Epicflow Implementation Journey

Essential Steps

Getting to know
each other

Diving into details

Free trial

Pilot study

Signing an Agreement

Getting to know each other

Presentation of Epicflow and multi-project environment’s specifics

The purpose of our first meeting is to get acquainted with your company, understand your challenges and goals, explain our approach to managing multiple projects with a shared resource pool, and present Epicflow’s essential functionality.

Book a demo

You can book a free demonstration of Epicflow by filling out the form on our website.
Epicflow representatives will contact you to suggest the time slots for an online meeting.
During a video call with Epicflow experts, we’ll outline a general situation with your projects and resources, your company’s goals, etc.
Our experts will provide essential information about our approach to multi-project resource management and present our product’s features which can help you resolve your challenges and reach your business goals.

Diving into details

Custom demo based on your enterprise data

As the first demo provides a high-level view of the product and we have a very general understanding of your business goals and challenges, the purpose of the second demo is to show Epicflow’s capabilities on your project data.

At this meeting, we analyze your company’s environment, show ways Epicflow can improve the state of things with your projects, discuss the challenges and the results, and make conclusions.
You can provide us with your project data or use cases if you don’t want to share mock projects.
We prepare this demo within 2 days after receiving your data.

Free trial

Testing Epicflow feature set with unlimited user access

You get a no-charge unlimited user license for up to 30 days including a free 30-minute support call once a week. During this meeting, you can get answers to your questions and discuss any ideas, suggestions, and troubles with Epicflow experts.
You can share your questions or concerns via email or a spreadsheet.
At this stage of our collaboration, we should discuss and establish your goals and supporting objectives as well as identify or confirm (if discussed earlier) the Functionality Requirements necessary to achieve the Goals.

Pilot study

Implementing Epicflow into your organization

Based on your understanding of Epicflow, our discussions, and recommendations, we configure the system according to your needs and preferences and provide you with the required number of licenses.

Unlimited user license for up to 90 days
“Serious Game” executive workshop (1-2 days)
Level 1 Training (3 days)
Consulting sessions to define task dependencies & effort, resource pool, project templates, and data requirements/mapping.

Formal licensing and continued process improvement support

Users & Resources: Flexible Licensing Model
Training & Consulting
Basic & Advanced Epicflow Training
Business Process & Change Management Consulting (as needed)
Integration Support (if needed); standard connectors, API

Additionally, you can order consulting services “How to use Epicflow to its fullest” with a proactive approach aimed to provide recommendations on effective project management with Epicflow to make the most value.