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Case Studies

BI Reporting with Power Platform

Posted by Michelle Millar in: Automation, Customization, Emerging Technology, Power BI, Low Code, case study, Power Platform


The Business Problem

Urban Edge was looking to move away from spreadsheet reporting - which took time to prepare and quickly became outdated - to a more automated model which would remove information silos and provide everyone with access to reports in real time. They wanted one place to drive their reporting and dashboard agendas instead of having reports in separate tools and files. Due to Urban Edge’s alignment with the Microsoft stack, that place became Power BI.

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Robotic Process Automation Product Selection and Consulting

Posted by Michelle Millar in: Automation, Emerging Technology, RPA, case study

The Problem

Real Capital Solutions (RCS) has a long-term plan focused on increasing profitability while maintaining/improving on best-in-class results to their investors. Robotic Process Automation (RPA) was identified as a tool that could help to deliver on these objectives.

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Global Real Estate Firm Partners With Open Box to Automate the Cash Receipts Capture Process

Posted by Craig Mackintosh in: Real Estate, robotic process automation, Robots-as-a-Service, RaaS, Automation, RPA

The Challenge

As part of the firm’s employee benefit programs, loans are made available to employees. Microsoft Excel was used to manage the loan lifecycle including outstanding principal amounts, monthly finance charges and employee contributions.

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