1. Integrated Portfolio Management For
IT
Using EPM Live’s ITEngine Application
Empowering PPM Work Management Success
Jim Patterson
Webinar Series jpatterson@epmlive.com

2. EPM Live is the Global Leading PPM Work
Management Platform that Revolutionizes the Way
Organizations Manage Projects and Work
 Experienced: PPM/Consulting Since 1999
 Fast: Pre-built Solution Apps
 Low Risk: Online SaaS and On-Premise
 Proven: Over 5,000 Successful Customers
Products | Deployment Services | Professional Services | Online Services
Confidential

3. Recognition for Innovation
Complete, Leader in
Market
Leading Customer
Leader
Technolog Success
y
PPM Magic Quadrant Fastest Growing EMA Next Generation EPM Partner of the Year
2010, 11 & 12 Business Visionary Award 2012 2005, 06, 08 & 09
2008, 09, 10, 11 & 12
Rated Top App North America Winner Top User Rated Product Bronze Award
2012 2010 & 2011 2010, 2011 & 2012 2011 & 2012
Best Project Management “Simple, yet Comprehensive “EPM Live Transforms Top 15 Web Apps
Software, 2012 Project Management Tool” PPM Work Management” 2012
Confidential

4. EPM Live Serves Companies of Every Size
Over 5,000 Successful Customers
ENTERPRISE
MID-MARKET
SMALL BUSINESS
“EPM Live's count of new customers for each of the past three years is
staggering and impressive” Daniel Stang,
Confidential

5. The Power to Choose
Apps Environment Services Training Support
 Simple Todo  SaaS (The  Do-it-  Online  Standard
Management Cloud) Yourself Training Success
Support Videos Package
 Project  Hosted
Portfolio  Build-to-  Instructor  Premier
Management  On-Premise Order Quick Lead Success
Start Packages
 Service  Train-the
Management  Select Trainer
Deployment
 Application Services  EPM Live
Management University
 Custom
 New Product Deployment
Development
Confidential

6. IT Planning & Control Management

7. The Business Needs
Align work with strategic
Rationalize investment objectives
0
Manage work and Gain visibility and
resources effectively control over IT work
Confidential

8. IT in Organizations is Changing
Today’s IT Organizations Tomorrow’s IT Organizations
 Focused on Customer
 Focused on Technology
Outcomes
 Firefighting Mode  Demand-Driven
 IT Organizational  Enterprise Services and
“Stovepipes” Process
 Unknown Costs  Financial Transparency
 Technical Metrics  Business Value
Confidential
8

9. IT Challenges
– Distributed teams and localized processes
• Coordination and integration of key processes are
limited across application development, project
and portfolio management, and IT operations
management
– Disconnected and Overly Complex Systems:
• Automation of process and tool utilization are
inconsistent throughout IT.
– Service and application service metrics and
service-level agreements (SLAs) are ad hoc
and uncoordinated
Confidential

10. Disconnected Systems & Processes
Service Project Application
Management Management Management
• Incidents • Tasks • User Stories
• Problems • Issues • Defects
• Changes • Changes • Tasks
• Actions • Testing
• Maintenance
• Work is managed by parallel processes
• Multiple entry points of work that is associated
• Departmental silos enforcing their own processes,
priority and deployment
Confidential

11. ITPC Maturity
Valued Business
Optimization
IT moves from being a cost Partner
center to becoming a
valued business partner
through IT maturity
Cost Center
Sub-optimization
Reactive
Documented, Not Followed
Followed Proactive Optimizing
Confidential

12. Disconnected People & Processes
Stakeholders Executives Managers Team Customers
Simple Task Project IT Service Business Application Asset
Management Portfolio Management Process Lifecycle Management
Management Management Management
“A comprehensive PPM tool investment is likely to
provide an ROI of more than 250%"
Confidential

13. IT Work Management Platform
Schedule
Enterprise Work
Capabilities
Portfolio Managemen Resource Financial Time Business
Management t Management Management Management Intelligence
Project Portfolio IT Service Application Lifecycle Asset
Management Management Management Management
Site Apps
(Work Processes)
Build Your Own
Projects Accounts Opportunities Contracts Incidents Maintenance
To-dos Actions Approvals Changes Bugs Tasks Backlogs
Issues Applications Deliverables Documents Service Requests Defects Work Features
Integration
Other
LOB’s
Confidential

14. All IT Work Together
Business Value
Applications
Services
Projects
Incidents Service Portfolio
Projects Incidents, Changes, Problems
Reporting
Changes
Metrics
Dashboards
Select Application Portfolio Status Reports
Work Releases, Backlog, Test Cases
Execution
Demand Resource
Management
Work Management
Time Management
Project Portfolio
Projects, Tasks, Issues, Risks
Funnel All Work Through a Common Governance and
Control Structure.
Confidential

15. Built In SharePoint
Browsers
Demand Portfolio Financial Resource Schedule
Managemen Managemen Managemen Managemen Managemen
t t t t t
Work Time Social
Managemen Governance App
Managemen Collaboratio
t & Workflow Marketplace
t n
Content
Contextual Sites & Business
Managemen Compliance
Search Portals Connectivity
t
Enterprise Communitie Business
Security Web parts Composites
s Intelligence
SQL Reporting Services, Analysis
Services, Integration Services
Confidential

16. Built in SharePoint
 Use what your team already knows (Reduce
Adoption Risk)
 Leverage existing IT resource skill sets to
administer and maintain
 Less dependency on the software vendor
compared to proprietary solutions/platforms
 Leverage powerful core capabilities of a robust
collaborative platform
(ECM, Search, Workflows, etc.)
 Leverage what you already own (Save Money)
Confidential

17. EPM Live In The Cloud (SaaS)
The Cloud Delivers Fast Time to Value
Software Cloud Computing
Automated Upgrades
Large Operating
Expenses
Cloud Computing
Value
Value
Value
Time
No Capital
Expenses
Upgrade Expense
Large Capital Expense &
High Risk
53% of software projects cost Average 51% ROI
189% of original estimate1 within 12 Months2
1 Standish Group, Chaos Report 2006
2 Third-Party CustomerSat Research
Confidential

18. The Cloud Delivers Lower TCO
On Premises = Cloud Computing:
Hidden Costs 46% Lower TCO1
Licenses
No Upfront License Fees
Hardware
No Hardware Infrastructure
Consultants
Lower Implementation Costs
Infrastructure
Maintenance Free Upgrades
Dedicated Staff No Ongoing Maintenance Fees
Upgrades Predictable
1Source: Yankee Group: Hosted vs. Premise based Sales Solutions: TCO and Trade Offs
Confidential

19. EPM Live’s ITEngine
Capabilities and Features

20. Key Application Management Features
Application Portfolio Management Agile Schedule Management
Resource Management Cost Management
Task & Work Management Time Management
Test Case Management Defect Management
Change Management Document Management
Reporting & Business Intelligence TFS Integration
Confidential

21. Key IT Service Management Features
Confidential

22. Project Portfolio Management Features
Confidential

23. Demand Management
Empower Your Business Customer to
Submit Request Through Web Forms
All Work Requests are
captured from
common Self Service
Portal
Enhance business user
experience with full
visibility of entire
request process
Route Requests to
appropriate team
based on type of work
Incidents Projects Applications
Confidential

24. Service Management
Effectively Manage Service
 Maintain all Requests To Provide A Superior
service requests
from a single Customer Experience
location
 Meet unique
needs based type
of service request
 Increase efficiency
through instant
visibility and
assignment
Confidential

25. Service Level-Agreements
Manage Service Agreements
SLA terms logged
in a single system
As Negotiated
Service personnel
all aware of
contractual
obligations
Customers receive
consistent levels of
service
Confidential

26. Application Portfolio Management
Manage Application Assets
Throughout Their Useful Lifecycle
Maintain inventory of
all company
applications and assets
Roadmap lifecycle and
maintenance of all
application
investments
Achieve efficiencies
and eliminate
redundancies
Confidential

27. Project Portfolio Management
Align Projects with Strategic Objectives
 Align resources and
investments with
strategic objectives
 Review
comprehensive, real-
time portfolio
information to ensure
effective decision
making
 Determine optimal
portfolio under budget
and business
constraints
Confidential

28. Governance & Workflow
No Action
Request For 2 Days Send to
Approve
 Define multiple Approval Approve Portfolio
Manager
workflows to
Yes
standardize, comm
Send to
unicate, and Manager
enforce the
governance
framework across
the organization
 Define workflows
for consistent
governance
controls
Confidential

29. Financial Management
Determine Optimal Budget Under
Business Constraints
 Understand budgets
and actual spending
 Compare current
Investments against
forecasted & actual
performance
 More accurately
monitor of finances
 Integrate with other
Financial Systems
Confidential

30. Resource Management
Get People Working On The Right Work
 Analyze and assign At The Right Time
resources to work
based on
skill, availability, and
location
 More accurately
forecast staffing
needs
 Understand current
and long-term skill
gaps
 View strategic
resource utilization
Confidential

31. Schedule Management
 Manage work
Gain Visibility and Control
from simple work Across All Work
items to large
programs
 Deliver work on
time and on
budget
 Build Work Plans
Using Web-based
Planner
 Manage Backlogs
Using Agile
Planner
Confidential

32. Agile Management
Iterative Application and
Product Development
 Iterative
development and
maintenance of
application assets
 Common tools
for agile, projects
and services
 Integration with
other SDLC tools
TFS Integration
Confidential

33. Work Management
 Increase the
effective working
Manage and Track All Your Work
time Demands In Your Organization
 Increase team
members’ Initiate Plan Execute Control Close
ownership and Tasks
Actions Risks
accountability of ECM
this process Issues Documents
Punch Lists
Contracts
 Increase control
over the execution Meetings Defects
of work Deliverables
Bugs Approvals
Changes
Invoices
 Managers have Procurements
more visibility into
work priorities
Confidential

34. What-If Modeling
Confidential

35. Time Management
 Report time-phased
actual work on any
Understand Where People Are
SharePoint Work Really Spending Their Time
item
 Save, Submit, Select
Period, Add, Remove
Timesheet Items
 Capture special time
categories such
as billable, non-
billable, regular, over
time, and more
Confidential

36. Social Collaboration
Keeping Everyone Informed & Up-to-Date
Confidential

37. Reporting
 Gauge overall Make The Right Decisions On
progress of the
various work
Data You Can Trust
investments
throughout their
lifecycle
 Identify trends over
time to understand
and improve your
business
 Review
comprehensive, real-
time information to
ensure effective
decision making
Confidential

38. The PPM Work Management Stack
Solution
Apps
Workflows, Modeling, Analysis and Reporting
Features
Schedules, Costs and Resources
Applications Services Products Tasks
Work
Entities Projects Programs Portfolios Operations
Platform
Integration
Excel Outlook Project Financial/HR
Confidential

39. App Marketplace
Introducing the First PPM App Marketplace on the
Market with Fully Integrated Work Solutions to Meet
Every Business Need
Service Management Program Management Product Management IT Management
Confidential

40. Demo
demo
Confidential

41. Communities
All Work, Communities allow
All Process, users to focus only on
their data and their
One Platform processes
Project IT Application
Management Planning & Lifecycle
New Product Construction
Office Control Management
Development & Engineering
Confidential

42. Business Value Proposition
No need for separate, expensive
applications
Generate increased value from the
investment in SharePoint
Increased efficiency by workers getting all
work in a single solution
Opportunity to retire multiple solutions
that can be handled in one
Confidential

43. Why EPM Live?
Confidential

44. Next Steps
Get Started Today
Visit epmlive.com today
Contact us at info@epmlive.com
Toll free: 1-855-EPM-Live
Confidential

45. Thank you
Enterprise Project Portfolio & Work Management for Everyone