Real Estate / ConstructionFeatured project
Digital CAPEX Management Platform
Complete automation of CAPEX process for real estate projects
SharePoint OnlinePower AutomatePower BIMicrosoft Lists
Context
A commercial real estate player wanted to modernize their real estate project management process: payment requests, supporting documents, progress certificates, and penalty tracking. The old Excel and email-based workflow was no longer sustainable at scale. The goal was to create a complete, automated and collaborative tool, manageable by internal teams as well as external contractors.
Challenges to address
- xCAPEX process managed via Excel and emails, not scalable
- xMultiple stakeholders (internal teams + external contractors)
- xInsufficient traceability of validations and payments
- xRisk of errors and oversights in tracking
Solutions implemented
- +Centralized SharePoint Online structure for all project data (quotes, deposits, bonds, certificates, invoices)
- +Ergonomic and visual interface for project managers and contractors
- +Over 50 automated Power Automate flows: certificate generation, document collection, updates, notifications, PDF exports
- +10+ interconnected lists (projects, quotes, deposits, invoices, certificates)
- +Tracking of validations, penalties and amounts payable with integrated indicators
- +Built-in PDF tutorials to ensure adoption by non-technical users
Results achieved
50+
Automated workflows implemented
0 re-entry
Zero manual re-entry between lists
Traceability
Clear and traceable tracking of each payment
Collaboration
Improved collaboration between project management / finance / contractors