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Enterprise Project & Work Management
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
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
6% - Level 1
51% - Level 2
42% - Level 3
 1% - Level 4
        Gartner
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
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.
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
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?
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
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
Workspaces
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
Multiple Workspaces




 Project                 Services                  Application
Workspace    Product    Workspace   Construction   Workspace
            Workspace                Workspace
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
Enterprise Work Management Capabilities




 Portfolio Management                           Time Management




                        Business Intelligence




  Resource Management                           Cost Management




                        Work Management
Enriched Feature Set
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
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
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
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
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
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
WorkEngine Overview
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
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
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
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
Questions and Answers
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

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WorkEngine Overview

  • 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
  • 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
  • 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
  • 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

Editor's Notes

  • #11: Capability Perspective
  • #15: Throughout our experience with deploying Enterprise Project Management systems, we’ve seen organizations fail time and again attempting to roll out EPM solutions across the enterprise. This is mainly due to the inflexibility and rigid structure most EPM solutions force across the entire enterprise. There is not a “one size fits all” silver bullet approach to managing different types of projects. By leveraging the EPM Live solution, you can have a 100% Microsoft based solution that allows you not only re-use best practices across your organization, but will also support multiple methodologies such as PMBOK, SCRUM/Agile, MSF, etc and project management maturity levels. We are currently working with several customers that are setting their EPM Live platform up as a Shared Service model that benefits the entire enterprise.
  • #23: Add other reports here