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EPM Live

EPM Live

Overview

What is EPM Live?

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…

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Recent Reviews

TrustRadius Insights

EPM Live has been chosen by a client services department as their project management solution to effectively track interactions and …
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No longer using EPM

1 out of 10
July 29, 2015
EPM Live was chosen as a project management solution for our client services department. We needed a better way to track interactions and …
Continue reading
Read all reviews
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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $21 per month
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Product Demos

EPM Live demo curto

YouTube

EPMLive Product Demo, 9 09

YouTube

Why EPM Live? EPM Live Overview and Demo

YouTube
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Product Details

What is 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.

EPM Live Video

EPM Live Project, Portfolio and Work Management Platform

EPM Live Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

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.

EPM Live starts at $21.

The most common users of EPM Live are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(9)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

EPM Live has been chosen by a client services department as their project management solution to effectively track interactions and progress with clients, while also promoting best practices within the organization. The product has helped this department become more effective at managing resources by considering resource impacts during project selection and addressing resource management problems early on. Another user of EPM Live is an IT consulting firm that relies on the product to record new projects and provide easy access to project information when needed. For this firm, EPM Live serves as a valuable tool for efficient project tracking and management. Additionally, the Information Technology group uses EPM Live to track projects company-wide, with future plans to utilize it for capacity planning, cost planning, and as a tool for Steering Committee meetings. Overall, EPM Live serves as a primary project management information system for diverse organizations, functioning as a document repository, collaboration tool, and resource capacity tool. It provides users with a holistic view of upcoming projects and allows them to understand the workload for each department. The reporting feature of EPM Live is heavily utilized for reports sent to executives and the entire company. Users appreciate features such as Cost and Resource Management, as well as the social collaboration aspect of the product. Moreover, EPM Live has received praise for its integrations and there is anticipation for future additions that will further enhance its capabilities in meeting various project management needs.

Highly Customizable: Many users have found EPM Live to be highly customizable, allowing them to tailor the system to their specific project management needs. This flexibility has been praised by multiple reviewers.

Convenient Integration with Microsoft Products: Several reviewers have appreciated that EPM Live integrates well with Microsoft products, making it convenient for users who already use these tools. This seamless integration enhances workflow efficiency and streamlines processes.

Cloud-Based Access: The fact that EPM Live is a cloud-based system has been widely praised by users as it provides easy access to project information from anywhere. This accessibility promotes collaboration and enables real-time updates across distributed teams.

Difficult Customization: Several users have found EPM Live difficult to customize, with some suggesting the need for an easier way to access customization settings. They feel that the current customization process is complex and requires a steep learning curve.

Lack of Table Creation in Forms: Users have mentioned the lack of a feature to create tables in forms, which they feel is necessary for their needs. They believe that having this functionality would enhance data organization and presentation within forms.

Complex and Time-consuming Changes: Multiple users have expressed frustration with the number of steps required to make simple changes in EPM Live, such as closing a project or service request. They find these processes unnecessarily complex and time-consuming, causing delays in task completion and impacting overall efficiency.

Attribute Ratings

Reviews

(1-7 of 7)
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July 29, 2015

No longer using EPM

Score 1 out of 10
Vetted Review
Verified User
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.
Score 1 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 3 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
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.
Score 10 out of 10
Vetted Review
Verified User
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.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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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