JFDI Consulting

Name

JFDI Consulting

Legal name

JFDI Consulting Ltd

Website

https://jfdi.info

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

IT Consulting & Custom Software Development

NAICS

Management Consulting Services (54161), Computer Systems Design and Related Services (54151)

SIC

Services-Management Consulting Services (8742), Services-Computer Programming Services (7371)

akta.pro primary industry

Risk, Compliance & Internal Controls Consulting (BPAHACAJ)

akta.pro secondary industry

Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

• Information systems consultancy
• Microsoft 365 services
• Low-code application development
• SharePoint development services
• Digital transformation consulting

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Professional Services (Consultancy): JFDI provides consultancy services for digital transformation, modernisation, migrations, and custom software development. Engagements are project-based or time-and-materials, led by senior consultants and business analysts who bridge business and technology for decision makers.
2. Software Subscriptions (Products): JFDI sells subscriptions for its proprietary software products including AutoTag (bot-based pricing), Calendar Planner (per user per month), and JFDI Web Parts Bundle. Products are available via Microsoft Marketplace and direct invoice.
3. Fixed-Budget Pilot Engagements: Agentic Engineering Pilot engagements with fixed budgets from £25,000 to £100,000, delivering working prototypes on real or representative data. Platform-dependent pricing with options for Locodium, Power Platform, Appian, or bespoke builds.
4. Licensing and Partnership Revenue: JFDI partners with Casper365 for SharePoint migrations, originally helping to build the tool. Revenue may be generated through referral arrangements and integration partnerships.

Pricing tiers

Go-to-market motion4 records

Distribution channels4 records

Marketing channels7 records

Core offering

JFDI Consulting is an information systems consultancy and software house that delivers Microsoft 365 modernisation, SharePoint migration, and custom business application development. The firm builds and sells proprietary software including the Locodium declarative low-code platform, Formulationist AI-assisted forms, AutoTag SharePoint metadata automation, PETM compliance platform for private equity, and Calendar Planner and Booking Planner SharePoint/Teams web parts. Engagements range from fixed-budget Agentic Engineering Pilots (from £25,000) to ongoing subscriptions and full project delivery for regulated industries.

Product overview

JFDI Consulting offers a portfolio of proprietary software products and professional services. The core platform is Locodium, a declarative low-code platform for regulated industries where APIs, forms, workflows, and business rules are defined as configuration rather than code. This platform underlies PETM (Private Equity Transaction Manager) for private equity compliance management. Key standalone products include Formulationist (AI-assisted business forms), AutoTag (SharePoint metadata automation with AI document reading), Calendar Planner (SharePoint/Teams calendar visualisation), and Booking Planner (floor-plan desk and room booking). JFDI also offers a catalogue of SharePoint Web Parts and Microsoft 365 integration tools. Professional services span modernisation, migration, and build-faster engagements using their platforms or Microsoft Power Platform/Appian, plus an Agentic Engineering Pilot (fixed-budget AI prototype from £25,000). The company has achieved Cyber Essentials Plus certification for three consecutive years.

Differentiator

Problem solved

Functional benefit

Brands

• Locodium: Declarative application platform for building business applications where everything — APIs, forms, workflows, and security — is defined as configuration, not code. Built for regulated industries.
• Formulationist
• Calendar Planner
• AutoTag
• PETM (Private Equity Transaction Manager)
• Booking Planner
• SharePoint Web Parts

Products and services

• Locodium A declarative platform for building business applications where everything — APIs, forms, workflows, business rules, and security — is defined as configuration, not code. Runs on Microsoft Azure and comprises five interlocking engines: Intelligent Forms, Expression Engine, Data Transformation, Workflow Orchestration, and Declarative APIs. Built for regulated industries where auditability and isolation are not optional.
• Formulationist A hosted platform for creating, managing, and publishing business forms with a visual builder or AI assistant. Forms can do everything a custom-built form can do — calculated fields, cross-field validation, conditional logic — created without code, with data routing to Power Automate, custom APIs, or webhook services.
• AutoTag An automation feature to apply metadata to items or documents across SharePoint Online and SharePoint Server. Uses Tag Bots to cross-reference source lists with target lists/libraries to apply missing metadata. Now includes AI capabilities that read documents, provide summaries, and recommend relevant tags based on topics and themes.
• Calendar Planner A modern, multi-view calendar and planning tool for Microsoft 365 and SharePoint Online. Features Year Grid, Month Timeline, and Week Timeline views, full event management, smart filtering, Teams Channel tabs, and colour customisation, reflecting SharePoint list data that updates automatically.
• Booking Planner
• PETM (Private Equity Transaction Manager) A compliance-driven transaction management platform built specifically for private equity firms. Integrates deal execution, compliance workflows, and portfolio oversight into a single, secure, low-code environment built on Locodium, with jurisdiction-aware rule sets, real-time dashboards, automated compliance checks, live audit trails, and Azure-native secure API integration.
• Agentic Engineering Pilot
• Modernise Services
• Migrate Services
• Build Faster Services

Quantifiable outcome

• Audit preparation time reduced by over 50% with PETM
• +4 more outcomes

Named customers5 records

Segments7 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability9 records

Feature8 records

Partnerships

Two partnerships are on record, tiered minor.

• Gamification GlobalminorStrategic or Co-development Partner · 16 October 2024JFDI Consulting Ltd partnered with Gamification Global to integrate gamification features into more of JFDI's solutions, enhancing user engagement and driving better outcomes for clients. Gamification Global is a team of experts focused on driving impact and fostering positive transformation through innovative gamification strategies. They host the Gamification Global Gathering event and aim to create engaging experiences that inspire action and gamified transformation.
• Casper365minorChannel Partner/ Reseller/ DistributorJFDI originally helped to build Casper365, a SharePoint migration tool. The companies are now partners. Casper365 automates large-scale SharePoint content moves while preserving permissions and required governance structures. JFDI recommends Casper365 for SharePoint migrations and is proud to partner with them since its release.

Scale indicators5 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• AvePoint: AvePoint is a major provider of Microsoft 365/SharePoint governance, migration, and management solutions. Directly comparable to JFDI as both serve enterprise SharePoint customers with metadata management (parallel to AutoTag), compliance tooling (parallel to PETM), and migration services. Significantly larger and publicly listed.
• PortalApps: PortalApps builds SharePoint-based intranet portals and business applications with focus on regulated industries. Comparable to JFDI's intranet and modern workplace engagements, particularly for compliance-driven use cases similar to UK SBS.
• KWizCom: KWizCom produces SharePoint apps, web parts, and forms solutions for enterprise Microsoft 365 deployments. Comparable to JFDI's Formulationist forms platform and SharePoint Web Parts catalogue, with similar Microsoft Marketplace distribution strategy.
• Sharegate: Sharegate provides SharePoint migration and management software used by enterprises moving to Microsoft 365. Directly comparable to JFDI's Migrate service line and Casper365 partnership for large-scale content migrations.
• Powell Software: Powell Software delivers intranet and digital workplace solutions built on SharePoint and Microsoft 365, with pre-built templates and applications. Comparable to JFDI's intranet and modern workplace service offerings, targeting the same regulated enterprise buyer.
• Lightning Tools: Lightning Tools builds SharePoint web parts, add-ins, and productivity enhancements for Microsoft 365 environments. Directly comparable to JFDI's Calendar Planner, Booking Planner, and broader Web Parts Bundle portfolio. Both target the same SharePoint community and Microsoft Marketplace ISV channel.
• WorkPoint: WorkPoint builds business process management and project management solutions on SharePoint/Microsoft 365, including low-code tools for compliance and document workflows. Comparable to JFDI's Locodium-based PETM and Formulationist offerings targeting similar regulated enterprise customers.

Regional players

• Content Formula: Content Formula is a UK-based Microsoft 365 and SharePoint consultancy offering intranet, migration, and modernisation services. Comparable to JFDI as a regional UK peer serving similar enterprise customers with Microsoft 365 transformation engagements.

Broad incumbents

• Mendix: Mendix (Siemens-owned) is a broad low-code platform competing for enterprise application development budgets. Comparable to Locodium as a declarative development environment, though Mendix serves a much wider market beyond regulated industries.
• Appian: Appian is an established low-code process automation platform frequently used for regulated-industry compliance workflows. JFDI explicitly cites Appian alongside Locodium and Power Platform as a deployment option in its Agentic Engineering Pilot tiers, making it a direct alternative for the same enterprise buyers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/jfdiconsulting
• Xx.com/jfdiconsulting

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about JFDI Consulting