Our business frequently has a need to upload new projects, ideas, resources, and incidents to our PPM environments, but we continually faced technical challenges that resulted in these data uploads taking too much time to get the work done. The PPM Excel Interface removed the technical glitches we faced daily with its 100% automated XOG technology. Our users are now able to get the job done hassle free and on time.
CA Clarity PPM Tools - Microsoft Excel Integration with CA PPM
Business Challenge
In the course of normal operations, web based business applications will often require mass data uploads or updates to large numbers of pages at the same time in short order. These types of web based mass updates are tedious, slow, error prone and expensive to implement. They do not provide the ability to drag & drop or copy & paste large numbers of fields at the same time that ultimately slows productivity. CA PPM (formerly CA Clarity PPM) is a typical example of a web application where mass data updates are costly and difficult to apply without the right tools.
Solution Details & Cost Saving Benefits
The PPM Excel Interface is a unique and complex tool/macro IT-ROI has developed to work inside of Microsoft Excel that integrates with CA Clarity PPM. Although complex under the hood, it is very easy and intuitive to use, taking advantage of user familiarity with Microsoft Excel and its UI time and cost saving advantages, such as block copy/paste, search/replace, auto-increment fields, formatting, inserting new rows, and many others.
The PPM Excel Interface provides organizations the flexibility that is necessary to upload/edit any and all custom objects in your PPM environment with end user administration, reporting and auditing of all data loads. The interface first obtains data from CA PPM, then displays it in Excel to allow for all types of time and cost saving advantages such as, mass edits, additions, and deletions. When the user is satisfied that their data changes are correct, they can then upload the data back into CA PPM automatically with the ability to validate their data in flight to ensure that data quality is maintained.
Business Roles and Challenges
PPM Administrator
> Staff Changes
As staff roles and positions change, the impact and work required to make those changes throughout all of our resources and projects are traditionally very time consuming and costly.
The PPM Excel Interface allows us to make those changes much more efficiently because everyone in our team is used to using Microsoft Excel’s familiar UI. Also the technical know-how normally required to do the job is removed with IT-ROI’s automated XOG technology that the PPM Excel Interface provides for data extracts and pushes with CA PPM.
> Company Reorgs
When our company focus shifts to stay on top as industry leaders in the Automotive industry, there is a need for our projects or resources to move from one department to another. The PPM Excel Interface allows us to make these changes all in one page at one time using Microsoft Excel.
Project Manager
> Cost Plans
Updating Cost Plans for our organization is tedious work that is not cost effective. The PPM Excel Interface provides the ability for our team to easily make multiple modifications at the same time using an Excel sheet to manipulate grid based data using Excel's native Drag & Drop, Cut & Paste, and Auto Complete functionality.
> Benefit Plans
The PPM Excel Interface provides the ability to upload and manipulate grid based data in an Excel sheet. This allows our end users to be more efficient by being able to make multiple modifications at the same time using Excel's native Drag & Drop, Cut & Paste, and Auto Complete functionality.
Resource Manager
> Allocations
Manipulating allocations or grid based data in web applications can be tedious and time consuming, specially when you need to work on multiple projects at the same time.
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