Real estate
One view of every asset, lease and service request
Leasing, facilities and finance each kept their own records. We traced where revenue slipped through, joined the portfolio into one view, automated the routine and enabled AI for the teams on the ground.
Delivered
- Platforms
- Microsoft Dynamics 365 Customer Service, Power Apps, Power BI
- AI built on
- Copilot Studio agents inside Microsoft Dynamics 365
- Outcome
- Renewals, recharges and service costs visible before they are missed.
The situation.
Leasing, facilities and finance each kept their own records of the same buildings. Service requests arrived by phone, email and chat, and nobody had one view of an asset, its tenants and what it really cost to run.
How we got there.
01 · Identify
Where data and money leaked
- Lease renewals and rent escalations noticed late
- Service and contractor costs that were never recharged
- Occupancy and asset data that was out of date by the time it reached leadership
02 · Optimise
What we optimised
- Leases, assets and tenants held in one connected record
- A standard path for every service request, from logging to close
- Contractor onboarding and approvals in one place
03 · Automate
What we automated
- Renewal and escalation reminders with the right owner
- Recharges raised to tenants as work completes
- Contractor work orders, approvals and invoice matching
04 · Enable AI
Where AI was enabled
Copilot Studio agents inside Microsoft Dynamics 365
- Summarises lease terms and obligations on request
- Triages incoming service requests by urgency and asset
- Flags assets where maintenance cost is rising
Built for what comes next
A portfolio that can add buildings, communities and revenue lines on the same platform.
If you plan ahead, so should your infrastructure.
Start with a Business X-Ray: we find where data and money leak in your business, and what to fix first.