PlanSmarter
Planning
Turn a procedure into a running process
Steps, owners, transitions and approvals — versioned, logged and connected to the plan.
Why it exists
Written procedures are only followed when they are visible in the tool people already use. Workflows makes each step a real, assignable item with a recorded outcome.
Written procedures are only followed when they are visible in the tool people already use. Workflows makes each step a real, assignable item with a recorded outcome.
Features
What you get
Step designer
Order, owners, due rules and conditions.
Approvals
Gate a transition behind the right role.
Versions
Change a process without rewriting history.
Reminders
Chase the step, not the person.
Webhooks
Notify other systems when a step completes.
Step events log
Who did what, when, and what changed.
Benefits
What it changes for your team
For quality
- Procedure and practice match
- Evidence for audits
- Versioned changes
For managers
- See where a case is stuck
- Standardised handovers
For employees
- Always know the next step
- No hidden expectations
Screenshots
See it in the product
Real screens captured from PlanSmarter.
Screenshot coming soon
Works together