Integration and Platforms
Representative SolutionUnified Operations Platform
Integrated CRM, finance and operational data into a single internal platform.
70%
Less manual reporting
This is a representative solution describing the type of system LT Lab delivers. It does not describe a specific named client engagement.
The challenge
What wasn't working
A growing services organization managed sales in a CRM, invoicing in a separate accounting system and delivery in shared spreadsheets. Weekly management reporting required several people to export, reconcile and reformat data by hand.
Leadership lacked a single, current view of pipeline, revenue and delivery capacity, and errors in manual reconciliation regularly surfaced in client invoices.
Approach
How the solution was built
Step 01
Map the operating model
Workshops with sales, finance and operations to document the end-to-end lifecycle from lead to cash, and the data each team depends on.
Step 02
Build an integration layer
Bi-directional synchronization between CRM and accounting, with shared customer and project identifiers and validation rules.
Step 03
Replace spreadsheets with a platform
A lightweight internal web application for project delivery, resource planning and status tracking, connected to both systems.
Step 04
Automate reporting
A reporting database fed on a schedule, with dashboards covering pipeline, utilization, billing and receivables.
Architecture
System overview
- CRM
- Integration layer
- Accounting
- Operations platform
- Reporting database
- Dashboards
Outcomes
What changed
- Management reporting assembled automatically instead of by hand
- One customer and project record shared across teams
- Fewer invoicing errors caused by re-keyed data
- Leadership access to current pipeline and delivery data
Technologies
Zoho CRM / Zoho Books / Node.js / Next.js / PostgreSQL / Power BI