EPM Live Named 2014 SIIA Software CODiE Award Finalist for Best Project Management Solution

EPM Live Earns Prestigious Software Industry Recognition

Austin, TX, USA –  April 17, 2014 – Upland Software, Inc., a leading provider of cloud-based enterprise work management applications, today announced that its EPM Live social project management product was named as a finalist for the 2014 SIIA Software CODiE Awards for Best Project Management Solution.

The SIIA CODiE Awards are a premier award for the software and information industries, and have been recognizing product excellence for 29 years. The awards have over 75 categories and are organized by industry focus of Content, Education, and Software. This year’s program features 28 Software categories, several of which are new or updated to reflect the latest industry trends. Winners will be announced during a special Awards dinner on May 21 in San Francisco during one of the industry’s most significant ISV gatherings of SaaS, BI, and Cloud providers, Maximize.

EPM Live enables organizations to improve work execution across the enterprise by extending project management and social collaboration to all areas of the business, regardless of focus. Featuring powerful resource, schedule, and task management capabilities, it also offers out-of-the-box apps and templates so clients can quickly deploy solutions just right for their specific business needs. With an intuitive interface built on Microsoft™ SharePoint, EPM Live’s ability to support any combination of waterfall, Agile, or ad hoc work  make it an excellent tool for execution-focused PMOs – whether in IT or the business, or at the department or enterprise level.

“This year’s CODiE Awards finalists showcase the innovation and creativity in today’s market.  We are happy to recognize them for their products that are breaking ground in the software industry,” said Rhianna Collier, VP for the Software Division at SIIA. “I look forward to honoring all the finalists in May at our awards program at Maximize.”

Details about each finalist are listed at http://siia.net/codies/2014/finalists.asp

About SIIA: SIIA is a leading association representing the software and digital content industries. SIIA represents approximately 700 member companies worldwide that develop software and digital information content.  Information technology (IT) and software security are critical issues to SIIA’s members, many of whom strive to develop safe, secure and state-of the-art products that effectively serve their commercial and government customers alike, while protecting their intellectual property.

The SIIA Software Division provides a forum for companies developing the applications, services, infrastructure and tools that are driving the software and services industry forward. For further information, visit http://www.siia.net/software.

About Upland Software: Upland is a leading provider of cloud-based enterprise work management software. Our family of applications helps transform how work gets done by enabling better alignment of resources with business objectives, real-time visibility, and increased governance and collaboration, resulting in improved productivity and business agility. From strategic planning to work execution, Upland helps more than 1,200 enterprise clients with 300,000 active users in over 50 countries drive results for critical business functions including information technology, marketing, finance, professional services, and process excellence. For more information, visit uplandsoftware.com.

Upland Software Contact: Matthew Barnett, 617.995.5749
SIIA Communications Contact: Laura Greenback, 410.533.1943, lgreenback(at)siia(dot)net

EPM Live by Upland Software Receives 2014 Smart Choice Award for Project Management Software

EPM Live consistently receives high ratings and reviews on trusted online software comparison engine.


Carlsbad, CA, USA  –  February 28, 2014  EPM Live, a leader in enterprise project management (EPM) and collaboration software built on Microsoft™ SharePoint and part of the Upland Software family of cloud-based enterprise work management applications, announced today that it has received the Smart Choice award for project management software from FindTheBest.com in recognition of garnering consistently high ratings and reviews from trusted expert sources.

FindTheBest is an unbiased, data-driven comparison engine that organizes and presents data in a consumer-friendly format so consumers can make quick and informed decisions based on what is important to their business. FindTheBest gathers ratings from the most respected experts in various categories. A normalized score is assigned to each expert’s review, compared to existing reviews and is then presented to the user as a single overall rating—The Smart Rating. EPM Live has held a strong, 92% Smart Rating on FindTheBest.com for consecutive years, identifying EPM Live as a leader in the project management industry as chosen by analysts, customers and peers.

FindTheBest.com noted, “As a leading destination for research, our aim is to help people think like experts in hundreds of topics, from electronics to education, health to software, real estate to companies, and more. We equip our users with the best information and resources to ensure our users find exactly what they’re looking for in every stage of their research. EPM Live has earned the 2014 Smart Choice award for project management software for consistently achieving top ratings and reviews.”

“The evolution of project and social work management has dramatically changed the way organizations work today,” said Joe Larscheid, Vice President of Strategy for Upland Software and General Manager of the EPM Live product line. “Awards that are given based on consumer feedback are validation that we are driving value for our customers, and that is our primary goal.”

About FindTheBest.com

FindTheBest is a powerful tool for making quick and informed decisions. FindTheBest is an unbiased, data-driven comparison engine. FindTheBest gathers ratings from the most respected experts in each category. They then assign a normalized score to each expert’s review and present users with ONE overall rating—The Smart Rating. FindTheBest is powered by its Data-Driven Content Platform (DDCP), an engine that blends proprietary technology with human curation to organize data in a consumer friendly format across a broad range of Comparisons. They obtain their review information from three sources: Public databases, primary sources (manufacturer websites) and individuals with expertise in a certain area. Their team of researchers ensures that each entry is accurate.

About EPM Live

EPM Live is a leading enterprise project management and collaboration software based on Microsoft™ SharePoint. With a familiar, easy-to-use interface, it extends project management and work collaboration to all areas of the business, regardless of focus. Enterprises large and small rely on EPM Live to deliver products successfully, optimize resource utilization, and select the right work. Named a winner of THINKstrategies’ Best of SaaS Showplace Award and Value Leader for Next Generation IT Management by Enterprise Management Associates (EMA), EPM Live is part of Upland Software’s family of cloud-based enterprise work management products. To learn more, visit http://www.epmlive.com.

About Upland Software

Upland Software is the leading cloud provider of Enterprise Work Management software. Upland is the only cloud software provider that offers a comprehensive family of best-of-breed applications that enable organizations to align their goals, projects and programs, optimize their resource utilization and workflows, efficiently manage content and information, and empower teams to collaborate and work effectively. From strategic planning to work execution, Upland drives business results for more than 1,200 enterprise clients with 300,000 active users in 50 plus countries. To learn more, visit www.uplandsoftware.com.

2014 Planning: Do The Right Work, Do The Work Right! – Free Project and Portfolio Planning White Paper

At EPM Live, we understand that the start of a New Year may bring new challenges for business leaders. Organizations continue to ask management to do more with less, all while improving portfolio sequencing and planning, reducing costs and maximizing resources. For stakeholders, realizing the critical importance of Project and Portfolio Management discipline and leveraging the right tools will give those organizations a competitive advantage in today’s market.

Project Portfolio Management is a critical discipline needed to empower executives to make critical business decisions with confidence. Achieving competitive advantage means choosing the right projects to drive the business toward its strategic objectives. You must understand which projects deliver the highest ROI while maximizing your company’s resources.  Gathering the right information for your portfolio can take the complexity out of large decisions. A profitable portfolio leads to a profitable company.

For the average business, Portfolio Planning may be a process well beyond their organizational maturity; however, it is a major component that should not be overlooked in order to increase the probability of reaching 2014 objectives.  The structure in which you execute this discipline may indeed vary depending on maturity, but the basic steps can be followed regardless of the complexity of the processes behind them.

Before we dive into the key steps to portfolio planning, there are several essentials that need to be addressed.  First of all, why define a portfolio?  Organizations will always have projects, they will always have limited resources and they will always need to meet business objectives in order to remain a successful business.  If you are not implementing the RIGHT projects and work to meet strategic objectives, the value you are bringing to the business may be much smaller than its potential.  In today’s marketplace, businesses must bring maximum value to survive.  To read more, please download the attached white paper. 

Download Your Free Portfolio Planning White Paper!

Project Portfolio Management: Metrics to Consider for Continued PPM Success

Correctly managing project and work within the enterprise is a difficult task for any organization. Strategically planning for continued success in a recovering market is also difficult but critical. By leveraging project portfolio management tools, organizations are better able to ensure the right investments are being made.

Every day EPM Live works with customers to ensure these decisions are as simple as possible.  Here are a few metrics to consider when determining which projects and work bring the most value to your business:

  • Will the project/work bring additional revenue to the business?
  • Will the project/work bring quality improvement to the business?
  • Will the project/work help the business expand into new markets?
  • Will the project/work generate cost reductions?
  • Will the project/work expand current customer base?
  • Will the project/work reduce risks to the business?
  • Will the project/work reduce time to market or cycle times?
  • Are resources with the right skillset available to implement the project/work?
  • Will the project/work increase customer satisfaction?
  • Will the project/work increase employee satisfaction?
  • Will the project/work increase ROI (return on investment)?
  • Will the project/work represent a change in NPV (net present value)?
  • Will the project/work increase IRR (internal rate of return)?

There are no right or wrong metrics in determining which projects and work bring the most value to your organization but there is no reason to reinvent the wheel completely.  Leverage best practices and internal governance already in place to make this complex task more feasible.  Leverage a Portfolio Management/Decision Tool (such as EPM Live project software) that supports your current processes and that is flexible enough to customize to fit your needs!


10 Essential Steps To Portfolio Management – Free White Paper

With the start of a New Year, many organizations are realizing the importance of a critical step in the Project and Portfolio Management discipline – Portfolio Planning.  For the average business, Portfolio Planning may be a process well beyond their organizational maturity; however, it is a major component that should not be overlooked in order to increase the probability of reaching 2012 objectives.  The structure in which you execute this discipline may indeed vary depending on maturity, but the basic steps can be followed regardless of the complexity of the processes behind them.

Before we dive into the key steps to portfolio planning, there are several essentials that need to be addressed.  First of all, why define a portfolio?  Organizations will always have projects, they will always have limited resources and they will always need to meet business objectives in order to remain a successful business.  If you are not implementing the RIGHT projects and work to meet strategic objectives, the value you are bringing to the business may be much smaller than its potential.  In today’s competitive marketplace, businesses must bring maximum value to survive.  To read more, please download the attached white paper.  Enjoy!

Download a Free Portfolio Planning White Paper

Other Resources:

SaaS vs. On Premise PPM – A Comparative Analysis and Free Webinar

The recent economic recession has re-ignited the Software as a Service (Saas) vs. On-premise solution debate as organizations are under pressure to switch to cost-effective solutions. With Cloud Computing gaining a lot of media attention in the recent times, many organizations are now contemplating the Go/ No-Go decision to switch to a SaaS model from an on-premise model. The decision becomes all the more important when the application in question is a Project Portfolio Management (PPM) system as PPM systems involve significant investment and time.  We here at EPM Live offer both PPM deployment options so the question remains….which one is right for you?  Before we get into the details, if you are interested in learning more about SaaS PPM and whether or not it’s right for you, please join us for our upcoming webinar on PPM SaaS and we will guide you through the right questions to get your answer.  EPM Live provides an award-winning project software portfolio to meet any and all PPM needs.

Let’s get to the details.  The on-premise approach is a time-tested philosophy with proven success across many verticals. It dates back to the origin of computers and therefore, it’s often known as the traditional or legacy software approach. In contrast, the SaaS model came into existence much later. The two delivery models are remarkably different from each other and understandably, each has its own pros
and cons.

There is no One size fits all approach in software so it’s illogical to assume that the SaaS model is perfect for all kinds of requirements. Whether to take the plunge to a SaaS solution or whether to continue with an on-premise solution depends on a large number of factors.
This article provides a high-level comparative analysis of SaaS vs. On-premise solutions and provides a list of advantages and disadvantages of each model in order to aid organizations to take an educated decision to choose the best model for their needs.

Advantages of SaaS Model

1)  Lower entry cost – SaaS is a no-frills model therefore it offers a much lower entry cost as compared to an on-premise solution. In fact, in many cases, SaaS solutions are a fraction of the cost required to procure, deploy and manage an on-premise solution. You pay for what you use and for nothing else.  In many cases we are also finding that even if you do choose an on-on premise model, SaaS is sometimes utilized to proof out the concept before moving in-house.

2)  Lower  TCO SaaS solutions are reasonably free of maintenance. There are fewer deployment hassles (if any) and no hefty maintenance costs. SaaS reduces both Capital Expenditure (Capex) as well as Operational Expenditure (Opex) thereby boosting the overall savings to an organization.

3)  Faster Time to Market – SaaS solutions leverage a ready-made platform which has already been provisioned, implemented and tested by your solution provider. Therefore, you can get started with developing your application on top of the provider’s platform and get your product out to market quickly. SaaS further simplifies provisioning and reduces deployment complexities. A faster time to market implies quicker ROI.

4)  Flexible Pricing – Most SaaS vendors offer flexible subscription pricing models which do not burn your pockets. As your enterprise grows, the SaaS solution can be scaled up accordingly and just in case your enterprise shrinks, the SaaS solution can be scaled down accordingly. And the best part is that you are never stuck with oversized infrastructure and unused resources. SaaS offers a dynamic approach to managing computing infrastructure and resources.

5)  Lower Risk – Your SaaS vendor takes care of infrastructural risks and ensures high-availability for your organization’s needs. Implementations are faster and involve fewer risks as they are handled by professional experts.

6)  Very Secure – SaaS solutions are extremely secure. Security is one of the top concerns for any SaaS solution provider and they have a reliable and secure infrastructure in place for varied customer needs. For an on-premise solution to match the security of a SaaS
solution, it requires a major investment.

Disadvantages of SaaS Model

1)  Internet Dependency – It’s fair to say that internet is the lifeline of SaaS solutions. No connection, no application – as simple as that. Further, if you have a patch internet connection, it can result in spotty application performance. Further, the internet comes with a Pandora’s Box of vulnerabilities and security issues.

2)  Relinquishment of Control – Many organizations do not feel comfortable with the idea of relinquishing control to a third-party vendor. Trust is a crucial part of SaaS approach and it’s not the easiest thing to build in this world. Another vendor hosting your invaluable data and precious applications? It’s a mental block and a big one.

Advantages of On-Premise Model 

1)  Total Control – Contrary to a SaaS model, an on-premise solution offers you total control over your application.  All your sensitive data is stored internally and there’s no need of exposing it to a third-party vendor.

2)  Higher Sense of Ownership – Since you purchase the infrastructure and resources for an on-premise solution, it offers a higher sense of ownership as compared to a SaaS solution.

Disadvantages of On-Premise Model 

1)  Costly Affair – On-premise solutions have higher entry costs as well as higher operational costs than their SaaS counterparts. You own the infrastructure but then you pay a hefty sum for it as well.

2)  Maintenance Hassles – You own it, so you maintain it – as simple as that. It’s your responsibility to maintain, upgrade and scale the solution as and when required and it’s definitely not the easiest job in the world to do so.


The decision whether to go the SaaS route or to stick with the time-tested on-premise solution is not an easy one. Further, it largely depends on an organization’s needs. However, for organizations looking to overcome the entry barrier and achieving a lower
TCO, it’s definitely worth trying out the SaaS approach.

Avoid Project Failure with Robust SharePoint Project Management

There are no risk-free projects in the software industry. Irrespective of whether you are using agile, scrum or any other development methodology, chances of project failure cannot be entirely ruled out. A project’s planning and strategy is only as good as its execution – you goof up at any stage and it can lead to catastrophic effects. That’s why choosing the right project software is imperative. EPM Live SharePoint project management provides a robust feature-set helping organizations overcome hurdles and achieve project success.    

Old school practitioners often argue that success and failure are relative terms when it comes to project execution. What classifies a project as a mediocre success in one company might be treated as a marginal failure in another. The barometer to measure a project’s success is simple – it should satisfy the business requirements of primary stakeholders on time and within the allocated budget.

I believe that the following 10 reasons are the most common causes of project failures in the software industry.

1. Ambiguous Requirements

Ambiguous and unclear requirements are a prefect recipe for disaster for any project. Even worse, the longer it takes to get the ambiguity resolved, the costlier it gets. Ideally, such concerns should be addressed during the project planning stage as any spillovers to subsequent stages can be fatal to the overall success of the project.

2. Poor Stakeholder Involvement

A project’s success is the collective responsibility of all stakeholders. If any of the primary stakeholders shy away from their responsibilities, it can put the project’s future in jeopardy. Stakeholders’ influence on a project is undeniable. If stakeholders only get involved during the latter stages of a project, it can lead to significant delays and additional costs to cater to their change requests.

3. Unrealistic Expectations

While it’s important for stakeholders to collaborate for a project’s success, a “please all” approach which sets unrealistic expectations will only lead to problems. Project Managers are often under severe pressure from clients and senior management to get projects delivered as quickly as possible. Compromising quality to cut down on time doesn’t work and is bound to backfire at some stage or the other.

4. Poor Management

A team is only as good as its manager and vice-versa. If a project is poorly managed, corrective action should be taken or else the project is destined to be a failure. Tasks should be properly delegated and monitored; any delays should be escalated to all stakeholders as soon as possible. Managers should have a contingency plan in place if things don’t quiet go as per the original plan.

5. Poor Staffing

You can’t fit a round peg in a square hole. Resources with inappropriate skills may increase a project’s headcount but they serve as liabilities rather than assets for a project. The 2+2=4 rule doesn’t always work in project management; it can often be 2+2=3 or even 2+2=1.5.

6. Poor Teamwork

Even if you have rock star programmers and best in the class project managers, a project’s fate is uncertain if the individuals fail to deliver as a team. Friction and differences of understanding between team members hamper the overall morale of any project.

7. Forever Changing Requirements

There’s often no end to a customer’s wishlist of features. However, not all the features for a project are equally critical. It is very important that all features for a project be clearly identified as must have, should have, could have and won’t have. The project’s requirements must be frozen during the planning stage and any deviations should follow a standard change request management procedure.

8. Poor Leadership

A Manager should lead by example. If the leadership is poor, it affects the morale of the team. Being a Project Manager isn’t the easiest job in the world, but then that’s why many project managers are well respected and well paid.

9. Cultural & Ethical Misalignment

In today’s age of globalization, having cross-cultural and geographically diverse teams collaborate on a project is more of a norm, rather than an exception. While cultural and ethical challenges can be difficult to tackle, the team must work on the single objective of making the project successful. A time zone, geographical, cultural and ethical differences don’t matter – what matters is the project!

10. Inadequate Communication

It’s often said that no communication is far worse than miscommunication and software projects are no exception to this rule. Communication is the lifeline of any software project – be it between customers and other stakeholders, manager and developers, developers and testers, or the team as a whole. Crisp and clear communication is an absolute must.

A failed project does no good to anyone. With meticulous planning and methodical execution, a company can minimize the risks involved in a project and ensure that it will succeed.

Upland Brings New Excitement to PPM and Work Management at the Gartner PPM and IT Governance Summit

It sure was an eventful couple of days at the Gartner PPM and IT Governance Summit in National Harbor, MD.  Attendees and vendors were all a buzz with whispers of “Upland? What’s Upland?”

It’s not a question of what is Upland; it’s a question of who is Upland. The new Upland brand is officially the world’s largest provider of cloud-based enterprise software for project, portfolio and work management, with 1,200 enterprise clients and 300,000 active users in 50 plus countries. 

Upland is comprised of best of breed PPM and Work Management software products revolutionizing the way organizations plan, manage and execute work. The key to success is in doing the right work, at the right time, in the right way, with the right resources. And that’s what Upland is all about.

The Gartner PPM & IT Governance Summit 2013 is the premier gathering of program and portfolio management executives focused on improving how organizations select, implement and manage IT initiatives and services. And it was our pleasure to launch Upland at the conference and share the news with all the curious attendees!

As a premier sponsor, Upland took the Summit by storm. Quickly the crowd gathered to learn about our award winning products. With three active demo stations, there was never a dull moment at the Upland booth.

Recognized as a “Challenger” in the 2013 Gartner Magic Quadrant for Cloud-Based IT Project and Portfolio Management Services, EPM Live is the leading enterprise work management and PPM platform based on Microsoft™ SharePoint. It extends cost-saving disciplines such as delivering products successfully, optimizing resource utilization, and selecting the right work to all areas of the business. For more information, www.epmlive.com

Recognized as a “Leader” in the 2013 Gartner Magic Quadrant for Cloud-Based IT Project and Portfolio Management Services, PowerSteering enables top-down program and portfolio management without requiring granular task and resource tracking, and provides class-leading analytic and financial tracking capabilities. It combines the robust PPM functionality demanded by global organizations with the cost and speed benefits of cloud delivery. For more information, www.powersteeringsoftware.com.

Recognized as a “Niche Player” in the 2013 Gartner Magic Quadrant for Cloud-Based IT Project and Portfolio Management Services, Tenrox is the only workflow-driven cloud Professional Services Automation (PSA) solution designed to meet the challenges of managing globally dispersed project and service organizations. It offers configurable cost and billing rules, including chargeback or invoicing, with certified integrations to all major CRM and accounting systems. For more information, www.tenrox.com.

Upland booth


During the Summit, Upland had the great pleasure of hosting a speaking session as well as a roundtable discussion.

Those who attended Upland President, Ludwig Melik’s speaking presentation were blown away by his charisma and compelling points on the session topic, “Crossing the Chasm Between Portfolio & Execution Level PPM.” The presentation was an analogy made popular in a presentation by Steven Covey. The key takeaway of Ludwig’s session was the need to factor in the “big rocks” (important priorities), first for PPM to be successful. Using the big rocks, little rocks visual presentation, Ludwig entertained the crowd while providing a powerful message to the audience.  Special thanks to our valued customer Mari Skippers from Eaton Corporation, the presentation was especially great thanks to you.You are awesome!

Gartner Upland Presentation

Our popular roundtable discussion was led by Doug Riseberg, VP of Upland Professional Services & Support. The topic of discussion was, “Launching and Maintaining a ‘Just Right’ PPM Approach.” The room was lined with attendees as they shared insight, challenges and concerns on this hot topic.


Finally we ended the conference by bringing the house down with our hospitality suite event. We rolled out the red carpet (literally, the theme was a Hollywood PremierJ) for attendees and with the DJ spinning the latest hits we partied the night away. 

Upland Hospitality Party


Thank you to everyone who stopped by the Upland booth, it was such a pleasure meeting you, cheers to our next encounter. Learn more about Upland!


EPM Live Increase Sales Productivity with New Salesforce.com Integraton App!

EPM Live is excited to announce our new integration with Salesforce.com. Now users can combine EPM Live’s powerful online Enterprise Project and Work Management software with the world class CRM capabilities of Salesforce.com!

Check out this short video to see how the integration works!


EPM Live’s Salesforce App allows sales personnel to view all of their critical information from within Salesforce.com.  It provides sales teams the ability to communicate with service teams via the cloud to bring global portfolio and project visibility, task management, and issue management to fruition.  Service teams will be able to provide sales, marketing, customer success and executives with the information they need to close new business, increase customer satisfaction and fuel expansion within their pipeline.  In this process, all users will remain in their system of preference, working the way that makes them the most productive. With critical project data shared between the software systems, organizations can remove the gap often found between sales and service delivery organizations, and more systematically assure customer success.

EPM Live‘s Salesforce App Highlights:

  • Project and Portfolio Management:  Increase communication and productivity by bringing critical project data directly into Salesforce. This allows users to see exactly what’s being worked on, with immediate insight into progress or potential issues.
  • User Defined Workflows:  Easily configure workflows to convert won opportunities from Salesforce into active Projects in EPM Live. 
  • Global Visibility: Your sales team gets access to real-time information on customer projects, including key milestones achieved, project cost, billing and status information directly in Salesforce.
Check us out in the Salesforce AppExchange!

Extend SharePoint Value with Robust Project and Work Management

SharePoint is the most common collaboration tool on the market today. However, most organizations typically underutilize its full capabilities by only leveraging it for content management. Now businesses are looking to extend efforts aimed towards a deeper and broader usage of the SharePoint platform driving more value through total work management. Click on the icon below to view our latest webinar recording on Accelerating SharePoint Value with Total Work Management.

As your core enterprise content management system, SharePoint is the central portal for all enterprise work and collaboration for all internal and external users. The key to extending value is to leverage integration with systems that provide extended capabilities using the SharePoint platform as its foundation.

Drive more value through adopting a simple PPM and work management technology, such as EPM Live, which provide organizations with pre-built applications to better manage work throughout the enterprise making resources more efficient.

Project software adds value to SharePoint by further expanding the platform into:

  • Secure Repository – A central and secure place to store information and access when required
  • Basic Collaboration Platform – Team site creation for basic collaboration
  • Expanded Business Processes:
    • Leveraging forms and/or leveraging 3rd party applications with workflow capabilities
    • Leverage best practice templates, standardizing SharePoint tools and utilizing pre-built solutions specific to your business needs.
    • Maximize the use of SharePoint by offering business tools for all work (Projects, Products, Services, etc.) across your organization