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.
Use Cases
How different teams use Process Planner
The product is shape-neutral. There is no schema to adopt, no methodology to subscribe to, no implementation phase. Process Planner reads whatever your teams already keep in SharePoint and groups it by whichever column you pick for the lanes. The patterns below are the ones we hear about most often from customers; the install behind them is identical.
Where prospects and partners move through stages
Revenue, marketing, partnerships and bid teams already track stages. They just don't always share a view of where everything stands. Process Planner gives them that view, without giving up the lists they already maintain.
Sales pipeline
A salesperson’s own opportunity board, or the team’s roll-up. Lane is stage, card is deal, drag advances. This is where Aardvark started; Process Planner makes it one template of many.
Building partnerships
Track active conversations with prospective partners. Each stage of qualification is its own lane: identified, engaged, negotiating, signed.
Tender response
Each bid moves from internal qualification through proposal drafting to final submission, with the owner and deadline visible on every card.
Marketing campaigns
Plan a campaign from brief to launch. Each campaign is a card, each stage a lane, with budget and creative-asset links right on the card.
Where prospects and partners move through stages
Revenue, marketing, partnerships and bid teams already track stages. They just don't always share a view of where everything stands. Process Planner gives them that view, without giving up the lists they already maintain.
Sales pipeline
A salesperson’s own opportunity board, or the team’s roll-up. Lane is stage, card is deal, drag advances. This is where Aardvark started; Process Planner makes it one template of many.
Building partnerships
Track active conversations with prospective partners. Each stage of qualification is its own lane: identified, engaged, negotiating, signed.
Tender response
Each bid moves from internal qualification through proposal drafting to final submission, with the owner and deadline visible on every card.
Marketing campaigns
Plan a campaign from brief to launch. Each campaign is a card, each stage a lane, with budget and creative-asset links right on the card.
The same shape, every time
The pattern across these examples is consistent. Operational data already exists in lists that the team is keeping for other reasons. What’s missing is the view that turns it into a process. Slides and dashboards get reassembled by hand every fortnight, and the version that ends up in front of leadership is rarely the version on anyone’s desk.
Process Planner sits on top of the lists you already maintain. When someone updates a row, the board reflects it. When the board changes, the row updates. There is nothing to publish, no synchronisation to fail, and nothing to migrate if you uninstall the web part later.