QuickBase Unleashed

Building Advanced, Hybrid and Fully Custom QuickBase Apps

Charles Guilbert / Scott Burday

Solution Architect, Trinity / Client Solutions, Trinity

#EMPOWER2015

Scott Burday

Client Solutions

Charles Guilbert

Solution Architect

Speaker Intro

Figures out the absolute best way to

meet client needs while optimizing

all aspects of their business

processes

Leads the Trinity team in building

awesomely amazing QuickBase apps

for our clients

#EMPOWER2015

Assist clients in achieving step function

improvements in…

• Productivity

• Service

• Quality

…through business process improvement

Our Mission

At the core of all that we do!

#EMPOWER2015

• Here to share 11+ years of QuickBase development

experience

• Various ways to develop great QuickBase

functionality

• Native

• Hybrid

• Custom

Session Overview

#EMPOWER2015

• Do everything possible to develop

a native solution

• If native cannot meet the

functional requirements, look at

hybrid options

• If still not possible, develop a

custom solution

Order of Development Rules

While still enabling the

client to update the

functionality over time

#EMPOWER2015

The ChallengePermissions management

• Needed the ability for users to provide other users

view / edit access to records without Admin

privileges

• Reduce the number of roles by managing access

via assignments through record attributes

#EMPOWER2015

The AnswerTable based permissions management

• Demonstration of advanced native functionality

#EMPOWER2015

The AnswerTable based permissions management

Native

#EMPOWER2015

The ChallengeBird’s eye visibility

• Client wanted the ability to be able to view task

issues without having to drill into every record to

determine the issue

• Also needed the ability to sort by project

condition

#EMPOWER2015

The AnswerSort + hover capabilities

• Demonstration of advanced native functionality

#EMPOWER2015

The AnswerSort + hover capabilities

Native

#EMPOWER2015

The ChallengeTeam productivity

• High throughput app

• Over 5,000,000 records in last 4 years

• 40+ dedicated users, 1000s of others with access

to add / update

• 24 x 7 operation

• How could we improve the productivity of the dedicated

team that was updating the records?

#EMPOWER2015

The AnswerDon’t edit the records natively

Hybrid

• Previous process

1. Edit the record

2. Scroll down to the fields to change

3. Update the fields

4. Save the record

5. Go to the next record

Now…

#EMPOWER2015

The AnswerDon’t edit the records natively

Hybrid

#EMPOWER2015

The ChallengeAudit management

• Client needed to create audits for various parts of

the business

• Needed them to be fast and intuitive for any user

with minimal training

• Wanted to self maintain the audits over time and

create new ones as needed

#EMPOWER2015

The AnswerSelf service audit management

• Demonstration of hybrid functionality

#EMPOWER2015

The AnswerSelf service audit management

Hybrid

#EMPOWER2015

The ChallengeFind a Therapist

#EMPOWER2015

The AnswerAutomated “Find a Therapist”

• Demonstration of hybrid + custom functionality

#EMPOWER2015

The AnswerAutomated “Find a Therapist”

#EMPOWER2015

The AnswerAutomated “Find a Therapist”

#EMPOWER2015

The ChallengeBusiness visualization and scheduling of many tasks

• Needed to schedule tasks across many teams and

task types

• Wanted to interact with the calendar in real time

• Required data filtering to focus on immediate

scheduling needs

#EMPOWER2015

The AnswerCalendar + scheduling

• Demonstration of custom functionality

#EMPOWER2015

The AnswerCalendar + scheduling

Lo

trinitycalendar.quickbase.com

#EMPOWER2015

The ChallengeQuote management

• Complex quoting process with many different part

combinations

• Needed to present the quote to clients in a myriad

of ways

• Core competency in that quoting drove all

downstream processes (parts ordering, assembly,

invoicing)

#EMPOWER2015

The AnswerQuoting tool that does it all

• Demonstration of custom functionality

#EMPOWER2015

The AnswerQuoting tool that does it all

#EMPOWER2015

In Summary

• Better productivity

• Increased levels of service

• Higher quality of output

#EMPOWER2015

Q&A