Waterfall plus Agile Application – Predictive & Adaptive Planning for the Best of Both Worlds!

I recently read a great blog post that I could strongly relate to.  In his blog post “Predictive AND Adaptive Planning”, Chris describes the benefits of approaching project management in a hybrid approach.  Projects are almost never completely waterfall (predictive), or completely agile (waterfall) and can succeed and benefit from both.  Chris references the success of projects such as the Lewis and Clark expedition referenced as a “startup”, Apollo missions to the moon, and simply building a table in your garage to help visualize the adaptive and predictive elements within each “project”.  In each case, the project is successfully completed and delivered using a range of approaches and/or methodologies.

At EPM Live we cater to all users, all work and all processes.  We don’t believe there is a one size fits all approach to managing projects and work effectively.   Some EPM and PPM tools are rigid and require organizations to adjust their processes to align with the tool.  Because our background includes over ten years of consulting with organizations to successfully deploy Enterprise Project and Portfolio Management solutions, our product has been built to easily adapt to the way you work.

For example, when you create a project workspace, you have the option to select from a variety of pre-built Project Management templates accessed from our App Marketplace.  Our Apps are built with leading industry and business best practices embedded in the configuration to enable rapid adoption and standardization of all types of work.  As we gain insight from our service team, partners and customers, we continually enhance and build new templates for our customers to benefit from.

Some of our most recent additions include our new PM plus Agile Select template.  Essentially, this template is our “hybrid” approach to support using waterfall (predictive) and agile (adaptive) methodologies within one template.

  • Collaborate with team members with requests, team discussions issues and risks.
  • Manage schedules with our online planner, or Microsoft Project along for your predictive needs
  • Plan iterations and manage your backlog using our Agile Planner for more adaptive and iterative planning.

It is the best of both worlds!  Reality is it doesn’t have to be agile vs. waterfall.   It’s about managing and delivering successful projects in the most effective, efficient method that works for you!

If you’d like to read Chris’s full article:  http://anagilestory.com/2011/11/17/predictive-and-adaptive-planning-2/

Other Related Links

Blog – 5 Benefits of Agile

Blog – How Waterfall and Agile Work Together at EPM Live

Blog – Burn Down Charts – Not Just for Software Development Anymore….

Blog – WorkEngine #Agile Management – Expanding Iterative Planning Outside of Software Development

EPM Live SharePoint-based PPM and Enterprise Work Management Just Got Better!

As a forward thinking company, EPM Live continues to enhance our SharePoint-based PPM and Enterprise Work Management solutions with cutting-edge features.

If you’re not familiar with EPM Live, take the time to get acquainted with us, we’ve been waiting for you! You’ll find we’re the yin to your yang, we put the pep in your step, and we take employees and make them project management superstars in their workplace.

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.

With a little hard work and dedication to creating the best tool on the market, we’re excited to share this updated solution overview and demo video. Learn about our exciting company changes and take a tour of our hottest new features!


2013 has been an exciting year so far, I can’t wait to share more updates from future releases! Follow us on Facebook, Twitter and LinkedIn for all our latest company updates.

Try a free trial today!

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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, www.epmlive.com

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, www.powersteeringsoftware.com.

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, www.tenrox.com.

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, Timesheets.com 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 websitehttp://www.uplandsoftware.com/

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: Check Out What's New in EPM Live's App Marketplace!

Drive more value out of your EPM Live PPM sites by leveraging our innovative App Marketplace. The Apps Marketplace continues to expand, providing users on-going PPM value. If you haven’t checked it out lately, take the opportunity to browse through the store now and continue to build on your sites allowing you to work more effectively.

EPM Live’s App Marketplace is 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.

Check out our latest Apps released in EPM Live 4.4:

    • Ideation App – EPM Live’s Ideation app allows you to capture ideas and turn them into real business value.  Anyone in your organization can submit an idea.  You can then vote on the ideas you like.  Use the EPM Live comments feature to socially collaborate on ideas.  Once an idea receives enough votes, it is converted into a concept.  Concepts are then reviewed and prioritized.  Once a concept has been approved, it becomes a proposed project.  Use the Ideation app and never miss out on implementing great ideas again.



    • Optimizer – Make better business decisions leveraging the EPM Live Project Optimizer App! The Project Optimizer app allows business decision makers to easily analyze project data to make informed No or Go decisions. Easily weigh resource and cost data to select the best project plan to ensure the right work is being executed providing the best value and highest ROI for your organization.


    • Project Drill-in Dashboard Reports – Keep your thumb on the pulse of your project with EPM Live’s Project Drill-in Dashboard App. 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.


    • EPM Live Salesforce App – 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.











Enhancements and Improvements – That’s the Name of the Game in EPM Live’s Latest Project Software Release

The EPM Live product team is happy to announce the 4.3.3 project software update has been released in your sites. Here are some of the new features and enhancements you can now leverage:

 Resource Grid:

  • A new feature! Resource Import/Export Tool using Excel. The Resource Import/Export Tool allows you to bulk upload many resources at once in a more streamlined manner rather than adding each resource one at a time. This tool also allows you to update multiple existing resources at once, rather than editing them one at a time. This feature is only available for the Site Collection Administrators.

Online Planner:

  • Now check for access permissions on open of planner (not save).
  • More friendly Access Denied Message  :-)

List Summary Web Part:

  • List Summary control now features the settings of the Associated List View Filter

Advanced Lookup:

  • Resource properly resolve now using IE 10
  • Generics now resolve using the People and Groups field in a new or edit form

Usability and Administrative:

  • Added a confirmation dialog to the planner deletion action – just so you’re sure!


For the full list of bugs fixed in 4.3.3, read the release notes here.

Make sure to follow the EPM Live Product Team Twitter for all the latest product announcements! 



Overview of Resource Negotiations within EPM Live

Answering the question ‘Who is working on what, and when?’ with confidence can be a challenge for many organizations. The EPM Live Resource Negotiations feature brings sophisticated insight to any business by allowing project managers and resource (department) managers to collaboratively manage resource assignments via a data-driven negotiation process.

Although EPM Live offers resource management solutions that fit all maturity levels, the data-driven negotiation process is a highly desired toolset for any size organization in which the Project Manager and Resource Manager roles are distinct people. Rather than guessing at whether your department or team can take on the CIO’s next pet project, you can reply with certainty of the ability and impact when agreeing to deliver additional work.

A few assumptions for a data-driven negotiation process to be successful include the following:

  • Estimated project work is accurately recorded in the system
  • Each resource has a department and manager
  • Project managers are forecasting resource requirements against roles (not named resources) using Resource Plans
  • Resource/Department managers are managing in-progress work so that it completes on time (allowing new work to start on time, as agreed)

If you don’t have the above assumptions met, you may have some variation of a data-driven negotiation process in place. Within EPM Live Resource Negotiations, a resource commitment is not complete until both the project manager and department (resource) manager accept the named resource that has been assigned.

Here’s a look at the indicators available during resource negotiations:

Resource Negotiation Icons

Resource Negotiation Icons


Let’s take a high level look at the two key participants’ interaction during resource negotiations.


Project Manager creates a Resource Plan using generic roles

The Project Manager builds his Project’s Resource Plan. As soon as the Project Manager enters a row, it is private by default. Some rows may stay private while others are public. No negotiations will take place on private rows.

When the Project Manager saves the project’s resource plan, he will be prompted to make the private rows public, and if he elects to do so, then all currently private rows become public. Negotiations will be initiated for all public rows.

An email notification goes to each resource manager for the proposed resources:

Notification email to Resource Manager

Notification email to Resource Manager when Resource Plan is saved with rows made public


At this point of the process, the project manager will wait for the resource/department manager to review the proposed resources and take action.


Resource/Department Manager reviews resource plan and assigns named resources

The Resource Manager clicks the dynamic link to launch the Resource Planner. The Resource Planner will show those resources from her department who have been proposed. Alternately, the Resource Manager may manually launch the Resource Planner for her resources. During this part of the process, the Resource Manager needs to analyze the availability of her resources and make a decision on whether the proposal can be accepted, needs to be changed, or must be rejected.

Resource Managers can do the following:

  1. Make changes to a row: change the resource assigned or the allocation value. The row status stays as Negotiate. The RM column changes to accepted and the PM column goes Blank.
  2. Reject a row:  the row status stays as Negotiate: the RM column changes to Rejected and the PM column stays as Accepted.
  3. Accept a row:  the row status changes to Commitment and both the PM and RM columns display the Accepted icon.
Resource Manager actions with resulting status in the Resource Plan

Resource Manager actions with resulting status in the Resource Plan


When the Resource Manager saves the resource plan, a notification email goes to the project manager for any proposals modified by the Resource Manager.

Negotiations (or re-negotiations) will continue until a commitment is reached on each row. A history of the negotiation process is stored for each row, so the managers can review what previously happened during the negotiation process.

Note: See the process flow diagram at the end of this blog post for a detailed look at how resource negotiations work based on the actions either manager makes during the process.

At the end of the day, executives can understand over allocation or under-utilization across their entire organization based on actually committed resources. Using the Resource Analyzer, department leads or executives will be able to compare a resource capacity scenario against the committed work, which ultimately allows them to accurately answer to the organizational ability to complete planned work.

To learn more about how implementing Resource Negotiations can have a positive return for your team, contact info@epmlive.com or your designated Account Manager.


Additional information for existing EPM Live customers

Already up and running with an EPM Live site app? Turn on Resource Negotiations by following the steps in the 4.3 Admin Guide Resource Management chapter. Select “Resource Management – Resource Planner Administration” for detailed instructions.

Once Resource Negotiations are enabled, have users visit the 4.3 User Guide Using Resource Negotiations chapter for help.


Resource Negotiations – Detailed Process Flow Diagram

Resource Negotiations Process Flow

Detailed Resource Negotiations Process Flow


Basic Workflow Configuration Points Using EPM Live's Ideation App

With EPM Live’s newest native bundled app – the Ideation App – your business has a head start to being able to capture, evaluate and promote individual creativity from idea to concept to project, thus netting a benefit for your company. The Ideation App provides the basic ideation framework that any organization needs to either implement a process for the first time or automate an existing process.

This blog is meant to highlight the technical design and configuration points in this bundled app, which has transferrable concepts to other EPM Live apps. Specifically, I’ll focus in on the workflow templates that come with the bundled app so that you can get a handle on how you might modify this particular bundled app, as well as other list apps with workflow templates that EPM Live provides.

Ideation Process Overview

First, let’s take a quick look at the overall process that the EPM Live native-bundled Ideation App follows: 

Understanding at least the high-level process is a key to successful automation using workflow. We use three workflows in this bundled app to automate the copying of list data and count votes that users submit.

Now, let’s look at the technical pieces which make the Ideation App a great starting point, regardless of process maturity:

  1. Idea list app
    • Fields, views and two workflows
  2. Concept list app
    • Fields, views, and one workflow
  3. A field added to the Resource Pool
  4. Assumption of Project list app

Since I am using our Ideation app as the example for covering workflow configuration points, it’s important to be aware of all the pieces included in the app design. This is true of any list or bundled app which you want to modify.

Okay – the overview is covered. Let’s talk tech.

1 – the Idea list app

The out of box (OOB) data entry form in the Idea list app is extremely simple yet highly configurable. If you’ve already taken the administrative training courses for list app configuration, you will know how to modify the fields and views provided, and I’m not covering those concepts here.

For fun, let’s see what data is captured in the Idea list:

Idea list new form

Title, Category, Detailed Description and Followers are initially available. These four are a great base on which to build! Of course, you can add new fields, or hide existing fields, but keep in mind that modifying the field configuration may also require the Idea to Concept workflow to be adjusted, since we are copying list data programatically.

In this particular bundled app, you need to associate two workflow templates that came with the app to the list in order to get the process flowing.  You can use these basic steps with any EPM Live app that contains workflow templates.

To associate a workflow template to the list, go to the List tab, and then List Settings, Workflow Settings.  Select the Add a workflow link. 

Add a Workflow to a list app

(In a real life implementation of this bundled app, you would add two workflows to this list from the templates provided, which are Idea to Concept and Vote on Idea. For the purposes of this blog I am only demonstrating one of the workflows being added.)

Here’s a screenshot of the Idea to Concept workflow template being associated to the list:

Associating a workflow template to a list app

You can see that the workflow publisher designed it so that this workflow can only be run when an item is changed (not on create). If you wanted to change the allowable run options, you need to modify the workflow template via SharePoint Designer (SPD) and then publish it out to the site. That is true for any workflow template that comes with an app: you can always modify the allowable run options in the template and re-publish it to suit your design requirements.

Getting back to associating the workflow template, once I click OK, the workflow template is associated to my list with the name I gave it:

You can also see there are a few new options on this workflow settings page, which you can use to administer and monitor the workflows on the list going forward. If you are not familiar with the workflow settings page, take a minute to navigate to and explore it in one of your list apps.

I mentioned earlier that you will need SharePoint Designer (SPD) to modify the workflow template. Here’s a quick shot of the Idea to Concept workflow design from SPD. Step 1 is where the number of votes threshold is configured and set to the value 3 (highlighted below). If you want a greater or lesser number of votes on an idea before it is automatically promoted to a concept, update the value in the first If statement.

Idea to Concept workflow design

You can also see that the design of this workflow is very straightforward. The logic goes like this: once the Idea is modified (which it will be when a user votes), the count of votes goes up. When the field containing the vote number reaches the threshold set in the workflow, the data is copied to the concept list, and a flag is set on the Idea item so that it doesn’t keep getting copied over even if the vote count continues to increase.

If you wanted to change fields that get copied over from Idea to Concept, you would do that in SharePoint Designer as well.

Another key technical piece to making the process work is the Idea list app workflow Vote on Idea. That’s where the voting magic happens. Basically, the Vote on Idea workflow checks the field that was added to the Resource Pool (which has the allocated number of votes a user has) and if they have at least 1 vote, it runs through adding the Vote to the Idea item and subtracting it from the user’s available votes.

Assuming you already associated the workflow template to your list, you can easily add a Vote button to the ribbon for users to leverage. I’m not going to cover adding a button to the ribbon in this post, but will post on it in the future.

Please note: we included email notifications to the Idea creator in each workflow. So, each time a user gives a vote to the idea, the creator knows about it. Each time an Idea gets promoted to a Concept, the creator gets notified. If you don’t want email notifications from the workflow going out, you need to remove the action line for “then Email CurrentItem:CreatedBy” in each of the workflow templates and publish the change to your site app.

As a best practice, remove any previous versions from your list app using the Workflow Settings page shown above after making changes. A version will be created each time the workflow is changed and published to the site app.


2 – the Concept list app

The Concept list app contains the same basic technical pieces as the Idea list, so I won’t bore you with repetition. The main thing to know about making configuration changes to this list is that the out of box fields are already included in the Concept to Project workflow, which copies list data to the Project list.

Take a look at the details of the “Create new list item” workflow action that we have configured for Concept to Project

Concept to Project OOB mapping

Any changes to the list app fields would need to be reflected in the workflow action. Also, you could send the data to a totally different list than “Project Center” (Projects). Simply draw out a map of the data fields from the Concepts list app to the list app of your choice, and then edit the workflow in SPD so that it pushes the fields to the correct list (and fields) for your design requirements.


3 – the  Field added to the Resource Pool

The field added into the Resource Pool configuration contains a parameter that specifies the user’s available number of votes (the field is called IdeaVotes and is a number type data field). The number of available votes is automatically reduced by the Vote on Idea workflow in the Idea list app.

Modifications to this piece of functionality could include stripping it out entirely (by removing the workflow action via SPD), or increasing/decreasing the number of votes each user has by updating the IdeaVotes value in the Resource Pool.  To update the value, edit the resource and change the number stored in the IdeaVotes column.


4 – the Assumption of Project list app

The Ideation App will put Concepts that are promoted to projects into your existing portfolio in the Project list app by default, but all that is configured inside the workflow.  I mentioned briefly in covering technical piece #2 that you can adjust the workflow in the Concepts list to go to any list app – it’s simply a matter of planning the data mapping so that you are capturing what you want and sending it to where it needs to be to meet your business needs.

So really, the Ideation bundled app design doesn’t require the Project list app – it just assumes it for out of box functionality. With a few quick modifications in the Concept to Project workflow, you can easily use any list app of your choice. 😎


That’s it for the basics of using EPM Live’s workflow templates that come with apps. The concepts mentioned around modifying workflow templates for Ideation are transferrable across EPM Live list apps and bundled apps, so I hope you find them helpful.

Whether your company is starting off in Ideation process, just checking out the apps EPM Live offers, or taking your site app to the next level, we’re glad you’re choosing EPM Live to empower your business for success!

SharePoint Joel Reviews EPM Live 4.3 PPM and Work Management Platform

The critic’s reviews are in and EPM Live 4.3 gets 5 stars!  EPM Live’s PPM and Work Management Platform is revolutionizing the way people manage work and projects.  As one college put it, “EPM Live is nothing short of a revolutionary movement for the PPM Work Management industry,” and industry experts seem to agree.  Read full review.

Calling EPM Live the “Enterprise Project and Work Management for the masses,” SharePoint Guru, Joel Olsen just released his review of EPM Live 4.3.

“EPM Live is an impressive solution that sits on SharePoint and provides a comprehensive solution of Enterprise Project Management and Work Management for the masses. Its dashboards, processes, and flows help build the utopia that executives have long been looking for. With over 5,000 existing customers and more than 14 years of experience in the Project Management space, this solution is very rich and backed by a solid company that’s in it for the long haul.”  


“One of the new and exciting features that really shows how EPM Live scales is the new App Marketplace. Something I’ve been looking for are those easy to use templates that will help me get started and help various teams, groups, and divisions as they look to build common services such as account management or typical product development solutions. Business needs can be met through a template. Now that’s smart. Keep it simple, and then layer it on as your needs increase.”  View video



In addition to the app marketplace, EPM Live has made numerous other enhancements including the ability to create and build communities within EPM Live.  EPM Live is now easier than ever to use, giving users the tools they need to collaborate better with their teams as well as making the data they interact with both targeted and relevant.  It has truly become a tool built specifically with the end user in mind. In addition to SharePoint Joel, EPM Live is receiving raving reviews for the latest release and we anticipate that the buzz on the streets will continue. 

The App Marketplace is only one of the many new highlights in EPM Live’s 4.3 release, for more information: