Enterprise Project Management Buyer s Guide

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1 Considerations for Tools and Features Enterprise Project Buyer s Guide Heather Champoux, PMP hchampoux@uplandsoftware.com

2 Agenda Introduction to EPM SaaS vs. On Premise SaaS Benefits SaaS Candidates SaaS Financial Considerations On Premise Benefits On Premise Candidates On Premise Financial Considerations What to Expect with EPM Live

3 What is EPM? Enterprise Project (EPM) is a way of thinking, communicating and working, supported by an information system, that organizes enterprise s resources in a direct relationship to the leadership s vision and the mission, strategy, goals and objectives that move the organization forward.! Increase project delivery success! Reduce overspending! Speed up project turn times! Reduce no value projects! Streamline data and increase collaboration

4 SaaS vs. On Premise The Power of Choice SaaS On Premise

5 SaaS Benefits Faster Time to Market Low Entry Cost Scalable Foundation Lower Risks Increased Security Less Resource Requirements Support as a Service

6 Candidates for SaaS Organizations with little to no IT support Organizations with small license requirements Organizations looking for new wave EPM to support immediate EPM requirements Organizations with minimal customization needs Organizations looking for minimal commitment upfront in order to prove out EPM concept Organizations looking for a rapid deployment Organizations with low maturity Organizations with limited budgets

7 SaaS Financial Considerations Subscription Costs Set Up Costs Implementation Services Consulting Services Technical Services

8 On Premise Benefits Total Control Secure Data Long Term ROI Investment Protection Integration Flexibility

9 Candidates for On Premise Organizations that have already made substantial investments into HW, SW or Infrastructure Organizations with a large user base Organizations that have invested in IT support and expertise Organizations with security limitations Organizations that want full control Organizations requiring many customizations Organizations with flexible budgets

10 On Premise Financial Considerations License Costs Annual Maintenance Annual License Growth Server Cost Database Cost Other Infrastructure Costs Support Costs Set Up Costs Training On Site Expertise Consulting Services

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

12 A Family of Enterprise Cloud Applications Upland s award-winning products meet different work management challenges, but all enable alignment, productivity, and governance. IT Business & Financial Project & Collaboration Web Content Workflow & Document Program & Portfolio Professional Services Automation Time & Expense Tracking

13 EPM Work Platform Portfolio Schedule Resource Financial Time Business Intelligence Enterprise Work Capabilities Project Portfolio New Product Development Professional Services Automation IT Planning & Control 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

14 For the People Stakeholders Executives Managers Team Customers Simple Task Project Portfolio IT Service Business Process Product Lifecycle Professional Services Automation EPM Live s Work Platform A comprehensive EPM tool investment is likely to provide an ROI of more than 250%

15 With Flexibility In Mind Visit the EPM Live App Market Introducing the First EPM App Marketplace on the Market with Fully Integrated Work Solutions to Meet Every Business Need Service Program Product IT

16 We are Your Partner in Success EPM Live Support Community Knowledge Base User Forum Search 24x7 /Phone Support Submit Help Desk Ticket User Documentation Videos FAQ/Support Top Picks Latest News Other EPM Live Communities Linked In Facebook Google +

17 The Choice is Yours! SaaS Hosted On Premise

18 EPM Features Portfolio Project Cost Resource Work Social Collaboration Timesheets Reporting and BI Workflow and Governance Integration App Marketplace

19 What to Expect with EPM Live EPM and PPM Experts Quickstart Implementation Customer Success Program Premier Customer Success Program Consulting Services

20 Thank You! For more information visit epmlive.com Future webinars Trial White Papers Video Overview PDU # For questions or comments: Heather Champoux, PMP

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