A Project and Portfolio Management (PPM) system is a common need within most IT organizations. In addition to PPM, IT organizations must also have systems in place for the management of other types of work such as products and services. Now, IT organizations are thinking outside of the box. If you must do more with less, what better way to protect your PPM investment and minimize costs then to leverage the same platform to bring Project Management, Product Development and Service Management to your IT organization?

1. Get the Most Out of Your PPM Solution!
Extend your PPM Application into a Comprehensive IT
Infrastructure for Projects, Products and Services
Christina Williams

2. Topics
SharePoint
– Common Uses
– Expand your SharePoint Deployment
EPM Live for IT Planning and Control
– Projects
– Products
– Services

3. Common Uses of SharePoint

4. SharePoint in the Organization
Free version available and easy to start
Users freely add sites/workspaces
Document storage and collaboration
– Improvement over file shares and local storage
– One version of the news
Team sites for general collaboration
– Lists, announcements, other
Scalable Solution
Capabilities greatly underutilized

5. Expand your SharePoint
Deployment

6. Leverage SharePoint Capabilities
The Business Collaboration Platform for the Enterprise and the Web

7. IT Planning and Control
for Projects, Products and Services

8. 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

9. Work is Everywhere
Select Plan Execute Control Close
To dos Application
Project Tasks
Issues Backlog
Documents
Defects Approvals
User Recurring
Stories Maintenance
Incidents
Changes
Deliverables
Testing Bugs

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

11. EPM Live’s PPM Platform
Enterprise Work
Portfolio Schedule Resource Cost Time Work
Management Management Management Management Management Management Capabilities
Demand Management
Project Portfolio Service
New Product Development
Management Management
Apps
(Work Processes)
Projects Accounts Opportunities Contracts Products Maintenance
To-dos Actions Approvals Changes Bugs Tasks Backlogs
Issues Applications Deliverables Documents Service Requests Defects Work Features
Integration
Other
LOB’s

12. Deployment Options
The Power of Choice
On
SaaS Hosted
Premise

13. One PPM Platform, Multiple Clouds
Integrate with Other Leading Best of
Breed Cloud Platforms
Projects Accounts Opportunities Contracts Products Events
To-dos Actions Approvals Changes Bugs Tasks Backlogs
Issues Applications Deliverables Documents Service Requests Defects

14. SaaS Benefits
Lower initial costs
Pay for what you use
Faster and less-expensive implementations
Lower risk
Reduced operational management
requirements
Lower upgrade costs
Lower switching costs
Higher user adoption due to anytime
access, and only internet access is
required.

15. End to End Project & Work Management
Strategic
Project & Work
Management
Tactical
Project &
Work
Management

16. Enhanced Resource Management Capabilities
Strategic
Project & Work
Management
Tactical
Project &
Work
Management

17. EPM Live - All Work Together
Business Value
Applications
Services
Incidents
Service Portfolio Projects
Incidents, Changes, Problems
Projects
Reporting
Changes
Metrics
Dashboards
Status Reports
Select Application Portfolio
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.

18. EPM Live - Execution Overview
Service Application Project/Portfolio
Management Management Management

19. Demand Management
 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 Requests Projects Applications
Empower Your Business Customer to
Submit Request Through Web Forms

20. IT Governance
Business Value
Applications
Services
Incidents
Service Portfolio Projects
Incidents, Changes, Problems
Projects
Reporting
Changes
Metrics
Dashboards
Status Reports
Work
Type
Application Portfolio
Releases, Backlog, Test Cases
Execution
IT Demand Resource Management
Work Management
Time Management
Project Portfolio
Projects, Tasks, Issues, Risks
Funnel all IT work through a common governance and control
structure.

21. Service Management Overview

22. Key Service Management Features

23. Service Requests
 Maintain all service
requests from a
single location
 Meet unique needs
based type of service
request
 Increase efficiency
through instant
visibility and
assignment
All service requests at your
finger tips

24. Service Level Agreements
 SLA terms logged in
a single system
 Service personnel all
aware of contractual
obligations
 Customers receive
consistent levels of
service
Manage service agreements as
negotiated

25. Account & Contract Management
 Consistent customer
service for internal
and external
customers Account Services Metrics
 Contract details
visible, accessible
and enforceable
 All customer work is
manageable, traceab
le, and consistent Contract Metric
Account & Contract Information
at your Finger Tips

26. ITPC Governance
Business Value
Applications
Services
Incidents
Service Portfolio Projects
Incidents, Changes, Problems
Projects
Reporting
Changes
Metrics
Dashboards
Status Reports
Work
Type
Application Portfolio
Releases, Backlog, Test Cases
Execution
IT Demand Resource Management
Work Management
Time Management
Project Portfolio
Projects, Tasks, Issues, Risks
Funnel all IT work through a common governance and control
structure.

27. Application Management Overview
Others
Application 1 Application 3 Application 5
Application 2 Application 4

28. 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

29. Application Portfolio Management
 Maintain inventory of all
company applications and
assets
 Roadmap lifecycle and
maintenance of all
application investments
 Achieve efficiencies and
eliminate redundancies
 Applications managed as
valued assets
 All application metrics
tracked and maintained
 Application related projects
and maintenance all Manage application assets
managed centrally
throughout their useful lifecycle

30. Agile Management
 Iterative
development and
maintenance of
application assets
 Common tools for
agile, projects and
services
 Integration with
TFS Integration
SDLC tools like TFS
Iterative application and
product development

31. IT Governance
Business Value
Applications
Services
Incidents
Service Portfolio Projects
Incidents, Changes, Problems
Projects
Reporting
Changes
Metrics
Dashboards
Status Reports
Work
Type
Application Portfolio
Releases, Backlog, Test Cases
Execution
IT Demand Resource Management
Work Management
Time Management
Project Portfolio
Projects, Tasks, Issues, Risks
Funnel all IT work through a common governance and control
structure.

32. Project Management Features

33. Project Portfolio Visibility
 All aspects of project
management
tracked
 Project details
automatically rolled-
up to central
portfolio views
 Quickly access
project associated
items to analyze All project management data
portfolio health and metrics from a single
source

34. Project Schedule Management
 Detailed project
schedules and
assignments in a
single system
 Bi-directional
integration with MS
Project
 Online Project
Planner for non-MS Online Project Planner Microsoft Project 2003, 07, 10
Microsoft Project Server 2007, 10
Project users
Detailed schedule management
in SharePoint with EPM Live

35. 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

36. Portfolio Management
 Advanced portfolio
management tools
 What-if modeling
and scenario
comparisons
 Prioritization
 Strategic Alignment
Advanced Portfolio
Management Tools

37. Cost Management

38. Resource Capacity Planning
 Forecast resource
demand for all
portfolio items
 FTE or hours based
planning
 Resource Capacity
Planning for all
Portfolio items
 Demand vs. Capacity
Gain Visibility into All
Resource Demands

39. What-If Modeling

40. EPM Live - All Work Together
Business Value
Applications
Services
Incidents
Service Portfolio Projects
Incidents, Changes, Problems
Projects
Reporting
Changes
Metrics
Dashboards
Status Reports
Select Application Portfolio
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.

41. Pre-built Solution Apps & 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)
 MSF
 Prince2
 CMMI
 Professional Services
 Project Management Office
 Program Management
 Construction
EPM Live provides prebuilt project workspace templates
to help get project teams up and running quickly

42. Resource Management
 Gain Greater Control
of Project Resources
 View Resource
Assignments for All
Work
 Resource Planning for
Projects, Applications
and Service related
activities
 Resource Workload
and Availability Gain Visibility into All
Resource Demands

43. Work Management
Initiate Plan Execute Control Close
Risks
 Updating Task Status Actions
User Stories
on All Work Assigned Issues Documents
To You Defects
Contracts
Tasks
Problems Defects
 Sign Up for Task Bugs Approvals
Deliverables
Status Alert Emails Recurring Changes
Requests Maintenance
 Create New Work
Items From a Single
View
Manage and Track All Work
Assigned To You

44. 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-
billable, regular, overtim
e, and more
 Integrate with LOB
applications: Microsoft
Project & Project
Server, QuickBooks, Micr
Understand what it really takes
osoft Dynamics to do work in your organization
GP, Oracle, Lawson, etc.

45. Collaboration

46. Reporting
 Flexible charting web
parts for visualizing
all data
 SQL Server base
reporting tables for
flexible surfacing of
data
 Central repository
for dashboards as a
natural output
Many ways to report and
surface data

48. Try us out
www.epmlive.com