EPM Live 5.5 Releases New User Interface and Innovative Product Enhancements

EPM Live is excited to announce our 5.5 release, our most forward thinking release ever! Our latest release of leading cloud project management and collaboration platform delivers streamlined user productivity and efficiency.

The new release allows users to expand Enterprise Project and Work Management through a new intuitive user interface, new integrations, and enhanced cutting-edge features. EPM Live 5.5 provides a powerful balance between getting work done and doing it efficiently, bringing work solutions to all areas of the business regardless of work focus. 

“By continuing to invest in the enhancements and development of the EPM Live solution, we can not only provide a rich feature set to meet the needs of today’s enterprise but also one that is sustainable for the future,” said Joe Larscheid, Upland Software’s EVP of Product Strategy and General Manager for the EPM Live product line. “The focus of this release was delivering world-class usability.  We have transformed the PPM interface to be more efficient while adding cutting-edge features that allow users to be more productive.”

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Key EPM Live 5.5 features include:

  • New User Interface
  • Easily Create Reports and Dashboards
  • Custom Forms 
  • Enterprise Class Integration
  • EPM Live Favorites
  • Frequent Apps and Recent Items
  • Performance Upgrades  
  • New Resource Analyzer Features 
  • Workspaces

Read the full release notes here!

 

 

 

Dreamforce 2013: Project and Work Management for Saleforce.com

With over 100,000 attendees, Dreamforce 2013 was a great event!  Held at the Moscone Center in San Francisco, California, EPM Live was one of the App Exchange vendors exhibiting at the Cloud Expo. The show floor was bustling with Salesforce users who were not only interested in expanding their knowledge and skills on the Salesforce platform but how they can expand their Salesforce solution into other areas of the business.  

Dreamforce 2013, better known as #DF13, was definitely a show for the records. By far the largest conference I have ever been to! Dreamforce took over the entire city of San Francisco. Attendees were easily spotted around the city with their Dreamforce backpacks and lively conversations about their experience at the conference. Their enthusiasm about the educational sessions and insightful keynotes from thought-leaders who included Salesforce Founder Marc Benioff, Yahoo! President & CEO Marissa Mayer, and Deepak Chopra, MD, Fonder of The Chopra Foundation, was evident in the Cloud Expo.

The EPM Live booth, decked out for Football season, was always busy in conversation with the Dreamforce audience. Many attendees were curious to learn more about EPM Lives’ ability to extend Project and Work Management with enhanced collaboration features directly into Salesforce. Although we know people were also excited about entering our raffle for a chance to win a $500 Official NFL Gift Basket, including game day tickets!

The EPM Live for Salesforce App brings allows executive and sales personnel to view all of their critical information from within Salesforce.com.  It provides sales teams the ability to collaborate with project teams via the cloud to bring global portfolio and project visibility, work management, and issue management to fruition.  Project teams are 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 are able to remain in their system of preference, working the way that makes them the most productive.

Watch the video below to learn more about how EPM Live’s Salesforce App!

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Dreamforce 2013 was a huge success and I can’t wait to go back next year! Keep an eye out for the Upland booth, offering two award winning products improving the way organizations manage projects and work. 

Impact 2013 Upland User Conference: Insightful PPM and Work Management for the Enterprise

What a monumental conference for Upland and our customers! A big thank you to everyone for making this year’s Upland User Conference a huge success!

Impact 2013 was a world class learning and networking event that brought together industry experts, thought leaders, customers, and Upland staff. Attendees had access to 4 tracks, offering 45 educational sessions including customer case study presentations, one-on-one time with our product experts and executives and the ability to learn from dynamic guest speakers.Over 200 Upland product users came from all over the world and represented 4 of Uplands 6 award winning products.

The 3-day conference was held at the world renowned Hotel Del Coronado in San Diego, California. A full day of training kicked-off the conference followed by 2 days of insightful educational sessions designed for advancing the program management office (PMO), improving governance, allocating scarce resources, measuring business value and more.

If you missed the event, take a look at the highlight video below to see what Impact 2013 was all about.

Although Impact 2013 has come to an end, we are receiving lots of great feedback and questions about Upland’s next user conference. Follow us on Facebook and join the conversation on Twitter to receive real time updates as we count down to Upland UC 2015.  We hope to see all of you there!

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:

Portfolio Management Made Easy for Smart IT Investments

Project portfolio management (PPM) is an important driving success factor for any company juggling multiple projects. Leveraging the right project software supports PPM by providing the framework and best practice tools needed to manage competing projects. PPM also provides executives with a global view of the portfolio allowing them to make informed strategic decisions.

Portfolio management is an ideal best practice that all organizations should leverage. Although at first this discipline can seem complicated and cumbersome, by leveraging the right project management tools it can be made easy.

Before we dive into the essential steps of Portfolio Management, there is one question that must be understood; 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 Enterprise. 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.

Here are 10 critical steps for portfolio management success:

Step 1: Identify Portfolio Items

Determine what project/work you would like to implement. This is not an individual effortwork and projects will most likely be identified by many in the organization.

Step 2: Define Portfolio Items

For this pre-selection round you will need to define enough information to establish value of the given initiative. Description/business case, benefits, strategic alignment, and risk tolerance are all factors to be considered for this step. Keep in mind some of the key evaluation metrics that we discussed above.

Step 3: Evaluate Portfolio Items

Once all of your items are entered into the Portfolio, it is time to evaluate them. This can be done through a variety of methods. For example, you may leverage a formula for rating your items against each other to determine which item will bring the most value, the least amount of risk, align best with your resources and provide the best alignment with your organization’s strategic objectives. Rating and scoring is a common Portfolio Management practice for portfolio selection. You may also introduce What-if Modeling to view various models and conditions should you approve a given portfolio.

Step 4: Select your Portfolio

Based on the evaluation step you will determine which items bring the most value to your organization. Once your key portfolio items have been selected, you will be entering one last evaluation stage prior to approving your portfolio.

Step 5: Reassess Portfolio

In this stage it is common for more detailed information to be added to the portfolio/work items. This stage allows the portfolio team to re-evaluate the items based on additional information such as a high level cost plan and/or resource plan.

Step 6: Approve Portfolio

Once the portfolio selection team has had time to reassess the portfolio based on further portfolio information, the approval process can begin. The approved items then go into an execution stage and is handed off to the project team for execution.

Step 7: Portfolio Item Transition to Projects or Work Initiatives

The approved portfolio items are then promoted to projects or work initiatives and are moved to the execution phase. At this point a Project Manager will be assigned if one has not been assigned already.

Step 8: Portfolio Communication, Performance Tracking and Reporting

Portfolio Management does not end with portfolio selection and approval. It is now time to track the performance of your portfolio. Key Performance Indicators (KPIs) will be used to visualize status and track progress. For examples of useful Portfolio Management reports click here.

Step 9: Portfolio Change Management

At any point in the Portfolio Management life cycle, new project requests/portfolio items can be introduced. In addition to new requests, current approved items in execution can be affected by unexpected risks or unforeseen environmental factors leading to project cancellation. The change management step will be ongoing throughout the life cycle of your portfolio and is critical to its overall success.

Step 10: Begin at Step 1

As new portfolio items are introduced, start over at step 1.

 

Critical Success Factors to keep in mind:

  1. Keep it simple – keep processes uncomplicated
  2. Define simple initial analytics for tracking
  3. Keep focus on users
  4. Do not run before you can walk, too much tooling to quickly can result negatively
  5. Don’t over-optimize the portfolio – just because you try to squeeze a pot of gold out of a rainbow doesn’t mean it’s a good idea. Make smart, strategic decisions.

Impact 2013 User Conference – Keynote Speakers You Won’t Want to Miss!

If you had the opportunity to visit a beautiful city while educating yourself on extending value to your project software, would you? Of course you would! The Upland User Conference, Impact 2013, brings both opportunities to life.

Wow, am I excited for the upcoming Impact 2013 User Conference! I was recently in Coronado and stopped by the Hotel Del to walk the grounds and get a feel for the lay of the land, and oh my, was I blown away. With multiple restaurants and shops onsite, and panoramic views of the light blue ocean, white sandy beaches, beautiful green grass and colorful flowers, I was mesmerized by its beauty. I was instantly transported to utopia.

Driving to the Hotel Del, you pass through the little downtown of Coronado which is very quaint. Shops, restaurants and ice cream parlors line the streets in beautiful historic buildings. It’s the perfect mix of history and charm.

The Hotel Del Coronado will be the location for the Upland User Conference, Impact 2013. Although there are many reasons a representative from your organization should attend this conference, spending time in Historic Coronado is a huge plus! Our goal is to provide you with educational track sessions, provide the opportunity to network, work with the EPM Live team directly and attend our compelling keynote sessions.  Our keynote speakers include:

Keynote Speaker – Day One  
R “Ray” Wang:

R “Ray” Wang is the Principal Analyst and CEO at Constellation Research, Inc. He’s also the author of the popular enterprise software blog “A Software Insider’s Point of View”. With viewership in the millions of page views a year, his blog provides insight into how disruptive technologies and new business models impact the enterprise. Ray’s a prominent key note speaker and research analyst working with clients on engagement strategies, social business, customer experience, and decision management. He advises Global 2000 companies on business strategy and technology selection. Ray is quoted regularly in Harvard Business Review, The Wall Street Journal, Forbes, Bloomberg, Reuters, IDG News Service, and other media outlets around the world.

Keynote Speaker – Day Two
Lisa DiTullio:

Lisa is a renowned thought leader and recognized international speaker on project management. As a frequent speaker at industry events and conferences, Lisa is passionate about supporting business success through practical project management practices.

Lisa is the editor of ProjectBestPractices, a quarterly newsletter from ProjectWorld, a regular contributor to the Silicon Valley PM,Project Connections and Enterprise Management Association blogs, a contributor to PM Network and a distance instructor for Prodevia Learning.  She is also the author of Simple Solutions: How “Enterprise Project Management” Supported Harvard Pilgrim Health Care’s Journey from Near Collapse to #1 and Project Team Dynamics: Enhancing Performance and Improving Results.

Lisa is an Executive Committee member to the Board of Directors for the South Shore Chamber of Commerce and is past chair of the Women’s Business Connection, a preeminent women’s organization within the South Shore Chamber of Commerce. She is also a member of the AthenaPowerLink Governing Body, which oversees a program to provide women-owned businesses an opportunity to work with a panel of experts to grow their businesses.  Learn more about Lisa at www.lisaditullio.com

Guest Speaker – Day One
Julie Brignac:

Julie Brignac has over 20 years of highly successful commercial and operational experience in globally matrixed organizations, where her career began at E.I. du Pont in Wilmington, Delaware. Julie now is the President and Founder of QuantumSix Solutions, Inc., a firm that designs and implements business improvement infrastructures so companies sustain efficient operations and drive significant savings. She is also the inventor of The RoSS Model™, an end to end project benefit financial validation process that helps organizations financially reconcile their project benefits to their financial statements. The RoSS Model™ implements a rigorous benefit reporting infrastructure, and drives consistency in calculating project benefits.

Julie has extensive experience as an instructor in many venues. Corporately, she is a certified instructor for specific methodologies, such as the Herrmann Brain Dominance Theory, Project Management and all levels of Lean Six Sigma. She is an Associate Adjunct Professor for the Undergraduate School of Supply Chain Management at the University of Maryland, as well as an Adjunct Professor of Online Learning for the Whitman Business School for Syracuse University. Julie is responsible for Syracuse’s Lean Six Sigma learning program, and co-developed their Six Sigma Greenbelt curriculum currently taught in both the undergraduate and graduate schools. Julie is also a graduate of the prestigious Bill Gove Professional Speaking Process for Keynote Speakers.

Join us on November 7th and 8th at the Hotel Del Coronado in San Diego, CA for the Impact 2013 User Conference. Remember, there is also an optional day of pre-conference training being offered on November 6.

Register now for Impact 2013 – Upland User Conference

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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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Impact User Conference: 10 Reasons Why You Should Attend

Do you want to become an EPM Live project software superstar? Join us at the upcoming 2013 Upland Impact User Conference and learn how to bring more value to your current EPM Live deployments. 

The Upland Impact User Conference is right around the corner; make sure you register before July 31st to receive the best price possible!  Hotel rooms are selling out fast as well so don’t miss out on the opportunity to stay at the historic Hotel Del Coronado in beautiful San Diego, CA.  

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Impact 2013 brings together thought leaders, industry experts, customers, and employees for a complete 360 degree view of Upland’s award winning product EPM Live.  Come see what’s next in EPM Live’s product roadmap as well as learning everything there is to know about EPM Live functionality.  Network with other EPM Live users and learn how other organizations just like yours are using EPM Live to manage their projects and work. Join us for knowledge sharing, networking, learning, and overall fun for the ultimate EPM Live experience! 

The event will be held on November 7 and 8 at the Hotel Del Coronado in San Diego, CA. An optional day of pre-conference training is also being offered on November 6.

 The agenda includes:

  • Keynote sessions from prominent thought leaders
  • Open Q&A sessions with our product experts
  • A preview of the upcoming product roadmap
  • Deployment stories from real EPM Live customers
  • A variety of discipline focused breakout sessions to target topics that are most important to your organization

Why Attend:

  1. Gain valuable insights into our latest features, best practices, how-to knowledge, and training content.
  2. Get full access to one-on-one sessions with EPM Live solution consultants, project managers and implementation specialist to learn more on user adoption and maximizing your investment in EPM Live.
  3. Gain PDU credits for the full conference agenda.  One day of training and two days of breakout sessions will be led by experienced EPM Live practitioners.
  4. Participate in focused panel discussions and engage in our Ask-The-Experts sessions with our subject matter experts. 
  5. Learn from powerful customer success stories and best practices, and hear how EPM Live can be used across different functions to improve business execution.
  6. Share and compare: You’ll have lots of opportunities to network with your peers to learn how others use EPM Live within various scenarios. 
  7. Engage directly with the EPM Live product teams, build relationships and share opinions with our key staff responsible for product strategy and direction.
  8. Learn about our 18-month product roadmap. Hear about what are in the plans for EPM Live and the latest innovations that we’ll be bringing to market so you can be prepared to adopt these features into your organization.
  9. Work hard play hard!  We never forget about the fun, in addition to learning, come sail away with us as we take you on a harbor dinner excursion you won’t want to miss!
  10. Learn from industry thought leaders by attending one of three keynotes led by R “Ray” Wang, the Principal Analyst and CEO at Constellation Research, Inc. Lisa DiTullio, renowned thought leader and recognized international speaker on project management. And Julie Brignac, the President and Founder of QuantumSix Solutions, Inc.

Learn more about the Upland Impact User Conference, access the event site here!

 

The Essential Steps to SharePoint Project Portfolio Management

SharePoint is undoubtedly the most popular collaboration platform on the market. Many organizations are thinking outside the box and extending its capabilities into a complete SharePoint project management tool. By extending SharePoint with project software like EPM Live, you are empowering the organization to create a complete end-to-end project portfolio and work management solution. This allows for better business decision making by analyzing demand against capacity, identifying optimal sequencing and ensuring all business investment objectives are being met for the most profitable portfolio. 

Many organizations are realizing the importance of a critical step in the Project and Portfolio Management (PPM) 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 2013 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 essential steps to Portfolio Management, there is one question that must be understood; 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.

 

10 Essential Steps to Portfolio Management

Once you have a process down for defining, selecting and executing your portfolio, you are ready for the essential steps to Portfolio Management. Before we get into the actual steps, we need to make sure that the following assumptions are true:

1. The organization’s Executive Management is onboard with the Portfolio Management Plan

2. All proposed projects and work efforts will be evaluated for inclusion into the Portfolio

3. The appropriate skilled staff is available to manage the Portfolio

4. All Portfolio Management processes have been defined

5. A standard tool (across the organization) is being used for Portfolio Management Planning

 

There are many published standards and white papers for achieving portfolio management within your organization. For the purposes of this blog, we will be defining the 10 most essential steps based on our implementation experience over the last 12 years. More mature organizations will introduce additional steps into the process. Let’s get started:

Step 1: Identify Portfolio Items

Determine what project/work you would like to implement. This is not an individual effort; work and projects will most likely be identified by many in the organization.

Step 2: Define Portfolio Items

For this pre-selection round you will need to define enough information to establish value of the given initiative. Description/business case, benefits, strategic alignment, and risk tolerance are all factors to be considered for this step. Keep in mind some of the key evaluation metrics that we discussed above.

Step 3: Evaluate Portfolio Items

Once all of your items are entered into the Portfolio, it is time to evaluate them. This can be done through a variety of methods. For example, you may leverage a formula for rating your items against each other to determine which item will bring the most value, the least amount of risk, align best with your resources and provide the best alignment with your organization’s strategic objectives. Rating and scoring is a common Portfolio Management practice for portfolio selection. You may also introduce What-if Modeling to view various models and conditions should you approve a given portfolio.

Step 4: Select your Portfolio

Based on the evaluation step you will determine which items bring the most value to your organization. Once your key portfolio items have been selected, you will be entering one last evaluation stage prior to approving your portfolio.

Step 5: Reassess Portfolio

In this stage it is common for more detailed information to be added to the portfolio/work items. This stage allows the portfolio team to re-evaluate the items based on additional information such as a high level cost plan and/or resource plan.

Step 6: Approve Portfolio

Once the portfolio selection team has had time to reassess the portfolio based on further portfolio information, the approval process can begin. The approved items then go into an execution stage and is handed off to the project team for execution.

Step 7: Portfolio Item Transition to Projects or Work InitiativesThe approved portfolio items are then promoted to projects or work initiatives and are moved to the execution phase. At this point a Project Manager will be assigned if one has not been assigned already.

Step 8: Portfolio Communication, Performance Tracking and Reporting

Portfolio Management does not end with portfolio selection and approval. It is now time to track the performance of your portfolio. Key Performance Indicators (KPIs) will be used to visualize status and track progress. For examples of useful Portfolio Management reports click here.

Step 9: Portfolio Change Management

At any point in the Portfolio Management life cycle, new project requests/portfolio items can be introduced. In addition to new requests, current approved items in execution can be affected by unexpected risks or unforeseen environmental factors leading to project cancellation. The change management step will be ongoing throughout the life cycle of your portfolio and is critical to its overall success.

Step 10: Begin at Step 1

As new portfolio items are introduced, start over at step 1.

Learn more about defining, selecting and executing your portfolio in this Free White Paper

Download White Paper button

SharePoint-based Project and Work Management – Intuitive, Efficient, Empowering

Choosing a Project Management Information System (PMIS) is an important step to efficiently manage project information, no matter how big or small the project. Defined by the Project Management Institute, a PMIS is a standard set of automated project management tools available within an organization and integrated into a system. Although there are many PMIS solutions on the market today, many PMIS solutions stop at project management.  in order to manage projects effectively, the project management discipline has evolved to include work management as well.  What is work management?  Work management allows you to manage your work more effectively while considering all constraints involved such as time, resources and money.  Similar to project management, work management broadens the scope to not only include projects but all other work that may affect an organization’s bottom line.  SharePoint is an example of a tool that is often used for work management and is also the world’s leading collaborative system of choice.  SharePoint can easily be extended to support projects, work and collaboration making it the perfect PMIS solution.  Before we get into the benefits of SharePoint project management, let’s take a look at the reasons you may need a PMIS solution. 

Identifying the need for a PMIS:

  • No standardized system in place for setting and tracking project goals. For example, project data tracked using excel sheets is time consuming and out dated. Excel does not automatically recalculate project information when it’s adjusted; nor does it inform project team members of any updates or changes.
  • No centralized location for tracking and collaborating on project items. Managing critical project information in disparate systems puts a road block on productivity and cuts off visibility for stakeholders. This also makes reporting challenging, timely and potentially inaccurate.
  • No Social Collaboration tools. These days, many project team members don’t reside under one roof but they still need to collaborate effectively. By solely relying on email for communication can greatly slow down the collaboration process. Today’s organization requires real-time communication tools.
  • Lacking real time reporting and accurate status updates. In most cases, using disparate systems only allows the project manager to pull data and create reports. This system is unrealistic for today’s organization. It’s time consuming, lacks real-time updates, and puts you at risk to share inaccurate information.
  • Missing the mark on strategic goals and projects. Without a standardized toolset for weighing proposed projects or tracking real-time updates and status reports, many times strategic goals and opportunities are missed.

 

If you can identify with any of the pain points listed above, this validates your need to invest in a PMIS. There are many PMIS solutions on the market today, but traditionally they are costly and can require specialized skills for implementation, configuration and maintaining the system. Also, if the system is overbearing, user adoption will be an ongoing battle. This is why smart project managers turn to SharePoint.

 

SharePoint as an “All Work” solution:

SharePoint has evolved from a simple web-based site management tool to an empowering collaboration and work management solution. SharePoint is not a single product or technology; rather it’s a collaborative solution containing several Microsoft technology components. Key components include Windows SharePoint Services (WSS) and Microsoft Office SharePoint Server (MOSS).

It was common in the early adoption years to see SharePoint implementations that were intended for content management purposes only.  Now, IT organizations are thinking outside the box.  If you must do more with less, what better way to protect your current investment and minimize costs then to leverage the same platform to bring Project Management, Product Development, Work Management and Service Management to your IT organization?

Download this free white paper to learn more about SharePoint as a Business Application

Download White Paper button

EPM Live is focused on deriving value from your SharePoint implementation by increasing revenue, reducing costs or better yet, a hybrid of both. EPM Live SharePoint-based enterprise work management solution offers the following benefits to clients.

1. All Work, One Platform

In Gartner’s latest research for the PPM (Project Portfolio Management) Magic Quadrant, Gartner mentioned that today’s PPM platforms must accommodate integrations with other platforms such as NPD (New Product Development), Service Management and ALM (Application Lifecycle Management) in order to have a competitive advantage. EPM Live is the only SharePoint-based PPM platform that not only integrates with these systems but offers all these solutions in one offering. 

EPM Live is designed to manage all work in the truest sense. Organizations can now manage their projects, their products and their services as well as all other work in one platform without the need for integration. Because all of this work is managed differently, EPM Live has SharePoint solution apps that allow each department/team the right tools they need to manage any type of work.

2. Pre-built Apps

EPM Live is the only PPM application that offers its own app store concept within the solution to ensure the users always have what they need to scale their SharePoint environment. Our free apps range from full solutions (NPD, AEC, IT Planning and Control) to process definitions (PMBOK, Agile, Prince2), to 3rd party partner apps (Nintex, Yammer, HelpDesk OSP) all the way to individual work plug-ins such as expense reports, invoices, help desk tickets, etc.

An iPhone is a powerful device; however, it is much more powerful due to the endless apps that extend its base functionality. The same goes for EPM Live, the features we offer for SharePoint are award winning and rank among the best with our competition, but our apps in addition to our base is one of our biggest differentiators.

3. Support Offerings

PPM systems are typically not simple and many times resistance follows due to forced processes, change and fear of the unfamiliar. Same goes for SharePoint.  EPM Live’s SharePoint base already contributes to less resistance and faster user adoption; however, we offer users many support formats to ensure users have what they need to continue to increase productivity with EPM Live.

EPM Live has the following support tools offered to every user:

  • Live chat
  • User forums
  • Access to knowledge base (KB)
  • Online training
  • EPM Live University
  • How to videos
  • FAQs
  • Technical blogs
  • Phone support
  • Email support

Providing your users with the tools they need to be successful is absolutely critical. 

4. The Power to Choose

Many PPM systems specialize in either online or on-premise solutions. EPM Live offers all deployment methods to support the SharePoint and PPM requirements of all of our customers. EPM Live offers online, hosted and on-premise options as well as a dedicated environment offering.

Large enterprise accounts will often run their POC online to get up and running fast and prove value quickly and then move it in-house later. Deployment options will never be a limitation.

5. All Users, All Maturities

EPM Live specializes in allowing only the functionality required to meet each user’s needs and maturity level. Marketing can leverage the simple task tools to run marketing campaigns while product teams may use more mature agile tools to plan their iterations and releases and IT PMOs can leverage full blown scheduling engines to build out their plans. Regardless of the maturity, the tools are offered in EPM Live. In addition, some teams may simply assign tasks to resources while other teams may need to forecast the resources, match skillsets, perform resource modeling scenarios and then assign a resource that meets the requirements. Each EPM Live capability has various usage scenarios to ensure every user is only using the functionality needed to match their maturity/skillset.