EPM Partners

What EPM Partners does

EPM Partners is an Australian private company founded in 2008 that focuses exclusively on providing project, program and portfolio management (PPM) solutions to corporate and government Project, Program and Portfolio Management Offices (PMOs) in Australia and overseas. The firm's flagship product, pmo365, is a PPM toolset deployed directly into the customer's own Microsoft 365 tenancy, allowing PMOs to run portfolio, program and project management workflows inside their existing Microsoft environment rather than on separate infrastructure. The company operates from three Australian offices (Sydney HQ, Melbourne and Canberra) and states it has partnered with PMOs for more than 10 years, serving 200+ named customers spanning utilities, financial services, government, healthcare, education, manufacturing, insurance, gaming/hospitality and non-profit sectors (including SnowyHydro, BPAY Group, City of Hobart, Downer, Macquarie University, Catholic Healthcare, BlueScope, Tabcorp, AusNet and Allianz), with offshore logos including Wintershall Dea, Hamilton City Council and Aruba Airport.

The business model combines a recurring subscription for the pmo365 SaaS toolset deployed inside customer Microsoft 365 tenancies with implementation and consulting services typical of an enterprise PPM consultancy. Pricing is quote-based via "Get in touch" calls to action, and go-to-market is direct enterprise field sales targeting PMO buyers rather than broad self-serve marketing. The firm's competitive positioning rests on its sole focus on the PMO/PPM domain, more than a decade of operating history, and the deep technical integration with the Microsoft 365 ecosystem that creates switching costs once pmo365 is configured in a customer environment.

Note on data limits: no revenue, headcount trend, ownership, funding or leadership detail is disclosed beyond the items above, so any forward-looking inference should be treated cautiously.

Name

EPM Partners

Legal name

EPM Partners

Website

https://epmpartners.com.au

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

101–250 employees

Short description

EPM Partners is an Australian consultancy and SaaS provider that builds and sells pmo365, a project portfolio management toolset deployed inside customer Microsoft 365 tenancies, serving more than 200 corporate and government PMOs across Australia and select overseas markets.

Ownership category

akta.pro rank

Product category

Project Portfolio Management Software

NAICS

Software Publishers (51321), Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Program & Project Management (PMO) Consulting (BPAHACAL)

akta.pro secondary industry

Program & Portfolio Management (PPM) (EDABAHAB)

Keywords

• Project portfolio management
• PMO software solutions
• Microsoft 365 PPM tools
• Enterprise project management consulting
• PPM training services

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. pmo365 SaaS/Subscription: Revenue generated from pmo365 software subscriptions deployed to customer Microsoft 365 tenancies. The product is a PPM toolset sold as a SaaS solution to PMOs.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

EPM Partners sells pmo365, a Project Portfolio Management (PPM) toolset deployed directly to the customer's own Microsoft 365 tenancy, along with related implementation and PPM partnership services for corporate and government Project, Program and Portfolio Management Offices (PMOs). The company has been operating in Australia and overseas for more than 10 years serving 200+ enterprise and government PMOs.

Product overview

EPM Partners offers a single unified product: pmo365, a PPM toolset that operates within the customer's existing Microsoft 365 environment. The product is designed to serve corporate and government Project, Program, and Portfolio Management Offices (PMOs) with simplified PMO software solutions.

Differentiator

Problem solved

Functional benefit

Brands

• pmo365: A world-class Project Portfolio Management (PPM) toolset deployed to the customer's own Microsoft 365 tenancy.

Products and services

• pmo365 A world-class Project Portfolio Management (PPM) toolset deployed directly to the customer's own Microsoft 365 tenancy, designed specifically for Project, Program, and Portfolio Management Offices (PMOs) across corporate and government organizations in Australia and overseas.

Named customers29 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Microsoft 365coreTechnology or IntegrationEPM Partners' flagship product pmo365 is deployed to the customer's own Microsoft 365 tenancy. This is a core technology partnership that enables pmo365 to function within the Microsoft 365 ecosystem, leveraging Microsoft infrastructure for PPM capabilities.

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Monday.com: Broad work management platform increasingly used by PMOs for project portfolio tracking; operates at a different scale and price point but addresses similar buyer pain points to pmo365.
• Asana: Work management platform with project and portfolio capabilities sold to enterprise teams; broader than PMO PPM but commonly evaluated against tools like pmo365 in mid-market buying decisions.
• Broadcom Clarity PPM: Broadcom (CA Technologies) sells Clarity PPM, a long-standing enterprise PPM platform, to large enterprises and government agencies — overlapping buyer profile and use cases for PMO portfolio management.
• Microsoft Project & Planner: Microsoft's native Project for the web and Planner are bundled inside Microsoft 365 and directly overlap with the PPM functionality pmo365 sells inside the same tenant.

Direct peers

• Planview: Established PPM/PMO enterprise software suite (formerly Planview Enterprise, Clarity PPM heritage) competing for the same corporate and government PMO software budget as pmo365.
• Wrike: Enterprise project management and PPM platform (now owned by Citrix) used by mid-market and large enterprises for project intake, tracking, and portfolio reporting.
• Wellingtone: UK-based PMO and PPM consulting specialist that sells advisory, implementation, and tooling services to corporate and government PMOs — same consulting-plus-toolset hybrid as EPM Partners targeting similar buyer personas.
• Smartsheet: Cloud-based work and project management platform widely adopted by enterprises for portfolio, program, and project tracking — competes for the same mid-market and enterprise PMO buyers.

Emerging players

• PPM Express: Modern PPM platform built natively for the Microsoft ecosystem (Power Platform, Azure), offering project portfolio management capabilities that directly compete with pmo365 for Microsoft 365-centric PMOs.
• Birdview PSA / Professional Services Automation PPM: Resource and project portfolio management vendor aimed at professional services and PMO buyers, overlaps with EPM Partners' project portfolio and government/services customer base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/EPMPartners

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EPM Partners