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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 Small Businesses (1-50 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

(1-4 of 4)
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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.
Project Management (11)
37.27272727272727%
3.7
Task Management
70%
7.0
Resource Management
70%
7.0
Gantt Charts
70%
7.0
Scheduling
50%
5.0
Workflow Automation
20%
2.0
Team Collaboration
50%
5.0
Document Management
10%
1.0
Email integration
10%
1.0
Mobile Access
N/A
N/A
Timesheet Tracking
60%
6.0
Budget and Expense Management
N/A
N/A
Professional Services Automation (4)
7.5%
0.8
Quotes/estimates
N/A
N/A
Invoicing
N/A
N/A
Project & financial reporting
30%
3.0
Integration with accounting software
N/A
N/A
  • 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
The experience with TaskRay was like night and day. The TaskRay representative has always been responsive and helpful. EPM's promise to integrate with Salesforce was limited at best.TaskRay exists within Salesforce, so the install and customization took less than a day. Ultimately we are still evaluating solutions and working with EPM made it easy to see what we were not looking for in a partner.
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.
  • We have already seem ROI on our investment.
Although we looked at competing products, this is the only product we have implemented.
Our staff have found it easy to implement and use. Virtually any company can improve the way it manages its resources, and those improvements can deliver real competitive advantages. If you are finding your current software wanting, look at EPM LIve. We are happy we did.
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
Fortunately, we have not had any big glitches to date.
When we have needed help (infrequently), the help has been prompt and understandable.
No
I recall a late evening call for help--my question, which had me spinning my wheels--was answered quickly and effectively.
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.
  • 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.
We will be using EPM Live for good!
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.
  • Using EPM Live has saved time across the board. It is assumed that using EPM Live saved $24000 per year.
  • It has made it easy to track any new projects and project timelines.
EPM Live is being used because it is comparatively easy to customize compared to other project management solutions and because it is based on SharePoint.
EPM Live will be used in the future since all new projects are being managed by it.
No
We get support when needed.
Yes
It took time to fix the bug
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