Versata Acquires EPM Live from Upland Software

Shared Vision Fuels Acquisition of Project Management Software Leader

AUSTIN, TX (March 14, 2016) Versata Enterprises, Inc., announced today the acquisition of EPM Live from Austin-based Upland Software. EPM Live, in combination with SharePoint, provides an enterprise work engine for teams to manage and collaborate on cross-organization projects.

EPM Live’s products are the only full PPM solutions that are built on the Microsoft SharePoint platform. IT organizations can protect their IT investment in SharePoint by leveraging EPM Live products to extend their collaboration and document management tool into a full blown project, portfolio and work management platform. This means that organizations can manage their projects, their products, and their work all on one platform.

EPM Live will return to operations as a stand-alone entity with a dedicated customer support and product team. EPM Live joins Versata’s corporate family of over 30 enterprise software companies acquired over the past seven years. Integration will begin with implementation of Versata’s Customer Success program, a proven method for driving successful customer relationships and alignment of product development investments with customer priorities.

“Versata’s history of meaningful innovation, streamlined engineering and intense customer focus provides an exciting future for EPM Live,” said Craig MacInnis, SVP and GM of the Eclipse and EPM Live divisions of Upland Software, Inc. “Versata and Upland are both dedicated to ensuring the ownership and management transition is a positive one for EPM Live customers.”

Veteran Versata executive Danielle Royston will take on the role of CEO for EPM Live. “I am pleased to lead EPM Live into the future with its world-class customers and innovative products. Moving forward, we will create even more value for EPM Live customers by advancing product development, enhancing support and instituting a near obsessive focus on customer success,” Royston said.

About the Versata Family of Companies
With a global presence covering 45 countries, Versata solves complex business problems for the world’s largest organizations. Versata distinguishes itself in the software industry by focusing on customer priorities as driven by value delivered. Versata’s market-leading Customer Success Program ensures customer involvement in product decisions and business priorities and provides opportunities for customers to score Versata’s performance against commitments. Versata’s world-class engineering capability ensures substantive and valuable product releases, continuous innovation, and repeatable value propositions.

About EPM Live
EPM Live is the leading work management platform that revolutionizes the way organizations manage projects and work.  Based on Microsoft SharePoint, EPM Live is the first platform that extends Project Portfolio Management (PPM) to all areas of the business regardless of work focus.  Small to large organizations can apply cost saving disciplines such as delivering projects successfully, optimizing resource utilization, and selecting the right work to all business teams including new product development, IT, services, operations, sales and project management.  Visit for more information.


EPM Live Practical Project Risk Management

View Slides – Practical Project Risk Management – March 3, 2016

Risks exist on projects because by definition, projects possess uncertainty. Organizations that ignore risks experience reduced project success rates due to the wasted effort and delays that result from dealing with issues that weren’t addressed.

Risk management methodologies address this challenge, but tend to be too theoretical or require significant process discipline or historical data to be practical.

Join us for this webinar where you will learn practical, lightweight best practices for managing risks throughout a project’s lifecycle.

Benefits of managing risks through this approach include:

• Improved project predictability
• Improved ROI for your overall portfolio
• Quantification of cost & schedule contingencies
• Reduced effort spent resolving project issues

How to Prioritize Projects When Each One is Critical

How to Prioritize Projects When Each One is Critical – Jan 26, 2016 from Upland Software on Vimeo.

View Slides – Project Prioritization Jan 26, 2016.

During the project intake process all projects are considered critical, all others never get approved. So how do you decide which “critical” projects are most critical? These decisions are typically made politically, emotionally or without consistency.

The Impact:

  • Poor resource utilization
  • Frustrated resources
  • Projects not aligned with strategic objectives
  • Higher risk and lower ROI

We invite you to attend a webinar (Eligible for 1 PDU credit) demonstrating a balanced approach to prioritizing initiatives. Projects affect many aspects of your business; all factors should be considered when taking on a new project. Learn the prioritization secrets of successful companies using a Project Portfolio Management mentality.

The Result:

  • Decreased risk
  • Higher ROI
  • Optimized resource utilization
  • Maximum aggregate value of projects

Resource Capacity Management

Resource Capacity Management – Dec 15, 2015 from Upland Software on Vimeo.

View Slides – Resource Capacity Mgt Dec 15 2015

Organization structures in most companies today make resource management a daunting task. A lack of visibility into resource allocation and capacity, consistent prioritization and validation of actual work versus planned, contribute to this challenge.

Over 50% of IT organizations surveyed use their “best guess” when determining what capacity IT has to perform projects in a given period.

This webinar presents the fundamentals for creating and implementing a Resource Management Model using people, process and technology. A Resource Management Model is a set of processes that provide visibility, decision support and structure to effectively manage people in an organization.

Allocating resources based on availability and fit, supported by standard processes, will improve the success and predictability of projects across your organization.

View Slides – Accelerating-SP-with-total-work-management_120115

Are You Maximizing The Return On Your SharePoint Investment?

As your core Enterprise Content Management system, Microsoft SharePoint is the portal for all content and collaboration, but that’s just scratching the surface. The key to creating maximum SharePoint value within your organization is to extend the platform to manage all types of work across your business; thus, full work transparency and total work management. With very little investment into your existing SharePoint infrastructure, you can benefit from:

– Integrated work planning and tracking
– Detailed budget and cost management
– Resource capacity management
– All work management reporting and dashboards

In this webinar we’ll discuss the common uses of SharePoint and the areas in which it is underutilized. We’ll demonstrate how you can generate significantly more value by leveraging your SharePoint platform for project, portfolio and work management; therefore, accelerating SharePoint value with total work management!

View to learn how to create value in your organization by using EPM Live together with your existing SharePoint infrastructure. SharePoint Project Management for the masses!

Setting Up a PMO is Not for the Faint Hearted

View Slides – Setting up a PMO – Nov 19, 2015

More and more organizations are setting up a PMO (Project Management Office) to ensure successful delivery of their strategic initiatives. Setting up a PMO is one thing, but how do you ensure your PMO meets the increasing needs of the business? A value-driven PMO can increase ROI by leveraging standard tools and best practices to reduce project slippage, minimize project risks, and avoid cost overruns. Recent studies show that up to 75% of organizations that set up a PMO shut it down within three years because it did not demonstrate any added value.

Join us for a 1 hour webinar where you will learn the key reasons why so many PMOs fail, and gain some valuable knowledge of the critical success factors required to ensure the survival of your PMO. Take the first steps to building a value-driven PMO to ensure you are getting the most out of your project investments!

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

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


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

FindTheBest is an unbiased, data-driven comparison engine that organizes and presents data in a consumer-friendly format so consumers can make quick and informed decisions based on what is important to their business. FindTheBest gathers ratings from the most respected experts in various categories. A normalized score is assigned to each expert’s review, compared to existing reviews and is then presented to the user as a single overall rating—The Smart Rating. EPM Live has held a strong, 92% Smart Rating on for consecutive years, identifying EPM Live as a leader in the project management industry as chosen by analysts, customers and peers. noted, “As a leading destination for research, our aim is to help people think like experts in hundreds of topics, from electronics to education, health to software, real estate to companies, and more. We equip our users with the best information and resources to ensure our users find exactly what they’re looking for in every stage of their research. EPM Live has earned the 2014 Smart Choice award for project management software for consistently achieving top ratings and reviews.”

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


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

About EPM Live

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

About Upland Software

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

EPM Live Cost Effective Platform Aligns with 2013 IT Spend Forecast

Analyst firm Gartner Inc. released their forecast for 2013 worldwide IT spend to grow 2.5%.  The report states that overall IT budgets have already been reduced so there is little room for further cuts.  Additional takeaways include the opportunity for IT under budgetary pressure to modernize and increase service levels without increasing resources. There is a need for greater efficiency and productivity gains in industries with budget constraints.  One way to accomplish this is through IT innovation.

So how exactly does this relate to EPM Live and Portfolio and Project Management? As a PPM platform, EPM Live delivers a cost effective approach to managing Portfolios, Projects and all work under one application.  Our solution model can accommodate a variety of work types, methodologies and organizational processes such as IT Application and Service Management, New Product Development and Project Portfolio Management.  The EPM Live Platform also has integration to other line of business systems to further leverage the solution platform. We encourage you to evaluate EPM Live as an efficiency and productivity gain platform that can generate the required IT innovation for your organization.

Learn why EPM Live is the leading work management platform and get started with a free trial today!

EPM Live’s Spooktacular Halloween

EPM Live employees are not the type of people to pass up on an opportunity to have fun which is exactly why 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.

Rumbling laughter could be heard coming from the EPMLU (EPM Live University) classroom as we all entered in our various costumes; some funny, some scary and some…well…just plain silly (aka “Fairy Jason”). 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. It was quite a treat to meet our customers and partners from around the world face-to-face.

After we all got aquatinted with each other the boot campers took their seats and voted for their favorite costumes; Best Costume, Scariest Costume and Funniest Costume. And the winners are…

  • Funniest Costume = The Biker from Wild Hogs 2, no not one, two! (EPM Live CEO)
  • Scariest Costume = Indian Zombie (Senior Software Engineer)
  • Best Costume = Scary Scarecrow (Chief Systems Architect)

Thanks again for all the laughs, there’s always one thing you can expect with this crowd – a good time! Halloween has come and gone but the pictures will live on forever 😀  Check them out here!

SharePoint Administrator

EPM Live is looking for energetic, self-motivated SharePoint administrators.  We are looking for an experienced SharePoint Administrator to expand our current team. The ideal candidate will have the ability to work in a dynamic environment as well as quickly and efficiently learn new areas of technology. You must have the ability to work with a collaborative team of SharePoint developers  and  technicians but also be an independent worker and thinker.


Provide SharePoint site administration and configuration support for custom SharePoint environments Provide user account management and site creation in SharePoint. Provide user support and assist with the creation of views when requested. Provide end-user knowledge transfer.

  • Configure, deploy, and support SharePoint-based solutions.
  • Provide user account management and site creation in SharePoint.
  • Customize SharePoint sites.
  • Evolve (configure and develop solutions to support) an
    enterprise work management site deployment
  • Follow and evolve SharePoint governance practices.
  • Provide support for SharePoint deployment; facilitate deployment
    and to troubleshoot issues as necessary.
  • Contribute to Enterprise Project / Work Management Strategy.
  • Contribute to the SP architecture design
  • Identify, implement, and maintain third-party tools required to
    effectively manage the environment.
  • Work with user communities to support, elicit requirements,
    document requirements and design.
  • Document requirements, detailed design, change control, etc.

If you are interested in any of these exciting position at EPM Live, please send
your resume to: