Rego University: Xcelsius Dashboards Engage Executives, CA PPM (CA Clarity PPM)

www.regoconsulting.com Phone: 1-888-813-0444

Xcelsius Dashboards that Engage Executive Leadership

Xcelsius Dashboards, CA PPM

(CA Clarity PPM)

www.regoconsulting.com Phone: 1-888-813-0444

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● What is Xcelsius?● What can I do with Xcelsius?● What you should be aware of? ● Let’s create one● Best Practices● Learning Resources● Questions and Comments

Agenda

www.regoconsulting.com Phone: 1-888-813-0444

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What is Xcelsius?

● Powerful reporting tool – ○ Flashy○ Interactive

• drill down capability• Scenario planning

○ Web Connectivity○ Integrated in CA PPM○ Can connect to multiple Data Sources

www.regoconsulting.com Phone: 1-888-813-0444

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● Communicate with your target audience● Could drive change or new functionality● Dashboards – One spot shop● Could become your reporting hub and reduce number of

interfaces● Can report CA PPM data on other platforms like Sharepoint

and Jive● Reduces time spent by the team in collecting and reporting

Metrics● Produce Infographics● Best of all…you already have the license

What can I do with Xcelsius?

www.regoconsulting.com Phone: 1-888-813-0444

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• It is a reporting tool…cannot update or delete data • Summarized data• Development time• Flash on iPad/Mac• Flash player add-in for browsers• Automatic Browser upgrades

What you should be aware of?

www.regoconsulting.com Phone: 1-888-813-0444

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How to create one….

www.regoconsulting.com Phone: 1-888-813-0444

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● Purpose driven○ Focused on a goal○ drives change

● Know your target audience ○ Tells a story ○ Highlights key issues

● 5 minute rule (GIGWYNGOGO)● Simple look and feel. Attractive. Apple Approach.● Drill down capability

Best Practices

www.regoconsulting.com Phone: 1-888-813-0444

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● Mockup before creating queries● Summarized data● Agile Approach ● Set Expectations

○ Development process is agile/iterative○ Open to new ideas/ways of showing

● Integrated with CA PPM● Doesn’t have to be real time

Dashboard Development – Best Practices

www.regoconsulting.com Phone: 1-888-813-0444

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● Youtube● LinkedIn Groups● SAP whitepapers● everythingxcelsius.com● Myxcelsius.com

Learning Resources

www.regoconsulting.com Phone: 1-888-813-0444

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Questions

Contact US888.813.0444

Email [email protected]@[email protected]@regoconsulting.com

Web Sitewww.regoconsulting.com

"What gets measured gets done, what gets measured and fed back gets done well, what gets rewarded gets repeated.“

John E. Jones

Thank you.