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Process Planner is built by JFDI
JFDI Consulting Ltd has been delivering software and consultancy for Microsoft 365 since 2001. Process Planner is one of several products we have built from real client work; visit the parent company at jfdi.info to learn more.
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What we can help with
Tenant-wide rollout
Help with App Catalog deployment, site-collection rollout, and admin-side configuration.
Multi-source board design
Help structuring multiple SharePoint lists across sites so they unify cleanly in one Process Planner board.
Custom field mapping
Map any combination of fields from your existing lists onto cards, lanes, and the detail dialog.
Private offers
Need a negotiated price? We can set up a Microsoft Marketplace private offer, and the price appears on your Microsoft invoice.
Bespoke templates
If none of the 30+ built-in templates quite fit your process, we can author a bespoke one for your tenant.
Troubleshooting
Hands-on help diagnosing licensing, deployment, or list configuration issues.
Prefer to start hands-on?
Process Planner is available on the Microsoft Marketplace, with a 30-day Enterprise trial that starts once an administrator approves the JFDI Licensing permission.