Dynamic Data Flows Controlled enterprise data workflows

We build software for enterprise data workflows that need more control.

Dynamic Data Flows helps enterprise teams turn recurring spreadsheet-driven, manual or script-heavy data operations into controlled workflows that can be prepared, validated, executed locally and evidenced.

We started with Planview because that is where we had deep operational experience. The same controlled workflow model now extends across supported enterprise systems.

DDF helps teams change important data safely.

Start with one risky, recurring workflow. Make it controlled, repeatable and evidenced. Then expand.

Why DDF exists

Enterprise platforms are powerful, but many important operational processes still sit outside the product UI: spreadsheets, CSV files, one-off scripts, manual administration and repeated bulk changes.

The problem is not simply moving data. It is knowing what should change, applying the right operation against the right configuration, retaining evidence of what happened and recovering safely when something does not behave as expected.

Too much manual work

Important business processes often depend on people repeatedly editing files and applying changes by hand.

Too little visibility

Scripts and bulk operations can succeed technically without proving that the intended target state was achieved.

Too much customer-specific logic

Enterprise systems depend on configuration, metadata and local rules that make generic automation fragile.

Too much risk in rerunning

When outcomes are uncertain, blindly replaying a failed or partially completed run can make the problem worse.

How we think about enterprise automation

We do not start with “how do we automate everything?” We start with a bounded workflow, the customer’s actual configuration and the controls needed to make that workflow safe to repeat.

Prepare

Structure, filter, map and calculate the data needed for the workflow.

Validate

Use supported checks, previews and preflight behaviour before approved execution where the workflow supports them.

Execute locally

Run the approved operation inside the customer environment against the target system.

Evidence

Retain inputs, outputs and failures, with reconciliation where the workflow requires verification.

The objective is not maximum automation. It is dependable automation for workflows that matter.

What we have built

DDF is a growing family of connectors and shared capabilities built around the same controlled workflow model.

FoliosFlow

The controlled execution layer for supported Planview data operations, including dedicated Logbook capability where licensed.

ServiceFlow and JiraFlow

Controlled execution for supported ServiceNow and Jira workflows within documented product scope.

DDF Plus

Customer-wide local preparation, QueryLocal, CalcLocal, SmartSync and enhanced reconciliation capability.

SentinelFlow

Runtime retrieval of approved authentication material from supported customer-managed credential sources.

FlowBridge

Coordinates one defined workflow across two or more licensed systems, including one controlled input spanning multiple systems.

KnowledgeFlow

AI-assisted access to documented workflow patterns, configuration guidance, examples and troubleshooting context.

How we work

Start with a real workflow

We prefer a real recurring customer problem over a generic platform conversation.

Be explicit about scope

Supported methods, field patterns, deployment constraints and product status are described rather than assumed.

Keep execution customer-controlled

DDF runs within the customer environment. Customer workflow data does not need to pass through a DDF-hosted execution layer.

Earn the right to expand

Prove one workflow, then extend into additional use cases, capabilities or connected systems where there is value.

Built by people who have had to make enterprise workflows work

DDF grew from hands-on enterprise delivery rather than from a generic integration-platform idea. The team combines deep Planview experience, enterprise consulting and product engineering.

Andrew Cardrick

Enterprise workflow and Planview consulting experience, focused on turning difficult operational processes into practical, supportable solutions.

Shane Braiden

Decades of Planview and enterprise delivery experience across complex customer environments, with a strong focus on practical implementation and customer outcomes.

Jamie Falla

Core product engineering across the DDF platform, turning customer workflow requirements into reusable product capability.

John Booth

Decades of Planview and enterprise customer experience, helping organisations explore where FoliosFlow and the wider DDF approach can improve recurring operational workflows.

Start with the workflow that causes the most friction.

If you have a recurring enterprise data process that is still manual, spreadsheet-driven or script-heavy, we can help assess whether it fits the DDF model.

Discuss Your Workflow