Completix gives consulting, advisory, legal and IT services firms one place to see what every engagement was sold at, what it is now forecast to cost, and who is committed to it next week.
Built for the practice leader who has to answer for the fee, not just the delivery plan.
| Consultant | Primary engagement | W41 | W42 | W43 | W44 |
|---|---|---|---|---|---|
| D. Whitfield | ENG-2214 Operating model | 80% | 80% | 95% | 95% |
| A. Rasheed | ENG-2214 Operating model | 60% | 100% | 130% | 130% |
| M. Okonkwo | ENG-2190 Cost review | 70% | 70% | 45% | 45% |
| S. Villanueva | ENG-2237 Systems selection | 90% | 90% | 80% | 50% |
Work is sold on one set of assumptions and delivered on another. Completix holds the record at each stage, so the difference between the two is visible while there is still time to do something about it.
New work enters through a structured intake with the scope, the fee, the sponsor and the requested start date captured in one form rather than an email thread.
What is heldConsultants are allocated by name, not by role pool, across every active engagement, so a commitment on one account is visible on all the others.
What is heldCosts post against the engagement budget as they are recorded, and the forecast is revised by the delivery lead rather than inferred by the system.
What is heldScope movement is handled as a review at a defined gate. Approval is a decision a named person makes under your policy, not something the platform grants.
What is heldThe engagement ends with a reconciled budget and a record of every decision taken, which is the evidence base for the next proposal to the same client.
What is heldActuals tell you about last month. Completix keeps the sold fee, the recorded costs and the current forecast on the same card, so the gap between what the client agreed to pay and what delivery now expects to cost is a number rather than a feeling.
Last snapshot posted 30 Sep by D. Whitfield. Variance flagged in the Warning Center on 14 Oct after the integration workstream was re-forecast.
The weekly rollup exists because the data lives in different places. When every engagement records its fee, forecast and stage in the same system, the view across all clients is already there.
| Engagement | Client | Stage | Approved fee | EAC | Variance | Status |
|---|---|---|---|---|---|---|
| ENG-2214 | Northwind Retail Group | Delivery | 1,240,000 | 1,286,000 | -46,000 | At risk |
| ENG-2190 | Calder Manufacturing | Delivery | 385,000 | 371,000 | 14,000 | On track |
| ENG-2237 | Brayton Health | Change review | 640,000 | 658,000 | -18,000 | Watch |
| ENG-2251 | Harlow Legal Partners | Staffing | 210,000 | 210,000 | 0 | On track |
| ENG-2263 | Northwind Retail Group | Intake | 175,000 | 175,000 | 0 | On track |
Access is governed by role, so a delivery lead sees their engagements and a practice head sees the book. Tenant data is logically isolated and every record is scoped to your organisation.
Snapshot taken by the delivery lead when the period was posted. The live status page has moved on since, the posted record has not.
Status in Completix is live and current, drawn from the same records the delivery team works in. When a period is posted, that version becomes an immutable snapshot, so the report you sent in September stays exactly as it was sent even after the numbers move.
We will load a real fee, a real staffing picture and a real forecast, then show you where the variance would have surfaced and who would have been asked to decide.
Direct pricing and implementation. No system integrator required.
