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 Positioned in Gartner Magic Quadrant for the Second Consecutive Year

EPM Live is excited to announce that we have been named the sole “Challenger” in the Gartner 2013 Magic Quadrant for Cloud-Based IT Project and Portfolio Management Services for the second straight year. 

The recently published Magic Quadrant assessed thirteen cloud PPM vendors in terms of their completeness of vision and ability to execute.

According to the report, in the current economic climate demand for cloud-based PPM services is and will remain high, as “IT project and portfolio management (PPM) leaders are under extreme pressure to improve the speed, accuracy, and agility of their project organization, while also managing risks and costs.” In explaining what distinguishes Challengers from other vendors covered in the research, the authors note that “Cloud-based IT PPM service providers in the Challengers quadrant resemble Leaders in many ways, such as product depth and breadth — combined with enough experienced product development, sales and marketing personnel to effectively reach and meet the needs of the market. In fact, most of the description above about Leaders can be applied to Challengers. Challengers, however, appear as such mainly because they may have recently embraced cloud-based IT PPM SaaS as their main business model, or their cloud-based business model, although the focal point going forward, has not eclipsed their other business models, which may include a history in on premises and/or hosted PPM software implementations.” 

Gartner determined, EPM Live’s innovative cloud-based SharePoint Project Management software is able to support both project execution level and project portfolio level customers.  The application’s configurability and unique app marketplace allows it to quickly and easily meet the business needs of  all departments and verticals, such as IT, Project Portfolio Management, New Product Development, Application Lifecycle Management, and Professional Services Automation.  Its numerous out-of-the-box integrations allow organizations to bring all work into EPM Live for overall visibility and insight in one centralized location.

Read the full press release here!


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,

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,

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,

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 Joins Upland Family of Products!

Some exciting behind the scenes changes are already showing strong implications for our long-term strategy and direction!

EPM Live’s parent company PowerSteering Software has changed its name to Upland Software.

The new Upland brand identity reflects our company’s status as 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. 

The new Upland brand represents the company’s vision to revolutionize the way organizations plan, manage and execute projects and work. Cloud software has transformed the enterprise project, portfolio and work management market with its rapid speed-to-value, scalability, low total cost of ownership, and reduced financial risk, as well as its inherent ability to deliver a real-time data integration and collaboration platform to distributed workforces on a local or global scale. According to Gartner Inc’s 2012 Competitive Landscape for Cloud-based Project and Portfolio Management Services, the market for cloud-based project and portfolio management (PPM) software is projected to grow at a compound annual growth rate of 23% through 2016, compared with a forecast of 8.1% for PPM overall.

Upland is the first and only cloud-based software vendor to offer best-of-breed applications capable of empowering customers’ full range of PPM needs, whether they are in IT or across the business, managing projects or ad hoc work, or focused on “top-down” portfolio analysis or “bottom-up” productivity.  In addition to economies of scale, bringing together strong, established products creates opportunity to leverage talent, product innovation, and best practices across the Upland family of applications.


What does this mean for customers?

The future if bright! Business will continue as normal. EPM Live will remain its own distinct product line within the Upland product family. By combing forces with Tenrox, PowerSteering, and FileBound, under the Upland umbrella, we now have a distinct advantage to continue to expand enterprise project and work management with innovative capabilities and integrations. The company remains committed to growing the EPM Live business, and will continue to invest heavily in the development, marketing, and support of EPM Live.  

Read the full press release here 

Check out the Upland website

EPM Live Increase Sales Productivity with New Integraton App!

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

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  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!

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!




EPM Live 4.4: Innovative PPM and Work Management Software for Everyone!

We’ve been busy and are very happy to announce the release of EPM Live 4.4. EPM Live 4.4 allows users to expand enterprise project and work management through new integration paths and enhanced cutting-edge features.

EPM Live 4.4 unveils the innovative Quick Connect, a platform built for cloud integrations. Quick Connect dramatically reduces the efforts required to integrate with either on-premise applications or third-party solutions as well as external cloud services. The Quick Connect platform also offers users the ability to easily integrate business systems with EPM Live. Leverage the out-of-box integration with any system that uses SQL server as its database engine.

In this release, EPM Live introduces the ability to combine EPM Live’s powerful online Enterprise Project and Work Management software with the world class CRM capabilities of EPM Live’s Salesforce App allows sales personnel to view all of their critical information from within  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.  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.

Key EPM Live 4.4 features include:

  • Ideation App – capture ideas and turn them into real business value. The Ideation app allows employees to funnel ideas through a workflow from idea to conception to project, program or product. 
  • Optimizer – a new tool that allows you to objectively select any work items based on budget, resource load and constraints. Also leverage the force in/out feature to ensure execution on the right projects for the highest ROI.
  • Project Drill-down Dashboard Reports – easily drill down to detailed project status reports to streamline reporting for real-time insight. View project charts and graphs for visual presentation of project performance.
  • New Chart controls – Leverage the new dynamic html charting controls for better visibility and insight. 
  • Timesheets 2.0 – provides improved interface, custom views, the ability to make comments on Timesheet items, a stopwatch feature and the ability to enter multiple Timesheet lines against a work item.

Read the full release notes here!

EPM Live Selected as SIIA CODiE Award Finalist for Best Project Management Solution

We are very excited to announce that EPM Live has been selected as a finalist for the SIIA CODiE Award for Best Project Management Solution. The SIIA CODiE Award is the premier award for the software and information industries, and has been recognizing product excellence for 27 years. The awards have over 75 categories and are organized by industry focus of Content, Education and Software.

The solution industry expert’s love just got better. This announcement comes just days before we released EPM Live 4.4. In our latest release, experience new features that include Quick Connect – new integration path connecting users to other business platforms such as Salesforce. Try the Optimizer, a new tool that allows you to evaluate your portfolio through weighing projects based on filters that matter to you. We’ve included a new preview option in the Chart Wizard and have added the ability to link tasks between project schedules. Look for our Timesheet upgrades and new drill-in dashboards as well. Read the full release notes here.

We consider this award to be a special honor.  “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 SIIA CODiE Award validates our commitment to bring top of the line products and applications to market to change the way people manage work today,” said Joe Larscheid, CEO of EPM Live.   

Gartner's 2013 PPM Predictions – View Report Here

2013 is well under way but organizations are still struggling with their Project Portfolio and Work Management processes.  The business world is forever changing and for organizations to thrive they must be able to adopt or even better, be an early adopter of the noted trends and predictions. Gartner Inc. predicts in 2013 that PPM leaders must embrace constant innovation and change.   We believe our PPM solutions align with Gartner’s predictions through online project management software that is flexible for the entire organization and robust enough for the most experienced user.


Download Gartner’s full 2013 PPM Predicts Report here


Here are Gartner’s top 2013 predictions for the Project Portfolio Management industry:

1. Through 2016, the accepted norm will be 20% project failure as organizations are forced to take on increased risk to achieve desired returns.

We find that successful program and project reviews focus on strategies to make project delivery successful.  Even for projects doing well, forecasting future issues is critical and overall risk mitigation must be an ongoing practice.  Leverage the right tools to track all issues and risks and introduce portfolio what-if modeling to determine the result of ongoing project changes.

2. By 2015, 60% of the Fortune 1000 will establish an EPMO to improve the value created by investments in projects and programs.

Enterprise processes and standards are critical in enabling repeatable successes.  Best practice implementation will mitigate common challenges and in return prevent rework.  We provide tools that align with your current processes and helps you build a roadmap to adopt more functionality and discipline at the right pace to ensure user adoption and prevents the introduction of additional risks.  To learn more about process adoption and common EPM deployment challenges, join us for our upcoming webinar PPM for the Enterprise – Overcoming Deployment Challenges

3.  By 2015, 40% of Global 1000 organizations will use gamification as the primary mechanism to transform business operations.  

The project management industry has changed significantly over the last few years. We are seeing that Project Management tools are aligning more to the users, giving them tools that adapt to their working styles.  Social project management (click here to view a presentation on social project management) has come into play to help users become more productive by giving them the flexibility to get the work done in their own way. This approach fosters relationships, builds knowledge share, and identifies team experts in various areas that may not have been discovered before.   It’s an innovative world and we must modify our technology as our culture changes to appeal to our stakeholders.  Work CAN be fun. 

Learn more about EPM Live and why over 5,000 customers trust us with their PPM Work Management Needs. Try a free trial today!


SharePoint as a Business Application, Not Just a Collaboration Tool – EPM Live White Paper

SharePoint is the most common collaboration tool on the market today, but most organizations are not leveraging the full capabilities of the SharePoint platform. In our most recent white paper, “SharePoint as a Business Application, Not Just a Collaboration Tool,” we offer strategies on how to leverage your existing SharePoint investment and extend its capabilities to derive more business value.

Download White Paper

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 of 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? 

Why SharePoint?

    • Anyone can have it – The basic version is free; however, if you can’t get enough,  features are enhanced as you move from version to version i.e. Foundation, Standard & Enterprise
    • SharePoint is amazingly convenient – From all user perspectives (contributors to administrators), ease of use leads to user buy-in and fast adoption
    • SharePoint is used as a common location for information storage and access
    • Beyond a central storage system, SharePoint is used as a basic collaboration tool to collaborate on documentation, links and other shared information
    • SharePoint helps maintain a single version of truth and supports version control
    • SharePoint offers an improvement over file shares and local storage
    • Most of the companies who have made good use of their SharePoint deployment have created team sites to extend document storage and collaboration to task collaboration, list collaboration and further communication


Extend SharePoint to a comprehensive business application: 

SharePoint for Business Processes

    • Map current business processes to SharePoint by customizing SharePoint workflow, leveraging forms and/or leveraging 3rd party applications with workflow capabilities
    • Standardize SharePoint processes by leveraging best practice templates, standardizing SharePoint tools and utilizing pre-built solutions specific to your business needs.  There are many SharePoint  add-ons in the market today that can help you add value and reduce the time to market for needed solutions
    • Maximize the use of SharePoint by offering business tools for all work (Projects, Products, Services, etc.) across your organization for even more efficient work management and to further return on your SharePoint investment

SharePoint for the Enterprise

    • This is the most optimized stage of any SharePoint deployment where you not only use SharePoint to the best of its capabilities but also bring in critical information from other applications via integration to form a centralized hub for all business critical data, or
    • Retire legacy systems to reduce costs and enforce standards.  Build a path to one business platform for all users, all work and every business need while bringing all data into one centralized location
    • Leverage SharePoint to implement business applications needed by the Enterprise such as project management, time management, service management and application development

Extending SharePoint capabilities will come from efforts that are proactive and aimed towards a deeper and broader usage of the SharePoint platformAs with any new technology, there must be a positive ROI; to obtain this, SharePoint must be planned and deployed in the right manner.

Read the full white paper for more information on overcoming SharePoint challenges, leveraging the SharePoint deployment checklist, learning how to extend SharePoint through customization and using SharePoint as an “All Work” Management Platform.

Download White Paper