Onsite Events

EPMLive's Upcoming Events

Gartner Symposium & ITxpo

Location: Begins: 10/05/2014 Ends: 10/09/2014


Gartner ITXPO icon for event

Gartner Symposium/ITxpo is the world’s most important gathering of CIOs and senior IT executives. Our 2014 agenda offers 500+ analyst sessions, workshops, roundtables and mastermind keynotes across five full days. With 10 role-based tracks and 11 industry tracks, the agenda targets your specific title responsibilities and ways to adapt new ideas and strategy to your industry, along with insight on what’s next in IT. 


EPM Live October 2014 SCA Boot Camp

Location: Begins: //2014 Ends: //2014



Announcing EPM Live’s October Boot Camp!

Please join us for the week of October 6 for EPM Live’s training Boot Camp! Space is limited for this Boot Camp, so sign up now! Please contact epmtraining@uplandsoftware.com with any questions.

October 2014 SCA Boot Camp

CLICK HERE for more information and to register for the October SCA Boot Camp.

October 6 – 10, 2014

EPM Live by Upland Office
2382 Faraday Avenue, Suite 200
Carlsbad, CA 92008

SCA Boot Camp Highlights

The EPM Live SCA Boot Camp will give you an end-to-end understanding of our latest release, EPM Live 2013, version 5.6.x. The Boot Camp is designed specifically for those individuals who need to know and understand how to configure and administer the EPM Live product.

  • Designed specifically for the Administrators of EPM Live
  • Hands-on workshops
  • High Level User “Refresher”
  • Customer Success Stories – Share Your Successes
  • Troubleshooting & Maintenance Tools
  • Performance Considerations
  • Understanding Site Hierarchy & Workspaces
  • Daily Practice Labs
  • EPM Live Product Q&A Sessions


We look forward to seeing you there!


EPMLive's Upcoming Webinars

Resource Management for Effective Change




Does your organization deal with frequent change?  Do project scopes, timelines and budgets shift from inception to delivery? Do new opportunities arise and do new challenges need overcoming?  Unless you are very lucky, the answer to all of those questions is a resounding yes.

Change is a way of life for organizations today. Success depends in large part on the ability of organizations to react quickly and effectively to those changes.  Unless you have a strong grasp on resource management in your organization that ‘change agility’ is very difficult to achieve.

Listen to well-known author and speaker Andy Jordan and EPM Live Product Manager Matt Willey in this ngaging webinar where they will provide some practical tools to help you improve the quality of resource management in your organization.

Among other topics, learn:

    How to create a foundation for effective resource management with capacity and capability planning
    How to recognize when your resource management is failing
    How to prevent resource management from becoming continuously reactive
    Why team members engagement in resource management is important
    Why resource management needs to be a strategic and a day-to-day function
    Approaches for improving resource management quickly and effectively

If you have ever had to deal with frustrated team members and frustrated executives as a result of a badly managed change, you don’t want to miss this webinar!

EPM Live – Podcast: Struggling with constant change? Regain control with resource management.




Is your team drowning in a sea of constant change? Do you struggle to understand what your team members are working on as you constantly chase down moving targets? We understand what you’re going through and we’re here to help. Listen in on this hour-long podcast, hosted by two change management experts with over 40 years of combined project management industry experience – Upland Software’s Jim Patterson and Jose Levy – to learn how effective resource management is the key to staying agile and reacting to constant shifts in work priorities. They’ll also reveal how to remain innovative by putting the right resources – on the right work – at the right time.

Throughout this engaging, interactive discussion, we’ll cover:

  • How poor resource management leads to challenges with rapid change
  • How to understand your organization’s capacity and gain visibility to what your team members are working on
  • How to respond to changing requirements and fulfill resource demands
  • How to put a resource management practice in place based on your organization’s specific growth stage

This is a must-attend event for resource managers, functional managers, and PMO directors who want to improve their resource allocation and utilization. It’s also invaluable for business leaders struggling to manage change or looking to implement resource management for the first time.

Technical Tuesday – Kanban Planner in EPM Live!




Join us for an informative Technical Tuesday session where we’ll dive into EPM Live’s newest feature addition, the Kanban Planner.

Webinar discussion topics include:

  • Configuring the Kanban Planner
  • Controlling and visually monitoring processes
  • View, add, track, and updating the status of list items
  • Using drag-and-drop functionality to move Kanban tiles through workflow stages
  • Q&A

Spring 2014 Release – Latest EPM Live Milestone in Project Management and Social Collaboration Software




Latest EPM Live version of leading online project management and social collaboration software delivers new reports, integrations, and improved timesheet performance

View this webinar to see the new features in action.  There is also a Q&A session!

New Features and Webinar Topics Include:

  • Social Streams
  • Kanban Planner
  • New Integrations
  • Powerful New Reports
  • New & Improved User Management
  • Fancy Forms
  • Online Planner Fragments
  • Timesheet Improvements
  • New & Improved Grid
  • Templates & Apps


The Agile Resource Manager – Five Differentiators to Drive Proactive Resource Management




Do you have a good understanding of your resourcing needs and availability next week? What about next month? Do you have the ability to make critical resourcing decisions as changes are introduced to your current plans?

Organizations are still being asked to “do more with less” and though headcount may even be decreasing in some cases, we still must learn to innovate with the resources we have by putting the right resources on the right work at the right time. Resource allocation and capacity planning are hard enough without chasing down a moving target. So how do you remain proactive while reacting to constant shifts in work priorities and deliverables?

Join Matthew Willey, EPM Live Product Manager and popular webinar speaker Andy Jordan, President of Roffensian Consulting Inc., for this one hour webinar to gain insight into the five key differentiators that separate proactive resource management organizations from reactive resource tracking organizations. Webinar topics include:

1. A view that goes beyond projects

2. The importance of capacity planning

3. Value based resourcing

4. Breaking down resource silos

5. Resource social collaboration


Technical Tuesday – Labor Cost Planning in EPM Live!




In this Technical Tuesday webinar we’ll dive into EPM Live’s cost management capabilities!  Specifically, we’ll highlight cost planning with regards to Labor.  The cost of labor is vital when planning for and analyzing the overall cost in any organization.  And no two companies do cost planning in exactly the same way. EPM Live’s cost management capabilities are flexible to allow for configuration to meet YOUR business use case.

We’ll explore the different cost planning configuration options, how to configure those options, and how users interact with your configuration options. EPM Live cost planning webinar topics will include:

  • Summary level and detailed role level planning
  • Budgeted monetary costs
  • Calculated costs based on hourly rates
  • Flexible configuration options

Social Collaboration Enterprise Project and Social Work Management Begins with Communities – Webinar Series Part 1 of 4




Tips, tools and best practices for building successful communities within your organization

Presenter: Matt Willey, EPM Live Product Manager

As employees are empowered to share their knowledge, build relationships, execute on work in the way that works best for them, and act as community leaders and key contributors, businesses will begin to see that engaged employees produce more value.  They identify with corporate goals and care about business results. Recent trends have shown that businesses must embrace a new generation where employee engagement is crucial to the organization’s success.  We must now foster a technology-driven work environment that closely mimics the social experiences that employees have outside of work.  View the recording to explore the ins and outs of Enterprise Project and Social Work Management. Topics discussed in this Webinar:

•  Stakeholder Management & Engagement

•  Leveraging Existing Communities

•  Community Champions

•  Tools for Building Communities

Increase Productivity and Efficiency with EPM Live 5.5 Project Management and Collaboration Platform




EPM Live is excited to announce our 5.5 release, our most forward thinking release ever! Our latest release of leading cloud project management and collaboration software delivers enhanced technology that focuses on user experience, productivity and efficiency.
EPM Live 5.5 offers users a new intuitive user interface, new integrations, and new enhanced cutting-edge features that provide a powerful balance between getting work done, doing the work efficiently, and doing the work in the way our users work best. This formula provides a perfect combination to increase workforce productivity and help bring overall value to the business. 

Register now and view the webinar presentation as we highlight the latest enhancements and new features in the EPM Live project management and collaboration platform including:

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

EPMO as a Shared Service: Delivering Results with a Project Capable Enterprise

Dates: 06/18/2013



An Enterprise Program Management Office (EPMO) helps to streamline project and work initiatives resulting in faster cycle times for project delivery through standardization, governance and repeatable processes. Initiating and leveraging an EPMO will help your organization deliver consistent profitable results. An organization leveraging a structured project and work management approach will outperform those who don’t every time.

Join us in this webinar presentation to discuss the basics of setting up a shared service EPMO including 5 common areas: People, Process, Technology, Governance and Infrastructure. In addition, learn what common challenges to avoid and turn your EPMO into a successful centralized hub for work success!

**Please note that if this time zone does not meet your availability, please register for the webinar and the webinar recording will be sent to you following its completion. Any questions please contact Morgan Meyer at mmeyer@epmlive.com

The Ultimate Guide to Work Productivity: Tools, Tips and Tricks – Getting the Most from Your Project’s Resources

Dates: 03/21/2013



Resources are the most valuable asset and the biggest expense for an organization. Many organizations struggle to get the most out of their resources because of conflicting projects and other work priorities. Thinning out resources to accommodate new work will only compromise quality and put your projects at risk. When demand increases, your resources may not, so how do you strategically plan your resources upfront and prepare for certain changes moving forward?

Join us in this webinar presentation to learn how you can take a 5 step approach to mastering resource management in EPM Live to ensure maximum resource efficiency across all work.

**Please note that if this time zone does not meet your availability, please register for the webinar and the webinar recording will be sent to you following its completion. Any questions please contact Morgan Meyer at mmeyer@epmlive.com

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More Events

EPM Live October 2014 SCA Boot Camp

Announcing EPM Live’s October Boot Camp! Please join us for the week of October 6 for EPM Live’s training Boot Camp! Space is limited for this Boot...

Register Now