Thriving Amidst Challenges with Clarity by Rego

During the pandemic, a major nonprofit hospital system and medical research organization faced declining revenue and needed to evaluate if they could sustain operations with a reduced staff. They also had to determine if their limited staff could complete crucial revenue-generating projects. The organization required a robust solution to track resources and improve financial forecasting to remain viable.

Leveraging the Clarity platform and an Agile approach, the organization met their resource management and financial tracking needs, enabling them to emerge stronger and prepare proactively for future impacts. With guidance from Rego’s expert consultants, the hospital system utilized Clarity to achieve the following:

• Align with Leadership Mandates: Seamlessly map the leadership team’s mandates onto the Clarity platform.
• Agile Implementation: Deploy an Agile approach, achieving time-boxed completion within four weeks.
• Resource Management and Capacity Planning: Develop high-level processes and capabilities to provide IT leadership with critical data.
• Address Budgeting Challenges: Pinpoint time-tracking issues contributing to budgeting difficulties.
• Optimize Resource Allocation: Identify underutilized resources and redeploy them effectively.
• Prevent Over-Allocation: Detect and address instances where programs were sharing resources and over-allocating by up to 50%.
• Rescue Critical Programs: Save a new program from decommissioning due to over-allocated shared resources.
• Enhance Communication: Improve communication between resource managers to prevent future over-allocation.

Today, the hospital system is thriving. They successfully maintained operations without any adverse impact and their IT department efficiently analyzed, selected, and staffed revenue-generating projects during the pandemic. They also pivoted to partner with other industry leaders, such as airlines, in response to COVID-19.

Key benefits realized include:

• Accurate Resource Tracking: Implemented robust tracking and recording of resource commitments for all major programs, preventing missed expectations and ensuring appropriate resource allocation.
• Effective Budgeting and Forecasting: Established controls that allow the organization to stay on target with budgeting and forecasting.
• Proactive Bottleneck Prevention: Developed the capability to identify resourcing bottlenecks early, enabling timely adjustments.
• Confidence in Resource Management: Ensured the organization has the right number of people for their programs and the financial forecasting processes to support resourcing needs.
• Foundation for Future Planning: Built a strong foundation for full Portfolio Management and Scenario Planning, positioning the organization for future success.

With Clarity by Rego, the hospital system and research organization has not only weathered the pandemic but also positioned itself for sustainable growth and success in the future.