How Klipfolio Data Heroes helped Curotec automate real-time reporting

Curotec was founded in 2010 just outside of Philadelphia in an area known as the Philadelphia Main Line. They have a global presence with clients ranging from funded startups to Fortune 100 enterprises across a number of vertical industries.

The work they've done has won numerous awards, and global organizations have recognized Curotec for delivering exceptional business value to clients on a consistent basis.

When it comes to digital business challenges, Curotec tackles them all.

Meet Brian

Brian Dainis is the CEO at Curotec. He leads the growth and innovation of his organization while keeping the team engaged and passionate about their work.

"I work with a global client base consisting of medium to large-sized companies for their web development and software application-related initiatives. This includes e-commerce, website design, mobile site, and mobile app development, hosting and security."

Improving manual and time-consuming spreadsheet reporting

Before using Klipfolio, Curotec had no reliable way to track metrics in real time.

Brian would manually pull spreadsheet data from all of his software systems, stitch the data together into a report, and then review it. The process was time-intensive, and the data was already out of date the moment he pulled it.

Now, Curotec has 90% of their reporting automated in real time with Klipfolio.

"Prior to selecting Klipfolio, we looked at over a dozen tools including Tableau, Looker, Sisense, Domo, Birst and many more. We chose Klipfolio because it had all of the out-of-the-box integrations we needed, the support seemed fantastic (and it is!) and the price point was competitive."

After landing on Klipfolio as their dashboard solution of choice, Brian found a way to use it to keep both Curotec's clients and their leadership team fully in the loop.

"Our team uses Klipfolio primarily at the leadership level to see the important business KPIs in real time as data is generated across our many systems. In addition to that, we have begun using the tool with our clients and implementing it for them on top of systems that we are building and implementing for them."

Curotec's most impactful growth metrics

Brian focuses on growth and revenue metrics internally:

• Revenue per employee
• Profit margin
• Payroll to revenue ratio
• Year-over-year growth
• Sales pipeline projections
• Revenue forecasting

"Klipfolio has changed our business for the better. We can detect trends in financial and sales metrics much earlier and can adapt the business in a more intelligent way than before. This has without a doubt given us an advantage that can be seen in our last 2 years of growth."

Data Heroes can have a big impact

"My favourite thing about Klipfolio is the Data Hero support team. They have been fantastic in helping us achieve our goals and get things implemented quickly and accurately."

Klipfolio Data Heroes help you build the dashboard you need and train you every step of the way — pushing the boundaries of data visualization and getting the most out of your Klipfolio experience.

Promoting a culture of fun and diversity

Curotec has a fun, easy-going culture full of exciting people and challenging problems to solve. Their team spans many different skill sets, cultures, and backgrounds.

"We are a melting pot of sorts. One of the things our team members enjoy the most about working at Curotec is their ability to learn new things every day, not only about technology but also about their fellow team members and the various industries we work in."

Every Friday, Brian and his team hold a full team meeting to highlight wins and recognize who drove the success of the business that week. They also run fun activities and challenges together — trivia, sharing baby photos and guessing who's who, origami, telling stories about their hometowns, and much more.

Brian's advice for businesses on the fence about becoming data-driven

"These days, you can't afford not to be a data-driven business. Your competitors are doing it and they will become faster, more efficient, and more valuable to your customers if you don't do it first."

The shift from manual spreadsheet reporting to automated, real-time dashboards is one of the highest-leverage moves a growing company can make. Curotec's experience shows what's possible when the right tool meets the right team.

Ready to automate your reporting? Explore Klipfolio Data Heroes and see how quickly you can get your most important metrics working for you.