Daniel Epstein & Rich Maltzman – Project Workflow Management

pmworkflowPhasing a project is a good practice. To express project management in terms of processes and decision making points is recognized in the processes that make up the framework PRINCE2. The same premise (controlled environments, process-based) is found  throughout Project Workflow Management by Daniel Epstein & Rich Maltzman. An ideal project that has containers, in this book frames, for requirements, planning, construction / tracking and closing / testing. The approach limits itself to a single manageable project. Programmes or portfolios of projects are outside the scope.

Where PMBOK is the toolbox full of methods, principles and practices, an approach like Project Workflow Management provides sequences of activities, decisions, inputs and results, templates, checklists and examples. More than 50 process flow diagrams are provided to help you out and give a visual overview of the work you’re doing as a project manager.

This unique approach significantly improves projects quality because the compliance with all required project management processes is enforced by PM Workflow®, saving companies expenses. The book illustrates project management business processes and their flows by over fifty process flow diagrams with a visual portrayal and detailed explanation of processes. Techniques like risk management, financial analysis, business requirements analysis and planning all have their place in frames. Events like a new issue, scope change, or identified risk each triggers a process. The Project Control Book, estimating, earned value analysis, resource and quality management are there. Less words are spent on the human factors, such as leadership, teamwork, dealing with resistance and stakeholder engagement. Powerful is the workflow approach. Following the steps, you’d include actions you otherwise would forget soon.

The book is accompanied by a website at which tools, e.g. project risk assessment, the earned value analysis and the client satisfaction evaluation are available for free. Updated drawings and other resources to which a ‘customer of the book’ gets access are there as well.

About the authors

Dan Epstein combines over twenty five years of experience in the Project Management field and the best practices area, working for several major Canadian and US corporations, as well as four years teaching university students Project Management and several software engineering subjects. He received Master’s Degree in El. Engineering from the LITMO University in Leningrad (today St. Petersburg, Russia) in 1970; he was certified as Professional Engineer in 1983 by the Canadian Association of Professional Engineers – Ontario; he earned Master’s Certificate in Project Management from George Washington University in year 2000 and the Project Management Professional (PMP) certification from the Project Management Institute in 2001.

Throughout his career, Dan managed multiple complex inter-dependent worldwide projects and programs, traveling extensively worldwide. He possesses multi industry business analysis, process reengineering, best practices in Project Management, professional training development and technical background in a wide array of technologies.

In 2004 Dan was a keynote speaker and educator at the PMI sponsored International Project Management Symposium in Central Asia. He published several articles in companies’ internal publications. In 2008 he published Methodology for the Project Managers Education in the university journal.

Dan started the Project Workflow Management development first in 2003, when a set of processes and the project management training class were developed. Later this early version was used when teaching the project management class in university in 2003-2005 school years. Later on, working in the best practices area, the author entertained the idea of presenting Project Management as a single multithreaded business workflow. In 2007-2008 the idea was further refined when teaching the project management class in university. In 2009-2011 Dan continued working full time on PM Workflow framework, completing development in 2012.


Rich Maltzman, PMP, received a BSEE in 1978 from the University of Massachusetts, Amherst, and an MSIE with a focus on ergonomics from Purdue University in 1982.  Since then he has also received masters’ certificates in business management from Wharton (University of Pennsylvania) and INSEAD (France).  He started his professional career in 1978 as an engineer at a major telecom for which he still works – but now in its global PMO.  His PM career started in 1988 as a PM Director and included a 2-year assignment in The Netherlands in which he built a team of PMs for telecom deployments in EMEA. He’s directed large projects (1996 summer Olympics telecom) and helped coordinate the merger of two large corporate PMOs.

In his global PMO work, Rich has been responsible for the learning and professional advancement (career path, competency models, accreditation, credentialing, training) for about 2500 project managers, and in that role has helped build a PM community by bringing it together with annual International PM Day Symposium, Project Team of the Year awards, bi-monthly PM roundtables, and ongoing discussions on dedicated corporate social media channels for project managers.

Rich also does a significant amount of PM consulting and teaching at Boston-area colleges and universities as well as medium and large businesses, and has partnered with companies that develop PMP Exam Prep materials to create study aids such as flash cards and to compose practice exam questions, Rich has recorded video as a PM Subject Matter Expert for online PM training programs.  He is the co-founder of EarthPM, LLC, a firm focusing on sustainable project management, and in that role is co-author of the book Green Project Management, the winner of PMI’s 2011 Cleland Award for literature.  Rich just completed a two year term as Vice President of Professional Development for the Mass Bay Chapter of PMI.  He has presented (on invitation) on the topic of green project management at Project Management South Africa and for the Government of Malaysia. Recently, as part of EarthPM, Rich contributed to the 5th Edition of the PMBOK(R) Guide and the ISO21500 standard.