OPERATIONAL TRANSFORMATION
Built for people. Designed for change.
Planna helps organizations redesign workflows, systems, and execution models — so people can work in a fundamentally different way.
WHAT WE DO
Operational transformation
built for AI adoption
Workflow Architecture
Redesign processes from tribal knowledge to standardized, scalable workflows ready for AI.
Process mapping and redesign
Workflow standardization
Automation readiness
Systems Integration
Connect fragmented ERP, CRM, and operational systems into unified data infrastructure.
ERP / CRM alignment
Integration architecture
Data infrastructure
Process Standardization
Document and optimize SOPs across teams so AI can scale consistently.
SOP development
Cross-team alignment
Quality control systems
Execution Models
Transform how work gets done — from manual handoffs to AI-enabled workflows.
Operating model redesign
Role and responsibility design
AI-enabled workflow builds
ERP / CRM Modernization
Upgrade legacy systems and align technology infrastructure with operational goals.
Legacy system assessment
Migration planning
Technology alignment
Business Operations
End-to-end operational redesign across departments, roles, and workflows.
Department-level redesign
Cross-functional alignment
Ongoing optimization
WHO WE WORK WITH
Built for operational complexity
MANUFACTURING
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Production workflow redesign
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Quality control automation
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Supply chain integration
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ERP modernization
DISTRIBUTION
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Order processing automation
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Inventory optimization
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Multi-system integration
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Warehouse management
PROFESSIONAL SERVICES
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Quote-to-cash automation
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Resource management systems
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Client workflow optimization
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Billing automation
SAAS
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Customer operations transformation
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Support workflow automation
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Product operations redesign
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Growth systems integration