A property management organisation needed a structured way to create estimates, route approvals, capture sign-off decisions, and evidence commercial governance.
Project estimates for maintenance, refurbishment, and facilities work were produced in inconsistent formats, stored in different locations, and submitted through informal email chains.
Leadership had no reliable view of which estimates were pending, approved, rejected, or awaiting commercial sign-off, and decisions were difficult to evidence after the fact.
A Power Platform estimates and approvals platform was delivered to manage the lifecycle from estimate creation through approval, rejection, sign-off, and reporting.
A structured form captured scope, costs, property details, timeline, and supporting information consistently.
Power Automate routed estimates to the correct approvers with notifications and escalation paths.
Approvers could record decisions, comments, and conditions inside the system.
A canvas app showed current stage, responsible approver, outstanding actions, and completion status.
SharePoint captured each submission, approval, rejection, comment, and timestamp.
Power BI surfaced pipeline volume, bottlenecks, turnaround times, and outstanding work.
Teams create estimates using the same structure and required information.
Decision-makers can see the status of every estimate without chasing updates.
Every approval decision is timestamped and attributable.
Notifications and workflow routing replaced manual follow-up.
Commercial sign-off became a standard process rather than an informal email trail.
Dashboards highlight volume, bottlenecks, and approval trends.
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