Overview of EPK-Suite © EPK Group LLC. All rights reserved.

EPK Group LLC Overview  Founders average 25+ years in PM  Developed many PM systems since 1976:  Artemis Views, Innate, Premis, Cue, Prestige  Focused exclusively on MSP since 1998  Enterprise Project (acquired by Microsoft in 2000)  PGMs and Devs on Project team  EPK-Suite since December 2002  Current Microsoft relationship  Project 2003 sample database  6 chapters of Project 2003 Books Online  TAPS program  Vision Workshop development  Competitive analysis  PAC member

Project Server is an extensible “platform” “If all we did was get the current business that our competitors have in some of these high-end spaces, we would be very disappointed… …we won’t think that the Project team has succeeded unless 80 percent of the people involved in IT projects are sitting in front of tools like this one.” Bill Gates March 13, 2002 Project Leadership Conference

Design Goals  Handle ALL work  Handle range of PM maturity levels included mixed  Value for each user role in business process  On Project Server 2003 platform in PWA  Not dependent upon assignments – performance gains  Customizable and extensible

Account for ALL work Reports from Standish, Forrester, et al on IS/IT work breakdown are consistently in this range

Implementation Roadmap Initial payback in 90 days as well as foundation for EPM

Value for Each Role  C-level, Senior Management  Align effort with business objectives  Capacity management  Business process thro stage gates  Top down planning  Resource and project managers  Resource planning  Parallel TS approval  Budgeting  Team members  Plan non-working time  Actuals and progress on one page  Collaboration  Accounting  Locked down actuals by account code  Aggregate and extract for interface

Integrated into Project Server Full system built on MS Project Server platform  Seamlessly integrated with Project Server/Project Web Access  Users have a single User Interface and single DB for all functions  EPK modules obey all PWA security  EPK objects controlled by normal PWA Administrative functions  Performance/scalability improvements

Project Managers Architecture Documents, Issues, RisksProjects, Tasks, Resources Portfolio Items, budgets, resource plans, stage-gates, workflow rules in EPK All Other Users Line of Business Systems with EPK extensions

EPK-Suite™  Portfolio - through your business process from wish list item to close out, align efforts with corp objectives, top-down planning and budgeting, benefits management, reporting  Resources - resource planning and management at item/project level, capacity management  Timesheets - full functionality timesheet for task status and billing/chargeback/project accounting  Collaborate - WSS integration across items and projects for views that can be filtered and grouped on PI/project attributes

Some Users  AIMCO  Barclay Capital  Carnival Cruise Lines  Cox Communications  Fidelity  Harcourt  Kosan  Mazda USA  Mercy Medical Center  Sunbeam  Yellow Roadway

Portfolio  Handles ALL effort  Projects  Support/Operations  Initiatives, proposals, investment opportunities  “Stage-gate” based workflow  Custom metadata such as alignment with corporate objectives  Roll-up of milestones and graphical indicators  “Drill-down” into multiple projects via http  User definable views with advanced sorting, grouping, filtering, color patterns, symbology  Create projects w/o Windows client  Top-down budgeting by hours, headcount (FTEs), cost

Timesheets  Timesheet covers all effort, not just “projects”  Can report task status and actual hours independently  Allows charge of hours at project/phase level rather than only detail tasks  Charge time w/o task assignments = improved perf  Fiscal period reporting/interfacing of actual hours/costs  True dual approval: RM+PM for hours, PM for task status  Vacation/non-working time planner  Interface with external systems (accounting, chargeback, billing)  Both “lock-down” of individual/department timesheets and administrative “close out”  Delegation of approvals

Resources  All work including non-working time, admin, operational and support projects  “Contract” between RM and PM at PI level  Spreadsheet metaphor for resource planning  Planning of future non-working decrements availability  Can compare with rolled up MS Project assignments  Assists the “negotiation” process of staffing work

Pricing  Full Suite - $125/ resource and user  Timesheet only Suite - $60/resource and user  Includes all support and new versions for 1 year  Then support and new versions at 20% annually  Licenses based on total number of active resources and users  Discount schedule  500 users 10%  1000 users20%  2000 users30%  4000 users40%

Demo v3.2 released April 1