All the essentials you need for powerful, strategic portfolio management

EPS Essentials

Nearly ten years of hands-on experience in portfolio management is built into EPS Essentials. We understand the key challenges of portfolio management:

• keeping portfolio discussions strategic,
• ensuring the integrity of project valuations,
• and building a coherent, on-target portfolio for management to review and refine.

Every aspect of EPS Essentials has been designed with these challenges in mind. We walk you through the initial configuration of EPS Essentials, ensuring that your organization adopts best-practice portfolio management practices.

Software as a Service

EPS Essentials is a web-based, enterprise application your executives and R&D team access over the Internet. There is nothing for your IT department to install or deploy locally, so you can begin performing project valuations and readying your portfolio reviews in a matter of days.

Comprehensive Project Valuation

EPS Essentials offers comprehensive project valuation methodologies that have been specifically tailored to the challenges of new product development. To establish the right level of valuation at your firm, you can choose from a complete menu of assessment methods:

• product development plans,
• detailed market analyses,
• technical risk assessments,
• potential deal terms
• and qualitative scoring methodologies.

EPS Essentials ensures all aspects of projects are captured and valued appropriately. With a consistent approach to analyzing each business case, your team can compare and contrast projects' value, or review project performance against industry benchmarks. For a deeper understanding of the drivers of project value, users can drill down beyond the key performance metrics and into the details that determine market, financial, and development success. The valuations themselves are performed within EPS Essentials, so executives have a complete understanding project risk and opportunity.

Collaboration & Auditing

In this secure, web-based environment, users from anywhere in the world can communicate quickly, efficiently and safely.

• Assign, review, and edit group-based permissions based on each employee's affiliation, roles, and responsibilities
• Instantly identify projects with missing or erroneous data
• View automated reports on recent project forecast changes and review why those changes were made
• Recall Excel, Word, and PowerPoint documents attached to each project
• Build project and portfolio summary reports with a few mouse-clicks
• Perform variance analyses, comparing project and portfolio value across multiple forecasts and against actual performance

You'll never again be forced to scour spreadsheets, trying to understand why a project's revenue forecast has doubled (or tripled, or...). EPS Essentials manages the deluge of data associated with portfolio management so you can concentrate on building a sound, defensible portfolio strategy.

Powerful Project and Portfolio Reporting

EPS reporting features enable your team to rapidly review and act on key data from each project and portfolio. Executive reports and dashboards provide immediate access to project and portfolio status including financial statements, forecasts of profitability, funding, manufacturing, headcount requirements, and time to market. With fully-integrated scenario, "what-if", and optimization analytics, users can objectively evaluate projects and portfolios. Analysts working on-line can review the latest project details in easy to read tables and charts, and summarize these in new reports.

EPS Essentials is your path to an effective portfolio review process and a more valuable portfolio. We look forward to speaking with you about best-practice portfolio management and the specific challenges of your firm.

• Contact us to arrange a demonstration
• Read about our portfolio management philosophy
• Browse our current clients