The key to creating value from managing work in your organization is to further leverage SharePoint to plan and track all types of work. As your core enterprise content management system, SharePoint is the central portal for all enterprise work and collaboration for all internal and external users. In this webinar, we will demonstrate how you can generate significant value from the use of the WorkEngine for SharePoint platform. With very little additional investment in your existing SharePoint infrastructure you can benefit from integrated work planning and tracking, detailed budget and cost management, resource capacity management and overall work management reporting and dashboards. Please join EPM Live to learn how to create value in your organization by using the WorkEngine solution together with your existing SharePoint infrastructure.

1. Accelerating SharePoint Value from
Total Work Management
Total Work Management in EPM Live Delivers Value to the
Organization
Jose Levy

2. Topics
Defining Value from SharePoint
Work Management as a Foundation
Accelerating SharePoint Value with EPM Live
Work Management Usage Scenarios
– Team Member, Manager (RM, PM), Executive
Benefits Summary

3. Defining Value from SharePoint

4. Increasing SharePoint Platform
Integrated to ERP &
LOB Data
Applications
Value
“Buy or Build”
Collaboration
Document
Management
Out of the Box
Costs

5. Increasing Value With Process Complexity
Integrated to ERP &
LOB Data
“Buy”
Work Management
Application
Value
Collaboration
Document
Management
Out of the Box
Costs

6. Work Management as the
Foundation

7. Work is Everywhere
Select Plan Execute Control Close
To dos Application
Project Tasks
Issues Backlog
Documents
Defects Approvals
User Recurring
Stories Maintenance
Incidents
Changes
Deliverables
Testing Bugs

8. Work Management as the Foundation
SharePoint as the Work Management System
Organizational
Performance
Portfolio
Management
Project
Management
Resource
Management
Work Management
(Define, Plan, Prioritize, Track)

9. EPM Live Provides the Work Management Platform
Business Value
Capabilities/
Performance
Incidents
Service Portfolio
Incidents, Changes, Problems
Projects
Reporting
Changes
Metrics
Dashboards
Select Status Reports
Application Portfolio
Work Releases, Backlog, Test Cases
Resource Management
Demand Work Management
Execution/Delivery
Project Portfolio
Projects, Tasks, Issues, Risks
Work and Resource Management Foundation with EPM Live

10. Accelerating SharePoint Value
with EPM Live

11. Introducing EPM Live Platform
Portfolio Resource Cost Schedule Work Time
Management Management Management Management Management Management
Enterprise
Demand Management Capabilities
Project Application Service
Management Management Management Pre-built
Applications
Tasks To-dos Approvals Changes Bugs Problems Backlogs (Work Processes)
Issues Maintenance Deliverables Testing Service Requests Defects
Work Features
Integration with
Systems/Applications
Other
LOB’s

12. Extensive Feature Set
Task and Work Management

13. Service Requests
 Maintain all service
requests from a
single location
 Meet unique needs
based type of service
request
 Increase efficiency
through instant
visibility and
assignment
All service requests easily
manageable

14. Agile Management
 Iterative
development and
maintenance of
application assets
 Common tools for
agile, projects and
services
 Integration with
TFS Integration
SDLC tools like TFS
Iterative application and
product development

15. Project Schedule Management
 Detailed project
schedules and
assignments in a
single system
 Bi-directional
integration with MS
Project
 Online Work Planner
for non-MS Project Online Project Planner Microsoft Project 2007, 2010
users
Detailed schedule management
in SharePoint with EPM Live

16. Work Management
Risks
 Updating Task Status Actions
User Stories
on All Work Assigned Issues Documents
To You Defects
Contracts
Tasks
Problems Defects
 Sign Up for Task Bugs Approvals
Deliverables
Status Alert Emails Recurring Changes
Requests Maintenance
 Create New Work
Items From a Single Manage and Track All Work
View
Assigned To You

17. Resource Management
 Gain Greater Control
of Project Resources
 View Resource
Assignments for All
Work
 Resource Planning for
Projects, Applications
and Service related
activities
 Resource Workload
and Availability & Gain Visibility into All
Resource Demands

18. Resource Capacity Planning
 Forecast resource
demand for all
portfolio items
 FTE or hours based
planning
 Resource Capacity
Planning for all
Portfolio items
 Demand vs. Capacity
Gain Visibility into All
Resource Demands

19. Portfolio Management
 Advanced portfolio
management tools
 What-if modeling
and scenario
comparisons
 Prioritization
 Strategic Alignment
Advanced Portfolio
Management Tools

20. Work Management Usage
Scenarios

21. Work Management Usage Scenarios
1. Define Work
 Project, Service, Support
2. Status Work
 By Priority
 By Due Date
3. Review Resource Work Assignments
4. Review Organizational Capacity for Work

22. Benefits Summary

23. Overall Benefits
Most Complete SharePoint Application for Work
Management (Resource, Project, Portfolio)
Easily Configurable Solutions
Manage “All” types of work in “One” system
– Define, Plan, Prioritize, Track all types of work
– Multiple Status and Time management capabilities
– Reporting for analysis of work completion
– Resource Management at different levels of
organization

24. Try us out
www.epmlive.com

25. Jose Levy
jlevy@epmlive.com
469-328-9851