EPMA
EPMA is a Houston-based enterprise project management advisory firm providing Microsoft PPM consulting, staffing, and proprietary software — including the PPMX Project Online replacement — to mid-market and Fortune 1000 companies across energy, EPC, life sciences, retail, and manufacturing verticals.
- Company typePrivate
- Founded2010
- HeadquartersHouston, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What EPMA does
EPMA is a Houston, Texas-based enterprise project management advisory firm founded in 2010 by Michael Samadi that delivers transformation advisory, project services, and workforce solutions to mid-market through Fortune 1000 organizations. The company's core offering combines consulting, PMO delivery, PPM optimization, project management training, and contract/direct-hire staffing, with deep specialization in the Microsoft PPM stack — Microsoft Project Online, Project Server, Planner, Power Platform, SharePoint, and Dynamics 365 Project Operations. EPMA also distributes and implements two partner platforms, OnePlan (AI-enabled strategic portfolio management powered by Sofia GPT) and edison365 (Microsoft-powered end-to-end business transformation), and is developing proprietary software including PPMX, a Project Online replacement timed to Microsoft's September 30, 2026 retirement of Project Online, plus a Bulk Update Tool utility and an AI services sub-brand called EPMAi.
The firm operates a consultative, sales-led enterprise go-to-market targeting named logos such as Halliburton, Schlumberger, Sysco, Saks Fifth Avenue, Biamp, and Calvary Robotics across energy, EPC, life sciences, retail, manufacturing, and financial verticals. Revenue is generated through professional services engagements (transformation advisory, staffing, project services) and managed services for Microsoft technology implementations, all priced on a custom, quote-based, multi-year engagement model with no public pricing tiers. EPMA holds Microsoft Solutions Partner status, has appeared on the Inc. 5000 four times (2015, 2023, 2024, 2025 — including No. 1038 in 2025 with 414% three-year revenue growth), and has expanded to offices in New York, San Francisco, London, Dubai, Singapore, and Sydney while remaining privately held and founder-led.
EPMA firmographics
Firmographics- Name
- EPMA
- Legal name
- EPMA
- Website
- https://epmainc.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- EPMA is a Houston-based enterprise project management advisory firm providing Microsoft PPM consulting, staffing, and proprietary software — including the PPMX Project Online replacement — to mid-market and Fortune 1000 companies across energy, EPC, life sciences, retail, and manufacturing verticals.
- Ownership category
- akta.pro rank
EPMA industry classification
Industry- Product category
- Enterprise Project Management Consulting
- NAICS
- Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Enterprise Performance Management (EPM) & FP&A Platforms (HDAEAEAK)
Keywords
Where EPMA is headquartered
LocationHeadquarters
- HQ city
- Houston
- HQ country
- United States
- HQ region
- North America
Offices7 records
Markets served
EPMA business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Transformation Advisory & Consulting: Organization optimization and transformation consulting services including business process improvement, strategic planning, and change management. Revenue generated through professional services engagements with enterprise clients.
- Staffing Solutions: Talent acquisition, Microsoft partner staffing, and workforce solutions providing project management professionals on contract, contract-to-hire, and direct hire basis.
- Project Services: PMO & project delivery services, PPM optimization, and project management training.
- Technology Implementation: Implementation and support services for Microsoft PPM technologies and EPMA's proprietary PPMX software.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom enterprise engagement pricing |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
EPMA product offering
Product offeringCore offering
EPMA delivers enterprise project management consulting, PMO and project delivery services, Microsoft PPM implementation, and workforce/staffing solutions to mid-market and Fortune 1000 organizations. It pairs proprietary software (PPMX as a Microsoft Project Online replacement and the Bulk Update Tool) with partner platforms (edison365 and OnePlan) and transformation advisory services under its 'Just Enough Management' (JEM) philosophy to help clients improve visibility, resource allocation, and on-time/on-budget delivery.
Product overview
EPMA (Enterprise Project Management Advisory) is a transformation advisory, project management services, and workforce solutions company. Their product portfolio centers on their proprietary PPM software solutions complemented by Microsoft-centric consulting services. The core products include PPMX (EPMA's own Project Online replacement built after 17 years of Microsoft PPM implementation), OnePlan (strategic portfolio management with AI capabilities via Sofia GPT), edison365 (business transformation platform powered by Microsoft), and the Bulk Update Tool for Microsoft Project Online/Server. EPMA also offers a comprehensive suite of Microsoft-related services including implementation and support for Microsoft Project Online, Project Server, Microsoft Planner, Power Platform, SharePoint, and Dynamics 365 Project Operations. The company's service offerings encompass Organization Optimization & Transformation (including EPMA Realize and Growth IQ), Project Services (PMO & Project Delivery, PPM Optimization, PM Training), Staffing Solutions (Talent Acquisition, Microsoft Partner Staffing, Workforce Solutions), and EPMAi for AI-powered capabilities. EPMA primarily serves mid-market to Fortune 1000 companies across industries including Energy Utilities, EPC, Life Sciences, Healthcare & Pharma, and Logistics and Transportation.
Differentiator
Problem solved
Functional benefit
Brands
- PPMX: Project Online replacement built by EPMA for organizations transitioning from Microsoft Project Online before its retirement.
- EPMAi
- EPMA Realize
- Growth IQ
Products and services
- PPMX EPMA's proprietary cloud-based Project Online replacement built after 17 years of Microsoft PPM implementation experience, offering end-to-end enterprise project portfolio management capabilities with full feature parity and enhancements to address the September 2026 Microsoft Project Online retirement.
- Bulk Update Tool A utility tool for Microsoft Project Online and Project Server 2013/2016 that enables project administrators to perform bulk updates across multiple projects simultaneously, updating project-level custom fields via Excel upload or grid view edit.
- Organization Optimization & Transformation Consulting EPMA's transformation advisory practice covering business process improvement, strategic planning, and change management for mid-market to Fortune 1000 organizations; includes the Optimize & Transform, Growth IQ, EPMA Realize, and Modernize and Innovate sub-offerings.
- Project Services (PMO & Project Delivery, PPM Optimization, PM Training) Delivery-side consulting offering spanning PMO & Project Delivery, PPM Optimization, and project management training for enterprise clients.
- Staffing Solutions (Talent Acquisition, Microsoft Partner Staffing, Workforce Solutions) Provides project management professionals and Microsoft PPM talent on contract, contract-to-hire, and direct hire bases; includes dedicated Microsoft partner staffing and broader workforce solutions for clients.
- EPMAi (AI-powered Services) AI-powered service offering that integrates artificial intelligence into EPMA's business transformation and project portfolio management consulting practices.
- OnePlan Implementation Recommended strategic portfolio management software that EPMA implements and supports; provides a central hub for projects, tasks, risks, changes, and reports with waterfall/agile/hybrid support, AI capabilities via Sofia GPT, and integration with Microsoft Project, Azure DevOps, Jira, and Salesforce.
- edison365 Implementation End-to-end business transformation platform powered by Microsoft that EPMA implements for clients, managing the full lifecycle from idea capture and business case development through project execution and benefit realization, with gamification and integrations to Microsoft 365, Power BI, Teams, and SharePoint.
- EPMA Realize Service offering within Organization Optimization & Transformation that helps clients achieve tangible results and realized benefits from transformation initiatives.
- Growth IQ Service offering within Organization Optimization & Transformation designed to help clients accelerate growth through strategic insights and execution.
Quantifiable outcome
- 16 years of project success without a single failed delivery
- +3 more outcomes
Companies that use EPMA
Customer profileNamed customers12 records
Segments6 records
Ideal customer profiles4 records
EPMA technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration11 records
AI capability3 records
Feature3 records
EPMA partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- MicrosoftcoreEPMA is a Microsoft Solutions Partner with deep expertise in Microsoft PPM technologies including Project Online, Project Server, Microsoft Planner, Microsoft Power Platform, Microsoft SharePoint, and Dynamics 365 Project Operations. EPMA built PPMX as a proprietary Project Online replacement in anticipation of Microsoft's retirement of Project Online on September 30, 2026.
- edison365coreEPMA partners with edison365 as a recommended PPM software solution for clients. edison365 delivers end-to-end business transformation from idea capture through project execution and benefit realization, powered by Microsoft 365.
- OnePlancoreEPMA partners with OnePlan as a recommended strategic portfolio management software solution. OnePlan provides AI-enabled enterprise portfolio management with flexibility across waterfall, agile, and hybrid methodologies.
Scale indicators6 records
Recent moves5 records
Expansion highlights6 records
EPMA competitors and assessment
Company assessmentBroad incumbents
- Avanade: Accenture-Microsoft joint venture with broad Microsoft consulting capabilities including PPM; much larger and broader in scope but the most direct Microsoft-ecosystem competitor for enterprise PPM engagements.
- Baker Tilly: Top-10 accounting and advisory firm with a Microsoft consulting practice including PPM implementations; larger scale and broader service portfolio with comparable enterprise client targeting.
- Insight Enterprises: Large Microsoft partner (which acquired Cardinal Solutions) offering Microsoft PPM implementation and managed services; broader hardware, services, and software portfolio but overlapping PPM delivery capability.
Direct peers
- Slalom: Microsoft-focused management and technology consulting firm with a significant PPM and Dynamics 365 practice serving mid-market to Fortune 1000 clients; the closest comparable in size, Microsoft specialization, and target customer.
- Citadel Solutions: Microsoft PPM-focused consulting firm specializing in Microsoft Project Online and Project Server implementations; direct competitor for Microsoft PPM migration and managed services.
- Two Point Consulting: Smaller Microsoft PPM consulting firm specializing in Microsoft Project implementations and related Microsoft 365 services; direct competitor in the Microsoft PPM services niche.
- Wipfli: Top-tier US advisory firm with a Microsoft consulting practice covering Dynamics 365 and PPM implementations; overlapping mid-market to enterprise client base and Microsoft-centric delivery model.
- Mazer Consulting: Project management consulting firm focused on PMO setup, project delivery, and portfolio management services; comparable PM advisory specialization serving mid-market and enterprise clients.
- PM Solutions: Project management consulting and training firm with PMO advisory, methodology development, and project delivery focus; comparable PM advisory specialization independent of any single software vendor.
- Hitachi Solutions: Global Microsoft partner with deep ERP, CRM, and PPM implementation practices and proprietary delivery accelerators; comparable Microsoft-first consulting model serving enterprise clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
EPMA social profiles
Digital presenceEPMA compliance and trust
Trust signalCompliance1 record
EPMA financial estimates
Financial estimateRevenue estimate
Valuation estimate
EPMA leadership team
Management profileNumber of profiles
Profiles14 records
EPMA funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
EPMA M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about EPMA
What does EPMA do?
EPMA delivers enterprise project management consulting, PMO and project delivery services, Microsoft PPM implementation, and workforce/staffing solutions to mid-market and Fortune 1000 organizations. It pairs proprietary software (PPMX as a Microsoft Project Online replacement and the Bulk Update Tool) with partner platforms (edison365 and OnePlan) and transformation advisory services under its 'Just Enough Management' (JEM) philosophy to help clients improve visibility, resource allocation, and on-time/on-budget delivery.
Is EPMA a public or private company?
EPMA is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was EPMA founded?
EPMA was founded in 2010. It employs 51 to 100 people.
Where is EPMA based?
EPMA is headquartered in Houston, United States, in the North America region.
How does EPMA make money?
Four revenue lines are on record. Transformation Advisory & Consulting is the primary driver. The others are staffing Solutions, project Services and technology Implementation.
Who are EPMA's main competitors?
Broad incumbents on record are Avanade, Baker Tilly and Insight Enterprises. Direct peers are Slalom, Citadel Solutions, Two Point Consulting, Wipfli, Mazer Consulting, PM Solutions and Hitachi Solutions.
Does EPMA have an API?
No public API is recorded for EPMA.
What industry is EPMA in?
EPMA's product category is Enterprise Project Management Consulting. Its primary akta.pro industry code is HDAEAEAK, Enterprise Performance Management (EPM) & FP&A Platforms. Its NAICS code is 541511 and its SIC code is 8742.