Makers

KDG growing with Zoho

Global Champion, Zoho Creator Partner Awards 2021

Creator
 Creator

Contents
About KDG 03

Services offered 05

Background 07

Zoho partnership 09

Training 11

Growing with Zoho 13

2021: A year of growth 22

Future plans 23

About Zoho Creator 25

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 KDG Creator

KDG is a full-service business processes firm that helps IT Department of the Year by the American
clients automate business solutions, streamline Business Awards, a Top Software Developer by
operations, and further their mission through Zoho Clutch, and a Global Creator Partner by Zoho.
development, custom software development, UI/UX
design, managed accounting, digital marketing, and
technology management.

The company was founded by Kyle David in 2002. Over Headquarters: Staff:
Allentown, 50+ full-time
the past two decades, KDG has grown rapidly in
Pennsylvania, employees
headcount and client base, attracting clients from the United States
United States Senate to major financial institutions,
healthcare organizations, international nonprofits, and
Division I universities.

Incorporation: Zoho Partnership:

Through the years, the company has been recognized for 2002 8+ years
its commitment to customer feedback and its dedication
to innovation. KDG has been named an

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 About KDG Creator

Forming KDG was more accidental than

anything else. I had an in-demand skillset
and was doing a lot of contract work.
Eventually, that contract work became
more than I could logically handle, so I
hired someone else. Then, someone else.
Kyle David After about five or so years, I had a
President & CEO, KDG
fast-growing organization on my hands.

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 Creator

Services offered
Zoho User experience design
A Premium Partner providing development Website redesign and migration services;
and support for Creator, CRM, Books, Inventory, website maintenance; user experience
Analytics, Projects, Catalyst, and more. testing and consulting; mobile app design;
ADA & SEO compliance, remediation, and
Custom software development consulting.
Award-winning, 100% US-based custom software
development for manufacturing, healthcare, real Digital marketing
estate, and more. Including custom CRMs, Helping businesses make a memorable first
business intelligence apps, accounting & payroll impression online with social media
systems, ERPs, supply chain management management, content creation, SEO, PPC,
systems, and project management tools. press management, analytics, and
consulting.

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 Services offered Creator

Cybersecurity management
Named IT Department of the Year by the American
Business Awards. Providing network maintenance,
software updates, help desk services, employee
training, security audits, and other MSP services We take the time to understand our
that protect businesses, employees, and their data. customers' business and associated
processes, then develop custom
Financial process optimization & technology and automation to improve
accounting services
their efficiency, productivity, and user
KDG offers financial consulting, bookkeeping, and
experience.
QuickBooks-to-Zoho Books migrations. Their team
of accountants have the time, tools, and technology
clients’ in-house accountants don’t have, to help Kyle David
generate accurate reporting, streamline back-office
President & CEO, KDG

tasks, and drive financial decision making.

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 Creator

Background
Kyle H. David, founder and CEO of KDG, started his career in technology at the early age of 14, as a consultant at a
multi-million dollar, Philadelphia-area IT consulting firm. Over the next four years, he worked his way to the position of senior
technical director.

Kyle went on to form two separate internet ventures:

In his first venture, he built software that scraped the internet for the best price using UPCs codes as an
input. In the early 1990s, this software was an unheard-of concept that helped drive Kyle's short-lived venture to
explosive growth.

Kyle's second venture was building software that automated peer-to-peer file sharing through free hosting
providers. He created this software when storage space and bandwidth were extremely expensive.

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 Background Creator

In 2002, he returned to consulting by forming The Kyle David Group, now KDG. KDG has been around for more than two
decades and the company has grown to 50+ full-time employees.

We strive to be more than just a development partner who builds a solution

then sends our client on their way. We look for projects that will turn into a
true, long-lasting partnership so that we can be there to support, consult, and
grow with our clients.

Kyle David - President & CEO, KDG

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 Creator

Zoho partnership
KDG came across Zoho in the early 2000s, when they We chose to become a Zoho Partner
started using Zoho Projects for project management. They because we saw how Zoho was
eventually learned more about Zoho, its philosophy, and revolutionizing software development,
products and became a Zoho Partner in 2014. opening it up to businesses of any size
and industry. A company no longer

KDG & needed millions of dollars to develop

business automation tools. They can
Since partnering with Zoho, KDG has become a leading use affordable low-code software
Zoho development partner. The company has provided made by Zoho. It puts companies of all
hundreds of clients, large and small, with Zoho sizes on an equal playing field.
development, consulting, and support. Explore KDG’s
Zoho story here.
Kyle David
President & CEO, KDG

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 Zoho partnership Creator

They have 15 employees dedicated to

building high-quality Zoho implementations
with more in departments like design,
development, support, PM and marketing
who offer support when needed.

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 Creator

Training
The team at KDG devoted months and months to Zoho Getting started included a lot of
training. They studied the certification materials, took training. We have a team of developers
courses, and even developed demo applications in-house. who attended online webinars and
Most importantly, the team adopted Zoho as their own courses before completing the Creator
cloud-based business tool. The company knew that certification course. We made sure our
adopting the product and using it regularly would be the entire team was confident in their own
best way to gain the first-hand expertise their clients abilities and knowledge, even
needed. developing test projects internally,
before taking on external clients.

Kyle David
President & CEO, KDG

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 Training Creator

Training and continued education are nothing new to

At KDG, we understand that learning

the team at KDG. In fact, employees devote time every

never ends. From monthly book clubs

single week to on-the-job learning, whether that’s

to weekly webinars to

watching webinars, participating in book clubs, or

cross-departmental knowledge shares

traveling to conferences where they can acquire

to national conferences, we support

one-on-one support and knowledge sharing. Nearly

our employees 100% in any

every single employee is actively working on acquiring

educational endeavor they pursue, so

a certification that will help them grow in their role at

they can provide a flawless experience

KDG and any role they pursue after.

for their clients.

Kyle David
President & CEO, KDG

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 Creator

Growing with Zoho

Over the last eight years of being a Zoho
Partner, KDG has worked with hundreds of
clients across the United States (and abroad),
ranging from small businesses and retailers to
Fortune 500 companies, large scale
manufacturers, and educational institutions.
The company has expanded beyond Zoho
Projects and Zoho Creator development to
Zoho CRM, Zoho Analytics, Zoho Campaigns,
Zoho Inventory, Zoho Books, Zoho
Catalyst...and practically
every application within the Zoho One suite.

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 Growing with Zoho Creator

KDG & The Arc:

Developing a custom EVV with Zoho Creator
When The Arc of Lehigh & Northampton Counties
approached KDG’s Zoho development team, they had
over 700 caregivers and employees working off paper
timesheets. Accountants at the nonprofit were
spending hours upon hours submitting EDIs 835, 837,
and 276/277 to the government for reimbursement.
Meanwhile, an Electronic Visit Verification mandate was
approaching fast, putting funding at risk.

Together, KDG and The Arc developed a custom EVV

system using Zoho Creator. Federally compliant and
integrated with The Arc’s third-party payroll system and
government vendor, the application reviews timesheets,
processes payroll, and submits Medicare/Medicaid
reimbursements to the state government.

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 Creator
User Flows

The application uses

Service provider ‘Punches In’ using Zoho location services to verify
visits client. Creator application. that providers are with the
client during this time.

1 2 3

When the service provider

The electronic timesheet is done assisting the
and the notes are sent to The notes are sent to the
client’s caretaker for client ‘Punch Out’ using
The Arc’s central office, the app. They will also
where they are turned into review.
provide notes of what
a record. services they performed.
6 5 4

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 User Flows Creator

These records are sent to

Next, the record moves Sandata, a thirdparty When records are
to the billing team for government contractor, accepted, they are tracked
review and approval. who reviews and accepts in the Zoho application.
each record.
7 8 9

Claim is denied
No reimbursement is
granted.
The custom application
sends these records to Once all the records in a
Claim is approved Promise, another pay period are accepted
Reimbursement for government contractor,
services sent to The Arc.
by Sandata, The Arc sends
who makes the final the data to a custom
decision on billing application
Claim has an error
Sent back to The Arc
11 reimbursement.
10
for remediation.

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 Growing with Zoho Creator

At a glance:
· HIPAA compliant and compatible with government forms EDI 835, EDI 837, and EDI 276/277
· Submits 5,500+ records to the government every pay period
· Has supported over 1.4 million staff hours logged
· 1,300+ users

Our Zoho clients are among our longest-lasting client relationships and have
since expanded into other areas of our business, including bookkeeping,
marketing, IT, and web design.

Kyle David - President & CEO, KDG

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 Growing with Zoho Creator

Expanding Into Zoho Books

In 2019, KDG expanded its partnership with Zoho by
adding Zoho Books to the mix. KDG is one of the few
organizations providing Zoho Books migration,
automation, bookkeeping, and consulting in the United
States, and this service has turned into one of its
Financial data shouldn’t be an
fastest-growing business units.
afterthought, It should be a core
business driver.
The success of this service comes as no surprise to
David. After all, he says, technology and accounting are
inextricably linked. Small businesses rely on accurate Kyle David
financial data to run reporting and drive decisions. President & CEO, KDG

Without the right tools and technology to guide them,

they’re left in the dark.

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 Growing with Zoho Creator

KDG & MX: Streamlining back-office bookkeeping

MXQ, a family-owned business, develops fluid
handling systems for some of the world’s largest
manufacturers and processing companies, like Wajax
and Imerys. They needed to turn to an expert who
could manage their daily, weekly, and monthly
back-office bookkeeping duties. QuickBooks wasn’t
getting the job done, so they turned to the Zoho
Books accounting experts at KDG.

KDG’s managed accounting team took daily, weekly,

and monthly accounting tasks off MXQ’s hands,
allowing the team to devote more time to their
business and customers. Back-office services
provided by KDG include accounts receivable,
accounts payable, bank reconciliations, and expense
classification.

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 Growing with Zoho Creator

When we found KDG, we felt that they

knew what they were doing. They were also
already using Zoho themselves. KDG
offered us a much more inexpensive
solution than what it would’ve cost us if we
hired someone internally.

Stefan Jimenez - General Manager, MXQ

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 Growing with Zoho Creator

We appreciate our partnership with Zoho

and we hope that we can continue to have
a one that is rich in collaboration. We enjoy
sharing Zoho's capabilities with our clients
and prospects and have been amazed at
Zoho's own growth over the years. We look
Kyle David
President & CEO, KDG forward to continuing to share Zoho with
businesses across the US!

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 Creator

2021: A year of growth

In 2021, the world was still rapidly adjusting to

remote working, and the Zoho suite of

32% 600+ products was perfectly positioned to take

advantage of that macro trend. As a result, we
company Client were able to help organizations realize
growth reviews substantial cost savings and efficiency gains
with business automation using Zoho. At
KDG, we're hyper-focused not only on
building solutions but also on ensuring that

98%
those solutions get used. Zoho provides our
Global clients with a short ramp-up time to see real
and lasting organizational change.
Customer Champion
satisfaction Award
Kyle David
President & CEO, KDG

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 Creator

Future plans
A lot of exciting change is in store for KDG in 2022 and
beyond. The team continues to grow, continues to learn,
and continues to innovate. They started the year by being
named a Zoho Global Champion and joined Zoho on the
company’s coast-to-coast North American Roadshow. They
even co-hosted a Zoho webinar on the brand-new Creator To learn more about KDG, its Zoho services, and

6, which will be released to Zoho One users later in 2022. its award-winning team, Click here
or write to them at zoho@kyledavidgroup.com

Their Zoho development and Zoho Books accounting teams

are busier than ever, not only helping clients but taking new
certification courses to ensure they can bring fresh insights
and expertise to every project they join. Being named
2021’s Global Champion raised the bar for the team—but
they’re up for the challenge.

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 Future plans Creator

We anticipate we will grow even more this

year. We are deep into our 2022 strategic
plan, which will help us improve efficiency
and allow us to take on new employees,
new services, and new clients. We look

Kyle David forward to seeing the results of these

President & CEO, KDG
efforts this year and beyond.

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