against individual projects and against resources.

We exclude certain projects and resources from the scoring.

For example, we only apply Project Metrics to active projects—projects that have been approved and started. You won’t apply adoption metrics to inactive projects, maintenance projects, or time-tracking-only projects.

Likewise, we only apply Resource Metrics to active users. There’s no need to apply adoption metrics to locked resources.

You can revise your scoring model relative to the maturity of your organization.

Scoring Model Levels | Adoption Metrics Framework

Each metric score is calculated from custom attribute thresholds—whether for a project or a resource object. Our scoring levels range from zero to five.

adoption metrics, compliance metrics, scoring model, rego consulting, ca ppm, clarity ppm, ca clarity ppm, ppm software

The score will tell you how a project or resource is doing. Then you can roll resource scores up into a zero to five score for resource managers.

We frequently create attributes for organizations that allow them to run jobs and populate scores for individual projects and resources nightly, which is something you may want to consider.


Using Adoption Metrics will motivate your resources, give you confidence your PPM tool is being utilized, and legitimize your other metric measurements.

What adoption metrics do you plan to use? We’d love to hear about it in the comments below.

And if you liked this post, stay tuned for an upcoming post when we’ll list several adoption metrics you can use for projects and resources, and check out this BrightTALK from Daniel Greer, President of Rego Consulting.

Join our mailing list below.

About the Author: Rego Consulting

As the leading Strategic Portfolio Management (SPM), Project Portfolio Management (PPM), Technology Business Management (TBM), Agile and expert services provider, Rego Consulting has helped hundreds of organizations achieve a higher return on their software investment, including 60% of Fortune 100 and 70% of Fortune 20 companies.

Share This Story, Choose Your Platform!

Stay up-to-date. Join our newsletter!