The Happy Planner

The Happy Planner is a provider of organizational and creative planning systems. The job it does: building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. They are a mid-sized team, 51 to 200 people, which usually shapes who they work with.

The Happy Planner is based in Fountain Valley, California and founded in 2015. Their site is thehappyplanner.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. A short pilot with your real data tells you more than any demo.

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