ERK Holdings
A multi-entity construction and exteriors family of companies in Utah. Multiple CRMs, field tools, and accounting platforms — none talking to each other. We replaced the vendor fleet with one partner and built the cross-entity visibility ownership couldn't get before.
A Utah-based holding company with several operating businesses across construction, roofing, and exterior services. Multiple CRMs, field tools, time-tracking, and accounting platforms — none talking to each other. Ownership couldn't get a clear picture across entities. Vendor sprawl was real: a marketing agency, a website provider, a CRM partner, and several software tools with no unified owner.
- Rebuilt the HubSpot portal — pipelines, deal stages, properties, associations across entities
- Configured forms, workflows, and auto-reply automations for Cardinal Roofing's inbound demand
- Built a live pipeline health dashboard in Next.js, deployed to a dedicated VPS
- Evaluated and selected workforce tools (time tracking, GPS fleet) with written comparison briefs
- Handled the Orem office's internet infrastructure decision (UTOPIA Fiber)
- Rebuilt Cardinal Roofing's website, coordinating the transition off the prior agency
- Active on-call coverage for software and hardware issues across entities
ERK's ownership now has cross-entity visibility they couldn't get before. Each operating company has a CRM pipeline that's actually trusted. Vendor count is down; coordination overhead is near zero. The engagement runs on a single fixed monthly fee — not an hourly meter — covering named systems across the holding, with out-of-scope work priced separately and in writing.
Client references available on request. Ben Ercanbrack (ERK Holdings) and Derek Hansen (Dark Sky) have both agreed to speak directly with serious prospects about the engagement experience.
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Multi-entity, multi-stack, vendor sprawl, and a leadership team that wants the same view of the business.
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