Expert hands on PlanMagnet
PlanMagnet is a platform you can run yourself. But you do not have to do it alone. We help you adopt and get more from PlanMagnet — and we deliver done-for-you delivery-management outcomes powered by it: rollouts, integrations, migrations, an embedded PMO, governance, and enablement.
Consulting, implementation, migration, security, and training so your team gets the full value of the platform — faster, and with governance from day one.
Done-for-you outcomes we deliver using the product — rollouts, integrations, and a managed PMO — so you can focus on building.
What we do
Comprehensive services across the PlanMagnet lifecycle — every one grounded in a real product capability. Engage one, or combine several into a program.
Process Consulting & Workspace Design
We help you design how PlanMagnet maps to your reality — project structure, issue types, workflows, roadmap model, and RBAC roles — so a single team or a whole org is modelled correctly from day one instead of fighting the tool later.
- Discovery of your current tools, rituals, and reporting needs
- Project, issue-type, and workflow design that fits how you actually work
- Roadmap, OKR, and capacity model tailored to your planning cadence
- Single-team vs. multi-team workspace topology recommendations
- RBAC role design and least-privilege access grounded in the platform
Implementation & Rollout
Our team stands up your PlanMagnet workspace end to end and rolls it out across teams — boards, backlog, roadmaps, automation, and integrations configured — so you launch with a working system of record, not a blank workspace.
- Workspace, project, and board setup configured to your process
- Backlog and roadmap structure with initiatives, epics, and OKRs
- Automation rules for routing, status sync, and escalations
- Phased rollout plan with pilot teams before org-wide adoption
- Cutover support so the first sprint runs cleanly on day one
Migration from Jira, Trello, Asana & more
Moving off a legacy tracker, a board tool, and a separate docs app? We migrate your projects, issues, history, and docs into PlanMagnet with mapping and validation, so nothing important is lost in the move.
- Inventory of current trackers, boards, docs, and integrations
- Field, status, and workflow mapping into the new model
- Issue, comment, attachment, and history migration where feasible
- Parallel-run validation and a reversible cutover plan
- Team handover with runbooks for the new way of working
Integrations & Developer Platform
PlanMagnet is API-first and GraphQL-based. We connect it to the rest of your stack — source control, CI/CD, chat, identity, and analytics — so commits update tickets, deploys close releases, and work data flows instead of being re-keyed.
- Git and pull-request linking so commits update the right items
- CI/CD wiring so deploys can advance releases automatically
- Chat (Slack/Teams) and notification integrations
- Webhooks and event-driven integrations for downstream systems
- Custom GraphQL clients and SSO/identity connections
Agile & Delivery Enablement
We turn the tool into a smooth way of working — sprint cadence, backlog hygiene, definition of done, and the metrics that matter — configured to how your teams actually deliver, not a textbook ideal.
- Sprint, board, and backlog configuration tuned to your cadence
- Estimation, ranking, and grooming practices that stick
- Definition-of-done and workflow-state design per team
- Velocity, cycle-time, and flow dashboards for continuous improvement
- Coaching for scrum masters, product owners, and team leads
Insights & AI Enablement
We help you put your work data to work — delivery dashboards, forecasting, and AI-assisted planning — as a governed roadmap, so decisions move from gut-feel to evidence without overstating what exists today.
- Dashboard setup for velocity, cycle time, throughput, and flow
- Forecasting and capacity modelling against your real history
- AI ticket-drafting, summarisation, and risk-flag enablement as it ships
- Reporting cadences and executive-ready views
- Honest current-vs-roadmap framing so expectations stay accurate
Managed PMO & Operations
Prefer to focus on building? We run the planning backbone for you — keeping the roadmap current, backlog groomed, automation healthy, and reporting flowing — acting as an embedded, on-demand PMO on top of PlanMagnet.
- Roadmap and OKR upkeep across teams
- Backlog grooming, triage, and prioritisation support
- Automation, integration, and workflow maintenance
- Scheduled health checks, hygiene reviews, and reporting
- Usage and adoption reporting back to your leadership
Security, RBAC & Governance
We tune PlanMagnet to your compliance bar — least-privilege roles across teams, projects, and guests, audited actions, and governed access — inherited from the Burdenoff platform rather than re-invented.
- Workspace RBAC role design and least-privilege access reviews
- Project isolation and guest/external-collaborator scoping
- Audit-log review, retention configuration, and evidence workflows
- SSO, provisioning, and identity-lifecycle alignment
- Data-protection and subprocessor alignment for your jurisdiction
Training & Team Enablement
We get your product managers, engineers, and leaders genuinely productive — not just logged in. Role-based sessions and golden-path playbooks so a new PM ships a roadmap and a new engineer works the board in hours.
- Hands-on workshops for product, engineering, and leadership
- Golden-path playbooks for roadmaps, sprints, and releases
- GraphQL, CLI, MCP, and SDK enablement for technical teams
- Admin and governance training for workspace owners
- Onboarding checklists and curated learning paths
We set it up with you — workspaces, integrations, and rollout
Our team works alongside yours to stand up your planning system on PlanMagnet. Projects, boards, roadmaps, automation, and integrations are configured to your process and validated with a pilot team before the whole org moves over.
- Workspace, project, and board setup tailored to your process
- Backlog, roadmap, OKR, and automation configuration
- Phased rollout so the first sprint runs cleanly on day one
Or hand us the PMO — managed planning operations
When you would rather focus on building, we run the planning backbone for you. We keep the roadmap current, the backlog groomed, automation healthy, and reporting flowing — acting as an embedded, on-demand PMO with usage and adoption reporting back to your leadership.
- Roadmap, OKR, and backlog upkeep across teams
- Automation, integration, and workflow maintenance
- RBAC-scoped, fully audited access — never shared credentials
A clear path from intent to impact
The same loop whether it is a one-week workspace stand-up or a multi-quarter org-wide rollout — scoped, reviewable, and audited at every step.
Discover
We map your teams, rituals, tools, and goals — and agree on what "done" looks like before any work starts.
Plan
A scoped, reviewable plan: workspace and project model, workflows, integrations, RBAC, and rollout sequence — with checkpoints where it matters.
Build
We configure the workspace, migrate your data, wire integrations, and validate with a pilot team — shipping in increments you can see.
Operate
We hand over with docs and enablement, or stay on as an embedded PMO — monitored, audited, and reporting from the first day.
We leave your team able to run it without us
Every engagement ships documentation, golden-path playbooks, and hands-on enablement. Whether you keep us on as an embedded PMO or take the keys yourself, your product managers, engineers, and leaders understand the platform — not just the dashboard.
- Role-based workshops for product, engineering, and leadership
- GraphQL, CLI, MCP, and SDK enablement so teams extend it themselves
- Onboarding checklists and curated learning paths
Support & SLAs
From standard support to priority response with defined SLAs, we keep your planning system running — incident response, upgrade guidance, and a named point of contact for enterprise engagements. Tiers are scoped to your plan and operational needs.
Let's scope what you need
Tell us about your teams, tools, and goals. We will recommend the right mix of consulting, implementation, operations, and enablement — and a plan to get there.