Are you feeling overwhelmed by all the initiatives, programs, large teams, multiple locations, and big budgets your company is dealing with? It can be tough to keep track of everything and provide relevant information to the Executive team. That's where we come in!
Our system is designed to collect and summarize data, giving you a bird's-eye view of everything that's going on. This way, you can easily manage your projects and resources, track budgets across portfolios, and identify critical issues before it's too late.
We know that the Executive team, sponsors, and stakeholders want to help your project team succeed. But they don't have the time to sift through endless amounts of data. That's where our system comes in handy. It provides all the important details in an easy-to-read format, so the Executive team can stay in the loop without wasting hours of their time.
Executives' concerns
Leaders want to make the right decisions, but lack information to properly do so.
Initiatives always go over budget
Resources are either overused or underused
Lack of visibility leads to improper deliveries
Reputations are impacted by the wrong decisions supported by the wrong information
Mistakes can be very costly
Estimates are completely wrong
Solution: Start using Completix to properly manage, monitor, and forecast your initiatives
Provide the right checks and balances for your initiatives
Compare historical values to estimate properly
Clear overview of what is gong on helps you improve your forecast
Make informed decisions at critical junctions
Spot trends and predict the outcome
Remove excuses from the equation
Hire better, by ensuring a correct resource utilization
Project Management Complexity
It is typical for organizations to use multiple tools to manage a project. For example the budget is managed in Excel, the schedule in MS Project, and the files all over the place even if you have a central repository.
Multiple tools are required to manage a task
Information is spread around multiple repositories
Project Managers cannot find the right templates to use
Team members cannot find what they are looking for
Managing multiple projects is a nightmare
Status reports are complicated and time consuming
New hires take a long time to get trained
Everyone is extremely busy and gathering updates is challenging
Solution: Best-of-breed all-in-one platform purposely designed to manage the project lifecycle
Single platform. All you need to manage and collaborate in a project
Designed to deliver repeatable results
User friendly and intuitive to use
Optimized for multi-project delivery with unified dashboards for everyone
Automated, always in-sync status report
Updates can be safely and easily delegated to team members for a better overall experience
Mistakes
Mistakes happen, let's face it, but can you catch them in time? Unless if you have a unified system, it is virtually impossible and extremely time consuming
Cut & Paste errors between systems
Multiple file versions confusion
Use of the wrong template
Missing important steps (critical if you are audited)
Proceeding under the wrong assumptions
Solution: An innovative integrated platform that guides you through the journey
All components are integrated and in sync. There is no cut & paste required
Collaborate on the same documents and avoid confusion
Templates are attached to each step as per your custom process (Can't get better than this)
Clearly defined process (customizable) where deliverables need to be checked off before proceeding
Gating approach to ensure nothing will be missed
Clearly defined Project details for everyone to review. No more excuses
Multiple projects challenges
Managing or simply being part of multiple projects is a significant challenge. Resources are often lost in the confusion and spend too much time on the tools rather than the tasks on hand
Cannot find the right information due to projects being managed differently
Need to go to multiple locations to view all of your assigned tasks
Update the status of each task on each project is extremely time consuming
Resources are overwhelmed
Solution: A platform optimized for complex initiatives
All projects are delivered uniformley based on your process. You always know where to look
My Dashboard gives each user a unified view of their assignments, with the ability to update directly from it
By making multi-project simple, everyone is more relaxed and more productive
Overview Across Initiatives
If you want to view all of your initiatives and rely on manually created dashboard or summaries, the task can become an endless undertaking
Gathering data across multiple initiatives leads to mistakes and it is time consuming
A manual approach is always out-of-date from the moment you start
A drill down to a specific initiative is extremely difficult
Solution: A platform that is Enterprise ready
Everything is automatically collected and presented in a single unified executive view
Everything is always up-to-date. Always
One click to drill to a specific initiative
PMO Challenges
If you are part of a PMO, you are tasked to make "it" standard and highlight risks and issues across initiatives. A challenging task, unless you have the right tools
Everyone is doing things differently (Deliverables are not uniform)
Very difficult to gather meaningful data across initiatives
It 's very time consuming to change the process
Assigning resources to a project is complicated due to lack of visibility
Tracking forecasts and actuals is a challenge
Project statuses are never consistent
Grouping projects in portfolios generates an additional layer of complexity, effort and it is prone to mistakes
Solution: A platform designed for PMOs and their unique requirements
Customizable process and integration of templates, enables a uniform delivery every single time
Everything is automatically collected and presented in a single unified executive view
Changing process is simple, fast and painless
A comprehensive resource allocation helps you and your managers to know what everyone is doing, so you can make the right decision
The integrated financial component makes it a breeze to use and report
Project status are always available, current, and uniform
Programs and Portfolios have automatically generated dashboards. Just add projects into it and you are done
Tool Usability
Even though your organization may already have a tool, you may have an adoption problem.
Users don't find the tool usable and resort to other solutions
Your current tool collaboration's capabilities are not cutting it
Documents need to be downloaded locally to be worked on
Documents are lost among multiple folders
Solution: A platform purposely designed to address adoption rate and usability
Designed from a user's perspective
Collaborate on the same document directly in Completix without the need to download/upload each time
Context menus (right click) and keyboard navigation make it look and feel like a desktop application
Smart Repository ensures you can find your files quickly and consistently
Stakeholder Access
Each project stakeholder has its own interest in specific portion of the project. Current tools either do not show the proper information or simply are not designed to do so
Some users either see too much or too little
Information displayed is not tailored for the business roles
Solution: A platform designed for all stakeholders
Controlled access (only show what you want a user to see)
Components are designed for each stakeholder's main interest
Try Completix and see how we can help your PPM practice
request a demo
See how Completix can help your project practice
Book a free personalized demo today and one of our team member will get back to you shortly.
Manage projects efficiently
Make it repeatable
Communicate to all levels
Oversee all activities in complex environments
Changelog
Nov 18, 2024
New – Task Template
Improved – Search can find checklist items in tasks
Improved – Budget. Cell-assignment has, for each resource, an added total and total to date field.
Improved – Adding user to project has a new interface where multiple team member can be added by selecting form a list
New – Timesheet report export has an added option to export all months on record.
Improved – Outlook Integration now has the ability to sync your Out of Office Availability
Improved – My Availability can be set in hours as well as days
Fix – Various bug fixes and UI tune-ups
Oct 16, 2024
New – Outlook 2-way Integration
Improved – Forecast calculation
Improved – Allocation. When effort-driven is enabled, Task s in allocation now show start/end dates
Improved – Timesheet functionalities
Fix – Various bug fixes
Aug 29, 2024
New – Users Calendar. Unified view of all user’s calendar
New – Vacation calendar. Visualize your resources’ vacations in a searchable centralized calendar
New – Allocation Gantt. A new view that represent resources’ allocation in a Gannt chart
New – My Availability. Each user can set their own working time and days off. The availability is fully automated with the schedule, forecast and allocation
New – Effort based schedule. You can now assign effort to tasks in the schedule and report them in the Timesheet. Timesheet entries are automatically calculated and pre-populated.
New – Task based Timesheet. You can now report time against assigned schedule’s tasks. This functionality is tied to Effort based schedule.
New – Each project has a dedicated general chat
New – Timesheet custom entries. Add non-billable hours to the timesheet and visualize reports. For example you can track a resource’s vacation days.
New – Added new interactive resources’ effort reports with time/cost views
New – Multi-Language support
Improved – Timesheet reports now include “To Date” tally
Improved – In the resource view, actuals and forecast are now displayed side-by-side
Improved – Vendors logos are now automatically added to the vendor component.
Improved – New schedule, forecast and actuals triggers have been added to improve the warning engine
Improved – Search functionality now includes RAID items
Improved – Gantt charts have a new rounded look and have the resource(s) assigned visible in the bar
Improved – Raid. You can now hide all RAID items, while in list view, that are closed with the click of a button.
Change – Allocation calculation are no longer tied to the project end, and instead rely on the allocation calendar
UI tune-up– All dashboards have bigger graphic counters and a new coloring scheme to clearly separate the budget data from the rest.
Fix – Various bug fixes
Jun 7, 2024
New – Change Request impacting the schedule are now automatically updating the “Approved end date” of the project and are clearly flagged.
New – Project duration (in days) is now displayed in the overview page and in the status report.
Improved – Schedule and RAID filters have been improved
New – Baseline capability has been added to the schedule
New – Schedule history is now available. The schedule automatically save itself and provides multipole restore points
Improved – New triggers have been added to the warning engine to better support more use cases
New – Search is now available across the entire site and covers multiple items
Improved: project search now includes RAID items
New: In the Simplified view, we have added the Tasks Kanban view. The Kanban view is now the default one
Apr 20, 2024
New – Document search is indexed and fully integrated with external drives (OD. GD. etc).
Improved – Schedule and RAID filters have been improved
Improved – Milestones in gantt chart are placed in different level when colliding
Improved – CSV exports data improvement
Improved – Dashboards columns are also customizable “per user” and can be set directly in the dashboard.
Fix – Fixed bugs in schedule and RAID where resources couldn’t be copied via context menu
Mar 16, 2024
New – OneDrive Integration (2-way)
New – Google Drive Integration (2-way)
New – Schedule Kanban view
New – Tracking and Operational initiatives have been simplified and add the ability to migrate to a full project
Improved – Document templates can now be organized into folders
Jan 29, 2024
Improved – Site Settings’ UI has a new look with explanation and guide
New – Portfolio status can now be exported unified
New – Jira Integration (2-way)
New– MS Project Integration (2-way)
New– Simplified view – Record is committed automatically
Dec 22, 2023
New – Introduced a FREE plan
New – Introduced a new trigger-based Warning engine
New – Added charts for budget’s status
New– Added Portfolio Manager role
New– Added Portfolio view in My Dash for assigned Portfolio Managers
New – Project type can be hidden if not in use
Improved – Status reports now export in PDF landscape for better readability
Nov 25, 2023
Fix – Bugs and UI tune-ups
New – RAID Cards in Kanban mode have an updated look
New – Added 5 custom budget fields. You can track your own custom financial targets and display them in the various dashboards and status reports
New – Budget templates can now be created by importing directly from MS Excel
New– When, in a project, components are hidden, all related options are also hidden
New– Added a Resource view for Portfolios
Nov 5, 2023
Fix – Bugs and UI tune-ups
New – Introduced Operational and Task Tracking as type of initiatives
New – Project type tags are now colored differently for a better experience
New – Project types are now tracked in the Dashboards
New– Added ability to show/hide all details’ components separately in the Overview page
New – Added a “Note” field in vendor expenses.
Oct 5, 2023
Fix – Bugs and UI tune-ups
New – Introduced Financials lock
New – Dashboards: added alert icons for values over the baseline
Sep 6, 2023
Fix – Fixed FY calculation in PM Dashboard
New – Introduced a new Trial start Welcome guided setup
New – Table’s headers have a new and improved look
New – Added option to include/exclude any given project in the overall Budget and/or Financials calculations
New – Added option to enable/disable the budget fiscal on a per project basis
Aug 25, 2023
Fix – Bugs and UI tune-ups
Update – We updated all internal libraries to the latest version
New – Introduced a Simplified project type to be used for task tracking type activities
New – Increased the number of components that can be turned off separately
New – Tasks can now be added directly from the dashboards
New – The Trial plan has been simplified by turning off, by default, all advanced components. All features can be turn back on in the Site settings
New – Individual users can now customize their dashboards by show/hide columns of data. Go to “My Account” to customize it.
Aug 10, 2023
Fix – Bugs and UI tune-ups
New – Grouping of resources in MyTeams
New – Pre-built budget “Estimates vs Actuals”
New – Status report now has a new widget: Summary bar
New – More components can be turned off separately
New – New tasks can be added directly from the dashboard
Completix for mobile is not ready yet
We are working hard creating a mobile version that meets your needs
