The product, in one paragraph
Process Planner is a SharePoint Framework web part that turns multi-stage SharePoint lists into a kanban board you can actually run a process on. Board and List views, drag-and-drop between stages, item creation and editing inline, full search and filter, and multi-list aggregation across sites so a programme office can roll multiple project lists into a single view. Configuration sits in the standard SharePoint web part properties pane.
Behind the obvious surface are the things that make a busy board behave: virtual scrolling so a thousand-card view stays responsive, optimistic UI updates with automatic rollback, ETag concurrency to catch the case where two users edit the same item, and an offline queue for field staff on patchy networks.
Built by JFDI Consulting
Process Planner is built and supported by JFDI Consulting Ltd, a Microsoft 365 software and consultancy house that has been operating since 2001. JFDI is a Microsoft Certified Partner and Applications Chartered Member, with two decades of platform expertise across SharePoint Server, SharePoint Online, the SharePoint Framework, Microsoft 365, Azure, and adjacent ecosystems.
Microsoft Certified
Microsoft Certified Partner and Applications Chartered Member with over two decades of platform expertise.
Founded in 2001
Founded by Jon Silver and Joel Jeffery. JFDI provides full-service consultancy, R&D, and software development to SMEs and corporates.
Microsoft 365 experts
Implementation, development, and administration across the Microsoft 365 ecosystem.
Cyber Essentials Plus
Awarded Cyber Essentials Plus for the third consecutive year.
From Aardvark to Process Planner
Process Planner is the relaunch of Aardvark, our Microsoft Teams app for stage-based work. Aardvark ran for several years and proved the core thesis: teams already have the data, they just need a board view. What Aardvark could not do, Process Planner now does: live natively on SharePoint pages, unify lists across sites, ship with 30+ business templates instead of one, and stay fast on boards with thousands of items.
If your team used Aardvark, your existing SharePoint lists are unchanged. Process Planner reads them in place. See the Updates page for the full migration notes.
How we approach products
We conduct our business ethically, human to human
We are selective about our clients and their business activities
We always look after our clients’ and employees’ best interests
JFDI was founded on strong values that have evolved into a driving philosophy. We passionately support local and global efforts to improve our treatment of the planet and each other.
Under the hood
Ready to run your processes better?
Process Planner is available on the Microsoft commercial marketplace. Install it on your SharePoint tenant and add it to any page or Teams channel where the work happens.