Completix

From setup to success, we're with you

Completix isn't just software, it's a partnership. Our services team works alongside your PMO and project managers to ensure the platform is configured for how your organization actually operates, and that your team is set up to realize value from day one.

Days

Not months to go live

100%

Tailored to your PMO

Ongoing

Support after launch

Expert

PM practitioners, not just devs

Built to fit your workflow, not the other way around

Every organization runs projects differently. Our services are designed to meet you where you are and configure Completix to match your governance model, reporting cadence, and team structure.

Implementation & Configuration

We scope your environment, configure the platform to match your project taxonomy, workflows, and reporting needs, and validate before go-live.

Training & Enablement

Role-based training for project managers, PMO leads, and executives so your team uses the platform confidently and consistently from day one.

Data Migration

We help you bring existing project data, schedules, and historical records into Completix through structured migration support scoped during discovery.

Ongoing Support

Access to our support team for troubleshooting, configuration changes, and guidance as your portfolio and organizational needs evolve.

Everything your PMO needs to succeed

Our service offerings are designed around the real challenges PMOs face when adopting a new platform.

01
Platform Implementation
Your environment configured to match your PMO structure, workflows, and governance model, not a generic template.
02
Training & Enablement
Role-based training for project managers, PMO staff, and executives delivered in your live environment.
03
Data Migration
Structured migration of existing project data from spreadsheets or legacy tools, scoped and validated before go-live.
04
Custom Integrations
Targeted integrations with your existing systems, scoped as a professional services engagement with clear deliverables.

A structured engagement from day one

We follow a consistent, repeatable approach so you always know what to expect, and nothing falls through the cracks.

Step 01

Discovery Call

We start by understanding your PMO, portfolio size, current tools, and what's not working. This shapes everything from configuration to training.

Step 02

Scoping & Proposal

We document the engagement scope, timeline, and deliverables in a clear statement of work. No surprises about what's included.

Step 03

Configuration & Build

Our team configures your environment, builds any integrations, and prepares your data. You get regular progress updates throughout.

Step 04

Training & Handoff

We train your team in your live environment, not a sandbox, so they're working with real data and real workflows from the start.

Step 05

Go-Live & Stabilization

We're available during and after launch to address questions, resolve issues quickly, and adjust configuration as your team settles in.

Ongoing

Continuous Support

After stabilization, ongoing support keeps your platform healthy as your organization grows and your governance needs evolve.

Implementation

What a typical implementation looks like

Most organizations are fully live within a few weeks, not months. Our phased approach ensures quality at every step without unnecessary drag on your team's time.

1

Environment Provisioning

Your Completix tenant is stood up in the appropriate Azure region, with initial admin access, security settings, and geo-zoning configured per your data residency requirements.

Day 1–2
2

PMO Configuration

Project categories, phases, statuses, custom fields, and portfolio structure are configured to match your governance model and reporting requirements, not a generic template.

Week 1
3

Users, Roles & Permissions

User accounts are provisioned, role-based access is configured for project managers, PMO staff, and executives, and SSO is set up if applicable.

Week 1–2
4

Data Load & Validation

Initial project data is loaded, historical records migrated if scoped, and the environment is validated end-to-end against your acceptance criteria before any training begins.

Week 2
5

Training & Go-Live

Role-based training sessions are delivered in your live environment. Once the team is comfortable, go-live is confirmed and the stabilization window begins with active support coverage.

Week 2–3

Support that scales with your organization

After go-live, you're not on your own. Choose the level of ongoing support that matches your team's needs and complexity.

Standard

Self-Serve Support

Best for teams that are comfortable managing their own environment with access to documentation and ticketed support for escalations.

  • Knowledge base & documentation access
  • Ticketed support with SLA responses
  • Release notes and update communications
  • Community and in-app help
Enhanced

Assisted Support

Ideal for active PMOs that want faster response times, direct access to a named support contact, and periodic health checks.

  • Everything in Standard
  • Named support contact
  • Priority ticket handling
  • Quarterly configuration review
  • Ad hoc training for new team members

Ready to talk about your implementation?

Book a discovery call with our services team. We'll learn about your PMO, answer your questions, and be straightforward about what an engagement would look like.