Onsite Events

EPMLive's Upcoming Events

Gartner Symposium & ITxpo

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


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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 Site Collection Administrator Boot Camp – August 2014

Location: Begins: 08/18/2014 Ends: 08/22/2014


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Join EPM Live in Sunny San Diego, California for this Site Collection Administrator (SCA) Boot Camp! 

**Space is Limited — Sign-up Today**

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


EPM Live Power User / Train-the-Trainer Boot Camp – August 2014

Location: Begins: 08/18/2014 Ends: 08/21/2014


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Join EPM Live in Sunny San Diego, California for this Power User / Train-the-Trainer (TTT) Boot Camp! 

**Space is Limited — Sign-up Today**

Designed for individuals who need a solid foundation and strong working knowledge of their EPM Live product.  This Boot Camp provides a deep-dive experience primarily focused on the front-end of EPM Live and will also include select admin features as appropriate for a Power User of the product. 

  • Designed for various end-user roles

  • Hands-on workshops

  • Deep-dive experience

  • Best practices & use cases

  • Daily Practice Labs

  • Editable materials for those attending the optional* TTT session on the 4th Day

  • 17 PDUs

*Click here for more information regarding the optional TTT session.


EPMLive's Upcoming Webinars

Social Collaboration Maturity Model – A Roadmap to Success – Webinar Series Part 3 of 4

Dates: 07/29/2014



Engaging a new generation of employees and tools

As employees have become increasingly comfortable with social software within the workplace, organization leaders need a strategy for balancing collaboration with the need for control and management.

E-mail, calendars, team workspaces and instant messaging were once considered to be all the tools people needed to work together. But, with the explosion of interest in social software and a focus on fostering collaboration, few would agree with that characterization today. This change is prompting IT leaders to question how their organization compares with others, and how they can improve collaboration through social software use.  They are tasked with assessing their organization’s maturity level and learning what needs to be done to move up to the next level. Join EPM Live as we take a deep dive into the social collaboration maturity assessment and roadmap, and review the necessary capabilities of today’s project management and social collaboration software. Topics of this webinar include:

  • Assessment: The Five Levels of the Maturity Model
  • Maturity Disciplines: Eight Disciplines for Evaluating Maturity
  • Project and Social Collaboration Tools


*Can’t make the webinar?  No problem.  Go ahead and register and we will send you the recording for your viewing convenience.

Technical Tuesday – Kanban Planner in EPM Live!

Dates: 07/29/2014



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

Dates: 07/29/2014



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

Dates: 07/29/2014



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

To view, click here!

Technical Tuesday – Labor Cost Planning in EPM Live!

Dates: 07/29/2014



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

Dates: 07/29/2014



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

Dates: 07/29/2014



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

Work Transparency – How Much Do You Know?

Dates: 03/07/2013



The importance of understanding and developing PPM best practices and processes is at an all-time high. As the Market continues to climb out of the trenches, organizations must learn to better manage projects, resources and all other work. Organizations must adopt PPM practices to fully understand the data requirements needed to help them respond to project performance and changes in a timely manner. Who are the stakeholders? What information is critical to their decision making? What KPIs are necessary to gauge success and prevent unforeseen issues? What form, format, and distribution best fit your audiences’ needs?

In this webinar, EPM Live will help you define effective metrics to help your organization assess your portfolio investments and track performance. Discover the right way to implement these outputs and ensure structured delivery.

**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

Coming Soon



More Events

EPM Live Site Collection Administrator Boot Camp – August 2014

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...

Register Now