Case Study: GCS Technologies achieves company-wide accountability and real-time KPI visibility with Klipfolio

GCS improves accountability across every department with Klipfolio

GCS Technologies, an Austin-based managed services provider, was hampered by KPI data scattered across multiple spreadsheets and limited ConnectWise reports, making it difficult to reconcile inconsistencies or quickly answer operational questions like “How soon can we start a customer’s project?” and “Is the project team actually busy?”

By implementing Klipfolio to aggregate data from multiple sources, GCS built team and individual dashboards—highlighted by the “Project Team Heap”—to display capacity, backlog, utilization, revenue and pipeline in near real-time. The automated visualizations, visible across the office and used by leads and executives, increased cross-department accountability, improved forecasting of AR/backlog/deferred revenue, revealed sales opportunities, and replaced manual reporting with fast, actionable insights.

GCS Technologies

Eric Granger

Director of Implementations and Development