What Kolme Group does

Kolme Group is a Phoenix-headquartered project and portfolio management (PPM) consultancy founded in 2017, operating across North America, Europe, and Asia-Pacific with stated service to 50+ countries and 1,000+ customers. The firm is positioned as a preferred implementation partner for four major PPM platforms — ClickUp (where it holds inaugural Diamond Partner status and is the largest global implementation partner), Planview AdaptiveWork (Elite Partner since 2017), monday.com (partner since December 2024), and Smartsheet (partner since January 2025) — generating a material share of pipeline through channel referrals from these ecosystems.

The core proprietary technology is KolmeConnect, a fully managed PPM SaaS solution that delivers enterprise-grade bi-directional integrations between ClickUp and Planview AdaptiveWork, with custom API management, real-time syncing, and error handling designed for large-scale deployments. KolmeConnect is sold on a fixed annual subscription with no hidden fees, anchoring Kolme's managed-services revenue stream. Around KolmeConnect, the firm bundles platform-specific implementation services (ranging from a standardized $5,000 ClickUp Rapid Deployment to multi-year enterprise engagements), Agile transformation coaching, organizational change management, integration services via Zapier/Make/Workato/SnapLogic, and tool-agnostic strategic consulting.

The business model combines professional services revenue (implementation, training, consulting) with managed-services revenue (KolmeConnect) and is distributed through consultative direct sales augmented by partner referral flow and a content-led demand generation engine (weekly office hours, webinars, PMI Global Summit participation, whitepapers, case studies). The company is privately held, founder-led (Co-Founders Kim Essendrup and Matt Henderson, who also serves as CFO), bootstrapped with no disclosed funding rounds, and has not publicly disclosed revenue. Notable enterprise engagements include Team Fishel (Smartsheet rollout across 14 national divisions with 238 licensed users), Omnicell (Planview AdaptiveWork PSA), LYCRA Company (Planview with Power BI integration), and Roche Diagnostics (Smartsheet for COVID-19 test distribution). Kolme was named to the 2023 Inc. 5000 list and holds the U.S. Department of Labor Hire Vets Platinum Award.

Name

Kolme Group

Legal name

Kolme Group

Website

https://kolmegroup.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Kolme Group is a Phoenix-based PPM consultancy and preferred implementation partner for ClickUp, Planview AdaptiveWork, monday.com, and Smartsheet, serving 1,000+ customers across 50+ countries with implementation, change management, and its proprietary KolmeConnect managed SaaS.

Ownership category

akta.pro rank

Product category

Project Portfolio Management Consulting

NAICS

Other Management Consulting Services (541618), Management Consulting Services (54161), Computer Systems Design and Related Services (54151), Software Publishers (513210)

SIC

Services-Management Consulting Services (8742), Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Program & Portfolio Management (PPM) (EDABAHAB)

Keywords

• Project portfolio management
• PPM consulting services
• Work management implementation
• Agile transformation consulting
• Organizational change management

Headquarters

HQ city

Phoenix

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. PPM Implementation Services: Kolme Group provides implementation, configuration, and optimization services for PPM platforms including ClickUp, monday.com, Planview AdaptiveWork, and Smartsheet. Services include rapid deployment (5 days for ClickUp), onboarding, training, best practices checkups, and custom configurations.
2. KolmeConnect Managed Services: KolmeConnect is a proprietary fully managed PPM SaaS solution offered at a fixed yearly price with comprehensive onboarding, support, and ongoing optimization. It integrates ClickUp and Planview AdaptiveWork for enterprise clients.
3. Agile Transformation Consulting: Agile transformation services including coaching, facilitation, and PPM tool selection. Services are delivered through consulting engagements and training programs.
4. Organizational Change Management: Change management services including adoption pathway, PMO optimization, portfolio remediation, leadership coaching, and team training. Often bundled with PPM implementation engagements.
5. Strategic Consulting: Strategic consulting services including portfolio management, resource allocation, project planning, risk management, scope management, and stakeholder communication. Delivered as consulting engagements with tool-agnostic approach.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels8 records

Core offering

Kolme Group is a project and portfolio management (PPM) consultancy that delivers implementation, configuration, and optimization services for leading work management platforms (ClickUp, monday.com, Planview AdaptiveWork, and Smartsheet). Around these platform practices, the firm sells KolmeConnect, a fully managed PPM SaaS solution that bi-directionally integrates ClickUp and Planview AdaptiveWork into a unified platform for enterprise clients.

Product overview

Kolme Group is a project and portfolio management (PPM) consultancy offering professional services, not a software product company. The core proprietary offering is KolmeConnect — a fully managed PPM SaaS solution that integrates ClickUp and Planview AdaptiveWork with advanced bi-directional integrations for enterprise-level use. Around this, Kolme Group wraps specialized implementation and consulting services for four major PPM platforms (ClickUp, monday.com, Planview AdaptiveWork, and Smartsheet), plus dedicated Agile Transformation, Organizational Change Management, Strategic Consulting, and Integration Services. The portfolio is organized as a platform (KolmeConnect) plus platform-specific services and advisory offerings.

Differentiator

Problem solved

Functional benefit

Brands

• KolmeConnect: A comprehensive managed Project Portfolio Management (PPM) Software as a Service (SaaS) solution developed by Kolme Group that integrates existing software tools like ClickUp and Planview AdaptiveWork into a unified platform.

Products and services

• KolmeConnect Fully managed Project Portfolio Management (PPM) SaaS solution that integrates ClickUp and Planview AdaptiveWork into a unified platform for mid-market and enterprise clients. Features enterprise-grade bi-directional integrations, custom API management, real-time syncing, task management, time tracking, integrated docs and whiteboards, analytics/reports/dashboards, financial management, and capacity planning, sold at a fixed yearly price.
• ClickUp Services Implementation, onboarding, training, best practices checkups, Agile coaching, and integration services for ClickUp, delivered as Kolme Group's largest global implementation practice and inaugural Diamond Partner engagement. Includes ClickUp Rapid Deployment (5-day, $5,000 onboarding), full deployment services, and integration work using Zapier, Make, Workato, and SnapLogic.
• monday.com Services Implementation, customization, and optimization services for monday.com across multiple tiers (Rapid Deployment, Foundations, Foundations+, Mastery, PSA, and Managed Services), including a new Professional Services Automation (PSA) solution for revenue-generating teams.
• Planview AdaptiveWork Services Elite Partner implementation and ongoing services for Planview AdaptiveWork since 2017, including Quickstart + Licensing (PMO and PSA), PMO Best Practices, Check-up, Admin Services, Technical Account Manager (TAM), Adoption Pathway Change Management, and Packaged Advisory Services.
• Smartsheet Services Smartsheet implementation services including Smartsheet Foundations, Foundations+, Mastery, managed services, and integration support, including Core App Integration, Data Shuttle, Smartsheet Connectors, Live Data Connector, API configurations, and bespoke integrations.
• Agile Transformation Services Agile coaching, facilitation, and PPM tool selection services designed to align with unique organizational needs, covering fundamental Agile training, workflow setup, and comprehensive Agile audits.
• Organizational Change Management Change management services including Adoption Pathway Change Management, PMO optimization, troubled portfolio/program remediation, initiative leadership, and team coaching and training, often bundled with PPM implementation engagements.
• Strategic Consulting Services Tool-agnostic strategic consulting covering Strategic Portfolio Management, Resource Allocation & Management, Project Planning & Strategy, Risk Identification & Mitigation, Scope Management & Change Control, and Stakeholder Communication & Reporting.
• Integration Services Enterprise integration services including iPaaS integrations (Zapier, Make, Workato, SnapLogic), custom API development, hosted and managed integration services, and connectivity with leading business applications (CRM, ERP, and project management tools).
• PPM Management Services Project and Portfolio Management (PPM) services helping organizations use modern PPM tools to manage portfolios, resources, and financials with data-driven project and portfolio management practices.

Quantifiable outcome

• 30% faster project delivery
• +5 more outcomes

Named customers16 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Feature3 records

Partnerships

Six partnerships are on record, tiered core, strategic and minor.

• Planview AdaptiveWorkcoreTechnology or Integration · 1 January 2017Kolme Group has been a proud preferred partner of Planview AdaptiveWork since 2017, serving as Elite Partners. They have helped hundreds of organizations ranging from small enterprise to Fortune 100 and global NGOs achieve success. Kolme Group supports AdaptiveWork in many different ways including implementation, training, best practices, and ongoing optimization.
• ClickUpcoreTechnology or IntegrationKolme Group is ClickUp's largest implementation partner globally and inaugural Diamond Partner. They provide comprehensive ClickUp services including rapid deployment (5 days), onboarding, training, best practices checkups, Agile coaching, and integration services. Their typical onboarding package is $5,000.
• monday.comcoreTechnology or IntegrationKolme Group is a trusted monday.com partner providing expert implementation, customization, and optimization services. They offer Rapid Deployment, Foundations, Foundations+, Mastery, PSA, and Managed Services tiers for monday.com products.
• SmartsheetcoreTechnology or IntegrationAs a trusted Smartsheet partner, Kolme Group helps organizations unlock the full potential of Smartsheet's work management platform. They provide tailored training, managed services, integration support, and strategic guidance for Smartsheet implementations.
• GUIDEcxstrategicStrategic or Co-development PartnerKolme Group and GUIDEcx formed a strategic partnership to elevate customer success. GUIDEcx provides customer onboarding software with nifty reporting features that provide insight into task completion and project status. Kolme Group integrates GUIDEcx into their customer onboarding practice.
• DoD SkillbridgeminorOthersKolme Group participates in the Department of Defense Skillbridge program, offering military-to-civilian transition opportunities for service members. DoD Skillbridge intern applicants must apply through the careers page.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• ClickUp: ClickUp is the underlying PPM/work management platform vendor where Kolme is the largest implementation partner globally — overlap exists where ClickUp's own professional services team engages with enterprise clients directly.
• Upland Software: Upland offers PSA / PPM software (Kantata) and adjacent work-management products, putting it in the same enterprise buyer conversation as Kolme's PPM/PSA consulting engagements.
• Planview: Planview is the PPM platform vendor where Kolme holds #1 AdaptiveWork partner status since 2017; comparable as a software leader in the same PPM category Kolme serves through implementations and KolmeConnect.
• Slalom Consulting: Slalom is a major US consultancy with a sizable PPM and modern workplace practice, competing with Kolme for enterprise transformation engagements across ClickUp, Smartsheet, and Microsoft PPM tooling. Much larger scale but less niche-specialized.
• Wrike: Wrike is a work management platform with implementation partner ecosystems serving similar mid-market and enterprise buyers as Kolme's integration and PMO consulting practice.
• monday.com: monday.com is a work management platform and Kolme's partner since 2024; its platform solutions compete with Kolme's managed services at the buyer level and could partially disintermediate implementation services over time.
• Smartsheet: Smartsheet is a work management platform partnered with Kolme since Jan 2025 — overlapping where Smartsheet's own solution engineering team handles implementations for large customers.

Direct peers

• Bluemetrix: Bluemetrix is a PPM and PSA consultancy focused on Microsoft PPM stack (Project Online, Azure DevOps). Comparable to Kolme's platform-agnostic integration + implementation model across major PPM vendors including bi-directional integrations.
• Rego Consulting: Rego is a specialist PPM consultancy focused on Planview, Microsoft Project Online, and broader portfolio management — directly comparable to Kolme's platform-specific PPM implementation + change management practice. Both target mid-market and enterprise PMO transformations with similar tool-agnostic positioning.
• 2gc Active PPM Consulting: 2gc is a UK-based PPM consultancy and Planview implementation specialist with deep PMO consulting expertise — a direct peer to Kolme on Planview AdaptiveWork services and strategic portfolio management consulting globally.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/KolmeGroup
• YouTubeyoutube.com/@kolmegroup
• LinkedInlinkedin.com/company/kolme-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kolme Group