EPM Live
Project and portfolio management software
Project, portfolio & program management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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- Public sector and nonprofit organizations
- Manufacturing
- Healthcare and life sciences
What is EPM Live
EPM Live is a project and portfolio management (PPM) platform built on Microsoft SharePoint and the Microsoft 365 ecosystem. It supports portfolio planning, project execution, resource and financial management, and reporting for PMOs and project-driven teams. The product is typically used by organizations that want PPM capabilities aligned to Microsoft tools and governance, with configurable workflows and dashboards.
Deep Microsoft ecosystem alignment
EPM Live is designed to run on SharePoint and commonly integrates with Microsoft 365 services used for collaboration and document management. This can reduce duplication of user identities, permissions, and content repositories when an organization standardizes on Microsoft. Teams can leverage familiar Microsoft concepts (sites, lists, permissions) to structure project workspaces and governance.
Strong PMO governance features
The platform supports portfolio-level intake, prioritization, stage-gate style processes, and standardized project templates. It provides role-based views and reporting intended for PMO oversight across multiple projects and programs. These capabilities fit organizations that need consistent methods, auditability, and cross-project visibility rather than lightweight task tracking.
Configurable workflows and reporting
EPM Live includes configurable forms, workflows, and dashboards to adapt to different project types and organizational processes. It supports reporting across portfolios, resources, and financials, which helps consolidate status and performance metrics. Configuration options can help teams avoid adopting a rigid, one-size-fits-all project model.
SharePoint dependency and complexity
Because the product is built on SharePoint, administration and solution design often require SharePoint and Microsoft platform expertise. Organizations without that skill set may face longer implementation cycles and higher reliance on consultants. SharePoint architecture decisions (sites, permissions, information structure) can materially affect usability and maintainability.
Heavier than simple work management
Teams looking primarily for lightweight task management and rapid, self-serve setup may find the platform more complex than needed. The PMO-oriented structure (governance, templates, portfolio controls) can introduce overhead for small teams or less formal project environments. Adoption may require more training and change management than simpler tools.
Customization can increase upkeep
Extensive configuration of workflows, fields, and reports can create ongoing maintenance requirements as processes change. Upgrades, environment changes, or Microsoft platform updates may require validation of custom components and integrations. Without clear configuration standards, organizations can accumulate inconsistent project structures across departments.
Seller details
EPM Live (ClearPoint Strategy Group)
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https://www.epmlive.com/
https://x.com/epmlive
https://www.linkedin.com/company/epm-live/
