Planner conversions
Move to the new Planner without leaving your business capabilities behind.
Protivix helps organizations transition to Microsoft's unified Planner experience while preserving configured Power Apps capabilities, enabling work in Teams, and moving toward a single storage solution.
One connected destination
From fragmented tools to a unified Planner experience
The Protivix solution connects the capabilities your organization depends on with the way Microsoft users will plan and collaborate going forward.
- 01
Your current environment
Existing plans, project information, configured Power Apps, workflows, and business processes are spread across different applications.
- 02
Protivix conversion
Assessment, mapping, configuration preservation, data migration, validation, and rollout support.
- 03
The new Planner
A single app experience, accessible through Teams, supported by a unified storage approach.
Protect what works. Improve what comes next.
Modernize without starting over
Preserve the value already built into your Microsoft environment while establishing a more connected foundation for planning and execution.
Move to one app
Transition users toward the new Planner's consolidated work-management experience.
Keep Power Apps capabilities
Retain the configured forms, business logic, and experiences that support your processes.
Work through Teams
Bring planning and supporting solutions into the collaboration environment users already know.
Use unified storage
Move toward a single storage model that supports AI, governance, and reporting.
Business continuity
Your conversion is more than moving plans
Configured solutions often contain years of business decisions. Protivix evaluates the complete experience, not just the task data, so the future solution continues to support how your organization operates.
- Preserve important Power Apps configuration and business processes
- Map existing information to the future Planner and storage model
- Maintain appropriate access, governance, and reporting
- Prepare users for a consistent experience in Planner and Teams
Protivix conversion approach
A controlled path to the new Planner
A structured conversion reduces disruption, protects critical capabilities, and prepares the new environment for adoption.
Assess
Inventory plans, Power Apps configurations, workflows, data, dependencies, and user requirements.
Design
Define the target Planner, Teams, Power Apps, storage, governance, and reporting model.
Convert
Move and configure the solution, preserve required capabilities, and validate data and processes.
Adopt
Prepare users, launch the new experience, resolve issues, and support continuous improvement.
Why Protivix
Microsoft expertise with a business-first conversion strategy
Protivix brings more than two decades of experience architecting Microsoft-based solutions, along with practical knowledge of Planner, Teams, Power Platform, and AI-enabled work.
20+Years architecting Microsoft-based solutions
Designed around business outcomes
The goal is not simply to complete a technical migration. It is to create a sustainable planning environment that protects existing value, improves adoption, and supports future growth.
Start your Planner transition
Build a clear path to the new Planner.
Talk with Protivix about your current Planner environment, configured Power Apps, Teams experience, and conversion goals.