Turn PMO Advisory into
High-Margin Implementation Revenue
When your clients are trapped in spreadsheet chaos, heavy enterprise PPM tools are too bloated and Power Apps licenses are too expensive. Bundle PPM Compass 360 into your PMO consulting packages to deliver rapid, structured governance on the SharePoint Online they already own in Microsoft 365.
Why "First PMO Governance" Engagements Stall
You spend weeks designing beautiful project charters, stage-gate governance frameworks, and RAG definitions. But when it comes to technology, you hit one of three walls:
The Excel & PowerPoint Rut
Clients default to shared Excel workbooks and slide decks. Within 3 months, formulas break, version control collapses, and the steering committee is back to arguing over outdated figures.
Heavy Enterprise PPM Overkill
Recommending Planview, Clarity, or Jira Align triggers a 9-month procurement nightmare, $50,000+ software contracts, and user rebellion from project managers who just wanted a clean status overview.
The Power Apps License Trap
Building on Power Platform requires $20/user/month Power Apps licenses plus Dataverse storage fees. For 100 stakeholders, that is $24,000/year in Microsoft tax before you even start configuring.
Deliver Real Software on Day 1. Capture 100% of the Advisory Fees.
PPM Compass 360 is an in-tenant SPFx solution that deploys in 5 minutes into the client's existing SharePoint Online. No database admins, no firewall exceptions, and a flat annual fee per site collection. You retain all consulting, process design, and rollout fees.
4 High-Margin Service Packages You Can Sell
Instead of selling custom code from scratch, sell high-value governance, process architecture, and automation sprints.
Package A: The "First PMO Governance" Launch
For organizations with 10–50 active projects currently scattered across spreadsheets. You provide the end-to-end rollout:
- ✓ Charter Standardization: Define portfolio taxonomy, sponsor roles, and project intake templates.
- ✓ 4-Way RAG Criteria: Establish objective criteria for Timeline, Budget, Resource, and Scope health.
- ✓ 3×3 Risk Matrix Workshop: Define impact and likelihood scales aligned with corporate risk tolerance.
- ✓ Project Manager Training: 2 interactive workshops on monthly locked audits and timeline management.
Package B: Power Automate & M365 Ecosystem Flows
Connect PPM Compass 360 to your client's existing Teams, Outlook, and Power Automate licenses without writing code:
- ✓ Change Request Approvals: Interactive Teams adaptive cards routing CRs to Project Sponsors.
- ✓ Monthly Status Digest: Automated executive alerts when a monthly report is published & locked.
- ✓ Phase-Gate Sign-Offs: Trigger formal management sign-off emails upon milestone completion.
- ✓ Microsoft 365 Copilot Prompts: Custom prompt guides for summarizing exported project Excel files.
Package C: Executive Power BI & ERP Blending
Build bespoke executive dashboards connecting PPM SharePoint lists with SAP, NetSuite, Oracle, or corporate finance:
- ✓ Direct SharePoint Connectors: Live Power BI reports with zero gateway overhead.
- ✓ Capex/Opex Financial Blending: Combine PM-reported forecasts with actuals from general ledger.
- ✓ Cross-Portfolio Capacity Modeling: Advanced FTE multi-year resource forecasting.
- ✓ Board & Steering Deck Templates: Automated weekly/monthly executive briefing packs.
Package D: Fractional PMO-as-a-Service
Become the client's trusted external Portfolio Director, running monthly cadence and governance rhythm:
- ✓ Monthly Steering Committee Facilitation: Run executive reviews using the "My Portfolio" cockpit.
- ✓ Baseline Drift & Schedule Auditing: Identify slipping phase gates before they turn into crisis.
- ✓ Risk & Issue Escalation: Review sponsor-flagged risks and unblock critical cross-team dependencies.
- ✓ Quarterly Portfolio Prioritization: Intake reviews, capacity rebalancing, and project gating.
Deliver the App Under Your Own Consultancy Brand
For boutique PMO consultancies and advisory practices with minimum annual commitments, we offer a complete white-label build. Your clients see your agency name, your color palette, and your custom methodology every time they log in to Microsoft 365.
Your Logo & Brand Palette
Replace PPM Compass 360 with your firm's name (e.g. Acme Governance Director 365), custom logo icon, and brand colors throughout the web part.
Your Proprietary Methodology
Pre-configure your firm's exact stage-gate definitions, custom milestone types, and tailored list columns directly into the package distribution.
Client Brand Stickiness
Reinforce your trusted advisor status. Executive sponsors and project leads interact with your branded cockpit every single week.
Estimate Your Annual Partner Practice Revenue
See how bundling PPM Compass 360 into your advisory packages scales your consulting firm's top line.
* Based on standard advisory sprint pricing, 3.500 €/mo fractional PMO retainers, and wholesale partner tier margin.
Simple, Transparent Partner Tiers
Start as a referral partner with zero commitment, or become a certified implementation agency with white-label delivery.
Referral Partner
- • Zero minimum commitment
- • Direct client billing or referral link
- • Consultant sales presentation deck
- • You retain 100% of your advisory fees
Implementation Partner
- ✓ Wholesale reseller pricing & re-invoicing
- ✓ Official Partner Directory listing
- ✓ Turnkey Power Automate flow templates
- ✓ Power BI starter template (.pbit)
- ✓ Dedicated partner engineering support
Premier White-Label
- • Your logo, title, and brand color palette
- • Tailored list columns & stage-gate names
- • Minimum annual commitment (3+ sites)
- • Direct influence on product roadmap
- • Priority L3 developer hot-line
The Turnkey Partner Enablement Kit
We equip you with proven templates and resources so you can start pitching and delivering in your first week.
PMO Discovery Playbook
Ready-to-use client questionnaire to map existing projects, categorize portfolios, and determine 4-way RAG thresholds.
Power Automate Flows
Exported flow `.zip` packages for Teams Change Request approval cards and locked monthly report notification digests.
Power BI Starter Template
Pre-wired `.pbit` dashboard template connecting directly to the standard SharePoint lists for executive portfolio reporting.
IT Security Playbook
Complete architectural whitepaper and SecOps audit guide to hand directly to your client's Chief Information Security Officer (CISO).
Frequently Asked Questions from Partners
Ready to Expand Your PMO Practice?
Schedule a 20-minute architectural walkthrough, request an evaluation package, or discuss partner margin and white-label tiers directly with our leadership team.