Standardised estimate creation
A structured form captured scope, costs, property details, timeline, and supporting information consistently.
Case Studies / Property Estimates & Approval Platform
Property Estimates & Approval Platform
with Commercial Governance
A property management organisation needed a structured way to create estimates, route approvals, capture sign-off decisions, and evidence commercial governance.
The problem behind the work
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.
Inconsistent estimates
Estimate documents varied by creator, format, and storage location.
Email-based approvals
Sign-off requests were tracked through email with no central status view.
Limited decision visibility
Management could not see outstanding, approved, or blocked estimates without manual chasing.
No audit trail
Approval, rejection, scope change, and comment history was not consistently recorded.
What was delivered
A Power Platform estimates and approvals platform was delivered to manage the lifecycle from estimate creation through approval, rejection, sign-off, and reporting.
Multi-stage approval workflow
Power Automate routed estimates to the correct approvers with notifications and escalation paths.
Sign-off and rejection tracking
Approvers could record decisions, comments, and conditions inside the system.
Central estimate tracker
A canvas app showed current stage, responsible approver, outstanding actions, and completion status.
Auditable history
SharePoint captured each submission, approval, rejection, comment, and timestamp.
Reporting dashboards
Power BI surfaced pipeline volume, bottlenecks, turnaround times, and outstanding work.
What changed
Consistent estimate quality
Teams create estimates using the same structure and required information.
Real-time pipeline visibility
Decision-makers can see the status of every estimate without chasing updates.
Full commercial audit trail
Every approval decision is timestamped and attributable.
Reduced manual admin
Notifications and workflow routing replaced manual follow-up.
Better governance
Commercial sign-off became a standard process rather than an informal email trail.
Management insight
Dashboards highlight volume, bottlenecks, and approval trends.
Platform components
Power Apps (Canvas)
Power Automate
Power BI
SharePoint
Estimates and approvals sent by email?
If decisions are hard to evidence after the fact, tell us how estimates move today and we will explain how we would approach it.