EPK-Suite OverviewMPA Atlanta Chapter

Meredith Youngblood310.200.6497

Meredith.Youngblood@Pcubed.com

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• http://www.epkgroup.com

• Rich Murphy• (561) 310-7279• 6671 W. Indiantown Rd.• Suite 56, PMB 153• Jupiter, FL 33458• Rich Murphy (richmurphy@epkgroup.com)

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