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Enterprise Project, Portfolio &
Work Management for Everyone
Agenda

 Company
 Solutions
 Demonstration
 Deployment Options
 Q&A
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
Over 5000 Customers
Solutions
Common Scenario


                           MS Project

                      Portfolio-level visibility?
                 Reporting status across projects?
Spreadsheet     Resource demand/supply visibility?      Paper
                   Standards & Best Practices?
                           Improvement?
               Quick, efficient and relevant reports?
                     Up to date information ?


              SharePoint
                                           E-Mail
                 Site
The Process
•   Capture ideas                                       •   Prioritize Portfolio
                            Demand Management
•   Align to strategy                                   •   Analyze Financial
•   Estimate Costs                                          Estimates
•   Estimate Resource                                   •   Analyze Resource
    Demand                                                  Demand
•   Assess Risk                                         •   Model & select portfolio
•   Forecast Benefits   Capture                Select




•   Track progress                                      •   Plan project activities
•   Track time and spend                                •   Identify project team
•   Report status        Execute                 Plan   •   Assign tasks &
•   Track issues, risks,                                    deliverables
    changes                                             •   Identify project risks
•   Collaborate                Project Execution        •   Analyze resource
                                                            assignments
The Tools



        Capture   Select




        Execute   Plan
The Tools
          Configurable forms with workflow-driven data input


Capture
The Tools

Capture
             Assess alignment to strategy and risk
The Tools
             Build detailed project budgets

Capture
The Tools
             Build top-down resource forecasts

Capture
The Tools



        Capture   Select




        Execute   Plan
The Tools

        Analyze Priorities and Alignment
                                           Select
The Tools
            Analyze Financials


                                 Select
The Tools

       Analyze and Model Resource Requirements

                                                 Select
The Tools



        Capture   Select




        Execute   Plan
The Tools
        Build Detailed Project Schedules




                                           Plan
The Tools
       Analyze Resource Assignment Allocation




                                                Plan
The Tools
       Set up Project Collaboration Workspace




                                                Plan
The Tools



        Capture   Select




        Execute   Plan
The Tools
          Manage Schedule, Issues, Risks, Changes, Documents




Execute
The Tools
          Track progress, status, actual costs and effort spent




Execute
Reporting
   Over 100 pre-built, user-configurable reports and dashboards
Solution Demonstration
Deployment Options
  Do-it-Yourself            Quick Start                        Custom
  Deployment                Deployment                         Deployment




                                Knowledge Base Access, Forums, Support


          • On-line KB &             • Build to Order                    • Business Strategy
            Forums                   • Configuration                       Workshop to
          • Help Desk Support        • Installation                        scope work
                                     • User Training
                                     • Admin Training
                                     • Consulting
                                       Support
                                     • Help Desk Support
Start Online Today…

                      Portfolio
                      Management
   Work
   Management                      Schedule
                                   Management




                                   Cost
                                   Management
         Resource
         Management   Time
                      Management
And Bring In-House at Anytime

                      Portfolio
                      Management
   Work
   Management                      Schedule
                                   Management




                                   Cost
                                   Management
         Resource
         Management   Time
                      Management
Why Customers Choose EPM Live
 Rich Enterprise Feature Set
  – End to End EPM and PPM Framework
  – Manage all work types
  – Flexible scheduling tools
  – Suitable for varied PM maturity and capabilities

 Faster Time To Value
  – Prebuilt application and templates with industry best practices
  – Deploy online (SaaS) or on premise

 Leverage Existing IT Assets For Greater ROI
  –   Familiar user experience
  –   Unlocks greater Microsoft SharePoint potential
  –   Encourages greater SharePoint adoption
  –   Leverage existing IT Skillsets
Questions




                    +44 (0) 742 9339309
 Michael Stelmakh   mstelmakh@epmlive.co.uk
                    www.epmlive.co.uk

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EPM Live PortfolioEngine

  • 1. Enterprise Project, Portfolio & Work Management for Everyone
  • 2. Agenda Company Solutions Demonstration Deployment Options Q&A
  • 3. 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
  • 6. Common Scenario MS Project Portfolio-level visibility? Reporting status across projects? Spreadsheet Resource demand/supply visibility? Paper Standards & Best Practices? Improvement? Quick, efficient and relevant reports? Up to date information ? SharePoint E-Mail Site
  • 7. The Process • Capture ideas • Prioritize Portfolio Demand Management • Align to strategy • Analyze Financial • Estimate Costs Estimates • Estimate Resource • Analyze Resource Demand Demand • Assess Risk • Model & select portfolio • Forecast Benefits Capture Select • Track progress • Plan project activities • Track time and spend • Identify project team • Report status Execute Plan • Assign tasks & • Track issues, risks, deliverables changes • Identify project risks • Collaborate Project Execution • Analyze resource assignments
  • 8. The Tools Capture Select Execute Plan
  • 9. The Tools Configurable forms with workflow-driven data input Capture
  • 10. The Tools Capture Assess alignment to strategy and risk
  • 11. The Tools Build detailed project budgets Capture
  • 12. The Tools Build top-down resource forecasts Capture
  • 13. The Tools Capture Select Execute Plan
  • 14. The Tools Analyze Priorities and Alignment Select
  • 15. The Tools Analyze Financials Select
  • 16. The Tools Analyze and Model Resource Requirements Select
  • 17. The Tools Capture Select Execute Plan
  • 18. The Tools Build Detailed Project Schedules Plan
  • 19. The Tools Analyze Resource Assignment Allocation Plan
  • 20. The Tools Set up Project Collaboration Workspace Plan
  • 21. The Tools Capture Select Execute Plan
  • 22. The Tools Manage Schedule, Issues, Risks, Changes, Documents Execute
  • 23. The Tools Track progress, status, actual costs and effort spent Execute
  • 24. Reporting Over 100 pre-built, user-configurable reports and dashboards
  • 26. Deployment Options Do-it-Yourself Quick Start Custom Deployment Deployment Deployment Knowledge Base Access, Forums, Support • On-line KB & • Build to Order • Business Strategy Forums • Configuration Workshop to • Help Desk Support • Installation scope work • User Training • Admin Training • Consulting Support • Help Desk Support
  • 27. Start Online Today… Portfolio Management Work Management Schedule Management Cost Management Resource Management Time Management
  • 28. And Bring In-House at Anytime Portfolio Management Work Management Schedule Management Cost Management Resource Management Time Management
  • 29. Why Customers Choose EPM Live Rich Enterprise Feature Set – End to End EPM and PPM Framework – Manage all work types – Flexible scheduling tools – Suitable for varied PM maturity and capabilities Faster Time To Value – Prebuilt application and templates with industry best practices – Deploy online (SaaS) or on premise Leverage Existing IT Assets For Greater ROI – Familiar user experience – Unlocks greater Microsoft SharePoint potential – Encourages greater SharePoint adoption – Leverage existing IT Skillsets
  • 30. Questions +44 (0) 742 9339309 Michael Stelmakh mstelmakh@epmlive.co.uk www.epmlive.co.uk