Case Study | Healthcare Organization

Healthcare Organization Transforms Enterprise Roadmapping with Clarity

  • Industry: Large enterprise healthcare system

  • Company Size: 30,000+ employees

  • Clarity Use: Clarity PPM enterprise roadmapping

  • Engagement Scope: Clarity implementation, enterprise roadmapping enablement, and portfolio visibility improvement

Key Results

  • Improved enterprise visibility across strategic initiatives, enabling real-time insight into progress and dependencies
  • Enabled enterprise roadmapping, supporting alignment across multi-year plans
  • Strengthened governance decision-making, with improved clarity on prioritization and timing
  • Reduced manual reporting effort, through automated updates

The Client: A Healthcare Organization Managing Enterprise Technology Initiatives

This healthcare organization supports clinical care, research, and operational services across a complex enterprise environment.

The Challenge: Limited Visibility Across Multi-Year Strategic Roadmaps in Clarity

Managing a highly complex portfolio of initiatives across multiple departments and governance bodies, the organization’s IT team set long-term strategic objectives but faced challenges visualizing and operationalizing those plans within their existing environment.

Leadership struggled to represent a multi-year strategic plan across enterprise-wide programs in a clear, connected way, particularly for large initiatives such as cloud migration.

Although data existed within the system, executives and governance committees lacked an intuitive, visual way to understand dependencies, sequencing, and areas requiring acceleration or adjustment. Static lists and reports limited the ability to interact with the data, making it difficult to align priorities, resources, and timelines across teams.

“It’s a very complex enterprise-wide program. Leadership – quite understandably – had a really hard time visualizing a multi-year roadmap as a holistic program, and how the different departments fit together.”

— Director of Enterprise Program Management, Healthcare System

The Solution: Using Clarity to Enable Enterprise Roadmapping

The organization partnered with Rego to simplify and extend Clarity, improving enterprise portfolio management and roadmap visibility. Using Rego’s Crawl-Walk-Run model for success, positive changes quickly took shape.

  • Crawl: Stabilized and structured data to support enterprise planning

  • Walk: Developed visual roadmaps for multi-year initiatives, including cloud migration

  • Run: Enabled real-time visibility and automated updates

“We consider Rego as part of our team, an extension of our team”.

Director of Enterprise Program Management

“Rego helped build our chatbot. We hit our MVP goal!”

— Product Manager, Enterprise Applications

The Results: Enterprise Roadmapping Realized in Clarity

Clarity enabled the healthcare organization to operationalize its multi-year strategic roadmap, giving leadership a real-time, visual system to track progress, understand dependencies, and guide enterprise decisions.

Business Outcomes

With enterprise roadmaps established in Clarity, the organization improved visibility and control across its healthcare IT portfolio, strengthening decision-making and execution.

  • Leaders gained a single, real-time view of strategic progress, making dependencies, sequencing issues, and execution gaps immediately visible and easier to address.
  • Governance committees were better equipped to make informed decisions on prioritization, scope adjustments, and timing across initiatives.

We have our multi-year strategic plan that we’ve built into the Clarity toolset”.

– Director of Enterprise Program Management

  • Clarity reduced manual reporting by automating updates across strategic planning processes, improving efficiency and data consistency.
  • Automated quarterly updates enabled leaders to contribute directly to roadmap progress, ensuring the strategic plan remains current and actionable.

“Each quarter, every leader that’s represented by particular objectives of the strategic plan gets an automated email from Clarity that they respond to, which updates the strategic plan.”

Director of Enterprise Program Management

Strategic Impact:
With Clarity as the system of record for enterprise roadmapping, the organization established a scalable foundation for continuously aligning strategy, execution, and governance across the enterprise.

  • Enterprise roadmapping
  • Portfolio visibility and governance
  • Strategic initiative planning
  • Enterprise portfolio management

The Road Ahead: Expanding Enterprise Roadmapping with Clarity

The organization continues to expand its use of Clarity to support long-term planning and enterprise portfolio management, with updates reviewed quarterly and refreshed annually to reflect evolving priorities.

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