Enterprise Automation You Can Trust - Without Middleware or Added Risk
Keep Planview, ServiceNow, Jira, and other critical platforms aligned using local, API-driven execution you fully control.
Dynamic Data Flows helps enterprise teams automate updates, reduce manual effort, and maintain clear control over what changes, when, and why — without introducing new infrastructure or security concerns.
- Runs locally within your environment — no SaaS control layer
- SmartSync processes only what changed (not full reloads)
- Clear logs and auditability for every execution
- Proven across Planview, ServiceNow, and Jira — with support for API-driven workflows and structured file-based inputs
No email address or contact details required.
How Dynamic Data Flows Works
DDF applies a simple but powerful pattern to enterprise automation — understand what needs to happen, validate what should change, and execute only what is verified.
This is DDF’s governed execution model: define what should happen, validate what has changed, and execute only what is approved and visible.
Understand
Define actions using structured input that teams already understand — supported by guided examples and KnowledgeFlow.
- CSV and Excel inputs
- Simple, readable configuration
- KnowledgeFlow guidance
Validate
SmartSync identifies what has actually changed, allowing teams to validate updates before execution.
- Change detection at field level
- Reduced processing volume
- Improved confidence before execution
Execute
FlowBridge and DDF connectors execute controlled updates through supported APIs, with full visibility of what happened.
- API-driven execution
- Local processing model
- Logged, auditable results
One approach across multiple systems
Connectors such as FoliosFlow, ServiceFlow and JiraFlow apply this pattern to enterprise platforms, while FlowBridge orchestrates execution across them where required. FoliosFlow now also supports Planview Logbook workflows, including metadata discovery, record creation and maintenance, and controlled migration from existing Portfolios data. Where a source system is not directly connected, DDF can also work from structured exports such as CSV, Excel and JSON.
Understand the work. Validate the change. Execute with control — locally, visibly, and safely.
Your Data Does Not Have to Start in a Connected System
DDF can work with supported system APIs, but it can also work with structured exports such as CSV, Excel and JSON.
That matters during migration, data readiness and controlled loading. Before data is moved into a target platform, teams need to know what is complete, what has changed, what does not map, what should be skipped, and what evidence will exist afterwards.
Start with Exports
Use CSV, Excel or JSON files from legacy systems, reporting tools or spreadsheet-based processes.
- PPM and SPM exports
- Spreadsheet-based data
- Legacy system extracts
Validate Before Loading
Shape, map, compare and calculate locally before anything reaches the target system.
- Identify missing and incomplete values
- Reproduce or improve legacy calculations
- Map source values to target fields and options
- Separate ready, excluded and review records
Load with Evidence
Preview and execute approved migrations into supported target systems with clear evidence of every decision and result.
- Compare source and proposed target values
- Preview proposed creates and updates
- Load only approved records
- Retain validation and execution evidence
The source can be an export. The process can still be governed.
Enterprise Systems Drift Out of Sync
Enterprise teams don’t trust their own data — because it’s maintained manually across disconnected systems.
Slow
Manual reconciliation and repeat updates consume operational time every cycle
Error-Prone
Repetitive admin introduces inconsistencies that go unnoticed until downstream impact
Costly
Custom integrations, scripts, and workarounds are expensive to build and maintain
Hard to Control
Many automation approaches don’t fit enterprise security and governance models
The result: more manual effort, lower trust in data, and slower operational change.
Most Automation Reprocesses Everything. DDF Only Processes What Changed.
Dynamic Data Flows is built around change-focused execution — reducing unnecessary processing while improving control and transparency.
1. Detect Changes
SmartSync compares source data with the target system to identify meaningful differences
2. Process Only the Delta
Only the records and fields that have changed are processed - no full reloads. In tested and production scenarios, this can eliminate 80–99% of unnecessary processing.
3. Keep Execution Controlled
FlowSim can preview proposed updates before execution, while clear inputs, outputs, and logs ensure full visibility into every run
Less noise. Less risk. More control.
Proven in Enterprise Environments
Replacing manual operational effort
Validated using real-world enterprise datasets
Running in a FTSE 250 environment
Every run logged and traceable
Proven in production, with advanced capabilities validated through real-world testing.
Work Across Systems — Not One at a Time
Most automation tools connect to one system at a time. DDF orchestrates across multiple platforms in a single execution - extracting from one, transforming locally, and updating another — with full control over every step.
Extract
Read data from any connected system or structured local file
Transform
Reshape and map data locally using built-in SQL processing
Execute
Update target systems with only the changes that matter
One execution. Multiple systems. Full audit trail.
KnowledgeFlow: Guided Support for DDF Configuration
KnowledgeFlow removes the need for documentation-heavy onboarding by providing guided, example-driven support across the DDF platform.
Plain-English Guidance
Understand configurations and use cases without specialist knowledge
Troubleshooting Support
Diagnose issues and understand outputs quickly
Reusable Patterns
Start from working examples rather than building from scratch
Faster Onboarding
Get new users productive in hours, not weeks
Designed to reduce friction across setup, support, and day-to-day use.
Speak to the TeamBuilt for Controlled Enterprise Environments
Dynamic Data Flows works within your existing security and operational boundaries — not around them.
Vault-Aware Credentials
Supports CyberArk, 1Password, and Windows Credential Manager
Local Execution
Runs inside your environment — no external control layer
Full Audit Trail
Every execution is logged, traceable, and reviewable
Deployment Flexibility
Works across regions and enterprise environments
What Teams Use DDF For
Real operational automation — not theoretical workflows.
Keeping Systems Synchronised
Maintain alignment between project portfolios, service platforms, and issue trackers — automatically and on schedule
Planview Logbook Operations and Migration
Read Logbook metadata and records, create and maintain entries, and support controlled migration of existing Portfolios Risks, Issues, Actions and other structured data into Logbook.
Replacing Fragile Scripts and Workarounds
Move from brittle custom scripts to repeatable, auditable, configuration-driven automation
Compliance-Ready Integration
Meet audit and governance requirements with full logging, local execution, and credential isolation
Planview Logbook capability has been technically validated through controlled metadata, record-management and migration scenarios.
Why Teams Choose Dynamic Data Flows
Local by Design
Automation runs within your environment, not a hosted platform
Change-Focused Execution
SmartSync ensures only meaningful changes are processed
Built for Real Operations
Designed around real enterprise workflows, not generic automation theory
Flexible Commercial Options
Start with a focused evaluation, deploy into a live environment, then scale across teams, connectors and workflows as required.
Pricing depends on connector scope, environment, and whether the requirement is evaluation, deployment or partner delivery.
Evaluate
Explore fit with real use cases
- Time-limited full capability access
- Guided onboarding
- Real-world validation
Deploy
Run in live environments
- Annual licensing
- Support and updates
- Single or multi-system deployment
Scale
Expand across teams and systems
- Flexible commercial models
- Complex environment support
- Optional consulting