When, Why, and How to Stay Out of the Box (OOTB) was one of the most popular classes at our recent CA PPM (Clarity) conference—regoUniversity. Why? Selecting the right areas to stay OOTB—in this powerful PPM tool—is important for maintaining control.
OOTB refers to out-of-the-box. It's the one-size-fits-all Clarity environment.
Many people in the classroom were new to Clarity and wanted to make sure they didn't implement something the system wasn’t designed to do. They came with a lot of best-practice questions. But we also had a handful of Clarity veterans who came to the presentation because they've experienced the pain of not following OOTB guidelines, and they're considering rolling back features.
Jerry Dolak and Wes McCoubrie had a reassuring message: wherever you’re at with Clarity PPM, it’s not too late. If you’re starting a new implementation, you can keep a simple, manageable environment. And if you’ve been around the block and found yourself over-configured, you can back into OOTB guidelines.
We have many clients doing fresh start upgrades or putting together formal projects to remove customization. Read Rego’s best practice guidelines for keeping Clarity out-of-the-box in our free white paper: 8 Ways to Streamline CA PPM.