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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.

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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.

  • 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.

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02

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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.

  • Solution: We 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.

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.

  • Solution: We 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.

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04

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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.

  • Solution: We 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.

05

AI-Powered Virtual Assistant

  • 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.

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Looking for a similar transformation? Let’s discuss how we can optimize your business!
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