Pre-sales estimation and delivery handoff automation

The problem

Estimates are prepared in individual spreadsheets, assumptions are recorded in email, and the delivery team inherits a signed scope without the reasoning behind it. Change control then becomes contentious because nobody can show what was assumed at the point of pricing.

Our approach

Estimation moves into a structured model in Dataverse: work breakdown, effort ranges, assumptions, exclusions and risk contingency captured as data rather than prose. Approval thresholds are enforced through Power Automate. On closure, the estimate, assumptions and exclusions carry into the delivery workspace automatically, so the delivery team starts with the commercial context intact and change requests can be assessed against a recorded baseline.