PMComplete

PMComplete™ is a complete system for managing all of your project registers (or 'logs").

PMComplete™ allows you to record, monitor, report on and chart both the more common project registers (eg, action items, benefits, changes, defects, issues, risks and work products) as well as any of the other 70+ project registers.

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PMComplete™ Practice Management

PMComplete™ is the complete Practice Management solution addressing:

Click on each of the topics below to view more details.

Each of the above listed items consists of multiple PMComplete™ functions allowing you to add new records, change, replicate, delete and list existing records, chart, enquire and report on records, add an unlimited number of soft copy document attachments to records, classify records, monitor their status through their life cycle, sort the displays into a variety of sequences, print reports, drill-down on reports and e-mail these reports and view a check list of issues to address.

Practice Management is the term used within PMComplete™ to address the overall business aspects of running:

  • IT Departments
  • Professional Services Firms
  • Service Departments
  • Software Houses

(ie, any enterprise or organisation/business unit that provides professional services to others).

Practice Management functions are practice-wide, and while impacting upon projects, generally affect all projects equally.  The Practice Management functions in PMComplete™ provide tools that allow you to administer and manage the practice as a whole.  You can manage the plethora of internal activities that a service organisation performs

PMComplete™ functionality has been designed to free practice partners and principals from performing administrative activities so that they can spend more time on managing the people aspects of the practice as well as on practice development (ie, sales).

With PMComplete™ you will increase profitability and improve cash flow because of faster, more accurate and complete billings of all services provided.  Reports and charts have been designed to give senior management the necessary information to assist in making management decisions.

Action Items Management

You can create as many action items registers as you need.  Typically this is one for each different meeting type that you participate in.  You can monitor the progress of all action items that arise.

You can print a variety of action item analysis reports.   

Agreements and Contracts Management

You can record details about all contracts as well as purchase orders raised against those contracts.  Contracts may be with Clients, vendors, subcontractors, contractors or staff.

You can monitor the progress of invoices against purchase orders as well as purchase orders against contracts.   

Basic Practice Management

PMComplete™ provides a complete Professional Services Automation (PSA) solution for those enterprises that provide services to external Clients as well as a complete Services Automation (SA) solution for those organisation/business units that provide services to internal Clients.

You can record foreign exchange rates for specific dates.

You can record and retrieve jokes.

You can record shifts.

You can monitor people's workloads.

You can print telephone lists in a variety of formats.   

Brand, Image and Digital Asset Management

You can record details about all brand style guides, templates, special company fonts, logos, etc.

You can record details about all images for the enterprise as well as products including web site images.

You can record details about all digital assets like company and product photos, staff photos, presentations, videos and multimedia.

There are no limits on the number and types of file that can be stored within PMComplete™.

Flexible searching for files held in PMComplete™ is supported.   

Business and Service Continuity Management

You can record details about all risks that have been identified that may affect a business (including to business objectives, people, processes, facilities, equipment, property, vendors and Clients).  This functionality is in addition to the Project Risk Management functionality provided by PMComplete™.  You can record the results of impact assessments.

You can monitor the status of all risks.

You can print a variety of risk analysis reports.   

Business Strategy and Planning Management

You can record details about your company's mission, values and vision.  You can record and monitor your business activities, value drivers, objectives and strategies for achieving these objectives.  This can be at both the company as well as the organisation unit level.

You can print your company's strategy map.

You can record details about strategic business initiatives and programmes of projects.

Other modules allow you to tie personal objectives, skills as well as products and services back to these business objectives.   

Calendar Periods Management

You can record details about your business calendar.  This contains month-end close-off dates as well as Board meeting dates and other important dates including public holidays, factory shutdowns, pay days, major and minor Rostered Days Off (RDO).

You can record special project reporting periods including special periods that may be mandated by different Clients.

This provides a single place to record this information so that everyone in the enterprise is working with the right version of these important dates.

This information can be exported from PMComplete™ and imported into your personal Microsoft® Outlook® calendar.   

Corporate Governance Management

You can record and publish Board meeting dates as well as the minutes of Board meetings.  You can also keep an attendance register/statistics of Board meeting participants.

You can also record Director and employee share holdings.

You can record details about all Board Committees, their charters, participants, meetings, minutes and action items.  Acts as a secure repository for all Board papers.

Also provides a handy check list of corporate governance activities.   

Documents and Forms Management

You can record details about all hard and soft copy documents.  You can track distributions to recipients.

You can upload and attach any number of soft copy documents of any type to any record of any type in PMComplete™.  This forms the basis of PMComplete™'s document management system.  You can classify documents using a variety of different schemes.  You can search and retrieve documents in the document repository in a number of different ways.

You no longer need to know where a document is filed - only that it is in PMComplete™ somewhere.

You can record details about all forms, including who is responsible for each, where to find the master version and when last reviewed.   

Enterprise Risk Management (ERM)

You can record and monitor a holistic view of your company's risks.  This can include risks to your company's equipment, people, projects, processes and properties as well as to its vendors and Clients.  Risks can be events that threaten the company's profitability as well as crisis situations and safety incidents.

You can record the impacts of risks and then use this to guide you in the formuation of avoidance, mitigation and contingency plans.

You can monitor potential and actual risk exposure.   

Environmental Management

Provides a handy check list and displays how to manage company environmental aspects.   

Equipment Management

You can record details about all of your equipment (eg, computers, telephones and audiovisual equipment).  As well as details about each item of equipment, you can also record who it has been allocated to.

You can record details about all approved variations to your Standard Operating Environment (SOE).

You can record details about all Installs, Moves, Adds and Changes (IMACs) as well as the results of equipment counts and audits.   

Fleet Management

You can record all details about your vehicle fleet.

You can record vehicle drivers as well as assignment of keys.  You can record details about all contracts associated with each vehicle.  You can record all vehicle drawings.

You can monitor vehicle costs, problems, inspections and maintenance as well as meter readings.  You can monitor time and costs (as specified on timesheets) against work orders which in turn specify vehicles.

You can receive early warnings/reminders about contracts expiring as well as inspections, insurances and registrations falling due.   

Information Life Cycle Management (ILM)

Provides a handy check list and displays how to manage the information life cycle.   

Information Technology (IT) Management

As well as support for overall IT governance and IT strategy, you can also monitor all aspects of your IT projects and your IT operations through the explicit, built-in support for PMI®'s PMBOK®, OGC's PRINCE2™ and OGC's ITIL®.   

Innovation Management

You can record details about suggestions, ideas, innovations and recommendations.  You can monitor the work performed on these as they progress towards becoming projects.

You can prioritise projects.

You can rate project allignment with business objectives to allow you to further rank projects.   

Intellectual Capital Management

Provides a handy check list and displays how to manage intellectual capital.   

Intellectual Property Management

You can record details about all of your intellectual property assets.  You can assign a value to them.

You can record details about all contracts associated with intellectual property, including non-disclosure agreements, confidentiality agreements and intellectual property sharing agreements.   

Key Holders Management

You can record details about everything that is lockable.  This includes equipment, doors, safes, information system sign ins and parking spaces.

You can record who has a key to what lockable item.

You can print an audit report to assist you in checking that all keys are accounted for and have not been lost.   

Library Management

You can record details about your libraries and the assets within those libraries.  A library asset can be a hard copy book, a brochure, a magazine, a piece of equipment (eg, a notebook personal computer or data projector), a software CD-ROM or an article or correspondence.

You can record details about library asset borrowers and their expected return dates.

You can be warned about late returns of library assets.

You can issue announcements e-mails for all new articles and correspondence.

All of this functionality provides for a very flexible library management system.   

Merger or Acquisition Management

Provides a handy check list and displays how to manage mergers and acquisitions.   

Methodology Management

You can record details about your policies, processes, procedures, check lists, standards, guidelines, document templates, patterns and lessons learnt.  This makes PMComplete™ the single point of reference for all of this information.

You can also create template charts of accounts, template tasks and milestones, template Work Breakdown Structure (WBS)/work products, template documents and template risks within PMComplete™ for automatic propagation to new projects to reduce the time and effort in creating these from scratch every time.

PMComplete™ also provides explicit, built-in support for many different frameworks, methodologies and standards including PMBOK®, PRINCE2™, TenStep®, Microsoft® Solutions Framework (MSF), CMMI, ISO/IEC 15288 and others.   

Quality Management

You can record details about and monitor all service calls made.

You can record details about all test plans, test scripts and test run results.

You can plan and record all reviews, inspections and assessments as well as reviewers, inspectors and assessors together with their results.

You can record details about all complaints, complements and problems.   

Records Management

Integrates with the Document Management functions to provide a full records storage and retrieval capability.

Provides a handy check list and displays how to manage records.   

Security Management

You can plan and record the results of your security assessments.

You can record details about what is "lockable" and who has what keys to those lockable items.

You can record details about visitors and print visitors' lapel name labels and a visitor register report.   

Seminars, Exhibitions and Meetings (Events) Management

You can plan and record details about all events (seminars, exhibitions, conferences and meetings) as well as their participants.

You can monitor each event's profit and loss.   

Travel and Accommodation Management

You can record details about travel and accommodation requests.  These can then be sent by way of WorkFlow to each person's manager for approval.

You can record details about all car hire hires as well as cash advances.

You can record details about all expense claims.  These can then be sent by way of WorkFlow to each person's manager for approval.  After approval they are posted to project ledgers where they can be analysed in a variety of reports.   

Value Management

You can record details about your business objectives.

You can record details about how projects align with your business objectives.

You can report on which business objectives are at risk should a project not be performing.

You can record details about planned and actual project benefits.

You can record details about planned and actual project outcomes.   

Click here to view a Practice Management overview diagram.

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