BP Logix Process Director vs. Quickbase

It simply works great for our applications and requirements!

Quickbase is very useful for data sorting and viewing, would be good in sales and product development applications. However, in terms of lead generation and marketing funnels, it does not have the same functions as most Marketing online CRM options.

Incentivized

• BP Logix Process Director has an extremely easy to use graphical workflow designer.
• Good support for electronic signatures and physical signatures using hardware signature pads.
• Knowledge views and dashboards for easy access to data.

Incentivized

• One of the things we rely on is that it's really easy to go from concept to developed solution. You can build solutions collaboratively with the customers. That's one thing we're doing.
• And I think as far as, uh, giving you the insight as far as visuals and graphics, we're leveraging a lot of ours, the dashboards that they've created.
• And lastly, the automation with pipelines. That has been tremendous with automating a lot of repetitive tasks.

Incentivized

• Having a record of sent emails in a process would be helpful.
• A "scrubber" for PDF names would be helpful. Acrobat does not like to open items with particular characters in a file name.

Incentivized

• One of the areas that Quickbase could be better is on connectivity to other products. Quickbase is building out an integration platform called Pipelines, and does have an Open API, so the ability is there. It covers the major hitters, like Salesforce integration, Gmail, Google Docs, etc. But, the world is full of apps and there's people using thousands of different tools in their business. QuickBase can actually take some of those tools and build out the solution within its own platform, making some of those other apps obsolete. But as a business, I might have 10 different tools that my client or staff is using, and changing isn't in scope right now. Quickbase doesn't have a plug and play solution to integrate everything a client might be using. So being able to connect to more of the tools that everyday businesses are using would be an area of opportunity. But the list of capabilities IS growing every year.

Incentivized

With Salesforce being such a presence in business operations, we've had to "fend off" being asked to replace our QB apps with in-house/out of the box apps from Salesforce. With the cost of Quick Base and having to justify keeping it instead of Salesforce, it's been a challenge we've been fighting.

Quick Base has done everything we have asked it to do and then some. Our original goal was to have one system for CRM that encompassed both the sales process and the customer management. We have gone w-a-y beyond that with analytics, project management, system bug logging, and historical effort reporting.

Incentivized

Once we did get Quick Base configured and customized it was reliably available when we needed it. We may have had one or two occasions when the product was inaccessible but those were few. The greatest challenge with its availability was its difficulty with integrating with our systems.

Incentivized

Some of our tables that hold over a million records are starting to perform poorly, with some summaries taking over 20 seconds to load. This may be an indication that it is best to archive old data when reaching large volumes like this.

Incentivized

The help and documentation are top notch and available 24/7. The community also provides an additional layer of assistance and creativity in problem solving. For bugs and support the QuickBase team themselves are second to none. Immediate response with a case number and personalized support. They do not quit until they've solved your issue - even if your issue is that you're confused about how something works and misinterpreted or couldn't find the documentation. They'll helpfully and knowledgeably walk you through any problem from the syntax of a difficult formula to enterprise level governance and data management issues.

It is very easy to get training from their University portal and still if we don't know their, then we can ask their support too.

Quick Base already is having a separate portal of providing training to customers and it is very easy to use and updates as per the new features added in to the application

I was not directly involved with the initial account implementation, only a bystander. For the app I directly implemented for my department only, I wish I had know to create an app diagram first. I don't remember if that was suggested. I think that would be a great help tip tool when a new app is created, to have a page with a check list of what is needed or how to get started. If you are a regular app builder, then you can bypass it or have the ability to turn it off in the app settings.

We evaluated 13 vendors when looking for a solution for our finance department. We invited 4 vendors to demo and picked BP Logix in late 2011. Integration was very quick and since we went live January 2012 we deployed three additional processes incorporating our finance, facilities, legal, IT and our operations departments.

I've looked at some other ones. I believe Amazon has one that I looked into, but it looked a lot more complicated than what Quickbase offers. There was another one that was suggested for me to look into. I think it was a Microsoft version of once again looked into it, I was like, you still need to have some technical knowledge behind it in order to make it function.Whereas Quickbase, you don't need that. It's set out pretty plain language for anybody to pick up and start using

Incentivized

It has evolved really well with our company, but there is a hard limit to the table size that has begun to affect us and not let us grow. The table size limit is set at 500 MB and we have had to jump through quite a few hoops to be able to get by.

Incentivized

• Process Director has had such a positive impact on our entire organization. Nearly every division and department throughout the whole organization either has working forms and workflows or has requested to have forms and workflows developed.
• The only negative or adverse condition is that we don't have enough development time for all the workflows requested to be developed.

• Improved Customer Satisfaction by reducing time to market that too with a product with a great user experience.
• Huge Cost Saving by FTEs reduction and Improved productivity
• Added efficiencies
• The client asking for QuickBase but having a huge user base, due to licensing cost we have to offer another alternative solution.