TrustRadius
EPM Live is a PPM (project & portfolio management) platform based on Microsoft™ SharePoint. It offers project management and work collaboration to small and large enterprises. The focus is on helping deliver products successfully, optimize resource utilization, and select the right work. EPM Live is part of the Upland family of cloud-based project, portfolio, and work management software products.https://dudodiprj2sv7.cloudfront.net/product-logos/9P/Xw/U17SGCQ7ZA03.PNGNo longer using EPMEPM Live was chosen as a project management solution for our client services department. We needed a better way to track interactions and progress with clients and to promote best practices with those clients in our growing company. We went through several vendors and finally chose EPM as our solution after a trial period.,Highly customizable,Salesforce Integration Customer Service Project Management,1,We had to pay EPM for a solution that was, for our business, unusable We gained much needed experience in working with third party software vendors,TaskRayLook elsewhere, not worth the time or moneyWe brought this product in-house with the plan to use it across the company but it is only used by our Information Technology group at this time. We use it to keep track off almost all projects company-wide. The hope was to use it for capacity planning, cost planning and eventually the tool our Steering Committee would use for their meetings.,If you just want basic information on your projects, a place to keep the information, this system will work for you. It is good for mini projects like Service Request,You have too many steps to make what should be simple changes like closing a project or service request. Additional cost required for necessary reports, changes made to the system like adding a new Status or emailing a status report Can take weeks or months to resolve a ticket when it's turned in, lots of back and forth with their help desk. Told numerous times it the problem is our internet browser, our settings only to discover it was a problem on their end. Not as user friendly as they lead you to believe. We are still unable to provide a useful dashboard for our leadership, we pull information and have to manually make changes to get the information we need.,1,This product has actually caused major frustration for the IT team and we were never able to deploy it past IT.,none,1,1,Vendor implementedEPM Live - Close but No CigarEPM Live is our primary project management information system. We utilize it as a document repository, collaboration tool, and a resource capacity tool.,Interface looks good Cloud based system Intuitive,Speed when navigating EPM Live is poor Customer service response times Updates take 4-24 hours to process,3,It provides a consistent tool for project teams to utilize but poor performance makes adoption difficult.,3,3A Product You Will Be Glad You PurchasedThis product is being used by our organization across the board. The results have been solid. Before EPM LIve, my organization was ineffective at managing our resources effectively. From an annual planning and selection process that frequently failed to recognize resource and skills limitations, to our unrealistic project plans that ignored resource constraints, we effectively failed at resource management. I will admit that. Thanks to EPM LIve, we can now ensure that resource impacts are considered during project selection and can recognize resource management problems early on and take the proper steps to address those problems. We are proactive now instead of reactive!,Its ease of use is its great strength.,This is a solid product. I do not have any suggested changes based on our experience. Cannot understand why there are any negative reviews here. The reviewer(s) must not have given the product a fair chance.,9,We have already seem ROI on our investment.,,9,No,Product Features Product Usability,I do not know if I would make any changes to the process. I researched several competing products before making our product selection. My initial evaluation period for this product went smoothly. With time being valuable--I did not second guess my initial choice. So far we are pleased with the choice.,No,9,No,I recall a late evening call for help--my question, which had me spinning my wheels--was answered quickly and effectively.EPM Live has been a huge help for our business.EPM Live has helped our business in a bunch of ways. We are moving at a much faster pace across departments and saw an immediate improvement in overall communication on all the various projects we are currently working on. Love the Cost and Resource Management features. Our whole team has embraced the social collaboration as well and the best part may be getting Sales, Support and Development to play so nice together and share ideas so quickly and effectively. They have tons of great integrations to offer already and I'm looking forward to them adding more. Highly recommend EPM Live!!!,Fantastic project management features Cost and Resource management features more than paid for the software Social Collaboration tools improve communication between departments,Would love to see more integrations!,10,EPM Live has a lasting effect on the way we do business. We move at a faster pace than ever before and we are hitting our customer demands more squarely and effeciently than ever before. Trying to forget the before!! Improved our employee engagement in all aspects of the business and made us a more closer team. Simply being in regular communication of all outstanding issues, projects, expectations, requests, challenges, etc has helped our business tremendously.,10
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EPM Live
8 Ratings
Score 7.0 out of 101
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EPM Live Reviews

EPM Live
8 Ratings
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Score 7.0 out of 101
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Reviews (1-7 of 7)
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Hilary Mohs profile photo
July 29, 2015

EPM Live Review: "No longer using EPM"

Score 1 out of 10
Vetted Review
Verified User
Review Source
EPM Live was chosen as a project management solution for our client services department. We needed a better way to track interactions and progress with clients and to promote best practices with those clients in our growing company. We went through several vendors and finally chose EPM as our solution after a trial period.
  • Highly customizable
  • Salesforce Integration
  • Customer Service
  • Project Management
I think EPM Live might be the right solution for a much smaller company, who does mainly business to business material sales. As a software company with a ramped subscription model and heavy use of Salesforce, it was not well suited to our business.
Read Hilary Mohs's full review
No photo available
April 08, 2015

EPM Live Review: "Look elsewhere, not worth the time or money"

Score 1 out of 10
Vetted Review
Verified User
Review Source
We brought this product in-house with the plan to use it across the company but it is only used by our Information Technology group at this time. We use it to keep track off almost all projects company-wide. The hope was to use it for capacity planning, cost planning and eventually the tool our Steering Committee would use for their meetings.
  • If you just want basic information on your projects, a place to keep the information, this system will work for you.
  • It is good for mini projects like Service Request
  • You have too many steps to make what should be simple changes like closing a project or service request.
  • Additional cost required for necessary reports, changes made to the system like adding a new Status or emailing a status report
  • Can take weeks or months to resolve a ticket when it's turned in, lots of back and forth with their help desk. Told numerous times it the problem is our internet browser, our settings only to discover it was a problem on their end.
  • Not as user friendly as they lead you to believe. We are still unable to provide a useful dashboard for our leadership, we pull information and have to manually make changes to get the information we need.
If you need a tool for small projects only and you do not require a lot of interaction between them this tool may work for you.
Read this authenticated review
No photo available
March 18, 2015

User Review: "EPM Live - Close but No Cigar"

Score 3 out of 10
Vetted Review
Verified User
Review Source
EPM Live is our primary project management information system. We utilize it as a document repository, collaboration tool, and a resource capacity tool.
  • Interface looks good
  • Cloud based system
  • Intuitive
  • Speed when navigating EPM Live is poor
  • Customer service response times
  • Updates take 4-24 hours to process
It's good for small project management offices.
Read this authenticated review
No photo available
August 14, 2014

EPM Live Review: "A Product You Will Be Glad You Purchased"

Score 9 out of 10
Vetted Review
Verified User
Review Source
This product is being used by our organization across the board. The results have been solid. Before EPM LIve, my organization was ineffective at managing our resources effectively. From an annual planning and selection process that frequently failed to recognize resource and skills limitations, to our unrealistic project plans that ignored resource constraints, we effectively failed at resource management. I will admit that. Thanks to EPM LIve, we can now ensure that resource impacts are considered during project selection and can recognize resource management problems early on and take the proper steps to address those problems. We are proactive now instead of reactive!
  • Its ease of use is its great strength.
  • This is a solid product. I do not have any suggested changes based on our experience. Cannot understand why there are any negative reviews here. The reviewer(s) must not have given the product a fair chance.
We have found it well suited to the range of tasks on which we have used this product.
Read this authenticated review
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August 11, 2014

Review: "EPM Live has been a huge help for our business."

Score 10 out of 10
Vetted Review
Verified User
Review Source
EPM Live has helped our business in a bunch of ways. We are moving at a much faster pace across departments and saw an immediate improvement in overall communication on all the various projects we are currently working on. Love the Cost and Resource Management features. Our whole team has embraced the social collaboration as well and the best part may be getting Sales, Support and Development to play so nice together and share ideas so quickly and effectively. They have tons of great integrations to offer already and I'm looking forward to them adding more. Highly recommend EPM Live!!!
  • Fantastic project management features
  • Cost and Resource management features more than paid for the software
  • Social Collaboration tools improve communication between departments
  • Would love to see more integrations!
EPM Live is well suited for a business that feels they are slightly disconnected between departments. If you think you're sales and support staff need to be better connected with your development and programming (like us), then you can benefit immediately. There are a host of other features to help any business that has a lot of "irons in the fire". They make it a lot easier to pinpoint what areas need more attention and what areas probably should be spending so much money.
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June 19, 2014

EPM Live Review: "Good product but needs improvement"

Score 5 out of 10
Vetted Review
Verified User
Review Source
EPM Live is used as a project management solution for the employees of the consulting firm. The firm requires that any new projects that are started should be recorded through EPM Live. This will give the users easy access to the project information when needed.
  • EPM Live has several modules that users can use for their project management solutions.
  • EPM Live can be customized by the company that is using it.
  • It integrates well with Microsoft products.
  • EPM Live is not easy to customize, there should be an easy way to get to the setting for customization.
  • EPM Live should add a way to create tables in forms that need to be used.
The key question is whether or not EPM Live can provide the type of project management solution that a company needs.
Read this authenticated review
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June 18, 2014

EPM Live Review: "Good quality product with a great future"

Score 6 out of 10
Vetted Review
Verified User
Review Source
It is being used by IT to understand the upcoming workload for each department, and to be able to get a holistic view of the upcoming projects. The reporting piece is also heavily used for reports sent out to executives, and to the company in general. The timesheet functionality is also used, although it is just for the IT resources, and not the whole company
  • Flexible tool that can be configured to users needs
  • Great flow between different parts of the tool, such as timesheet, resources, and projects
  • The new UI is really easy to use
  • Performance is not always consistent. There are periods of time where everything goes wrong with the tool, and there are times when everything just goes perfect. It seems like a cycle that lasts couple months.
  • Support is not that great in terms of solutions provided. Most of the time the support responses are not helpful at all.
  • The vendor is not proactive in planning the releases specific to customer. We had many issues because of inadequate release planning.
The tool is great if you are using all aspects of it. If you are going to use only one part of the tool, Project List for example, the full benefits are not realized. Make sure to not customize the solution too much, and try to align your processes with what the tool can offer as much as you can. The tool become unstable really quick with additional customization.
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Feature Scorecard Summary

Task Management (1)
7
Resource Management (1)
7
Gantt Charts (1)
7
Scheduling (1)
5
Workflow Automation (1)
2
Team Collaboration (1)
5
Document Management (1)
1
Email integration (1)
1
Timesheet Tracking (1)
6
Project & financial reporting (1)
3

About EPM Live

EPM Live is a PPM (project & portfolio management) platform based on Microsoft™ SharePoint, available as a cloud-based or local service. It offers project management and work collaboration to small and large enterprises, and contains a broad range of features, and supports integration with many commonly used programs and applications (e.g Microsoft Access). The focus is on helping deliver products successfully, optimize resource utilization, and select the right work. EPM Live is part of the Upland family of cloud-based project, portfolio, and work management software products.

Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Does not have featurePremium Consulting/Integration Services Available?No
Entry-level set up fee?No

EPM Live Technical Details

Operating Systems: Unspecified
Mobile Application:No