EPM Live provides online and on premise Enterprise Project, Portfolio and Work Management Solutions to help your business improve productivity. EPM Live’s SharePoint-based product offerings are helping over 5,000 organizations simplify and become more effective at delivering projects, optimizing resource utilization, and selecting the right work for a profitable portfolio.

1. Enterprise Project, Portfolio and Work
Management for Everyone

2. EPM Live is the Global Leader in Enterprise Project,
Portfolio and Work Management Solutions
Experience: Project Management consulting since 1999
Standards: Best practices embedded
Fast: Pre-built solutions so you can get started today
Low Risk: Start online today and deploy onsite at anytime
Proven: Built using 100% Microsoft based software

3. Enterprise Project and
Work Management
Collaborative Project
Management
Strategic Project,
Portfolio & Work
Management
Full-Service Enterprise Project, Portfolio
& Work Management Firm
Online Services | Deployment Services | Professional Services
• Basecamp
• Zoho
• Bamboo Solutions
• Brightwork
• LiquidPlanner
• Daptiv
• Clarizen
• @Task
• Tenrox
• Planview
• Microsoft
• HP
• CA
• Oracle
NPD | PSA | AEC | ITPC | SM | APM | PPM
EPM Live Product Offerings

4. End-to-End Project & Work Management
4

5. Introducing WorkEngine for SharePoint
Portfolio
Management
Work
Management
Resource
Management
Budget
Management
Time
Management
Business
Intelligence
Tasks
Issues
Actions Approvals
Deliverables
Changes
Documents
Bugs Procurements
Service Requests Defects
Backlogs
Applications
Portfolio
Management
Project
Management
Agile
Management
Service
Management
Enterprise
Capabilities
Work Features
Integration Data
Sources
Build Your Own Applications
Other
LOB’s

6. Project Workspaces

7. Pre-built Solution Templates
EPM Live provides prebuilt project workspace templates
to help get project teams up and running quickly
PMI (PMBOK)
Agile (SCRUM)
MSF
Prince2
CMMI
Professional Services
Project Management Office
Program Management
Construction
Keep your entire team informed, accountable and connected in a
centralized, web-based environment that is easy-to-use and rapid to
deploy

8. Project 1
Workspace Project 2
Workspace
Project 3
Workspace Project 4
Workspace
Project 5
Workspace
Others
Multiple Project Workspaces

9. Flexible For Enterprise Level Deployments
Department
Program 1
Workspace
Project A
Workspace
Software
Development
Sub Project 1
Workspace
Sub Project 2
Workspace
Sub Project 2
Workspace
Project B
Workspace
Infrastructure
Project 1
Workspace
Project 2
Workspace
Project 3
Workspace
• Create Simple and Complex
Program and Project Workspace
Hierarchies
• Re-use Best Practices while
Still Supporting Varying
Methodologies Across the
Enterprise
• All Data can be rolled up
Based mapped to Organization
Enterprise
IT Operations Finance Engineering

10. Enriched Feature Set

11. Enterprise Management Capabilities
Portfolio Management
Business Intelligence
Time Management
Cost Management
Work Management
Resource Management

12. Portfolio Management
Gather, Analyze, Prioritize, and
Track All Project Demands
 Centralized Project
Status
 Business Alignment
& Risk Assessment
 Gain Portfolio
Visibility
 Prioritization &
Optimization
Project 6
Workspace
Project 4
Workspace
Project 5
Workspace
Project 3
Workspace
Project 1
Workspace
Project 2
Workspace

13. Schedule Management
 Manage Simple to
Complex Task Schedules
 Build Work Plans Using
Web-based Project
Planner
 Share Microsoft Project
Schedules with Team
Members
 Web-based Agile
Planner for Releases,
Iterations and Sprints
 View Schedules and
Milestones Online
Control Schedules and Tasks
Across Your Organization

14. Gain Visibility into All
Resource Demands
Resource Management
 Gain Greater Control
of Project Resources
 Resource Planning
Across All Work
 Resource Capacity
Planning
 Resource Workload
and Availability &

15. Capacity Planning

16. Manage and Track All Work
Demands on Your Organization
Work Management
 Updating Task Status
on All Work Assigned
To You
 Sign Up for Task Status
Alert Emails
 Create New Work
Items From a Single
View
Initiate Plan Execute Control Close
Changes
Tasks
Issues
Bugs
Risks
Punch Lists
Defects
ECM
Documents
Deliverables
Approvals
Actions
Procurements
Contracts
Invoices
Meetings

17. Cost Management

18. Understand what it really takes
to do work in your organization
Time Management
 Report time-phased
actual work on any
SharePoint Work item
 Save, Submit, Select
Period, Add, Remove
Timesheet Items
 Capture special time
categories such
as billable, non-
billable, regular,
overtime, and more

19. Improve Visibility and Insight
to Enhance Decision-making
Reporting
 Pre-configured
reporting Web Parts
and Program
Dashboards
 Using Reporting
tools your team is
already familiar with
 Standardized Project
Metrics and
Reporting

20. What-If Modeling

22. EPM Live Support
Community
– Knowledge Base
– User Forum
– Search
– 24x7 Email Support
– Submit Help Desk
Ticket
– User Documentation
– Videos
– FAQ/Support Top
Picks
– Latest News
Other EPM Live
Communities
– EPM Live on Linked In
– EPM Live on Facebook
EPM Live Support Community

23. EPM Live University

24. EPM Live Background
24
• Microsoft - Gold Certified since 2000
• Microsoft - Partner Advisory Council (EPMPAC) 2006, 07, 08, 09
• Microsoft - Technical Advisor for EPM 2002, 03, 07 and 10
Managed Microsoft Partner
• Implementing in over 35 different Countries
• Wide range of industry experience
Experience - 5000+ Customers
• Inc 500 – 5000 Fastest Growing Companies in 2008, 2009, 2010 and 2011
• Microsoft - EPM “Partner of the Year” 2005, 2006, 2008 and 2009
• Red Herring – “North America Winner” 2010
• PMI Project of the Year 2007 and 2008
• Gartner’s Magic Quadrant and PPM Universe for 2010 and 2011
• Gartner’s PPM Universe for 2011
Recognition
• Over 150+ Partners
• In Over 50 Countries
Partner Community