Technology
FIVE NEW WAYS CLARIZEN IMPROVES COLLABORATION AND SAVES TIME
Published by Gbaf News
Posted on April 10, 2017
7 min readLast updated: January 21, 2026
Global Banking & Finance Review®
Company
Published by Gbaf News
Posted on April 10, 2017
7 min readLast updated: January 21, 2026
Clarizen, the global leader in collaborative work management software, today announced new, unique features that increase team efficiency, boost collaboration, and accelerate time to value in the newest version of its cloud-based platform.
The new features include a reporting tool that makes it quick and easy to create company-branded presentations for meetings with multiple stakeholders, whether executives, partners or customers; a financial planning module to manage and monitor a project’s financial health; and a new library of best practices to help organizations get up and running faster on Clarizen.
Clarizen’s collaborative work management solution provides a full-fledged project planning and execution solution that facilitates collaboration and improves productivity levels so project leaders and their teams can get their work done on-time and on-budget.
Improved Collaboration and Efficiency
Slide Publisher
Clarizen’s Slide Publisher features a wizard-based tool for creating branded presentations with project data collected from team members, using the organization’s standard corporate branding and reporting template. No more wasted staff hours collecting data from disparate sources, and manually copying-and-pasting information into a presentation. Users can now create branded a PowerPoint template for project reporting that is available across the entire organization.
“We understand that teams need to provide updates on project status to executives, customers and/or partners that highlights whether milestones are met, and flagging areas of concern,” said Yoav Boaz, VP of Product at Clarizen. “Slide Publisher makes it easy by automating the traditionally painful status reporting process. Project managers may have to rush to their next meeting, but now they will be fully prepared. And, professional service managers will now find it considerably easier to collaborate with their clients, which increases satisfaction rates and drives better project outcomes.”
Financial Planning
The new Financial Planning module combines the simplicity of a spreadsheet for data entry with the control and structure that large organizations require for tracking a project’s business impact and financial status at scale, and over time.
Financial Planning offers users several benefits, including the ability to track actuals, budgets and forecasts of project costs and revenue; identify capital and operational expenses, including both billable and non billable; and easily identify variances over the entire project duration. Clarizen makes it simple for project managers to track and analyze financials across the entire life of the project, gain foresight earlier into financial overruns, and allow effective collaboration between project leaders and the financial team.
Information-rich Project Overview
With the latest release, it’s never been easier to bring project views alive with color and varied formatting options such as rich text, tables, embedded images, multiple text sizes and hyperlinks. Clarizen’s Project Overview feature lets customers mix key project data inside Clarizen with custom-designed content.
Faster Time to Value
Best Practices
Clarizen works with its customers to regularly analyze and document best practices for helping companies become business agile quickly. With that, Clarizen is releasing a new set of customer-proven IT best practices for delivering successful projects from ideation to execution, including prepared packages of apps that have proven to be best-suited for specific IT use cases.
Users can follow Clarizen’s best practices to manage the entire project life cycle from request intake through resourcing to project reporting, all with role-based guides on how best to deploy Clarizen.
Excel Import
Clarizen’s new Excel Import is an enterprise grade feature that allows companies to quickly migrate their projects from Microsoft Excel to Clarizen, saving considerable time. It enables users to work offline, share updatable data with external stakeholders, and bring in data from third-party tools in just seconds. It’s easy to import data directly from Microsoft Excel to quickly add or update existing Work Items, Cases, People, Customers, Groups, or Data Objects into Clarizen.
Clarizen, the global leader in collaborative work management software, today announced new, unique features that increase team efficiency, boost collaboration, and accelerate time to value in the newest version of its cloud-based platform.
The new features include a reporting tool that makes it quick and easy to create company-branded presentations for meetings with multiple stakeholders, whether executives, partners or customers; a financial planning module to manage and monitor a project’s financial health; and a new library of best practices to help organizations get up and running faster on Clarizen.
Clarizen’s collaborative work management solution provides a full-fledged project planning and execution solution that facilitates collaboration and improves productivity levels so project leaders and their teams can get their work done on-time and on-budget.
Improved Collaboration and Efficiency
Slide Publisher
Clarizen’s Slide Publisher features a wizard-based tool for creating branded presentations with project data collected from team members, using the organization’s standard corporate branding and reporting template. No more wasted staff hours collecting data from disparate sources, and manually copying-and-pasting information into a presentation. Users can now create branded a PowerPoint template for project reporting that is available across the entire organization.
“We understand that teams need to provide updates on project status to executives, customers and/or partners that highlights whether milestones are met, and flagging areas of concern,” said Yoav Boaz, VP of Product at Clarizen. “Slide Publisher makes it easy by automating the traditionally painful status reporting process. Project managers may have to rush to their next meeting, but now they will be fully prepared. And, professional service managers will now find it considerably easier to collaborate with their clients, which increases satisfaction rates and drives better project outcomes.”
Financial Planning
The new Financial Planning module combines the simplicity of a spreadsheet for data entry with the control and structure that large organizations require for tracking a project’s business impact and financial status at scale, and over time.
Financial Planning offers users several benefits, including the ability to track actuals, budgets and forecasts of project costs and revenue; identify capital and operational expenses, including both billable and non billable; and easily identify variances over the entire project duration. Clarizen makes it simple for project managers to track and analyze financials across the entire life of the project, gain foresight earlier into financial overruns, and allow effective collaboration between project leaders and the financial team.
Information-rich Project Overview
With the latest release, it’s never been easier to bring project views alive with color and varied formatting options such as rich text, tables, embedded images, multiple text sizes and hyperlinks. Clarizen’s Project Overview feature lets customers mix key project data inside Clarizen with custom-designed content.
Faster Time to Value
Best Practices
Clarizen works with its customers to regularly analyze and document best practices for helping companies become business agile quickly. With that, Clarizen is releasing a new set of customer-proven IT best practices for delivering successful projects from ideation to execution, including prepared packages of apps that have proven to be best-suited for specific IT use cases.
Users can follow Clarizen’s best practices to manage the entire project life cycle from request intake through resourcing to project reporting, all with role-based guides on how best to deploy Clarizen.
Excel Import
Clarizen’s new Excel Import is an enterprise grade feature that allows companies to quickly migrate their projects from Microsoft Excel to Clarizen, saving considerable time. It enables users to work offline, share updatable data with external stakeholders, and bring in data from third-party tools in just seconds. It’s easy to import data directly from Microsoft Excel to quickly add or update existing Work Items, Cases, People, Customers, Groups, or Data Objects into Clarizen.
Explore more articles in the Technology category
