HMS Selects EPM Live for Effective Portfolio and Resource Management


HMS is the nation’s leader in cost containment solutions for government-funded, commercial, and private entities.
Focused exclusively on the healthcare industry, HMS helps their clients ensure that healthcare claims are paid correctly and by the responsible party, and that those enrolled to receive program benefits meet qualifying criteria. By deploying proven approaches, HMS recovers in excess of $1 billion for their clients every year, and saves them billions of dollars more in erroneous payments.Situation

HMS had the need for a project management system that would allow them to improve the following project management disciplines and processes:

  • Resource Planning-  HMS needed a tool to help them efficiently and effectively deploy resources to leverage appropriate expertise and skill sets and maximize return on human resource investment.
  • Resource Capacity Management– HMS required resource allocation and capacity  planning on a daily basis to ensure their resource management needs were being met for a rapidly shifting and growing project portfolio.
  • Resource Analysis– Due to the rapid shifts in project schedules, HMS required visibility into all projects and resources with the flexibility to easily reschedule work or resources to relieve current resource constraints.
  • Resource Reporting– HMS needed to properly analyze resource reporting outputs to ensure their resource management disciplines were effective in resolving all resource management pain points.



With the guidance and expertise of trusted EPM Live Partner, PM Providers, HMS was able to implement a comprehensive Enterprise Project and Work Management solution that would allow them to meet all of their resource management needs.

PM Providers worked with HMS to design, configure, and deploy the system to support HMS’ portfolio of more than 50 concurrent projects by delivering real-time reporting, resource capacity management, and portfolio prioritization capabilities using a cloud-computing environment.  The system integrates with Microsoft Project 2007 as well as web-based project planning functions, and includes SQL Reporting Services reports, on-line charting, executive dashboards and graphical KPI’s.


HMS leverage’s EPM Live’s Resource Planning tool to view availability and allocation for all resources within the organization.By combining resource workload on both project and non-project work in a single view, resource managers have a true picture of resource availability.  With the Resource Planner, HMS can view Resource Workload across all of their SharePoint sites and project workspaces, view resource availability by time-phase, perform what-If analysis on resource workload and availability, and group resources by Attributes such as Department, Roles, etc.

As for future phases planned for this implementation, HMS plans to continue the growth of their project and work management system and expand their use of the tool into other areas such as work request management, help desk management and bug tracking in the near future.We always knew that project portfolio management, resource allocation planning and capacity management were possible, PM providers and EPM Live made it a reality.” – VP of managed care services, Thomas Baggett Jr.

Quick Facts:

Industry:  Healthcare Services
Location:  New York
Divisions:  Managed Care Operations,  Commercial and State Government and Enterprise PMO

Software Solution

  • Microsoft Project
  • Microsoft SharePoint
  • EPM Live

Implementation Partner

Company: PM Providers

Contact: Matt Davis