EPM Live SharePoint Project Management Software Recognized with Best of SaaS Showplace Award

EPM Live is excited to announce that our SharePoint Project Management software was recently recognized with the Best of SaaS Showplace (BoSS) Award for Project Management from THINKstrategies.

The Best of SaaS Showplace is an ongoing program administered by THINKstrategies’ Cloud Computing to recognize SaaS companies that are delivering measurable business benefits to specific user organizations. These benefits can include increased sales, lower costs, higher customer satisfaction, faster operations and greater profitability.

“We consider this award a special honor,” said Joe Larscheid, Executive VP Upland Software and General Manager of EPM Live.   “We continue to receive confirmation of our vision to evolve the traditional, powerful capabilities of Project and Portfolio Management and extend the same value-driven concepts to all work areas within an organization.  The Best of SaaS Showplace Award validates our commitment to bring top of the line products and applications to market to change the way people manage work today.” 

A specific example of the measurable business benefits derived from EPM Live’s Cloud-based SharePoint project management solution is PIH Health, a regional healthcare provider, which needed to digitize its patient health records required by physicians. By leveraging EPM Live, PIH was able to improve Portfolio Visibility, Team Collaboration and Resource Management. Specifically, PIH was able to run 10% more projects a year due to its improved on-time completion rates and better project planning capabilities.


Watch the PIH’s Video Case Study here

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Morehouse School of Medicine Improves Project Efficiency with EPM Live PPM Solution

A PPM implementation can be a daunting task but with the right solution and consultants your process should be streamlined to success.

EPM Live valued Partner and widely respected project and portfolio implementation consultancy firm, Cobblestone Consulting, successfully completed an implementation of the EPM Live PPM and Work Management solution with Morehouse School of Medicine. With their new PPM system, Morehouse School of Medicine was able to improve project efficiency by creating better visibility into strategic initiatives and resource management.

Taking into consideration Morehouse School of Medicine’s PMO requirements for collaboration, Cobblestone Consulting implemented a two-phased solution:  1) Framework which allows their leadership to optimize their portfolio against financial, strategic and risk evaluation criteria 2) Deployment of a higher education project portfolio management solution that will:

  • Align planning strategy
  • Sort and prioritize human and capital resources
  • Manage projects that deliver VALUE
  • PMO Design and Development
  • IT Governance Model and Training
  • Training & Workshops

“The goal was to achieve business value with their initial SharePoint investment and methodical strategic planning to minimize risk and maximize potential benefits,” said Laurie Bacopoulos, Cobblestone Founder and CEO.  

The Morehouse School of Medicine, Information Technology division knew they needed to deploy a Project Portfolio Management System (PPM) to address their business challenges but were concerned with introducing too much complexity for their personnel.  The organization entrusted Cobblestone Consulting Inc. as their strategic advisor, to select the ‘right-fit’ PPM solution for their organization.  PPM tool selection was a critical step to ensure system acceptance and data integrity.   EPM Live’s PPM tool has the right mix of functionality and ease-of use for the organization.  

With the EPM Live PPM solution, the Information Technology organization was able to rapidly develop business-centric dashboard views of their project portfolio with dynamic, real-time reporting, including resource utilization and capacity analytics.  In addition, PPM’s user-friendly timesheets and timesheet compliance reports will allow them to quickly evaluate resource efforts across business units and projects and adjust allocations to meet shifting priorities.   Ultimately, MSM will be able to effectively monitor and control project resources and direct key staff efforts to strategic roadmap projects without compromising existing customer project support.

Read the full case study here!

EPM Live User Conference: Impact 2013 – Impacting Customer Success!

“An investment in knowledge pays the best interest,” Benjamin Franklin.

EPM Live is excited to announce our first ever user conference, Impact 2013! Impact 2013 brings together thought leaders, industry experts, customers, and employees for a complete event where you can see, hear and learn about EPM Live and our complementary products such as Tenrox and PowerSteering Software.

The event will be held in November at the world renowned Hotel del Coronado in San Diego, CA. Join us a day early for an optional day of pre-conference training.

The conference agenda includes:

    • Keynote sessions from prominent thought leaders
    • Open Q&A sessions with our product experts
    • A preview of the upcoming product roadmap
    • Customer deployment stories

Click here to see the full tentative agenda.

Other exciting details include:

    • Participate in focused panel discussions and engage in our Ask-The-Experts sessions with our subject matter experts. 
    • Learn from powerful customer success stories and best practices, and hear how EPM Live can be used across different functions to improve business execution.
    • Share and compare: You’ll have lots of opportunities to network with your peers to learn how others use EPM Live within various scenarios. 
    • Engage directly with the EPM Live product teams, build relationships and share opinions with our key staff responsible for product strategy and direction.
    • Learn about our 18-month product roadmap. Hear about what are in the plans for EPM Live and innovations that we will bring to market so you will be prepared to adopt these into your organization.
    • Special Evening Event: All Aboard! Join us as we set sail aboard a private yacht around the San Diego Bay!

We are especially looking forward to connecting with customers in a one-on-one environment to hear how you’re using the EPM Live project and work management software. Sign up today to secure the lowest rate available!




PIH Health Implements EPM Live as their SharePoint PPM Tool

EPM Live recently sat down with Phil Fuchs, Administrative PMO Director at PIH Health to discuss the great value and impact that the EPM Live Project, Portfolio and Work Management solution provided their organization.

Watch the video below to see how PIH improved Portfolio Visibility, Team Collaboration and Resource Management with the EPM Live Platform ultimately enabling them to run 10% more projects a year!

Click here to read PIH’s solution highlight!

EPM Live Boot Camp: Creating PPM Masterminds!

They came, they worked (hard), and they conquered. Yes our boot campers are on their way home with toned skills and smiles ready to impress colleagues with their enhanced expertise in EPM Live project management software.

We had the great pleasure of hosting our latest boot camp at our new headquarters in San Diego, California. Customers from all over the US joined us for four days of deep dive learning into the EPM Live knowledge-base. The EPM Live Site Collection Administrator (SCA) boot camp consists of hands-on workshops, product feature demonstrations, customer success stories, daily practice labs, and Q&A sessions. Our boot camps are extremely successful creating many EPM Live fans and advocates throughout organizations. Learn more about upcoming boot camps here!

This was our first time hosting the boot camp at the new EPM Live office and it was such a wonderful experience to mingle with customers during breaks and the welcome happy hour! Every Friday at EPM Live we all gather for what we call lunch and learn. We enjoy a special lunch and learn about new product releases, company announcements etc. This lunch and learn the boot campers joined us and one customer gave an outstanding presentation on how their organization is using the EPM Live platform, how it has helped them overcome pain points and their future plans about growing their solution with future releases. Her excitement about EPM Live was contagious throughout the room setting a great tone for the remainder of the boot camp.

As their time with us winded down the feedback came rolling in, here is what our customers had to say about their experience at the boot camp:

    • “Networking with colleagues about different use cases for the product sparked new ideas of how to use the tool or expand it in new ways.” 
    • “I liked, and appreciated, that our trainer was very knowledgeable about the product. Some people usually train themselves just enough to pass on the basics to the client. With EPM Live this was not the case, our instructor was very detailed oriented and took time to assist anyone who was not able to keep up with her pace during the lessons. As well as keep our attention and make learning the product fun.”
    • “The structure of the boot camp is awesome and very conducive to learning – a little instruction, a lot of hands-on, and a lab to reiterate what was learned.”
    • “Learning the system in general. I found much of the information very valuable and needed. The hands on demonstrations where the class followed along with the instructor was probably the most useful part of the week.”
    • “I liked that the size of the class. It created a more close-knit group and one that was comfortable asking questions without slowing down the process. Also the EPM Live employees welcomed us into their office and were very open and friendly. We were given lots of opportunities to interact with other members of the company, not just those specifically involved with the Boot Camp.”


Check out all the fun in this boot camp photo album! 



Interested in joining us for at an upcoming boot camp? Check out our events page to find a date and location that will work for you!


PMI-San Diego Chooses EPM Live Work Management Platform

PMI-San Diego is one of the largest local chapters of the PMI association. Founded in 1987, PMI-San Diego now has over 1,500 members and 1,000-plus credential holders. PMI-San Diego is widely known for their annual conference gathering industry leaders and professionals who want to gain knowledge, practical ideas and share techniques. PMI-San Diego’s annual Project Management conference attracts hundreds of industry professionals. This is the largest event PMI-San Diego plans and executes.

As their annual event continued to grow, PMI-San Diego identified a need for project software to better track historical data and centralizes all important details.  The conference committee is primarily made up of volunteers and in order to keep them engaged and actively participating, all the project and contact information needed to be easily accessible in one centralized platform.

Before leveraging EPM Live project software, PMI-San Diego event data was being stored in disparate work management tools such as Google Docs and Excel spreadsheets. Event contact records for volunteers, speakers and vendors were often inaccurate due to the data neither being centralized nor easily accessible. A lack of documented historical data and lessons learned resulted in time consuming rework, PMI-SD had no repeatable processes and the absence of a contingency plan. Collaboration and knowledge sharing was not efficient because documentation was neither centralized nor version controlled.

PMI-San Diego chose a QuickStart deployment putting them on an accelerated path to project management improvements. PMI-SD greatly benefitted from consolidating various systems to solely use the EPM Live project software. Able to leverage more comprehensive capabilities PMI-San Diego created global visibility for all conference committee members. Pertinent conference information is now posted to the sites homepage, also allowing users to create alerts to easily be notified of any changes. All volunteer contact information was centralized allowing the committee to always access accurate information. Workspaces were created to track and organize registration details, potential risks, tutorials, print media, marketing and other important event information. A critical part of PMI-San Diego’s system was to store detailed historical conference data. This allowed them to track, review and leverage different data to sustain the success of the annual PMI-San Diego Conference.

Read the entire PMI-San Diego case study

Congratulations on Another Successful EPM Live Boot Camp!

Congratulations to our EPM Live training team for hosting another top-notch Boot Camp!   Last week, Mark Fish, our Director of Training & Development, and his team provided attendees with an end-to-end understanding of our latest release of EPM Live, version 4.3.  At the conclusion of the event, every attendee was very excited to move to the new 4.3 version so that they could leverage all the new and exciting capabilities!   You can learn more about version 4.3 here.

At EPM Live, we understand that training is critical to ensure a high degree of user adoption, as people tend to ignore what they do not know how to use and embrace what they feel comfortable using.   Our customers have invested a great deal in deploying an Enterprise Project, Portfolio and Work Management tool.  As with any enterprise deployment, they face two main risks:  adoption risk and productivity risk.  To mitigate these risks, we want to help our customers and partners understand the technology in the context of their work.  They should become fluent in the use of EPM Live so that it becomes part of their user’s workstyle.

Some organizations mistakenly think you train users once and you’re done.  But successful training isn’t a one-shot effort.  In fact, we had several attendees attending their second or third boot camp!  This is why EPM Live offers a wide variety of continuous training options for our customers and partners from EPM Live University, Boot Camps, Train-the-Trainer, as well as custom training.  We’re 100% behind our customer’s success!

The Boot Camp was scheduled for four days covering a broad range of topics, and also included Q&A sessions with technical experts and product developers.   This was a landmark for the EPM Live partner program, as Matt Wilson, our Director of Partner Strategy, and his team launched
the official EPM Live Certification Program so that Partners can efficiently deploy EPM Live for customers. 

To maintain our work hard, play hard mentality, we decided to host a surprise costume contest for our customers and partners who are at the EPM Live headquarters for a training boot camp.  Needless to say I think our boot campers were pretty entertained! Once our costume parade ended we all had the chance to mingle with each other.  You can see more about our “Spooktackular Halloween” event here. We hope to see you at our next Boot Camp event!

But don’t take my word for it!  See for yourself from our very own EPM Live Customer & Partner quotes below:

 “The opportunity to meet people responsible for different aspects of the product/company, including the trainers, developers, architects, account managers, CEO, as well as the partners. It’s nice also to be able to place a name with a face with those we interact with on-goingly. All-in-all I walked away with a great sense of appreciation for the company and all the hard work that goes on behind the scenes.”

 “I just wanted to say thank you to the entire staff at EPM Live for a wonderful experience at the 4.3 Boot Camp.  The information you shared was extremely helpful in understanding the product in depth and the new structure for 4.3 and how it will help improve performance going forward”

 “I also I really liked the sessions for workflow and reporting, which can really add to the end user experience and help satisfy executive managements needs for reporting that is so vital to managing our business.”

 “The enthusiasm that the EPM staff had about the company really showed, even into the late evening hours at the happy hour, and it is contagious.  I even got a chance to talk to Joe Larscheid (CEO) and hear about the early days at EPM and the vision going forward.”

 “I liked that we were able to have breakout sessions for partners, have access to the staff and their expertise and brainstorming with other partners & customers.  The facilities were great, nice location and food great.” 

“Having also had the opportunity to meet other members of the organization, I must say that everyone was very friendly and it was a pleasure meeting them all.”

 “YOU ALL ROCK!  Especially Big F. aka Mark Fish. We are very excited to partner with such a dynamic and talented group of innovators!”

Sabre Systems Inc. Chooses EPM Live Project Portfolio Management

Thank you for choosing EPM Live Project Portfolio and Work Management Platform! 

Founded in 1989, Sabre Systems, Inc. specializes in providing high-quality Information Technology, Program Management Support, Software Development, Logistics, Engineering Solutions Services and Statistical Programs.

Sabre offers a comprehensive approach to understanding and meeting our clients’ needs through the careful selection and development of a highly qualified professional staff, on-going involvement of senior management in all contractual assignments, and a corporate environment committed to providing superior quality in all our services and products.

Learn more about Sabre Systems, Inc



FWU Group Chooses EPM Live For Their Project Portfolio and Work Management Platform!

Welcome FWU Group! Thank you for choosing EPM Live Project Portfolio and Work Management Platform!

The FWU Group is in the business of creating high performance investment concepts with broad and flexible applications for institutional investors, high net worth private clients as well as affluent customers and salaried individuals.

This involves making investment instruments utilized by large-scale investors accessible to wide sections of the population in the form of cost-optimized investment models. The systems and product solutions are characterized by the individualization of investment strategies, tailored to the needs of the relevant target group, and systematic minimization of risks while preserving yield opportunities. The integration of quality service partners with international experience serves to support these ambitious design aims and opens up value-added potential for investors and distribution partners at both national and international level.

Learn more about the FWU Group!

Iron Mountain Finds Strength in EPM Live PPM and Work Management Platform

Thank you for choosing EPM Live Project Portfolio and Work Management Platform!

Iron Mountain is a world leader in information management services, assisting more than 156,000 organizations in 35 countries on five continents with storing, protecting and managing their information.

Publicly traded under NYSE symbol IRM, Iron Mountain is a S&P 500 company and a member of the Fortune 1000 (currently ranked: 675). Organizations in every major industry and of all sizes—including more than 97% of the Fortune 1000—rely on Iron Mountain as their information management partner.

Learn more about Iron Mountain!