EPK-Suite Overview MPA Atlanta Chapter Meredith Youngblood August 23, 2005

EPK-Group Founders average 25+ years in project management Four out of five staff members are former Microsoft employees Developed many project management systems since 1976 –Artemis, Innate, Premis, Cue, Prestige –Focused exclusively on Microsoft Project since 1998 Enterprise Project (acquired by Microsoft in 2000) Group Managers and Developers on Project team EPK-Suite since December 2002 Current Microsoft relationship –Project 2003 Sample Database –Six Chapters of Project 2003 Online Books –Vision Workshop Development –Competitive Analysis –Project Advisory Council (PAC) Member Source: EPK-Group, January 2005

EPK-Group EPK Group Rich Murphy (561) W. Indiantown Rd. Suite 56, PMB 153 Jupiter, FL Rich Murphy EPK stands for Enterprise Portfolio Knowledge.

Overview of EPK Group Product Line Full System built on MS Project Server Platform Seamlessly integrated with Project Server/Project Web Access –Users have a single User Interface – single DB for all functions EPK Modules obey all PWA security settings EPK objects controlled by normal PWA Administrative functions

EPK-Suite High-level design goals –All work –Top-down planning –Workflow –Level of Maturity –Accounting –Configurable and Customizable Application built on Microsoft Office Project Server –Access EPK-Suite through Microsoft Office Project Web Access –EPK Modules obey Microsoft Office Project Security Source: EPK-Group, January 2005

EPK-Suite EPK-Portfolio –Project roll-up/drill-down, top-down planning, budgeting, reporting, analysis EPK-Resources –Resource planning and management at project “work” level EPK-Time –Timesheet functionality for task status and billing/chargeback/accounting EPK-Collaborate –WSS integration to view risks, issues, documents across project web sites Source: EPK-Group, March 2005 Projects are called Portfolio Items in EPK Similarly, tasks are called Work Items.

Licensing Number of User –Licensing is based on the number of PWA CALs: Active resources in the resource pool, plus managers who use the system, but may not be in the pool. EPK-Suite –The license fee for the full suite is $125 times the number of users. EPK-Time –The license fee for EPK-Time is $60 times the number of users. Source: EPK-Group, March 2005 From a licensing perspective, the suite is broken down in two modules: EPK-Suite and EPK-Time

EPK Portfolio Rollup of Milestones and Graphical Indicators Drill down into Multiple projects via http User defined views with advanced sorting, filtering, grouping, color patterns Printing with a view Handles all efforts: –Projects –Support/Operations –Initiatives, proposals, investment opportunities Stage Gate based workflow Create projects from PWA Top down budgeting: –Fiscal periods –User defined cost categories –Man-hours, Headcount (FTE), $

Roadmap – Summary View

Roadmap – Alignment… View

Roadmap – Financial Benefit View

Explorer

Analyzer

PI Details

Edit Costs

Resource Plan

Project Versions

Questions and Answers