Automate Project Setup for A&E Firms

Manual folder setup is inconsistent

Every project manager sets up folders a little differently, leading to structures that don't match firmwide standards.

Project teams waste time

Recreating the same folder structure by hand at the start of every project pulls time away from billable work.

IT gets pulled into repetitive tasks

Folder requests and permission fixes become recurring tickets that IT has to handle manually, project after project.

Mistakes create downstream confusion

Misnamed folders and inconsistent structures make it harder for teams to find files and slow down project delivery.

ERP-connected automation

AE Automate watches for new projects in your ERP and triggers folder creation the moment a project is set up.

Standard folder templates

Define the exact folder structure your firm uses, once, and apply it consistently to every new project.

Custom project variables

Folder and subfolder names populate automatically using project number, name, client, office, and more.

Local Windows agent

A lightweight agent inside your network creates folders directly on your file server, with no inbound access required.

Full audit history

Every folder created is logged, giving IT and operations leaders visibility into exactly what happened and when.

Project created in ERP

A new project is created in your ERP, such as BQE CORE.

Rules determine template

AE Automate applies your firm's rules to select the right folder template and destination.

Local agent creates folders

The Windows agent builds the standardized folder structure on your file server automatically.

Team starts with the right structure

Your project team begins work in a consistent, correctly organized workspace from day one.

Faster project kickoff

Folders are ready the moment a project is created, with no waiting on manual setup.

Better standardization

Every office and every project follows the same folder structure, every time.

Fewer setup mistakes

Automated naming and structure removes the risk of manual entry errors.

Less IT involvement

IT is freed from repetitive folder and permissions requests for every new project.

Easier firmwide governance

Leadership gets consistent structure and a clear audit trail across every office.

AE Automate detects new projects created in BQE CORE and triggers folder creation automatically.

The local agent creates standardized folder structures directly on your firm's Windows file server.

Provision Egnyte folder structures alongside or instead of on-premise file servers.

Sync standardized project setup with Newforma project information management.

Create matching document libraries and folder structures in Microsoft SharePoint.

Automatically provision a project Team and channel structure alongside your folders.