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Case Study

Exeter Smiles: Staying Strong with Flexible Marketing Strategies

After a reshaping of the business, Exeter Smiles (formerly Exeter Orthodontics) continued to work with KDG through their flexible marketing packages to ensure the business stayed strong and maintained consistency, with new qualified clients by adding an AI Chatbot to their site and expanding their digital presence online.

Case Study

Iron Mountain Case Study: Zoho Integration & Business Automation

Iron Mountain Refrigeration & Equipment is a growing eCommerce and distribution company specializing in refrigeration systems and commercial equipment. With sales across multiple channels—including Shopify, Amazon, and eBay—the company manages complex inventory, logistics, and financial operations that were all originally siloed within separate systems that didn’t communicate. This meant pulling data manually for the sales cycle and reporting, with no assurance that the data was accurate. Iron Mountain partnered with KDG to help unify and integrate their data across one ecosystem. With integrated systems and reliable data, the team can now make faster, more informed decisions and scale operations with confidence. Beyond efficiency gains, the project fundamentally changed how Iron Mountain operates and even opened up new revenue opportunities.

Case Study

AIM: Streamlining Operations & Driving Online Growth

AIM Equipment Company, headquartered in Fishers, Indiana, is a trusted distributor of used mechanical equipment serving businesses nationwide. Despite a strong reputation, AIM’s website was costing them leads and their operations were draining staff time. Customers had trouble navigating the site, forms discouraged inquiries, and missing product visibility left buyers without alternatives for out-of-stock items. Partnering with KDG turned things around—saving nearly $90,000 annually, stabilizing operations, transforming the website into a lead-generating tool, and bringing in 20–25 new prospects every month. With these improvements, AIM finally had the space to grow.

Case Study

Roar4Widener 2025: A Case Study in Resilient Fundraising Amid Economic Uncertainty

In the spring of 2025, nonprofit organizations across the United States faced one of the most challenging fundraising environments in recent memory. Charitable giving was on the decline, donor-advised fund contributions plummeted over 20% (Chronicle of Philanthropy), and major institutions were laying off hundreds due to slashed government funding. At the same time, extreme stock market volatility—driven by policy uncertainty and tariff turmoil—shook donor confidence, with the Dow Jones falling nearly 4% in a single day and the S&P 500 seeing some of its largest intraday swings since 1987 (Reuters). Despite these headwinds, Widener University partnered with KDG to launch a day of giving that not only defied the odds but set new records in donations and engagement.

Case Study

fpPathfinder: A Leader in Resources

fpPathfinder is a provider of resources designed to help financial advisors and their clients navigate complex planning conversations. Financial advisors loved fpPathfinder’s powerful planning guides, but there was a problem: they couldn’t find them. Hidden resources, confusing navigation, and clunky search left members frustrated. Together, we redesigned the experience—transforming a maze of information into a simple, intuitive platform. The results? A 10% traffic boost, 1,500 new signups, and happier advisors who finally had the tools they needed at their fingertips.

Case Study

Automating Quoting and Approvals for SMSI through Zoho

Springfield Mechanical Services, Inc. (SMSI), is a family-owned company specializing in providing turn-key mechanical and facility solutions for commercial and industrial clients. SMSI approached KDG with a need to overhaul its outdated quoting system. Previously dependent on a costly and labor-intensive platform, the organization required a faster, more flexible solution to streamline quote generation, approval workflows, and customer sign-off. With the help of KDG, SMSI implemented a customized process leveraging Zoho Creator, Zoho CRM, Zoho Writer, Zoho WorkDrive, and Zoho Sign—all built and deployed within weeks.

Case Study

Creating a Quoting Tool for FIT with Zoho Creator

FIT, a logistics company specializing in freight and shipping solutions, approached KDG with a need to optimize its quoting and helpdesk processes. The organization was relying on a manually maintained spreadsheet for quoting and using Zoho Desk with limited efficiency.

Case Study

Streamlining Success: Roeder Industries’ Journey to Automation with Zoho & KDG

Roeder Industries faced growing challenges with managing inventory, order processing, and accounting due to disjointed systems and a lack of integration between their tools. To overcome these obstacles and streamline their processes, Roeder partnered with KDG to implement a fully integrated solution using Zoho applications.

Case Study

Writing Guide: A Custom App Revolutionizing Bar Exam Prep

Passing the Uniform Bar Exam takes a lot of practice. But not every student has the same needs. Esquire and Bar Exam tutor Alisa Geller developed an application to make individualized, adaptive learning affordable and fun.

Case Study

The Arc: A Custom EVV System Built with Zoho

Over 700 caregivers and employees were using paper timesheets and a 20-year-old system to process payroll. But vital government reimbursements relied on accurate and timely submissions and reporting.

Case Study

Alexander & Company: Zoho CRM Development & Automation

Alexander & Company helps connect our nation’s educators to the health and financial benefits they deserve. But the segmented onboarding process needed some new automation to keep up with demand and complex Open Enrollment regulations.

Case Study

MXQ: Supporting & Streamlining Back-Office Bookkeeping

With dozens of international clients and two sister companies, MXQ needed an accounting team who wouldn’t only support their bookkeeping efforts, but streamline them.

Case Study

Smart City Locating: Managing Thousands of Leads without Missing a Beat

Smart City Locating connects thousands of apartment hunters with the most amazing apartments in Dallas, Houston, and Austin and has expanded into Denver and Atlanta in 2020. The company truly is a disruptor in the real estate market, using personalized criteria to help both newcomers and lifelong residents find their perfect home.

Case Study

Starnet: Connecting over 180 Partners with the Power of Zoho One

Starnet is a worldwide commercial flooring partnership with over 180 flooring contractors across the United States and Canada. To manage their members, invoices, contacts, and more, they turned to a Zoho One integration.

Case Study

Mount Aloysius College: Building a New Website for a New Generation of Learners

With technology ever-changing and a new generation—Generation Z—starting their college careers, Mount Aloysius College knew that a fresh, accessible, and optimized website was the key to campus engagement. They turned to KDG, their partners for over a decade, for help.

Case Study

HTSS: Managing Big Data in Zoho Books

HTSS is a staffing service in the Lehigh Valley that connects hundreds of job seekers with their careers and matches local businesses with top-rated employees. With plans to start utilizing Zoho Invoice, it made sense for the business to migrate its accounting data from QuickBooks to Zoho Books for a more seamless experience.

Case Study

The Arc: Supporting the Software & System Needs of 700 Employees

The KDG small business IT support team undertook a complete site audit of all the technology and equipment that The Arc uses to serve over 700 employees and hundreds of clients.

Case Study

Syndicated Insurance Resources: Streamlining Sales Through Zoho CRM & Creator

Syndicated Insurance Resources, a broker marketplace and solutions provider, was growing so quickly that keeping up with its many Zoho apps and integrations proved to be difficult. They required updates, design changes, and much more on a regular basis.

Case Study

Yaffe & Company: Creating a Fresh & Flexible Website

Faced with an old website that was outdated and heavy in textual content, Yaffe asked the Lehigh Valley web design team at KDG to build a new site that was visually engaging, SEO friendly, and up to date.

Case Study

Exeter Orthodontics: Building a Site That Scales With Business

With several offices across Pennsylvania, Exeter Orthodontics was one of the fastest growing providers of braces and Invisalign in the state. Their rapid growth meant that they needed a flexible new website to meet the demands of their expanding audience.

Case Study

autopom!: Building a Custom Payroll Solution

With a growing sales team and over 1,000 leads every month, it was taking managers at autopom! nearly 10 hours per pay period to calculate pay rates, bonuses, discounts, commissions, and refunds for its sales department. These calculations varied by state and were being done “manually” in an Excel spreadsheet.

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Please note that audit services will be provided by KDG Accounting, P.C., an independent third party separate from The Kyle David Group, LLC. The involvement of KDG Accounting, P.C. in our audit processes is to ensure accuracy and compliance with relevant standards, and their role is strictly limited to these services.

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