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Strategic Project Portfolio Management software

Set the strategy. Run the portfolio. Deliver the work.

Turn strategic priorities into funded, resourced and governed delivery.

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  • Live in weeks, not quarters
  • Strategy, investment, capacity and delivery in one platform
Budget trigger fired6 weeks before month end
24 initiatives mappedto 4 business objectives
app.completix.com · Objectives
Objective · FY 2026
Reduce cost to serve by 15%
Owner: COO · 3 key results
At risk
Cost per transaction$4.10 of $3.40
Manual handoffs removed18 of 30
Tickets deflected41% of 50%
Contributing initiatives
DPData Platform MigrationOff track
SAService AutomationOn track
CPCustomer PortalOn track
Approved funding against this objective$1.86M

Trusted by teams at

Trenergy Nemesi Italia EY Prismatique Designs Nolan JTL Integrated Machine Iterchimica iSpace CanEng FlexLink IntMachinery Trenergy Nemesi Italia EY Prismatique Designs Nolan JTL Integrated Machine Iterchimica iSpace CanEng FlexLink IntMachinery
One connected portfolio

From strategic priorities to delivered outcomes.

Strategy, investment and delivery are usually managed separately, so the connection between them gets lost. Completix keeps what is funded, what is being delivered and what is at risk in one place.

Business objective
Project A Project B Project C
01

Work nobody can trace to a goal

Projects get funded, then drift, until nobody can say which objective the spend was meant to move.

APPROVED BUDGET
02

Overruns found too late to fix

Budget and capacity issues often surface only after they have cascaded, when the options left are the expensive ones.

Legacy PPM 12 months
Completix Weeks
KickoffQ2Q4
03

Legacy PPM takes a long time to show value

The enterprise suites promise everything, then arrive with a rollout measured in quarters rather than weeks.

Customer stories

What portfolio and PMO teams
say about Completix.

The Warning Center alone justified the switch. We caught a budget overrun six weeks before it would have surfaced in our usual reporting cycle.
MM Michele M.
Head of IT, Iterchimica
Strategic alignment

Every initiative should connect to a business objective.

Set the objectives your organization is funding this year, then connect the projects and portfolios delivering against them. When priorities shift, you can see exactly what is affected.

  • Objectives and key results (OKRs)

    Define what the business is trying to achieve and the measures that show whether you are getting there.

  • Mapped to real work

    Connect objectives to the projects and portfolios delivering them. See which objectives have work behind them, and which do not.

  • Visible on the project

    Every project shows the objectives it contributes to, so the strategic rationale stays connected to the work.

Explore portfolio strategy
Objective · FY 2026
Enter two new regional markets
Owner: CCO · $1.12M approved
Localization Program
$480K
On track
Regional Compliance
$310K
On track
Partner Onboarding
$330K
At risk
Modernize the core platform
Objective · FY 2026 · no initiatives linked
Nothing funded
Intake and governance

Bring structure and control to every investment decision.

Standardize how initiatives enter the portfolio, evaluate them against your criteria, and move them through the governance process. Every decision has the right approvals, documentation and accountability behind it.

  • Policy-driven intake

    Standardize requests, scoring and routing so every initiative is evaluated consistently and reaches the right decision-makers.

  • Stage-gate governance

    Define configurable checkpoints, criteria and approvers so initiatives progress through the right governance stages before additional investment is committed.

  • Sign-off and audit trail

    Capture approvals, decisions and supporting documentation in one place, creating a clear record of how and why portfolio decisions were made.

See intake management
Request REQ-0248
ERP Modernization
Awaiting funding gate
✓Intake
✓Scoring
✓Business case
4Funding
5Delivery
78 Score
Strategic fit9/10
Financial return7/10
Delivery risk6/10
Capacity fit8/10

This request's score and budget route it to the Executive Committee under policy, not the portfolio board.

Approval chain
RF R. Fontana & S. Bolton
Finance director, PMO lead Mar 04Approved
CFO Executive Committee
Required by policy rule above Due Mar 11Pending
This quarter 48 submitted 34 stopped at a gate Avg decision 9 days
Capacity and financial control

Know what you can deliver before you commit.

See resource capacity, budget, forecast and actuals together across the portfolio. Model different choices before committing the organization to work it cannot staff or afford.

  • Capacity across portfolios

    See workforce availability month by month across portfolios and projects, so you can identify over-allocation before it becomes a delivery problem.

  • What-if scenario modeling

    Model different resource and budget scenarios across the portfolio before committing, without changing the live plan.

  • Budget, forecast and actuals

    Track financial performance at project and portfolio level, with budget, forecast and actuals compared against the thresholds you define.

See resource management
Capacity forecast · Delivery team 2 people over capacity in Q2
JANFEBMARAPRMAYJUN D. Park 78%85%104%128%122%98% J. Smith 72%96%116%119%101%80% S. Bolton 64%70%88%94%82%75% M. Chen 42%61%72%68%74%70% C. Kent 38%45%66%71%63%48%
Under 50% Healthy Near limit Over capacity
Warning Center

See portfolio risks before they become delivery problems.

Configurable thresholds continuously monitor portfolio performance and surface exceptions the moment something moves outside your tolerance. It works less like a report and more like a portfolio control system, telling you where attention is needed before the next reporting cycle arrives.

Warning Center

All Off Track At Risk Updated 1 minute ago · Refresh
Total warnings
248
active across the scope
At risk 78%Off track 22%
Projects affected
14 / 60
projects · 23% have warnings
Flagged 23%Clear 77%
Top affected project
Data Platform Migration
38 warnings · 15% of total
At risk 60%Off track 40%
Top firing trigger
Schedule Finish
84 occurrences · 34% · 6 active triggers
At risk 70%Off track 30%
Warnings by trigger
34%of warnings come from the top trigger type
Schedule Finish
Schedule Finish84
Project Budget Forecast31
RAID – Task Due22
Project Scheduled End18
Milestone Due14
RAID – Issue Due11
Schedule Actuals7
Warnings by project
52%of warnings come from 3 projects
Data Platform Migration · ERP Rollout · Biotech Onboarding
Data Platform Migration38
Marketing Launch16
ERP Rollout31
CRM Integration12
Biotech Onboarding24
Mobile App19
Cloud Sec.9
Other · 414
Details
Search
StatusProjectTriggerTrigger ValueActual ValueBaselineExplanation
At Risk Data Platform Migration Project Budget Forecast +1% of approved budget $1.24M $1.18M Forecast 5% over approved budget
Off Track ERP Rollout Project Scheduled End >2% of planned end date Nov 12, 2026 Aug 30, 2026 Scheduled end over 74 days late
At Risk Biotech Onboarding RAID – Task Due Overdue tasks 6 tasks 0 6 tasks past their due date
At Risk Marketing Launch Milestone Due Milestone slip Oct 03, 2026 Sep 20, 2026 Milestone 13 days behind baseline

Thresholds you define

Budget forecast, schedule slip, milestone dates, overdue RAID items. You set the tolerance, Completix watches it.

Across the whole portfolio

See which projects are firing, which trigger fires most, and where the risk is concentrated.

Time to act, not just react

Triggers fire ahead of the reporting cycle, so a forecast breach becomes a decision rather than an explanation.

See the Warning Center
End-to-end

One initiative. One record. From intake to boardroom.

Capture an initiative once and carry its context through prioritization, governance, budgeting, delivery and executive reporting. Nothing is rebuilt or rekeyed at each handoff.

1 Decide

What gets funded

Objectives are set and requests are scored against them, so only what earns a place moves forward.

Objective and intake

What the business is funding, and the requests scored against it.

2 Deliver

What gets built

Approved work moves into execution with governance, people and money tracked in one place.

Approval and delivery

Stage gates, schedules, RAID and status in one workspace.

3 Report

What the board sees

Variance surfaces early and the executive view is built from live data, not assembled by hand.

Control and read-out

Capacity and spend tracked against plan, in dashboards that are always current.

Why Completix

The power of enterprise PPM. Without the enterprise overhead.

Completix brings strategic portfolio management, governance, financial management and delivery together in a platform designed to be easier to adopt, configure and operate.

The difference

Strategy and delivery in one place.

Most tools tell you a project is green. Completix tells you which objective it serves, what it is costing, and whether it still deserves the funding.

DeliveryLive
ObjectivesWhy it exists
FundingWhat it costs
CapacityWho is available
Every project sits at the center of all three, not in a silo of its own.

Live in weeks, not quarters

No professional services engagement and no lengthy configuration sprint. Completix maps to your governance model out of the box.

A team, not a ticket queue

Direct access to the product team who builds Completix, plus configuration and integration support for the requirements specific to your organization.

Enterprise security and residency

Built on Azure with geo-zone deployment, encryption in transit and at rest, role-based access control, and complete audit logging.

Capability checklist

Where Completix already covers ground other tools need add-ons for.

A quick look at where Completix, lightweight work tools and traditional enterprise PPM suites typically stand today. Treat this as a starting point, not a final answer, since capabilities vary by edition and configuration.

CapabilityCompletixLightweight work toolsEnterprise PPM suites
Objectives linked to initiatives ✓Native, objective to project ×Not a native concept ~Available, configuration heavy
Executive portfolio dashboards ✓Built in, always current ~Typically manual or add on ✓Available, complex to configure
Stage gate governance ✓Configurable gate reviews ×Not a native concept ✓Available, heavyweight
Policy driven intake routing ✓Rules assign the approvers ×Not a native concept ~Available, configuration heavy
Threshold based early warning ✓Warning Center triggers ×Not a native concept ~Partial
Resource capacity planning ✓Live utilization and what if ~Basic workload views ✓Available
Document sign off and routing ✓Sign off in platform ~Typically via integration ~Often via external tools
Time to first value ✓Days ✓Days ×Commonly months
Pricing and engagement model ✓Direct, no SI required ~Per seat, scales with headcount ×Usually license plus SI engagement
✓Native capability ~Partial, add on, or integration ×Not available natively

Comparison reflects Completix's understanding of typical mid-market deployments of these platforms as of 2026.

Industries

Built for the governance model of your sector.

EngineeringGovern complex deliverables and cross functional dependencies at scale. Banking and financialHold audit ready governance and regulatory compliance on every initiative. IT services and softwareStandardize delivery processes and maximize portfolio throughput. ManufacturingAlign capital projects and plant resourcing across the portfolio. EducationRun academic initiatives and shared resources against term and grant cycles. Defense and aerospaceTrack multi year programs against contract gates, milestone reviews, and audit trails. Government and public sectorHold procurement governance, audit trails, and multi ministry reporting at portfolio scale. MarketingKeep campaign programs and brand initiatives visible against budget and capacity. Professional servicesTrack client engagements and billable capacity across the delivery portfolio. See all PMO use casesExplore how Completix maps to your governance model.

See the portfolio the way your board wishes it could.

See Completix strategic PPM against your own portfolio. No professional services engagement, no lengthy configuration sprint.

Schedule your free demo
  • Live in weeks, not quarters
  • No system integrator required
  • Azure hosted, enterprise grade security