Posted Sep 13th, 2019

In 1991, the founders of Omega Morgan launched a rigging and machinery moving business, with the goal of providing higher levels of service in the Pacific Northwest. Since then, Omega Morgan has never looked back, growing to over 300 employees strong, servicing Oregon, Washington, Alberta, and everywhere in between. They’re one of the most respected names in the Machinery Moving, Heavy Rigging, Millwright, and Crane Services sectors, and as such, require an equally respected Quoting and Job Management software to remain leaders in the industrial services market.

Omega Morgan’s journey with Job Management solutions is a familiar one: with growth came the need to implement structured systems, as manual processes just couldn’t keep up.  After attempting to use tools that were already built into their Enterprise Resource Planning (ERP) system, they quickly realized that this system was too general, and thus, ill-suited for the nuances needed to manage a crane and rigging business.  They elected to add a cloud-based solution for quoting, along with a bolt-on solution to their ERP - something a little closer to their work management needs.

“Quoting accuracy was our first big issue to address,” says Randy Thorderson, director of IT at Omega Morgan. “Our cloud solution was fast for our Estimators, but it wasn’t integrated with our ERP, or the Work Management bolt-on, opening the door to improvisation and shortcuts during quoting.” Dissimilar systems made it difficult to capture and review the assumptions used during quoting, and without the integration, they had to manually transfer the Quote into their ERP system. Needless to say, Omega Morgan longed for a more holistic, centralized, all-in-one solution.

Enter WrightPlan Incorporated. Since October of 2018, Omega Morgan has worked with WrightPlan’s comprehensive business management software to improve visibility, accountability, and execution of their engagements from start-to-finish. “We wanted to be able to Quote, Execute, and Invoice all in the same system, allowing us to manage the work as a single stream of information,” notes Thorderson. “Before, our disparate solutions and workflows made this very difficult.” 

Designed to address the inefficiencies in running a crane & rigging, millwright, and machinery moving company, WrightPlan’s software features all-in-one quoting, estimating, dispatching, tracking, and invoicing capabilities. In addition, WrightPlan is completely configurable to meet the unique needs of each of its customers. Working with WrightPlan’s industry experts directly, the software is implemented in phases, allowing for sustained learning, short-term milestones, and the uninterrupted flow of the customer’s day-to-day operations. 

“We asked a great deal of the WrightPlan Team, and they have been very responsive,” boasts Thorderson. “We had developed some nice workflow efficiencies in our previous cloud solution for quoting, and WrightPlan was very receptive to those ideas and concepts. They took the ideas and pushed them even further with their expertise and best practices. The team has been simply wonderful to work with.” Whether by sharing best practices, scheduling on-site training and seminars, or providing top-tier, live-support, WrightPlan’s experts ensure their customers get the most out of their product. 

“WrightPlan’s software speaks our language,” assures Thorderson. “It’s designed for exactly our industry, so we don’t have to custom design a square peg into a round hole. All the parts are already in place.” 

Interested in how WrightPlan can help your company improve workflow and optimize processes? Book your Free Demo today!

Do it right, with WrightPlan.

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