
Our Success Stories
At MORA, we deliver innovative and high-impact solutions that transform business operations. Here are some of our key case studies showcasing our expertise in automation, data analytics, and process optimization.

01
Enterprise Case Management Platform for A major Canadian financial services organization

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Challenge: Multiple operational teams managed complex case workflows through fragmented manual processes and disconnected tools with no unified way to handle cases, documents, queues, role-based access, and team administration, or to integrate securely with enterprise systems.
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Solution: MORA designed and developed a Dataverse-backed hybrid Power App: a model-driven foundation with custom canvas pages for specialized workflows, team and queue administration, document indexing and scanning, returned mail processing, and role-specific case workspaces integrated with internal enterprise systems through Azure API Management as a secure, governed gateway.
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Impact: The organization replaced fragmented manual tracking with a secure, auditable, and scalable case management platform reducing IT-driven administrative changes through manager self-service and establishing reusable integration patterns for future Power Platform solutions.



02

Automating Branch Personnel Changes for a Leading Financial Institution


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Challenge: The institution faced delays and inefficiencies in managing personnel changes across branches, leading to errors and operational bottlenecks.
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Solution: We developed a streamlined system using Power Apps, SharePoint Lists, Power Automate, and on-prem databases to automate approvals, data updates, and notifications.
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Impact: The solution reduced processing time by 40%, eliminated human errors, and significantly improved overall operational efficiency.
03
Enterprise-Wide Data Visualization for a Major Telecom Company

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Challenge: The company required a centralized reporting system to track financial performance and operational data across departments.
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Solution: We built a Power BI dashboard integrating multiple data sources, providing real-time financial insights and automated reporting.
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Impact: Improved decision-making, increased data accuracy, and a 60% reduction in reporting workload for the finance team.


04

Automating Budget Control & Financial Reporting



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Challenge: A client needed an automated financial reporting system to track CAPEX spending and enforce budget controls.
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Solution: We implemented a Power Platform solution integrating Power BI, Power Automate, and Dataverse for real-time budget tracking and automated report generation.
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Impact: Enhanced financial transparency, improved compliance, and a 30% reduction in manual financial reporting efforts.
05
AI-Powered Virtual Assistant
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Challenge: Businesses often struggle with handling repetitive inquiries and managing customer interactions efficiently.
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Solution: We developed an AI-driven virtual assistant built with Power Virtual Agents and Power Automate, capable of handling inquiries, automating responses, and integrating with existing business systems.
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Impact: Reduced customer service workload, improved response times, and enhanced user experience by providing instant, accurate information.





