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!

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 Salesforce.com. 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.  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.   

EMA Analyst Firm Names EPM Live a Next Generation Visionary Leader in IT Management

Enterprise Management Associates (EMA), a leading industry analyst and consulting firm, recently released their Next Generation IT Management research paper, where EPM Live was included and awarded for our advancement in fully integrated IT Management.



The Radar Report outlines the industries top platforms who have successfully integrated support, project and service management on a common architectural platform with integrated resource management and time tracking capabilities.  

So what exactly is Integrated IT Management?  EMA calls it Next Generation IT Management (NGITM), platforms that are intended to support both project and service management on a common architectural platform, with integrated resource management and time tracking.

Until now there have been no direct answers to easily integrating IT portfolios with other business aspects in one system. Organizations have had to use separate lines of business and pull various data from different systems, a timely and often cumbersome task.  

EPM Live is one of the first organizations to answer directly to the Integrated IT Management issue.

This summer EPM Live released EPM Live 4.3, within this launch we introduced the EPM Live Apps Marketplace and our newest IT Management application, ITEngine. ITEngine is a complete solution that allows organizations to manage all IT projects and work in a single, centralized system and is our direct response to the Integrated IT Portfolio Management issue.

With ITEngine, users are able to funnel all work through a common governance and control structure. Streamline your IT service with best practices for problem management, change management and resolution management. Create a clear vision into all enterprise applications. Assess, prioritize and govern for reduced risk and increased ROI. Centrally manage all projects and work across the enterprise. Gain improved visibility for better decision-making, lower risk and higher ROI. With ITEngine, better utilize your best resources and better control your schedules by leveraging multiple scheduling tools and methods to optimize successful delivery of project, products and work.

Within the report Charlie Betz, EMA Analyst noted, “Of all the vendors, EPM Live perhaps best exemplifies the EMA framework of Demand/Supply/Execute. They correctly note that ‘the ability to manage project tasks alone is no longer enough. In order to get a true picture of project performance, all work that affects a project portfolio must be considered. The need to maintain disparate systems to manage various types of work such as applications, products, projects and services, is no longer required. Work management brings all projects and all work together for true reporting and maximum efficiency.’”

EPM Live’s platform is the first build-to-order platform that extends Project Portfolio Management (PPM) to all areas of the business regardless of work focus. ITEngine is one of EPM Live’s many Apps offered in its revolutionary app marketplace that is included when you purchase the EPM Live Work Management Platform.   

EPM Live Unveils Next Generation Project Portfolio Management (PPM) and Work Management Platform

EPM Live 4.3 is here and it’s creating big news in the PPM industry. I am so pleased to unveil the exciting enhancements and new features that makeup EPM Live 4.3, the next generation PPM Work Management Platform.

New and improved features of EPM Live 4.3 include:

  • EPM Live Communities– Create your own Communities with specific site content and customized navigation relevant for specific teams. Communities can be used for departments, processes, teams, or verticals
  • Project Portfolio Management– Multiple changes have been made to EPM Live’s various planners including the online and agile planners to make scheduling and working with tasks simple including new drag and drop capabilities, resource management features, saving templates and importing.  Leverage EPM Live’s new configurable bubble chart to prioritize portfolios, projects and work
  • Resource Management– EPM Live’s resource planner and resource analyzer have been completely redesigned using HTML and JavaScript to make them cross browser compatible.  EPM Live’s new resource assignment planner allows managers to view all team work assignments against capacity while identifying potential conflicts in a new color grid.  Managers can adjust assignment conflicts within the planner and then publish back to the team.  New additions also include a new resource work vs. capacity report and a newly redesigned resource pool
  • Cost Management– EPM Live’s cost planner and cost analyzer have been redesigned to include a new ribbon with more intuitive controls.  EPM Live 4.3 also comes with new cost management reports.  For custom reports, you can simply edit them and upload them to your EPM Live site
  • Reporting– New dashboard features include new filtering capabilities allowing users to choose which lists and fields they want to filter.  Utilize the new report summary to quickly access all SQL Services Reports as well EPM Live views.  New reports include cost management, resource management and project portfolio management disciplines
  • Social Collaboration– Add the new comment stream and welcome web part to your EPM Live site to allow users to quickly ask questions and get answers as well as making your site more personable for the user
  • Productivity Features– EPM Live is all about productivity.  Leverage the new productivity features that allow teams to work easier and get more work done including type aheads for people and group lookups, associated item icons relevant to the item currently in view, advanced search features, and a new work log that allows users to add time to their timesheet directly from the item being worked on
  • Support Community– EPM Live has joined together all EPM Live communities to form a hub for all EPM Live support.  The new community includes forums, videos, documentation, training, knowledge base and other collaborative features that allow users to ask a question or submit ideas

Amongst these changes EPM Live has also launched the first full solution PPM work management app market leveraging build-to-order technology that extends Project Portfolio Management to all areas of the enterprise regardless of work focus. With EPM Live’s App Marketplace, an organization can add on additional line of business (LOB) applications with a simple click of a button without the need for another platform investment.  EPM Live apps come in many forms:

  • Single Apps-  Add a specific feature to your PPM and work management environment such as timesheets
  • Bundled Apps- Add multiple features/apps such as service requests that include a service request planner and service request task list
  • Site Apps- Add full solution apps (LOB apps) that include all the tools, disciplines and methodology you need to manage a specific type of work for a specific area of business including Sales, Operations, Application Teams, Product Development Teams, Service Teams and PMOs
  • Add On Apps- Add 3rd party apps from trusted EPM Live partners to add even more functionality to your EPM Live environment such as Newsgator, Yammer, HelpDesk OSP, SharePlus, Microsoft Project Professional, etc.
EPM Live 4.3 has already received rave reviews from industry critics. EMA Analyst firm already awarded EPM Live their Next Generation Visionary Award. SharePoint Guru, Joel Olsen called EPM Live “Enterprise Project and Work Management for the masses.” And Start2Cloud.com placed EPM Live in their top 4 PPM Cloud Applications noting “EPM Live is very nice and intuitive application, and we must say, we really like the way it has been reorganized, and that most of the features are included even from the lower versions.”

EPM Live Transforms the Future of PPM Work Management- Introducing EPM Live 4.3

EPM Live is proud to unveil the future of PPM Work Management…….EPM Live 4.3  You have patiently waited and the time is now, the future is here!  We have all heard the term “Work Management” in the space for quite some time but once you dig into it a bit further, most vendors who have promised Work Management to organizations can only come through with new task types that are labeled after various types of work found in organizations today.  The truth is Work Management is much more than a task type, it’s work that affects your bottom line and in turn assumes resources, costs and time.  For that reason, EPM Live is the true Work Management platform that brings all this work together into one system.   This work is just as valuable as project tasks and requires the same disciplines to manage it.  Click here for the latest news on the 4.3 release!

EPM Live transforms the way organizations manage this work by applying key disciplines based on the area of work focus.   For example, if you have Service Management Requests, you will most likely have a process that surrounds them.  Assignments, reports, SLAs, work logs, workflows, and customer collaboration functionality must be introduced.  EPM Live brings the entire infrastructure of how Service Management Requests are handled within your EPM Live environment.  It’s not a task type, it’s a new line of business.  A new line of business that can be built, without coding, by your own resources, right on top of your PPM solution.  Now, image that power at your own fingertips including all the work found in most organizations today; the time for change is now.

EPM Live 4.3 is nothing short of a revolutionary movement.  This release is a game changer for the PPM Work Management industry for many reasons:

  • EPM Live officially transforms the way organizations manage projects and work by bringing all work efforts together on one platform without the need for integration. Imagine having one system for applications, services, projects and other work so your resources can focus on getting the work done and not tracking the work in multiple line of business (LOB) systems.
  • EPM Live is the first build to order PPM Work Management platform that allows organizations to build their own customized Work Management solution by adding and adopting functionality as they need it without the need for coding or additional consulting fees. Imagine the various needs you may have had to date to add various types of work to your PPM system such as service requests, timesheets, bug lists, etc.  Now you can, and with one click of a button!  Add it as you need it!
  • EPM Live is the first to bring the power of complete, integrated Work Management Apps to your Project, Portfolio and Work Management solutions.  EPM Live’s App Marketplace brings competitive advantage to all organizations by allowing them to efficiently and cost effectively bring PPM disciplines to every aspect of their business.  Build it as you need it and enjoy it for FREE, just because you are an EPM Live customer.  Imagine downloading functionality that may typically come with a price tag of 200 additional dollars per user and have it automatically integrate into your current PPM Work Management platform within seconds.  Sounds pretty amazing to me!
  • In addition to the above, EPM Live has many more new enhancements and features that make our daily workload easier to manage.  From new scheduling tools, to enhanced user community tools, to additional reporting options, to many more feature improvements, EPM Live is a powerful platform you will not want to go without any longer.  Try it Now for Free!

Contact us now and find out why industry analysts everywhere are raving about EPM Live and it’s vision to change PPM Work Management forever!


Cobblestone Consulting Announces Official Partnership with EPM Live – Welcome Aboard!

I am very excited to welcome Cobblestone Consulting to our Partner community!

Established in 2001, Cobblestone Consulting Inc. is a business and technology consulting company with over 11 years of excellence in building business solutions on powerful technology platforms and leading customers down the path to “Smart Business.” A certified woman-owned small business, Cobblestone Consulting Inc. has earned credentials in project management and a strong Microsoft partnership. Cobblestone delivers cutting-edge process and project management solutions through an innovative, creative and collaborative design and approach.

As a Project Portfolio Management specialist, Cobblestone sought to partner with EPM Live because its accolades within the industry as well as its seamless integration with Microsoft SharePoint, a leader in collaboration software for the enterprise. EPM Live’s SharePoint-based Enterprise Project, Portfolio and Work Management Solution is helping over 5000 organizations improve productivity.  EPM Live offers online and on premise Enterprise Project, Portfolio and Work management tools for everyone in your organization from individual contributors to executive management.  Designed with usability in mind, EPM Live creates efficiencies and empowers resources to work smart and get more work done.

“We’re excited to offer this new line of robust products and services,” said Laurie Bacopoulos. “EPM Live has become an authority on Enterprise Project, Portfolio and Work Management Solutions, and when combined with our project management professional services  and expertise, we are confident these tools will help us lead our clients down the path to Smart Business.”

To learn more about EPM Live check out our on-demand video of “Why EPM Live? Overview and Demo”.

Learn more about Cobblestone Consulting.

Read the official Press Release.

EPM Live Launches New Training University!

I am very excited to announce the launch of the EPM Live Training University! This online Learning Management System is truly unique in the way that is connects EPM Live customers to a virtual classroom where users can access all End User and Site Collection Admin (SCA) training for EPM Live Products.

EPM Live was recently highlighted by GetApp.com for its customer centricity vision. “With thousands of customers, we need to provide as many resources as possible to maintain user success.  EPM Live University was the next step in the process proceeded by our forums, live chat, videos, knowledgebase and tutorials.”

The EPM Live University, online Learning Management System provides users with seamless interactions between registering for instructor-led training webinar, on-demand video viewing, and reading written tutorials, without having to take extra steps through third party websites. Flexible and convenient, the EPM Live University is set to pave the way for standardizing PPM training systems and websites.

As the EPM Live Project, Portfolio and Work Management Solution continues to push the boundaries of traditional Project Management, we will continue to improve and drive the industry standard for customer  support to help them succeed with their work and project tasks.

To learn more, contact us at info@epmlive.com for more information!

EPM Live Recognized as the "Best of Project Management"

EPM Live is honored to be recognized as the “Best of Project Management” by FindTheBest.com. Our unique Microsoft SharePoint-based Enterprise Project, Portfolio and Work Management Solutions push the boundaries of traditional Project and Portfolio Management. We have been dedicated to creating cutting-edge PPM applications and being recognized as a leader in the Project Management industry is a true honor!

FindTheBest is an unbiased, data-driven comparison engine. They organize and present data in a consumer-friendly format so that consumers can make quick and informed decisions based on what’s important to them. FindTheBest gathers ratings from the most respected experts in each category. They then assign a normalized score (not every critic has a 1-100 system) to each expert’s review and present users with ONE overall rating—The Smart Rating.

FindTheBest found that EPM Live’s project software offers “more” functionality for users, “drastically more” collaboration features, “far more” resource management features and excellent technical support, noting 6 different technical support channels which is 82% more than other project management providers.

EPM Live functionality includes Collaboration, Document Management, Issue Tracking, Project Portfolio Management, Resource Management, Scheduling and Web Applications. “The more functionalities that your project management software offers, the more aspects of the project you are capable of managing” noted FindTheBest.

EPM Live’s Online Project Management makes collaboration easier for multiple project team members to work together toward completing the project at hand. Team members can access Dashboards, Email Integration, Forums, Issue Tracking, Messaging or instant messaging, MS Project Integration, RSS Feed, Team Calendars/Timelines and Wiki.








EPM Live recognizes that employees are the most valuable asset and the biggest expense for most organizations. The ability to deploy employees effectively against often conflicting projects and other work priorities enables organizations to optimize their return on human resource investments. EPM Live’s Resource Management includes Check in/Check out, Costs, Email Addresses, Groups, Import Resources, Materials/Supplies, Resource, Resource Details, Skill Sets and Time Sheets noted FindTheBest.








Technical Support, we’re here to help! We provide many facets for users to access technical support; Blog, FAQs, Forum, General Support, Online Video Demo, Phone Customer Service and our recently released Community Support page! FindTheBest said EPM Live offers, “a total of 6 different technical support channels, which is 82.1% more than the average for all Project Management. More support channels means that you have more options for receiving help from EPM Live using and understanding your project management software.







 EPM Live software is flexible and relevant to meet the needs of every business. We offer FREE trials of each of our project solution editions and believe in the right to choose the best deployment option to fit your organization. EPM Live Project, Portfolio and Work Solutions can be leveraged on-premise, hosted or SaaS.

“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,” said Joe Larschied, EPM Live CEO, “we are honored to be recognized by FindTheBest for being the Best!”

Jack in the Box Implements EPM Live to Reduce Cost and Improve PPM Maturity

EPM Live recently sat down with Kourtney Kennedy, PMP, Manager of Jack in the Box IT Portal Development.  Jack in the Box is one of the nation’s largest hamburger chains with more than 2,200 restaurants in 19 states.  Most people don’t know they were even responsible for developing the first major hamburger chain drive-thru.

Now that you know who they are, let’s touch on EPM Live’s relationship with Jack.  Jack in the Box had a common pain point with many IT organizations today; they had a multi-maturity organization that required a Project, Portfolio Management (PPM) solution that would meet the needs of each individual, each team and every department.  EPM Live has completed hundreds of large EPM implementations since its conception in 1999.  It is refreshing to see that many of the common challenges that were faced 5 years ago have been addressed with easy to use, yet comprehensive technology.  It is no longer impossible for organizations to have a one-size-fits-all solution that will indeed meet the needs of every stakeholder.  Jack in the Box is the perfect case study to reflect this evolution.  The system was designed to give executives visibility into all project and work initiatives within the organization, while at the same time, meeting the needs of each individual team.  They type of work didn’t matter, EPM Live could handle iterative planning for the product teams, complex project planning for IT and lightweight planning or simple to do lists for all other functional teams.  Take a look at some of the highlights below; to download the full case study or view the case study video, please click here.


  • Jack in the Box was using multiple segregated systems to run their projects
  • There were multiple project management maturity levels within the organization.  Jack in the Box could only accommodate those who were mature enough to use a complex toolset.   Adoption was low and there was resistance to use the current system in place
  • Project schedules were scattered and were not available for global visibility
  • Project communication was not structured nor centralized
  • Project requests were copied and pasted into toolset and received through multiple methods
  • IT contracts and requests were difficult to submit, making IT services hard to obtain


  • Support 687 users and over 600 projects
  • Leverage system already in place (SharePoint) to protect current IT investments
  • Remove disparate and segregated legacy systems and accommodate all users, all work and all processes
  • Map to current processes already in place
  • Meet requirements for multiple teams, users and roles
  • Aid in the portfolio management selection process by scoring project requests via defined KPIs


  • Global visibility into work and projects across the entire organization for more informed decision making and control
  • Reduction of dollars spent on redundant systems and duplicated effort
  • Organized method of managing work to reduce resource effort and increase productivity
  • Standardized tools and processes to implement best practices and repeatable processes
  • Eliminated the risks and costs associated with implementing the wrong projects or those that would provide minimal value to the organization
  • Roadmap and plan to gradually increase PPM maturity across the organization
  • One tool to support all users and processes
  • Increased value of IT by automating processes and making it easy for business owners to make requests

If you would like more information on how EPM Live can help your multi-maturity organization, please feel free to contact us or join one of our recent webinars, “Implementing Enterprise Project Portfolio Management for a Multi-maturity Organization“.  To sign up for a free trial, please click here.