We streamline client onboarding, resource allocation, and reporting through intelligent automation systems that provide timely reminders and eliminate administrative overhead throughout the project lifecycle.
Our project management automation services transform how you execute client engagements. Drawing on engineering project management expertise, we configure and customize platforms like Airtable, Asana, Jira, and Monday.com to automate your entire project lifecycle—from the moment an opportunity converts to contract through client onboarding, project execution, and delivery. We build systems that automatically generate project structures, create files and folders, apply templates, and set up engagement-specific boards tailored to your service offerings.
Automate the transition from closed deal to active project. When an opportunity is marked as won in your CRM, our automations instantly create the corresponding project in your PM tool with all the right details—client name, project scope, deliverables, timeline, and assigned team members. This eliminates the manual setup work that typically delays project kickoff and ensures every engagement starts with a consistent, professional structure from day one.
Transform new client setup from hours of manual work to minutes of automated execution. Our systems automatically create the complete project infrastructure when a new client is onboarded—generating standardized folder structures in your file storage, creating document templates pre-populated with client information, setting up project-specific communication channels, adding team members with appropriate permissions, and triggering welcome sequences. Every client gets a consistent, professional onboarding experience without your team lifting a finger.
Different types of engagements require different project structures. We create custom project templates for each of your service offerings—whether it's consulting engagements, implementation projects, retainer work, or product development. Each template includes the specific task lists, milestones, custom fields, automations, and board views that make sense for that engagement type. When a new project is created, the system automatically applies the right template based on the service type, ensuring consistency while adapting to the unique needs of each offering.
Our project management automation implementation draws on real-world engineering project management experience to build systems that actually work. We understand the complexities of managing multiple concurrent engagements and design automations that reduce administrative overhead while maintaining the structure and visibility your team needs. Our approach ensures your PM tools become force multipliers rather than just tracking systems.
We start by mapping your current project lifecycle—from sales handoff through delivery and closeout. We document how opportunities become projects, what information needs to transfer, how team members are assigned, what folder structures you need, and what templates each engagement type requires. Based on this analysis and your team's preferences, we recommend the optimal PM platform (Airtable, Asana, Jira, Monday.com) or optimize your existing tool. This discovery ensures we build automation that matches your actual workflow rather than forcing you to adapt to generic templates.
We configure your chosen PM platform with custom fields, views, and workflows specific to your business. We build project templates for each engagement type—complete with pre-configured task lists, milestones, dependencies, and automations. We set up integrations between your CRM, PM tool, file storage (Google Drive, Dropbox, SharePoint), and communication platforms. We create the automation rules that trigger project creation from CRM updates, generate folder structures, apply templates based on engagement type, and handle team assignments. Every configuration is documented for your team's reference.
We thoroughly test the automation by running through complete project lifecycle scenarios—from opportunity conversion through onboarding and project execution. We verify that all integrations work correctly, templates apply as expected, and folder structures generate properly. Once validated, we provide comprehensive training to your team on using the automated workflows, customizing project templates, and managing the system. After launch, we monitor the first several projects to identify optimization opportunities and make refinements based on real-world usage, ensuring the system continues to evolve with your needs.
Looking for additional services? Sineva offers a wide range of digital solutions tailored to meet your business needs. Discover our other services to help you grow and succeed in the digital world.
