Completix

Services & Implementation

A services partner for your PMO, not just a platform

From first rollout to process design, training, and ongoing support, our team works alongside your PMO and project managers so Completix fits how your organization actually operates.

What we do

Services across the life of your PMO

From the first rollout to steady state operation, our team covers the work that gets a portfolio platform adopted, and keeps it healthy as your organization changes.

Implementation & Rollout

We stand up your Completix tenant and configure it to your governance model, then validate before go-live.

Process & Governance Consulting

Practitioners help you design or refine intake, prioritization, gating, and reporting, not just install software.

Training & Enablement

Role based training for project managers, PMO staff, and executives, delivered in your live environment.

Data Migration

Existing projects, schedules, financials, and documents mapped into Completix and validated before training begins.

Custom Integrations

Targeted integrations with your existing systems, scoped as a professional services engagement with clear deliverables.

Ongoing Support & Success

Support tiers that match your team, from self serve through a dedicated customer success manager.

Process engineering

We shape how your PMO runs, not just the software

Adopting a platform should not mean carrying a broken process into it. Our practitioners work with you to redesign intake, prioritization, gating, and reporting, then configure Completix to match what you decided.

  • Intake and prioritization models that fit how your portfolio is actually funded.
  • Stage and gate definitions, with approval governed by your policy and decided by your people.
  • A reporting cadence your executives will actually read.
  • Configuration that reflects the process you designed, not a generic template.
Data migration

Your history comes across, intact

Leaving a tool should not mean leaving your record behind. Existing portfolios, schedules, and documents are mapped into Completix and checked before anyone trains on them.

  • Projects, schedules, financials, and documents mapped from your current tools.
  • Migration scoped during discovery, so there are no surprise workstreams later.
  • Every record validated against your acceptance criteria before go-live.
Who does the work

Practitioners, not a billable army

Every engagement is run by people who have stood up PMOs and managed portfolios themselves. They configure Completix with you, in your live environment, so the knowledge stays inside your team and not in a departing consultant's notes.

PM practitioners

The people configuring your platform have run portfolio governance, not just installed software.

Your live environment

Configuration and training happen in your own tenant, on real data, not in a throwaway sandbox.

No integrator dependency

You do not need a third party systems integrator to stand Completix up or to keep it running.

How an engagement runs

A clear path from discovery to steady state

One repeatable sequence, documented in a statement of work, so you always know what comes next and who owns it.

01

Discovery

We map your PMO, portfolio, and current tools.

02

Scope & SOW

Deliverables and timeline documented up front.

03

Configure

The platform built to your governance model.

04

Migrate

Existing data mapped and validated.

05

Train in live

Role based training on your real environment.

06

Go-live

Launch, stabilize, then ongoing support.

After go-live

Support that matches how your PMO operates

Once you are live, you are not on your own. Choose the level of ongoing support that fits your team and complexity.

Standard

Self-Serve

For teams comfortable managing their own environment with documentation and ticketed support for escalations.

  • Knowledge base and documentation access
  • Ticketed support with response targets
  • Release notes and update communications
  • Community and in-app help
Most common
Enhanced

Assisted

For active PMOs that want faster response, a named contact, and periodic health checks.

  • Everything in Self-Serve
  • Named support contact
  • Priority ticket handling
  • Periodic configuration review
  • Ad hoc training for new team members
Enterprise

Managed

For large or complex organizations needing dedicated support and hands-on help with changes.

  • Everything in Assisted
  • Dedicated customer success manager
  • Proactive platform health monitoring
  • Configuration changes included
  • Executive business reviews
Get started

Let's talk about your rollout

Tell us about your PMO, your portfolio, and the tools you are leaving behind. We will be straight with you about what an engagement actually looks like.

Talk to our team