They succeed when everyone does the right thing at the right moment.

CaRD Plan is a web application for planning and running procedures in which many people work in a fixed order – for example the go-live of an ERP system, a production ramp-up or a maintenance shutdown. An activity catalogue becomes templates, templates become live plans for test run, dress rehearsal and live run. Everyone involved works in the same live board at the same time and reports their items back directly – from the phone as well. Every step is logged with person and time.

For companies that develop, change and accept products – FDA-regulated, in aviation or in any other industry –, for cutover managers and project leads in software and ERP implementations, for the maintenance of complex plants and for quality management with recurring sampling, inspections and audits – for example in the food industry. In short: wherever procedures have to be repeatable, rehearsed and verifiable.

Yes. Every type of change – for example a form-fit-function change or a new development – becomes a template with assessment, approval, implementation and verification. Every actual change is its own plan from it, and every step is documented with person and time. The change request stays in your PLM or ERP system; CaRD Plan steers and evidences the implementation.

Yes. The phases and quality gates of your development process become groups and predecessors of a template. Acceptance and test plans – factory and site acceptance, software and user acceptance tests, validation runs – record every result as a finding on the test step. At the end there is a closing report as PDF.

Any. CaRD Plan steers the steps of the teams involved and needs no interface to the ERP system – SAP S/4HANA, Microsoft Dynamics 365, Oracle JD Edwards or any other system.

Yes – as a function the tenant switches on when needed. Planners store estimated planned costs on the activity in the catalogue or in the template; in the live plan the people responsible enter the actual costs. In the same way the activity defines which objects a task needs, for example two material numbers and one change number; in the live plan only the number is entered. The “Objects and costs” overview shows planned, actual and variance per plan and task plus all objects touched – and so does the closing report.

Excel lists and classic project plans describe the sequence, but nobody reports back in them live. In CaRD Plan completed predecessors automatically release their successors, traffic lights show everyone what is startable now, and every change appears for everyone immediately. The template is kept for the next project, and the evidence is created as a by-product.

Yes. CaRD Plan is a responsive web application; on the phone executors see only their own items under “My tasks” and report “taken”, “started” or “done” with one tap. The application can be added to the home screen; no app-store installation is needed.

Yes. The tenant administrator stores the address of a Teams workflow („Post to a channel when a webhook request is received“); from then on CaRD Plan also posts steps that have become startable and activities that have started into that channel – with the person responsible and a button back to the live board. The connection is outgoing only: no app registration and no server reachable from outside are needed, so it also works for an installation inside a company network.

Optionally: with the AI assistant you connect your own AI service – OpenAI, Claude or Llama in your own data centre – and use it for preparation, execution and follow-up: plan from documents, plan review, status report, feedback by photo or voice, lessons learned. It is off by default; you review whatever the AI delivers before it is applied.

Any number. Status changes are distributed in real time to all open boards of the same plan. Concurrent changes to the same item are detected and not overwritten.

Either managed by CaRD in Germany or in your own environment: Windows Server with IIS, Linux, Docker, Microsoft Azure, AWS, STACKIT or SAP BTP (Cloud Foundry). A PostgreSQL database is required; at runtime the application only talks to what you connect yourself – your mail server and, if you choose, Microsoft Entra ID or a Microsoft Teams channel. One installation can host any number of tenants side by side: the tenant key is entered when signing in, and every tenant has its own projects, plans, users and settings.

Yes. An export report for your SAP system delivers projects, activity catalogues, plans, long texts and attachments as a package that CaRD Plan imports. The keys (project, object, number, plan) are preserved.

The interface is available in German, English, French, Spanish and Dutch; the built-in manual in German and English. Every user chooses their own language and time zone; reports are generated in the user’s language.

Tell us briefly which procedure you are planning. In about 30 minutes we show you what the plan looks like in CaRD Plan and, if you wish, set up a trial tenant. Pricing depends on the operating model (managed or self-hosted) and the number of users – get in touch.