Arbor Memorial | OnActuate
Customer Success

OnActuate leads project to digitally transform multiple legacy systems

Implementation – Microsoft Dynamics 365 Finance & Operations
Microsoft Dynamics 365 Customer Engagement
Microsoft Power Platform (Power BI, Power Apps, Power Automate)

Manufacturing & Distribution
USA / Canada

About the Company

Arbor Memorial is Canada’s largest memorial services firm with branches/homes across the country, with a head office in Toronto. Since 1947, hundreds of thousands of Canadian families have come to Arbor Memorial for professional and ethical guidance, pre-planning solutions and a growing range of options that reflect changing attitudes toward funerals. They continue to offer innovative new ways to remember, honour and celebrate the lives of loved ones..

The OnActuate team took the time to listen to us and understand what we wanted – they are very patient and accommodating. We are thankful for the amazing developers at OnActuate who created a customized tasking system for us in Microsoft Dynamics 365 Sales.

Gloria Chouman, Operations Manager
Exponent Investment Management

Business Challenge

Arbor has been using multiple legacy financial, budgeting procurement and related financial systems for many years that were siloed, and increasingly challenging and costly to maintain and update. The systems also inhibited the firm from leveraging modern technology that would support interoperability with their front end and customer management systems.


OnActuate, with Microsoft, proposed their leading Dynamics 365 platform solution for Finance and Supply chain that included Power BI/Analytics as well as interoperability with their Dynamics 365 Customer Engagement, and their front end client facing portal solutions.


Watch the Microsoft Executive Spotlight Series on Abor Memorial that explores the digital transformation that OnActuate implemented for the business.

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