delight

Slide 1

Solve More Problems – with QuickBase

Featuring Intuit QuickBase HEROes and their applications

Live Webinar | February 21, 2013

Apps across the enterprise!

Twitter: #quickbase

Slide 2

Highly

Empowered and

Resourceful

Operative

-Forrester Research term for

innovative information workers

QuickBase HEROes are

empowered employees

Slide 3

Business Operations

• John Zilch Senior Project Manager

Marketing • Liz McCann Senior Partner Manager

Product Development

• Betsy Davis Staff Software Engineer

Today’s Focus:

3 HEROes @ Intuit QuickBase – and their Apps

Sales

Support

Ops

HR

Legal

Finance

Product

Mgmt

#quickbase

Slide 4

Today’s Agenda & Social Engagement

3 App Stories

10 minutes/story

Q&A

10 minutes

Twitter

#quickbase

@intuitquickbase

1

2

3

#quickbase

Slide 5

JOHN’S APP: 360˚ PROJECT MANAGER

John Zilch, Senior Project Manager

QuickBase Business Operations

#quickbase

Slide 6

John’s App Story – 360˚ Project Manager

Manage individual projects end-to-end, collaborate with stakeholders, and

organize project documentation.

Slide 7

Create Application for Project

Set up User Roles and Permissions

Create Work Breakdown Structure

Manage Tasks to Close

Add Relevant Documentation (Continuous)

Input /Manage Requirements

1 2

John’s App Workflow – Lifecycle of a Project

3

4 5 6

#quickbase

Slide 8

Setup users and permissions by adding project stakeholders to the app.

Slide 9

Create WBS by adding tasks.

Slide 10

Add new project task.

Slide 11

Add document.

Slide 12

Enter a new requirement as an end user.

Slide 13

Manage a requirement as a Business Sponsor.

Slide 14

LIZ’S APP: PARTNER RESOURCE MANAGER

QUICKBASE SOLUTION PROVIDER CENTRAL

Liz McCann, Senior Strategic Alliance Manager

QuickBase Marketing

#quickbase

Slide 15

Liz’s App Story – Partner Resource Manager

• Service requests

• Activities

• Sales lead registration

• Partner firm info

• Partner contact info

• Add On info

• Images – firm logo/add on logos

• Program Feedback

• Documents & other important assets

• Customer Ratings & Reviews

HELPS ORGANIZE EVERYTHING PARTNER-RELATED!!!

#quickbase

Partner, Channel, and Alliance Professionals may have a similar need!

Slide 16

Liz’s App – One Use Case + its Workflow.

Connecting Customers & QSPs

Customer searches website to find a

QSP

Completes QSP request form

QSP receives inquiry via a QuickBase notification

QuickBase team can track # of

requests & successful

engagement

QSP tracks activities in QSP

Central app

QSP engages customer

1 2 3

6 5 4

#quickbase QSP = QuickBase Solution Provider (Partner)

Slide 17

Liz’s App – From a Customer Perspective.

Integrated with the Marketing Website

#quickbase

quickbase.intuit.com/partners 1

2

3

Slide 18

Liz’s App – From a QSP Perspective.

Home Page in the App

#quickbase

Slide 19 #quickbase

• How we developed it:

– 3rd party developer (QSP) built the app

– Web design firm built wireframe for front end

– In house web development and biz ops support

and evolve it

• How we’re benefiting from it:

– Customers-QSPs connect more easily

– 2.8x increase in services leads from beginning

to end of FY12

– 100+ customer ratings & reviews

• Why I love it: Easy way for customers and

partners to connect in a seamless manner. Great

way for our customers to share their experience

post engagement.

How it’s been inspirational:

Brings an element of community to the QuickBase ecosystem.

Liz’s App – Impact of the PRM (QSP Central)

Slide 20

BETSY’S APP: QUICKBASE ISSUE TRACKER

Betsy Davis, Staff Software Engineer

QuickBase Product Development

#quickbase

Slide 21

Betsy’s App Story – QuickBase Issue Tracker

Centralized solution that matches our process and product exactly.

Allows us to address requests in a thoughtful and timely fashion.

Slide 22 #quickbase

Betsy’s App Story – QuickBase Issue Tracker

We built a solution tailored to our terminology and the

taxonomy we use to think about QuickBase.

Slide 23

Betsy’s App Story – QuickBase Issue Tracker

• Why it’s important: Centralized solution for

addressing enhancement requests in a thoughtful

and timely fashion.

• Why I co-created it: To have a solution that

matched our process and product exactly.

• Who uses it: Customer-facing teams and product

developers.

• Why I love it: Automated notifications and clear

visibility into which bugs I’m assigned to address.

• How it’s been inspirational: Smaller

development teams cloned the app and

customized to their needs.

Slide 24

Issue or enhancement

entered

Weekly cross-team triage meeting

Change requests assigned

Changes published in monthly Release

Notes Cases closed

Changes engineered

1 2

Betsy’s App Workflow – Lifecycle of a Change

3

4 5 6

#quickbase

Slide 25

Betsy’s App Story – Live Demo

(Betsy logged into QuickBase and showed her app)

Slide 26

Business Operations

• John Zilch Senior Project Manager

Marketing • Liz McCann Senior Partner Manager

Product Development

• Betsy Davis Staff Software Engineer

Question & Answer Any group with a process to manage can create apps in QuickBase

Sales

Support

Ops

HR

Legal

Finance

Product

Mgmt

#quickbase

Slide 27

What business process challenges in your

organization can you resolve?

#quickbase

200+ free app templates.

Sign in or start a free trial at:

quickbase.intuit.com

delight

Slide 28

Solve More Problems – with QuickBase

Thanks for joining us.

Meet like-minded HEROes in our LinkedIn Group:

Intuit QuickBase Network