Our Success Stories

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.

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.

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.

Challenge: Businesses often struggle with handling repetitive inquiries and managing customer interactions efficiently.

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.

Impact: Reduced customer service workload, improved response times, and enhanced user experience by providing instant, accurate information.

Challenge: Privacy impact assessment requests were coordinated manually through email, with inconsistent tracking, limited status visibility, and no standardized intake or assignment process.

Solution: MORA built a centralized Power Platform application with standardized request intake, automated preliminary risk scoring, reviewer assignment, lifecycle status tracking, in-app comments and notifications, and a reporting-ready data structure.

Impact: A structured, traceable, and auditable privacy review process, stronger governance for a regulated organization, less manual coordination, and clear visibility into request status and ownership for every stakeholder.

Challenge: The institution faced delays and inefficiencies in managing personnel changes across branches, leading to errors and operational bottlenecks.

Solution: MORA developed a streamlined system using Power Apps, SharePoint Lists, Power Automate, and on-prem databases to automate approvals, data updates, and notifications.

Impact: The solution reduced processing time by 40%, eliminated human errors, and significantly improved overall operational efficiency.

Challenge: As a lean consulting firm, MORA had limited hours for lead research, outreach drafting, and pipeline follow-up, essential work that is repetitive, time-consuming, and easy to deprioritize. Any automation had to meet the same compliance bar MORA holds clients to, including CASL requirements for commercial electronic messages.

Solution: MORA designed and deployed a two-agent AI system on dedicated, isolated infrastructure. The same architecture behind MORA AgentCloud. One agent researches prospects, scores fit, and plans structured daily task lists; a second executes them, drafting personalized outreach and sending through MORA's Microsoft 365 environment. Every plan and every individual email passes a human approval gate before action, every send is integrity-verified and logged, and an automated do-not-contact system enforces opt-outs in code at the moment of sending.

Impact: Business development now runs daily instead of whenever time allowed: new leads researched and personalized outreach emails prepared every day. Each one individually reviewed and approved with full audit trails, code-enforced CASL compliance, and zero unapproved sends since going live. The platform is MORA's own production proof of the managed agent service it delivers to clients.

Challenge: Compliance risk assessments depended on manual review of questionnaire responses, creating delays, inconsistent scoring, and limited visibility into assessment status and risk outcomes.

Solution: MORA built a Power Platform solution that automatically ingests questionnaire responses, applies configurable risk scoring logic, and supports analyst review and override with a full audit trail surfaced through Power BI dashboards showing risk scores, assessment outcomes, and trends for analysts and leadership.

Impact: Faster, more consistent preliminary risk assessment with significantly reduced manual effort while preserving analyst judgment where it matters and giving compliance leadership clear visibility into risk levels and trends.

Challenge: Monthly treasury reporting ran on manual data handling, recurring files, and spreadsheet-based tracking, inefficient, inconsistent, and fragile.

Solution: MORA built a Power Platform solution that automates monthly data intake into structured, validated lists, including pool and delinquency details feeding a Power BI dashboard with filters and visuals for analyzing treasury reporting trends.

Impact: Reduced manual reporting effort, improved month-over-month consistency, and centralized visibility modernizing a core finance process without a large custom software implementation.

Challenge: The company required a centralized reporting system to track financial performance and operational data across departments.

Solution: MORA built a Power BI dashboard integrating multiple data sources, providing real-time financial insights and automated reporting.

Impact: Improved decision-making, increased data accuracy, and a 60% reduction in reporting workload for the finance team.

Challenge: The organization needed to collect detailed, multi-section registration information with validation, document generation, and bilingual support without the manual back-and-forth and inconsistent submissions of the existing process.

Solution: MORA built a Power Platform registration portal with a guided multi-step experience: save-and-continue with secure deep links to resume drafts, mandatory field validation, automatic PDF generation, full English and French support, and workflow notifications all on a structured Dataverse data model.

Impact: Higher data quality, less manual coordination, and a dramatically better user experience demonstrating that secure, business-friendly intake portals don't require traditional custom development.

Challenge: MORA required private, encrypted connectivity that didn't depend on commercial VPN providers, no third-party traffic logging, no vendor policy risk, and full control over protocols, encryption, and access.

Solution: MORA designed and deployed a self-hosted secure access platform on dedicated infrastructure: encrypted tunneling with hardened server configuration, TLS-protected transport, controlled client provisioning, and least-privilege service isolation, operated and monitored end to end by MORA.

Impact: Complete ownership of the access layer at predictable cost. Private connectivity with no third-party logging, configuration set to MORA's security requirements rather than a vendor's defaults, and a repeatable deployment pattern now offered to clients.

Challenge: As a consulting firm, MORA needed a professional web presence that could establish enterprise credibility and evolve quickly as service lines, case studies, and products were added.

Solution: MORA designed and built its own website end to end: brand identity, information architecture, service and product pages, and a growing case study library structured so new offerings and proof points can be published in hours, not weeks.

Impact: A credible, maintainable digital presence that functions as MORA's always-on first impression and a working demonstration of the end-to-end web design and build service MORA offers clients.

Challenge: A client needed an automated financial reporting system to track CAPEX spending and enforce budget controls.

Solution: MORA implemented a Power Platform solution integrating Power BI, Power Automate, and Dataverse for real-time budget tracking and automated report generation.

Impact: Enhanced financial transparency, improved compliance, and a 30% reduction in manual financial reporting efforts.