Completix

IT Services and Software

Every request looks urgent. Capacity decides which ones are real.

IT portfolios do not fail at the code. They fail at the point where more work is committed than the team can absorb, and nobody has the evidence to say so in the room where the decision gets made.

  • Score and rank incoming demand in one intake queue
  • See who is already committed before you commit them again
  • Run agile, waterfall, and hybrid teams inside one portfolio view
Intake queue
IT demand, current quarter
Ranked by score, reviewed at the portfolio board
All requestsAwaiting reviewApprovedOn hold
RequestRequested byTypeScoreStatus
CRM Replacement ProgrammeSales OperationsBusiness system87Approved
Data Centre Exit, Phase 2InfrastructureMigration74In review
SSO and MFA RolloutInformation SecuritySecurity71In review
Partner API v2ProductSoftware66Queued
Warehouse Reporting RefreshFinanceAnalytics52Queued
14Open requests
5Awaiting review
3Approved this quarter
2Held for capacity
How the work moves

From a request in someone's inbox to a decision leadership can defend

The IT portfolio is a pipeline, not a list. Completix holds every stage of that pipeline in one place, so the trade-off you made in March is still visible in September.

01

Intake

Requests arrive through one form with the fields you need, not five inboxes and a spreadsheet.

02

Prioritize

Score demand against your own criteria and rank it, so the board argues about the ranking, not the data.

03

Commit

Approve against real capacity and a real budget, with the people you are spending named individually.

04

Deliver

Each team keeps its own method. Schedules, RAID logs, and expenses roll up the same way regardless.

05

Govern

Stage gates are reviews. Approval is routed by your policy and given by named people, never by the system.

06

Report

Status is live in the platform. Posting a period freezes that view as a snapshot nobody can rewrite later.

Capacity before commitment

The architect everyone needs is already spoken for

In IT the constraint is rarely money, it is four or five named specialists that every programme depends on. Completix tracks allocation per individual person, not per role type, so a conflict shows up while you can still do something about it.

  • Allocation by person and by month across every active project
  • Overallocation visible against the intake queue, so approvals happen with the number in front of you
  • Variance surfaces in the Warning Center, and a person decides what happens next
Resource allocationAll active projects, next three months
1 conflict
PersonRoleAugSepOct
A. WhitfieldSolution Architect100%135%120%
P. NadeauLead Developer90%95%70%
S. IqbalIntegration Engineer60%85%90%
M. OkonjoData Engineer45%55%80%
R. LindqvistBusiness Analyst75%65%50%
A. Whitfield is committed to CRM Replacement and Data Centre Exit in the same window.
Mixed delivery, one portfolio

Your teams do not deliver the same way, and they should not have to

Completix is methodology agnostic. Governance sits above delivery, so a sprint team and an infrastructure programme can report into the same portfolio without either one changing how it works.

Method per project

Choose the methodology and stage structure that fits each piece of work. The portfolio does not force one shape onto every team.

Gates are reviews

A gate is a review with approval routed by your policy and given by named people. Nothing is approved by the system, and funding decisions are made at the gate, by humans.

One rollup

Schedule, budget, RAID, and status roll up consistently whatever the delivery method underneath, so the portfolio view compares like with like.

On integrations: Completix supports custom integrations with the systems you already run. Scope is assessed during discovery and delivered as part of a services engagement, rather than assumed to work out of a connector list.

CRM Replacement ProgrammeTotal budget, financial year to date
Approved1,850,000
Forecast1,910,000
EAC1,932,000
Variance-82,000
Approved budget1,850,000
Forecast to complete1,910,000
Estimate at completion1,932,000
Actuals posted to date1,144,000
Monthly forecast and actuals
ForecastActuals
Where the money actually went

A programme goes over quietly, one approved change at a time

Approved, forecast, and estimate at completion sit on the same card, with actuals posted against them. When forecast pulls away from approved, you can see it in the month it happens instead of in the year end review.

  • Vendor quotes and invoices recorded against the project, with the variance shown at the point of review
  • Costs count toward the budget when you post them, so actuals only move on a deliberate action
  • Budget snapshots taken when you choose, giving a fixed point to compare the next period against
Reporting up

Leadership should not have to wait for Friday to know where things stand

Status in Completix is live and current, assembled from the project itself rather than typed into a deck. When a reporting period closes, posting it creates a snapshot of exactly what was true that week, and that snapshot does not change afterwards.

  • One current view of every project, without collecting weekly emails in five formats
  • Posted periods held as a fixed record, so you can show what was reported and when
  • Decisions kept in the RAID log with an owner, a date, and the reasoning behind them
Status reportCRM Replacement Programme
Live
OverallAmber
ScheduleAmber
BudgetRed
ScopeGreen
Summary

Data migration testing is running two weeks behind the baseline after a second extract cycle was added. Forecast now exceeds approved budget by 82,000, driven by additional integration effort. A change request covering the extra scope is with the sponsor for review.

Posted periods
Week ending 18 JulySnapshot
Week ending 11 JulySnapshot
Week ending 4 JulySnapshot
What comes with it

The rest of the portfolio, in the same place

Every project carries the same working parts, so nothing lives in a side spreadsheet that only one person maintains.

Schedules

Task structure, dependencies, and baselines for teams that plan that way, alongside teams that do not.

RAID logs

Risks, actions, issues, and decisions, each as its own log, every entry owned and dated.

Warning Center

Variance across the portfolio surfaced in one view. It tells you where to look, you decide what to do.

Vendor and expense records

Quotes and invoices held against the project, with the difference between them visible before you approve.

Document repository

Architecture decisions, contracts, and sign offs attached to the project they belong to.

Executive dashboards

Portfolio health, spend, and delivery position in one screen for the people who only get ten minutes.

Get started

See it against your own portfolio

Bring a live programme and a week of real demand. We will walk through intake, capacity, and the portfolio view with your numbers rather than a sample dataset.

Deployed directly by Completix, with no system integrator required.