1. 10/8/2008Clarity PLC Fall WebConference This slide copyright Jeffrey A. Bloom 200811 Tips and Techniques Leveraging Clarity’s Notes Facility & SCRUM in Clarity Jeffrey Bloom, PLC Secretary Senior Clarity Solutions Architect jeff.bloom@xinify.com

2. 10/8/2008Clarity PLC Fall WebConference This slide copyright Jeffrey A. Bloom 20082 Leveraging Clarity’s Notes Facility OBJECTIVE: Provide visibility of activities of individual staff members Time is recorded on functionally defined” tasks But recorded time reported does not communicate the results/status of activity on specific deliverables or milestones 2

3. 10/8/2008Clarity PLC Fall WebConference This slide copyright Jeffrey A. Bloom 20083 Leveraging Clarity’s Notes Facility  Timesheets show only hours worked on the functionally defined” tasks  “Timesheet Notes” can provide daily details of activities & milestones! 3 Jeff Bloom Timesheet Notes Portlet Discuss Timesheet Notes Portlet Demonstrate use Highlight Value Identify changes in management process to leverage benefits

4. 10/8/2008Clarity PLC Fall WebConference This slide copyright Jeffrey A. Bloom 20084 Leveraging Clarity’s Notes Facility Timesheet Notes Portlet Timesheet Notes can be displayed for individual staffers by time period – or downloaded to Excel for further analysis Note “Categories” can be defined to allow selection and grouping by Activity, Milestone and/or Date 4 Discuss Timesheet Notes Portlet; Demonstrate use Highlight Value; Identify changes in management process to leverage benefits Demo Timesheet Notes Portlet Modify Timesheet Notes Portlet

5. 10/8/2008Clarity PLC Fall WebConference This slide copyright Jeffrey A. Bloom 20085 SCRUM in Clarity Definition from Wikipedia  Scrum is an iterative incremental process of software development commonly used with agile software development.  Although Scrum was intended to be for management of software development projects, it can be used in running software maintenance teams, or as a program management approach.  Scrum is a process skeleton that includes a set of practices and predefined roles. The main roles in Scrum are the ScrumMaster who maintains the processes and works similar to a project manager, the Product Owner who represents the stakeholders, and the Team which includes the developers.  During each sprint, a 15-30 day period (length decided by the team), the team creates an increment of potential shippable (usable) software. The set of features that go into each sprint come from the product backlog, which is a prioritized set of high level requirements of work to be done. Which backlog items go into the sprint is determined during the sprint planning meeting. During this meeting the Product Owner informs the team of the items in the product backlog that he wants completed. The team then determines how much of this they can commit to complete during the next sprint.[1] During the sprint, no one is able to change the sprint backlog, which means that the requirements are frozen for a sprint.[1] requirements  There are several implementations of systems for managing the Scrum process which range from yellow stickers and white-boards to software packages. One of Scrum's biggest advantages is that it is very easy to learn and requires little effort to start using. 5

6. 10/8/2008Clarity PLC Fall WebConference This slide copyright Jeffrey A. Bloom 20086 SCRUM in Clarity  Scrum “Project” Probably without tasks or financials With Start and End Dates Report progress and status in lieu of tracking tasks  Leverage Clarity’s Collaboration Features Status Object to record periodic SCRUM meeting decisions Use Action Items for assignments and follow-up Use Discussions to record details Use Document Manager to coordinate deliverables 6