1. Enterprise Project & Work Management

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. EPM Live Background
Managed Microsoft Partner
• Microsoft Gold Certified
• Microsoft Partner Advisory Council – EPMPAC
• Microsoft Technical Advisor for EPM 2002, 03, 07 and 10
Experience – 5,000+ Customers
• Implemented in over 35 different Countries
• Wide range of industry experience
Recognition
• Inc 500 – One of the 5000 Fastest Growing Companies in 2008, 09, 10 and 11
• Microsoft’s EPM “Partner of the Year” 2005, 06, 08 and 09
• PMI “Project of the Year” Award 2006 and 07
• Red Herring – “North America Winner” 2010
• Gartner – PPM Magic Quadrant 2010 & PPM Market Scope 2011
Partner Community
• Over 125 EPM Live Partners
• In Over 33 Countries

4. 6% - Level 1
51% - Level 2
42% - Level 3
1% - Level 4
Gartner

5. Solutions For Everyone
Project, Portfolio & Work Management
Solutions For Everyone
Strategic Portfolio, Project
& Work Management
Enterprise Project & Work
Management  Demand Management
 Portfolio Management
Web-based Project
Collaboration  Project Visibility  Financial Management
 Resource Management  Capacity Planning
 Schedule Management  Time Management  Enterprise Governance
 Team Collaboration  Work Management  Program Management

6. WorkEngine is a SharePoint-based Enterprise
Project and Work Management solution that helps
organizations increase productivity by improving
visibility, execution and collaboration on all types of
work.

7. Work is Everywhere
Initiate Plan Execute Control Close
Actions Requests Risks
Tasks Backlog
Issues
Documents Contracts
Meetings Defects
Approvals
Changes
Procurements Opportunities
Changes
Deliverables Punch Lists
Bugs

8. Disconnect Communication & Processes
Managers
Effective program, project and work
management
• When will we really finish and what will it cost?
• How can I decrease the project cycle time?
• How can I collaborate with suppliers, vendors, etc?
Executive
Stakeholders
Quality project selection
and outcome Team Members
Better coordination within the team
• Which projects • What am I supposed to deliver this week?
and work best
align with our • How can I coordinate with people in my team?
business
objectives
• How to have
control over the Resource Managers
project execution Skills-based and efficient resource management
and finances?
• Who is available to staff our new projects?
• Who's working on what and do they have the
skills?

9. Disconnected System
Disconnected and non standard tools &
processes
– Process rich environment; require lots of
attention/overhead to maintain data
– Inaccurate and out dated information
– Data is not centralized and therefore not easily
accessible or shared
– Roll up and cross functional reporting is laborious
– Difficult to streamline and improve project
delivery
– Best Practices are not widely adopted

10. Introducing WorkEngine
Enterprise Work
Portfolio Schedule Resource Cost Time Work
Management Management Management Management Management Management Capabilities
Portfolio Project Agile Service
Management Management Management Management
Build Your Own
Workspaces
(Work Processes)
Tasks Actions Approvals Changes Bugs Procurements Backlogs
Issues Applications Deliverables Documents Service Requests Defects
Work Features
Integration
Other
LOB’s

11. Workspaces

12. Pre-built Workspace Templates
Keep your entire team informed, accountable and connected in a
centralized, web-based environment that is easy-to-use and rapid
to deploy
 PMI (PMBOK)
 Agile (SCRUM)
 PM + Agile
 Product
 Software
 Application
 Service
 Programs
 Construction
 Government
EPM Live provides prebuilt workspace templates to help
get project teams up and running quickly

13. Multiple Workspaces
Project Services Application
Workspace Product Workspace Construction Workspace
Workspace Workspace

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

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

16. Enriched Feature Set

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

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

19. Schedule Management
 Manage Simple To Do
Lists
 Share Microsoft Project
Schedules with Team
Members
 Build Work Plans Using
Web-based Planner
 Manage Backlogs Using
Agile Planner
 View Schedules and
Milestones Online
Control Schedules and Tasks
Across Your Organization

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

21. 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- Understand Where People Are
billable, regular,
overtime, and more Really Spending Their Time

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

24. Why EPM Live
• An Enterprise Project Management Solution can:
– Result in up to a 50% reduction in major project cost
overruns and delays
– Increase your ability to kill unnecessary projects earlier
in the cycle
“The use of Microsoft SharePoint Server as the EPM Live WorkEngine
PPM platform is visionary and lucrative. SharePoint is readily being
adopted and supported by many PPM for IT vendors via integration
strategies or direct OEM support.” Daniel B. Stang, Gartner Analyst

25. EPM Live WorkEngine – Benefits
100% SharePoint Solution
– Easy to use
– Familiar for many users
– Rich native capabilities
– Already used by many organizations
Robust PM, Agile and Service Applications
Easily Configurable Solutions
Manage “All” types of work in “One” system
– Manage workload for all types of work
– Portfolio reporting and analysis for all work
– Status and Time management for all work
Software as a Service and/or in-house
EPM Live is a Full Service Firm and focused at
Enterprise Project, Portfolio & Work Management

26. Start Online Today…
Portfolio
Management
Work
Management Schedule
Management
Cost
Management
Resource
Management Time
Management

27. And Bring In-House at Anytime
Portfolio
Management
Work
Management Schedule
Management
Cost
Management
Resource
Management Time
Management

28. How To Get Started Today
Try a Free Trial Today
Visit workengine.com today
Contact us at info@epmlive.com
Toll free: 1-866-391-3700

29. Questions and Answers

30. Next Steps
Online Trial Proof of Concept
– Instant online access to your solution
– Solution configuration
Business Strategy Workshop
– Identify business objectives
– Key requirements
– Map solution capabilities to priorities
– Establish deployment and on boarding
plan