Case studies · Property

Procurement approval workflows for a property management company

Three paper-based procurement approval processes became digital workflows on Power Apps ahead of an audit, with automated notifications and a reporting dashboard.

Client
A London property management company
Built with
Power Apps, Power Automate, SharePoint, Entra ID

The problem

A central procurement authority reviewed exceptional purchases through Word forms that were printed and managed by an administrator. Visibility was poor, tracking for audit was difficult, and an auditor review was approaching.

What we built

  1. 1A data model covering approvers, budgets and process documentation
  2. 2Three digital workflows for the procurement scenarios, with forms and routing
  3. 3Automated approval notifications through Teams and email
  4. 4Document storage for supporting evidence and Entra ID sign-in
  5. 5A dashboard of process status and metrics

What changed

  • —Paper and printed forms replaced by tracked digital approvals with an audit trail
  • —Oversight of the whole procurement lifecycle from one place