For software implementation consultancies, SaaS professional services and forward-deployed teams.

Help your team deliver successfully and on time.

Penroe is an AI-native project management platform that combines email, meetings, conversations, and documents with your team’s updates and judgment. Penroe keeps plans current, applies your firm’s playbooks, and flags risks while there’s time to act.

Your team controls access, sharing, and delivery decisions.

One engagement, from handoff to go-live

penroe.app
Halden Outdoor · dealer portal
Opportunity · Requirements gathering
On TrackUpdated Oct 5
SSO with Halden’s Okta
Requirement 1
Pilot with three regions before full launch
Requirement 2
Go-live by Nov 20
Requirement 1
French-Canadian dealer site
Needs a decisionIn scopePhase two
Discovery Oct 5 – Oct 9
From: Go-live by Nov 20
Configure Oct 12 – Oct 30
From: SSO with Halden’s Okta
Pilot Nov 2 – Nov 13
From: Pilot with three regions
Launch Nov 16 – Nov 20
From: Go-live by Nov 20
Draft handoff and planStart project
Go-live with Rosa · Nov 20
Due todayNNina ParkConfirm go-live
Import the dealer price file
Not startedTTheo GrantOct 30
Halden IT · Oct 28Halden ITCAL-155Theo · Import worked
Risk: the price import is late, so the pilot is at risk.
Owner: Theo Grant · chosen by Nina Park
Assign response
Configure SSO with Okta
In progressTTheo GrantOct 16
CAL-142 · DoneTheo · Test logins work
Confirm the pilot dealer list
Not startedNNina ParkOct 23
Pilot dealers v2Dealers v2Weekly sync
Confirm dealer accounts in the pilot regions
Not startedTTheo GrantNov 1
From your playbook: Pilot readiness
39 of 42 engagements on track
Your accounts6 accounts
Halden OutdoorDealer portal rollout
Thriving
Harbor & Pine BankCore banking migration
Healthy
Vantage FreightCarrier API integration
Watch
Lumen LabsForward-deployed model rollout
Healthy
Oakridge SchoolsStudent information system
Neutral
Tessel RetailPoint-of-sale cutover
Healthy
  1. Start with what sales already knows.
  2. The plan keeps up with the work.
  3. Catch the slip early.
  4. A quick reply brings the plan back on track.
  5. Draft the client update, then add what you know.
  6. Delivered on time.
  7. See every engagement at once.

Keep status current without chasing updates.

Penroe tracks commitments, updates tasks from connected evidence, and prepares status drafts. Your team can add updates and context directly, so the project reflects what people know as well as what the sources say.

penroe.app
WMS to ERP integration
On TrackPlan updated yesterday
Request production access
Not startedMMaya ChenSep 21
Maya · 9:04 AMClient IT · 4:52 PM
Validate the production connection
BlockedAAlex RiveraSep 25
Unblocked · Alex notified
Client mapping sign-off
Not startedDDana OrtizSep 25
Weekly sync · 1:30 PM
Slack9:04 AM
M
Maya Chen

Requesting Thursday’s slot this morning.

Product example: Maya’s Slack reply moves her access request into progress, a meeting adds Dana’s field-mapping sign-off as an owned task, and client IT’s approval email closes the request and unblocks Alex’s connection test.

Put your firm’s playbook into practice.

A good playbook still depends on someone remembering the right step. Penroe applies your firm’s practices when they’re relevant, creating tasks with an owner and a link to the practice behind them.

Before testing, Penroe can assign a readiness check for client access and test data. Your team defines the practice and does the check; Penroe brings it into the work.

Security for your team and clients.

Your projects include sensitive client data and internal conversations. Penroe uses access controls, sharing rules, and AI permissions to control who can see that information and what AI can do with it.

How Penroe protects your work
AI follows your access.
Penroe’s assistant can only use information you are allowed to see.
Your team decides what to share.
Connecting a tool does not give the whole team access to your personal email and calendar.
Built by an experienced team.
Our prior work at Costello and Salesloft informs how we build security and access controls into Penroe.

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