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August 23, 2005

EPK-Suite Overview MPA Atlanta Chapter Meredith Youngblood 310.200.6497 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

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August 23, 2005

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  1. EPK-Suite OverviewMPA Atlanta ChapterMeredith Youngblood310.200.6497Meredith.Youngblood@Pcubed.com August 23, 2005

  2. 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

  3. 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.

  4. 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

  5. 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

  6. 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 Projects are called Portfolio Items in EPK Similarly, tasks are called Work Items. Source: EPK-Group, March 2005

  7. 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. From a licensing perspective, the suite is broken down in two modules: EPK-Suite and EPK-Time Source: EPK-Group, March 2005

  8. 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), $

  9. Roadmap – Summary View

  10. Roadmap – Alignment… View

  11. Roadmap – Financial Benefit View

  12. Explorer

  13. Analyzer

  14. PI Details

  15. Edit Costs

  16. Resource Plan

  17. Project Versions

  18. Questions and Answers

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