Financial Integration with Clarity PPM

Financial Integration

Financial Integration automates the import of labor and non-labor actual costs from enterprise financial systems into Clarity PPM, eliminating manual data entry and providing project managers with complete visibility into project costs.

Organizations typically rely on enterprise financial systems to manage accounts payable, accounts receivable, payroll, billing, general ledger, and financial reconciliation, while Broadcom Clarity PPM serves as the platform for project planning, resource management, and portfolio governance. To maintain accurate project financials, actual costs generated within financial systems must be synchronized with Clarity.

Albatroz's Financial Integration for Clarity PPM is a prebuilt, file-based integration solution that automates the import of labor and non-labor actual costs from enterprise financial systems into Clarity. Built on our proven Integration Framework, the solution eliminates manual data entry, improves financial accuracy, and provides project managers with complete visibility into project costs.

Business Challenges

  • Clarity does not provide an out-of-the-box capability to bulk import financial actuals into projects
  • Importing financial transactions requires complex prerequisite configurations and execution of multiple Clarity financial jobs
  • Manual entry of labor and non-labor actuals is time-consuming and prone to errors
  • Custom-built integrations often require significant development effort and ongoing maintenance
  • Delays in synchronizing financial data impact project reporting, forecasting, and decision-making

Our Solution

Albatroz provides a configurable Financial Integration solution that automates the synchronization of labor and non-labor actual costs from enterprise financial systems into Clarity PPM.

The solution imports financial transactions through configurable flat files and processes them using predefined transformation and validation rules before loading them into Clarity projects. Administrators can monitor and manage the integration directly from the Clarity interface, while built-in error handling, notifications, and monitoring capabilities simplify day-to-day administration. The solution is fully configurable and can be extended to support organization-specific business rules, custom attributes, and additional financial integration requirements.

Built on our enterprise Integration Framework, the solution is SaaS compatible and supports the latest versions of Broadcom Clarity.

Key Capabilities

  • Automated bulk import of labor and non-labor actual costs
  • Preconfigured mappings and validation rules
  • Configurable transformation and business logic
  • Centralized administration through the Clarity interface
  • Email notifications and error management
  • Automatic file archival and cleanup
  • Extensible support for custom financial requirements

Business Benefits

By automating the synchronization of financial actuals into Clarity, organizations eliminate manual processing, improve the accuracy of project financials, and ensure timely visibility into project costs. Project managers gain a complete view of labor and non-labor expenses, enabling more accurate forecasting, improved financial governance, and better portfolio decision-making. Administrators also benefit from simplified integration management through automated monitoring, validation, and troubleshooting capabilities.

Integration Architecture

The solution uses a secure, file-based integration process to import financial transactions from enterprise financial systems into Clarity. Incoming data is validated, transformed using configurable business rules, and automatically loaded into Clarity projects. Built-in monitoring, error reporting, file management, and notification capabilities ensure reliable processing while providing administrators with complete operational visibility.

Streamline Financial Data Integration with Clarity

Albatroz's Financial Integration for Clarity PPM enables organizations to automate the synchronization of financial actuals, improve data accuracy, and strengthen project financial governance. Built on our enterprise Integration Framework, the solution delivers a secure, scalable, and configurable approach to integrating financial systems with Clarity, allowing organizations to focus on strategic financial management rather than manual data processing.

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