Professional Services Custom Business Platform CRM & Operations

How an Engineering Firm Replaced a Dozen Disconnected Spreadsheets With One Custom Platform

LTC built Orka, a custom cloud-based business platform unifying CRM, finance, project management, and HR for a 120-employee engineering services firm across two locations.

120+
Employees on one unified platform
Real-Time
Project data, up from 30-day-old reports
Since 2016
In continuous use and expansion
The Challenge

One Business, a Dozen Disconnected Systems

This 33-year-old engineering services firm, with over 120 employees across two locations, was running on a patchwork of spreadsheets, databases, and third-party tools. Each system worked fine on its own, but nothing talked to each other, and every department kept its own version of the truth.

Little visibility or information sharing between departments, with spreadsheets duplicated independently across teams
No central data management, with each project manager tracking progress their own way
Commercial full-service software options carried steep upfront costs plus ongoing yearly maintenance, upgrades, and per-employee training fees
The Solution

Orka: One Cloud Platform, Full Business Visibility

Rather than adapting the business to fit off-the-shelf software, LTC built a proprietary system, named Orka, around how this company actually works. Cloud-based and accessible from any location, Orka gives leadership a single 360-degree view of the business instead of a dozen partial ones.

CRM
Tracks every opportunity, bid, and job with full detail, and reports bid effectiveness back to leadership for future strategy
Project Management
Role-based access per job, with real-time cost and schedule tracking replacing what used to be 30-day-old data
Finance
Invoices generate directly from job data, route for approval, and get emailed to customers, no spreadsheet required
HR & Time Management
PTO, company policies, and documentation handled for 120+ employees, with automatic distribution and recorded acceptance

Underneath it all: a permissions-based administration layer lets company executives manage users, access levels, and even core system variables like cost codes and custom fields, without needing a developer on standby.

The Results

One Central System, Nearly a Decade Running

Orka has been in continuous use since 2016, with new modules, reports, and a built-in collaboration tool added over the years as the business grew.

  Project managers moved from 30-day-old data to real-time visibility on cost and schedule
  Invoicing moved off spreadsheets entirely, from job data straight to a customer email
  120+ employees now work from one shared source of truth instead of siloed departmental tools
  A system the company has kept expanding for nearly a decade, rather than outgrowing and replacing
Client
Engineering Services Firm, 33 Years, 120+ Employees, 2 Locations
Industry
Professional / Engineering Services
Solution
Custom Business Platform (Orka): CRM, Finance, PM, HR
Technology
AngularJS, NodeJS, ReactJS, PHP, Laravel, AWS
Key Result
Real-time visibility for 120+ employees, running since 2016
Running Your Business Across a Dozen Tools?
Let's talk about what one unified system could look like for your team.
Book a Call →

With Orka, we finally have the ability to enter and track all project data in a single software. This not only saves significant time but also allows that data to be crunched and analyzed in ways that weren't possible before.

— Executive Team

Ready for One System Instead of a Dozen?

30 minutes. No pitch. Just an honest conversation about what's slowing your team down, and whether we can fix it.

Book a Call With Our Team →
OR
Not ready for a call? Send us the details.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.