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OpenText Project and Portfolio Management and OpenText Software Delivery Management combine to secure continued market leadership with value-driven and customer-focused project delivery

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Outcomes

  • Product integration with SAFe compliance
  • Scalable project management with measurable results
  • BI integration for financial dashboard and reporting
  • Supports data-driven decision making

Challenge

Building an agile project management environment to align with a corporate move to digital transformation and increased customer focus.

Customer centricity through digital transformation

Claro is a company in transformation to become fully customer-centric. Its strategic pillars of network performance, customer experience, innovation, and data-driven focus directly link to its new push towards digital transformation. In support of this commitment, the organization wanted to create a companywide and value-driven view of projects, rather than the existing departmental and execution focused project management. The Portfolio Manager at Claro, explains further: “To move to a more agile project management environment we realized we needed help. SAFe 5.0 is a world-leading framework for scaling agile across the enterprise. Building our transformation around SAFe gave us a great way to empower our individual teams, supported by certification and training. Part of our challenge was that we needed to include traditional and agile projects in a hybrid project management environment to reflect our reality.”

In a large organization such as Claro, moving to an agile way of working requires cultural change and is often a multi-year effort. The strategy had executive support from the start, as it was clear to leadership that this initiative would help support data-driven decision making and improve customer satisfaction to remain firm market leaders. Claro’s Portfolio Manager and the team saw the need for cutting-edge software to deliver on this promise.

Details

OpenText Project and Portfolio Management and OpenText Software Delivery Management provide agile and simplified scalability

After an extensive market evaluation, Claro decided that OpenText™ Project and Portfolio Management and OpenText™ Software Delivery Management provide the ideal combination. OpenText Project and Portfolio Management joins workflows with data to align investment with business strategy. OpenText Software Delivery Management supports agile team collaboration and high quality application delivery. Strong integration between the solutions gives Claro the single consistent view and two-way communications needed for comprehensive and effective enterprise-wide portfolio and lifecycle management.

We wanted to associate measurable benefits with project delivery. To enhance this even more, we are working to integrate our OpenText Project and Portfolio Management and OpenText Software Delivery Management solution into a Business Intelligence (BI) solution so that we can easily create financial dashboards directly linked to project milestones.

Portfolio Manager
Claro

Soon a short three-month implementation project was underway. “The integration between OpenText Project and Portfolio Management and OpenText Software Delivery Management was simple,” says Claro’s Portfolio Manager. “Our users don’t need any technical knowledge: they can decide when and how to integrate their projects and just focus on the business value.”

Claro’s product portfolio was introduced to OpenText Project and Portfolio Management in an end-to-end process, from idea through to project completion. Each strategic pillar is represented as a product portfolio in OpenText Project and Portfolio Management. Sub-portfolios represent business objectives. Each of these objectives has a sub portfolio with measurable KPIs. These roll into a ‘portfolio epic’, or program, that is synchronized from OpenText Project and Portfolio Management into OpenText Software Delivery Management. The integration between OpenText Project and Portfolio Management and OpenText Software Delivery Management allows the business strategy, objectives, schedule milestones, and KPIs to be managed in OpenText Project and Portfolio Management, while the execution is managed in OpenText Software Delivery Management. The top-level strategic portfolio provides full visibility of both traditional and agile projects.

The integration between OpenText Project and Portfolio Management and OpenText Software Delivery Management was simple. Our users don’t need any technical knowledge: they can decide when and how to integrate their projects and just focus on the business value.

Portfolio Manager
Claro

Moving from a scattered agile approach with isolated initiatives, Claro quickly moved to an integrated agile model where multiple projects are aligned with a common goal. This scalable model leads to the near future, where all project initiatives will be synchronized with measurable KPI-led benefits.

OpenText Project and Portfolio Management and OpenText Software Delivery Management did not require any functional customization which helps maintain a frequent upgrade schedule. Adopting an established and proven methodology, such as SAFe, provides a great kickstart. Because the OpenText™ solutions are fully SAFe compliant, the out-of-the-box processes worked perfectly.

“Our portfolios are structured to align solution and strategy with a focus on agile scalability,” adds Claro’s Portfolio Manager. “We wanted to associate measurable benefits with project delivery. To enhance this even more, we are working to integrate our OpenText Project and Portfolio Management and OpenText Software Delivery Management solution into a Business Intelligence (BI) solution so that we can easily create financial dashboards directly linked to project milestones. We can also produce strategy reports providing insight into the financial impact of a release date change, or a change in one of our benefits. Having this data at our fingertips supports strategic decision making.”

A strong partnership is the key to success

“Having executive sponsorship really helped bring this issue to the right corporate level,” says Claro’s Portfolio Manager. “It meant that we could elevate the program without any departmental or business level customizations. This is the only way for us to deliver the data-driven results we wanted.”

“Strong partnership was a critical success factor for us,” Claro’s Portfolio Manager confirms. “We worked closely with our implementation partner Dinamo TI and really appreciated their expertise and collaborative attitude. Working with OpenText in understanding the potential and strength of OpenText Project and Portfolio Management and OpenText Software Delivery Management confirmed that this is the right choice for us. We are confident that our motto of ‘start small but evolve fast’ will bring us future success.”

About Claro

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Claro is part of América Móvil. With 280 million mobile customers, 29 million fixed broadband customers, 33 million fixed lines, and 21 million pay TV customers, it is the largest telecommunications company in Latin America.

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