An engineering studio running every client through one pipeline
Syntaxa Studio builds high-impact operations tools — “no generic apps” — through a published engagement model: discovery, design, build with weekly demos, launch, then an ongoing retainer. Several client projects run in parallel, so their boards are organised by delivery phase rather than by department. (They also built the Advantage Home Care site above.)
The challenge
An engineering studio publishes its process — discovery, design, build with weekly demos, launch, ongoing support — and holds itself to it across several client projects at once. The information that matters changes completely between phases: a discovery task needs the client and the approval it waits on, a build task needs the branch and which demo it belongs to, a retainer ticket needs hours used against a contract. Tooling organised by department makes no sense here; the pipeline is the organizing idea.
How we set it up
- ▸Boards organised by delivery phase rather than department, mirroring the studio’s published engagement model.
- ▸Phase-specific custom fields: Figma file and approval status in design; repo/PR, environment and demo date in build; browser/device and go-live date at launch; retainer hours and contract in support.
- ▸Client name carried on every card so parallel projects stay legible on a shared board.
- ▸Weekly demo cadence supported by deadlines and quick comments, so feedback lands on the task the same sprint.
What it looks like now
- ✓One pipeline view across concurrent client projects, phase by phase.
- ✓Handover tasks — CI/CD, documentation — tracked rather than remembered.
- ✓Retainer work shows hours used against the contract, so clients see what a month bought.
- ✓New projects start from a known board shape instead of a blank tool.
An engineering studio running every client through one pipeline
Syntaxa Studio builds high-impact operations tools — “no generic apps” — through a published engagement model: discovery, design, build with weekly demos, launch, then an ongoing retainer. Several client projects run in parallel, so their boards are organised by delivery phase rather than by department. (They also built the Advantage Home Care site above.)
Every project moves through the same five phases, but a discovery task and a retainer ticket need completely different information on them. We track the client, the repo and the demo date where the work is — not in a separate spreadsheet someone forgets to update.
Delivery team
Syntaxa Studio · syntaxa.studioTHE STUDIO AT A GLANCE
20+
projects shipped
100%
client retention
3+
years delivering
This isn't a template. Discovery, build, launch and retainer work each carry their own fields — configured once during onboarding, then out of the way.
Weeks 1–5 of their engagement model. Scope questions, UX flows and a design system — every card tagged with the client and the approval it is waiting on, because nothing gets built before sign-off.
FIELDS FOR THIS TEAM
Structured discovery session — ops workflows
Client: Calibra
Phase week: Week 1–2
Map current manual process before scoping
Wireframes → design system components
Client: Mindsavi
Figma file: Session tracking v3
UX flows signed off — build can start
Approval status: Approved
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