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Solution · Operations & quality

Facility and office requests routed, timed and reported instead of remembered

One front door for every request the building generates

Every facility and office request is raised once in Teams, routed by rule to the right team or provider with a response time, tracked to closure and reported by site.

Quick winMicrosoft TeamsHuman in the loopDeterministic automation
900facility and office requests a month reach the nine office managers of this illustrative group, and most exist only as an email and a memory.

Executive summary

Challenge

Broken air conditioning, a badge, a desk move: all of it lands on one office manager's memory.

What changes

The front door is deliberately small.

Business value

A request takes a minute to raise and arrives complete, so the provider is dispatched on the first contact instead of the third.

Systems involved

the provider portals; the providers' mailboxes; the site teams' Teams channels

Business problem

Facilities & administration

Buildings generate work whether or not anyone designed a process for it. Lights fail, a chiller trips on the first warm week, a starter needs a badge and a desk, a meeting needs coffee for twelve. None of it is complicated and none of it is optional. What is missing is a place to put the request, so it lands on whoever is nearest the problem.

Three people pay for that. The requester pays in uncertainty: nothing confirms the email, so they ask again, and the second ask costs as much as the first. The office manager pays in interruption, holding a dozen commitments in a notebook alongside a job meant to be something else. The provider pays too, because "the air conditioning is broken again", with no site and no access time, becomes two phone calls before anyone is dispatched.

At eleven locations this stops being administrative and becomes commercial. Every site has its own routine, so nothing is comparable: nobody can say which building consumes the most reactive work, or whether the cleaning contract is being delivered. Response times were negotiated into the contracts and never tested, because a contracted four hours means nothing when nobody recorded the hour the fault was reported.

How it works today

Most companies with more than a couple of buildings run some version of this.

  1. PersonAn employee emails the office mailbox, messages the office manager in Teams or stops them in the corridor
  2. PersonThe office manager decides who owns it, an internal team, the landlord or a provider, then writes or calls
  3. WaitingNothing acknowledges the request, so a second person reports the same fault two or three days later
  4. SystemTwo providers accept work only in their own portal, so the description is retyped and the reference kept in a spreadsheet
  5. Risk of errorContracted response times go unchecked, because the hour a fault was reported exists only in a sent-items folder
  6. PersonOpen items are chased when somebody complains, from a notebook or a file on one laptop
  7. Risk of errorProvider invoices are approved on trust, and the spend cannot be attributed to a site or a request
PersonWaitingSystemRisk of error

Why the current process costs more than it appears

Behind every exception is an hour nobody logged.

  • Coordination is the invisible part of the bill. A five-minute fix is preceded by an email, a decision about who owns it, a call, a chase and a closing message, none of it recorded.
  • Duplicate reports arrive because nothing acknowledges the first, so providers are called twice for one fault and occasionally paid twice.
  • Response times bought at renewal are unenforceable without a timestamp. A four-hour commitment nobody measures is a service level never claimed.
  • Repeat faults hide in plain sight. One air-conditioning unit failing four times in a summer looks like four small jobs, not the replacement decision it is.
  • Everything depends on one person per site. When the office manager takes two weeks off, requests do not stop and the notebook stays in the drawer.

Cost of inaction

One year of coordination nobody currently records≈ €56,160
Three more years before the next lease review≈ €168,500
Once the two planned depots open and volume reaches 1,200 a month (per year)≈ €74,900

What the rows cannot price is the argument nobody wins. A chiller fails for the third time in one summer, the provider says it was reported late, and the company has a notebook while the provider has a system; the credit is never claimed. The same gap shows in the budget round, where reactive spend is defended with last year's total.

Meanwhile the arrangement holds because nine office managers make it hold. That is a quiet dependency until two of them leave in the same quarter and every commitment in their heads has to be rediscovered from a mailbox. Behind it a maintenance history never accumulates, so replacement decisions start from opinion.

Illustrative scenario

A plausible organisation with realistic proportions. The figures are there to be recalculated on your data; they are not a client result.

Organisation

A European services and distribution group: 1,400 employees across nine offices and two warehouses in four countries, Microsoft 365 E3, no facility management system. Maintenance, cleaning, security, catering and waste come from a dozen providers, and a group facilities manager oversees nine office managers who do this alongside another job.

Volume

Around 900 facility and office-administration requests a month across the eleven locations: roughly 60% small building faults, 25% office administration such as badges, desk moves and catering, 15% items belonging to the landlord.

Current process

Requests arrive by email, Teams message and conversation. Each office manager keeps a private list, contacts providers by email or portal, and chases when somebody complains. Invoices are approved with no request behind them.

Bottleneck

About 13 minutes of coordination per request across intake, deciding who owns it, retyping into a portal, chasing and closing. Nothing is timestamped, so response times go unenforced and cost per site is reconstructed once a year.

Solution

One request form in Microsoft Teams with a short catalogue; a routing table sending each category at each site to the responsible team or provider with the agreed response time; work orders by email, or by robot where the provider offers only a portal; visible status; escalation before a breach; a monthly report of volume and cost per site.

Potential outcome

Coordination falls to the exceptions, requests reach providers complete on the first contact, a missed response time surfaces while there is still time to act, and cost per site comes from the requests rather than the ledger. All of it modelled, not observed at a client.

Proposed solution

The front door is deliberately small. A canvas app in Power Apps sits as a tab in Microsoft Teams and on a phone, which matters in a warehouse where nobody carries a laptop. It offers a short catalogue rather than a free-text box: a category, the site, the room, a photograph. Each submission becomes a row in a Microsoft Lists register with a reference that every later message, work order and invoice line points back to.

Routing is a table, not a judgement. Each combination of category and site names the responsible party, the response time from the contract, and the escalation contact. Power Automate reads that table, stamps the target time on the request and hands the work over: internal jobs become an Adaptive Card in the site team's Teams channel, external jobs a work-order email carrying the address, access instructions and reference. Where a provider accepts work only in its own portal, a UiPath robot raises the ticket and writes the provider's reference back, and that robot is the only part needing anything beyond Microsoft 365.

The clock turns a mailbox into a service. Reminders go out before the target time rather than after it, and a request still open at the target escalates to the site contact, then to the group facilities manager. The requester watches one card that updates itself. On closure the invoiced amount and the provider's reference are recorded, and a Power BI report reads the register each month: volume and cost by site and category, response-time compliance by provider, repeat faults by room. None of it needs a facility management platform.

Native capabilities used

Power Apps canvas app as a Microsoft Teams tab; Microsoft Lists as the register; Power Automate flows with Adaptive Cards, reminders and approvals in Teams; Microsoft Forms for the closing confirmation; a Power BI report in a Teams tab; UiPath Orchestrator queues, triggers, credential store and audit log

What we build

The request catalogue, the routing and response-time table, the register and its status model, work-order templates per provider, the escalation clock, the status card, the two portal robots, the monthly report and the office managers' runbook

Custom integration

UiPath Robots on the two provider portals that offer no interface, fed from the register through the UiPath Integration Service connector for Microsoft OneDrive & SharePoint

How the automated process works

  1. PersonThe requester opens the facility requests tab in Teams or on a phone, picks a category, confirms site and room and adds a photograph
  2. AutomationThe request lands in the register with a reference, and the routing table sets the responsible party, the target time and the escalation contact
  3. AutomationInternal work becomes an Adaptive Card in the site team's channel; external work a work-order email with address, access and on-site contact
  4. SystemFor providers who accept only their own portal, a robot raises the ticket and writes the reference back
  5. AutomationThe requester gets one status card showing who holds the request and when it is due, updated at every change
  6. AutomationA reminder goes out before the target; a request still open at the target escalates to the site contact, then to the facilities manager
  7. PersonThe coordinator handles what no rule covers: an unusual request, a landlord dispute, a quote needing approval
  8. AutomationOn closure the requester confirms in two questions, the invoice reference and amount are recorded, and the report refreshes
PersonAutomationSystem

Human-in-the-loop model

Automation handles

  • Intake, the reference, and the routing that names the responsible party and the response time
  • Work orders by email or portal, carrying the site details a provider would otherwise phone for
  • Reminders before the target, escalation after it, and the status card the requester watches
  • Closure, the cost recorded against the request, and the monthly volume and cost report

People decide

  • What belongs to the landlord and what the company pays for
  • Quotes above the site limit, and whether a repeating fault becomes a replacement
  • Priority when two requests compete for the same provider on the same day
  • The routing table itself: which category, at which site, goes to whom and how fast

Before and after

BeforeAfter
Coordination per request~13 minunder 2 min for the routed majority
Where a request livesa mailbox, a notebook, a spreadsheetone register, with a reference
What the requester knowsnothing until they ask againwho holds it and when it is due
Contracted response timesnot recorded, never claimedon a clock, with a reminder before the breach
Cost per sitereconstructed once a yearon the monthly report, by category

Systems and integrations

The stack is deliberately short: one engine, one execution layer, one place where a person decides.

Inputs

  • the request form in the Teams tab
  • the same form on a phone in the warehouses
  • email forwarded from the office mailboxes
  • the routing table of sites, categories and providers

Automation layer

  • Power Automate cloud flows
  • Microsoft Lists
  • UiPath Orchestrator queues and triggers
  • UiPath Robots

Target systems

  • the provider portals
  • the providers' mailboxes
  • the site teams' Teams channels
  • the SharePoint evidence library

Human touchpoints: the request form; the status card; the site team's work card; the escalation card; the monthly report in Teams

the request form in the Teams tabPower Automate cloud flowsMicrosoft Liststhe provider portalsthe request form

Technologies used

Power Apps

the request catalogue as a canvas app in a Teams tab and on the phone

A
Microsoft Lists

the register: one row per request with site, category, provider, target time and cost

A
Power Automate

routing rules, the response-time clock, reminders, escalation and approvals

A
Microsoft Teams

where requests are raised, status appears and escalations land, through Adaptive Cards

A
Microsoft Forms

the two-question closing confirmation, answered without leaving Teams

A
UiPath Robots and Orchestrator

tickets in the provider portals with no interface, queued, retried and audited

A
UiPath Integration Service (Microsoft OneDrive & SharePoint connector)

picks up register rows needing a portal work order

A
Power BI

the monthly volume, response-time and cost report by site and category

A
Averified product capability (vendor documentation)

Illustrative economic model

Numbers you can check against your own data.

Illustrative model
900 facility requests a month × 13 minutes of coordination= 195 h / month
195 h × €24 fully loaded hourly cost= €4,680 / month
× 12 months≈ €56,160 / year
Annual coordination capacity released (illustrative)≈ €56,160

Ask nine office managers how long a request takes and you get nine answers; thirteen minutes is the middle of the range we meet, covering intake, deciding who owns it, retyping into a portal, a chase or two and the closing message. €24 is a fully loaded hourly cost for office administration in Central Europe. The repair itself sits outside this arithmetic, and none of the inputs was measured at a client.

Run the numbers on your data

hours released per month
of annual capacity released

An illustrative estimate from your own inputs. It models released capacity; it is not a promise of savings.

Business benefits

  • A request takes a minute to raise and arrives complete, so the provider is dispatched on the first contact instead of the third
  • Requesters stop chasing, because the status card answers what the second email was going to ask
  • Contracted response times become measurable, and therefore negotiable at renewal
  • Repeat faults surface as a pattern by room, unit or site, turning four small repairs into one replacement decision
  • Office managers get their week back, and cover for each other from the same register
  • Spend attaches to a site, a category and a request, so next year's budget is built from what happened rather than last year plus a percentage

The management view

  • Eleven locations report the same way, so buildings can be compared on cost, volume and provider performance instead of anecdotes
  • Renewals are prepared from response-time evidence rather than from the last complaint anyone remembers
  • The process survives absence and turnover, because it lives in a register rather than nine notebooks
  • Growth stops adding coordinators: a tenth office joins by adding rows to the routing table

Board-level KPIs

cost per requestresponse-time compliance by providerrequests per 100 employees per siteshare of requests raised through the front doorrequests open past their target time

Security and governance

The automation holds exactly the rights it needs, and not one more.

  • Flows and robots run under their own service identities, whose rights stop at the register, the work-order mailbox and the two portals
  • Portal passwords live in the Orchestrator credential store, which can be backed by Azure Key Vault, and never appear in a flow
  • A workplace photograph can contain people, so the catalogue asks for the fault, and images sit in SharePoint under your retention policy
  • The register keeps who raised what, when it was routed, when the provider was told and when it closed, the record the contract review and the invoice check both need
  • Requests and evidence stay in your Microsoft 365 tenant, and the robot layer runs in the UiPath Automation Cloud EU region

Why now

01

Hybrid working changed what a building is asked to do: fewer fixed desks, more bookable rooms, more moves, and a request pattern nobody has data on

02

The front door runs on Microsoft 365 licences most companies already pay for, and the only specialist part is a robot for providers who insist on their portal

03

Coordination worth a modelled €4,680 a month is spent whether or not it appears as a budget line, and it grows with every site rather than with the business

Relevant executive roles

COO

Eleven buildings report in one language, so site and provider performance can be compared rather than described

CFO

Facilities spend attaches to a site, a category and a request before the invoice is approved

Head of Facilities

Contracted response times become evidence rather than intention, and renewals start from the register

HR Director

A starter's badge, desk and access stop depending on whether one person remembered

Common questions and objections

We are too small for a facility management system.

This is not one. It is a form, a list, a routing table and a report on licences you already hold, and it earns its place as soon as requests are spread across more than one or two people.

People will keep emailing the office manager.

Some will, and the design accepts it: a forwarded email becomes a request raised in two clicks. The old mailbox closes site by site, not everywhere at once.

Our providers will not change how they work.

They do not have to. Providers who take email get a better email, with the site, access and reference they were about to phone for; the two who insist on a portal get their tickets from a robot.

When this is not the right solution

  • A single building with one office manager and a few providers, where a shared mailbox and a checklist cost less than a flow
  • No agreement on who owns what: if the split between landlord, internal team and provider is unsettled, that negotiation comes first, because the routing table encodes it
  • A facility management platform people actually use, where the work is intake and reporting around it, not a second register beside it

A question for the next management meeting

Across our eleven locations, what did we spend on building and office services last month, and how much of it can be traced back to a request somebody raised?

Implementation approach

A scope without ambiguity, before anything is signed.

We deliver

  • The request catalogue: the categories worth having and what belongs to IT or HR instead
  • The routing and response-time table by category and site, agreed with the providers who must meet it
  • The register, its status model and reference scheme, with photographs in SharePoint
  • The escalation clock, the status card and the site team's work card in Teams
  • Work-order templates per provider, and robots for the portals that accept nothing else
  • The monthly Power BI report of volume, response-time compliance and cost by site
  • A pilot at one office and one warehouse, then rollout site by site

We need from you

  • Your provider list, with the response time and scope each contract actually promises
  • Three months of whatever each site keeps, so the catalogue matches reality
  • A named owner per site and the escalation contact above them
  • Accounts for the two provider portals and a service identity in your tenant

Stages

Discovery

Categories, sites, providers, response times and who owns what today

Design

The catalogue, the routing table, the status model and the escalation path

Build

The form, the register, the flows, the Teams cards and the portal robots

Pilot

One office and one warehouse in production, old routes open beside them

Rollout

Site by site, closing the old mailbox route behind each

Optimisation

Rule tuning, catalogue changes and the first provider review on real data

Quick win. Effort comes from the number of providers and how differently each wants to receive work, not from the technology; three providers on one response-time standard start faster than a dozen contracts written by different hands.