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Case Studies

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Latest Case Studies

An overview of structuring governance for SharePoint and Microsoft Teams.

Establishing Structure and Governance for SharePoint and Microsoft Teams

Foundations for the Future Charter Academy (FFCA) is a leading Alberta charter school system serving ~4,000 K–12 students across eight Calgary campuses, with staff relying heavily on digital collaboration and document sharing.

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SharePoint platform icon for collaboration and document management.
Illustration of digital trust accounting workflows for legal services firms, emphasizing efficiency and modernization in financial management.
Illustration of cloud computing with multiple cloud icons representing data storage and digital technology.
Framework for SharePoint and Teams governance, structure, and management. Establishing clear policies for SharePoint and Microsoft Teams collaboration and security.
Illustration of a cheerful bee character with a rainbow umbrella, representing innovative enterprise reporting solutions using Power BI.

Modernizing Enterprise Reporting with a Power BI Assessment and Roadmap

BrightPath Early Learning & Child Care is a large North American childcare provider with centres across Canada and the U.S., seeking improved visibility into financial and operational performance as it scaled.

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Detailed analysis of a successful case study for business growth.
SharePoint platform icon for collaboration and document management.
Manufacturing teams collaborating on self-service reporting dashboards for consistent data insights.

Building Consistent, Self Service Reporting Across Manufacturing Teams

August Electronics is a Canadian‑based electronics manufacturing services (EMS) provider supporting customers from early‑stage prototyping through full‑scale production.

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Detailed analysis of a successful case study for business growth.
Illustration of digital trust accounting workflows for legal services firms, emphasizing efficiency and modernization in financial management.
Municipal workers using digital devices for field timekeeping and approval processes in local government operations.

Improving Field Timekeeping and Approvals in Municipal Operations

Cardston County is a municipal government located in southern Alberta, responsible for delivering a wide range of public services across a large geographic area.

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Trust accounting software interface for legal services.
Logo of McLEOD LAW LLP, a legal services firm focusing on trust accounting modernization and workflow efficiency.

Modernizing Trust Accounting Workflows for a Legal Services Firm

McLeod Law replaced legacy trust deposit forms with a secure, auditable Power Platform workflow—automated approvals, role-based access, and clear status tracking.

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Trust accounting software interface for legal services.
Efficient IT solutions for healthcare organizations, focusing on compliance, security, and operational excellence. Trusted partner by optima and other leading healthcare providers.

Streamlining Invoice Approvals and Financial Visibility Across Departments

This organization processes a high volume of invoices across multiple departments, requiring coordination between operational teams and finance.

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Trust accounting software interface for legal services.
Digital scanning of member records for a labour union, showcasing organized data management and record digitization process.

Digitizing and Organizing Member Records for a Labour Union

ATU Local 583 is a Calgary‑based labour union representing transit and allied workers.

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SharePoint platform icon for collaboration and document management.

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