CORPORATE & HR In production

IT Roadmap Platform with Microsoft Teams Integration

An IT department ran its portfolio across a tracker, spreadsheets and institutional memory, so establishing the state of any project required asking around first. We built a roadmap platform that syncs with Planfix, pushes updates into Microsoft Teams and shows aggregate departmental load. Project decisions are made about 25% faster.

25%
faster project decisions
1
view of department load

The problem we were asked to solve

The IT department ran its project portfolio across a task tracker, a set of spreadsheets and the memories of the people involved. Two things followed. Decisions took longer than they should have, because establishing the current state of a project — who owns it, what it is waiting on, what it blocks — required asking around before anyone could decide anything. And departmental capacity was invisible: leadership could see individual projects but could not see how much the department had collectively committed to, which meant new work was accepted on optimism. The department needed a single authoritative roadmap, and it needed updates to reach people without requiring them to open yet another tool.

What we built

01

Roadmap and task tracking

Projects, milestones and owners live in one place with explicit state, so the current status of any initiative is a lookup rather than a conversation. This is the mechanism behind the decision-speed gain.

02

Planfix integration

Synchronises with the existing Planfix workflow so the roadmap reflects operational reality instead of becoming a parallel truth that drifts from the tracker teams actually use.

03

Microsoft Teams notifications

Status changes and deadlines are pushed into Teams, where the department already communicates. Adoption of internal tools tends to be decided by this detail: updates that arrive are read, updates that require a visit are not.

04

Departmental load view

An aggregate view of committed work across projects, giving leadership the capacity picture needed to accept or defer new requests deliberately rather than by default.

Go PostgreSQL Microsoft Teams Telegram Bot API Planfix API
Roadmap screen: projects grouped by stream on a Gantt timeline with owners, status, progress and milestones, and a department load strip underneath
Roadmap and department load view, reproduced with anonymised data.

What changed for the client

Project decisions are made about 25% faster, because the state of an initiative is available at the moment the question is asked rather than after a round of enquiries. Leadership gained a view of total departmental load, which changed how new work is accepted — capacity became a visible constraint instead of an after-the-fact discovery. The platform is in production.

  • Project decisions are made about 25% faster, because the state of an initiative is a lookup rather than a round of enquiries.
  • Leadership gained a view of total departmental commitment, so new work is accepted against visible capacity instead of on optimism.
  • Planfix synchronisation keeps the roadmap aligned with the tracker teams actually use, preventing the parallel-truth drift that kills internal roadmaps.
  • Updates arrive in Microsoft Teams where the department already communicates, which is usually what decides whether an internal tool is adopted at all.

Want similar results?

Tell us what the process looks like today and we will tell you what can be automated — and what should not be.

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