Case Studies
Real-world impact from Microsoft 365 automation.
- Trusted Across
Trusted Across Critical Industries
Our expertise spans across Canada’s most regulated and mission-critical sectors, where reliability and compliance are non-negotiable.
Oil & Gas
Safety compliance and operational efficiency
Healthcare
Patient data security and regulatory compliance
Finance
Risk management and regulatory reporting
Public Sector
Government procurement and transparency
Logistics
Supply chain optimization and tracking
- Solutions
Case Studies : Orbis AI
Real-world results from Microsoft 365 automation.
We don’t just talk about automation — we deliver measurable business impact.
- We Provided
- Excel macros + Power Query Automation
Case Study 1: Finance Automation
Challenge
A mid-sized finance team spent over 5 hours every week consolidating Excel reports, often struggling with version errors and manual reconciliations.
Solution
We implemented Excel macros + Power Query to automate reporting and created a Power BI dashboard for leadership.
Results
- Reporting time reduced from 5 hours → 30 minutes.
- 100% accuracy in reconciliations.
- Team saved 60+ hours per month, redirecting focus to analysis instead of manual work.
- We Provided
- Power Automate flow
Case Study 2: HR Onboarding with Power Automate
Challenge
A growing company’s HR team manually managed onboarding, sending emails, creating accounts, and uploading documents — consuming 15+ hours per new hire.
Solution
We built a Power Automate flow integrated with Outlook, Teams, and SharePoint:
- Automated welcome emails.
- Auto-created Teams channels.
- Document storage + approval workflows in SharePoint.
Results
- Onboarding time cut by 60%.
- HR saved 190 hours/month.
- New hires received a smoother, consistent experience.
- We Provided
- Power Automate flow
Case Study 3: Operations Dashboard with Power BI & Teams
Challenge
An operations team lacked visibility into project timelines and task progress, leading to delays and missed deadlines.
Solution
We deployed a Power BI dashboard linked with Teams to show:
- Real-time task status.
- Automated alerts for overdue items.
- Weekly summary reports sent via Teams.
Results
- On-time project delivery improved by 35%.
- Managers had instant access to bottleneck insights.
- Teams collaborated more effectively with shared visibility.
- Ready?
Ready to Transform Your Operations?
Take the first step towards unlocking your Microsoft automation potential. Choose the option that best fits your needs.
Book a Consultation
Schedule a free 30-minute consultation to discuss your automation needs.
Request an Automation Audit
Get a comprehensive analysis of your current processes and automation opportunities