Quickbase

Quickbase is used as a Operations Management tool to track assets, resources, customers, deployements and other aspects required to operate our platform

We used Quickbase to turn it into a safety database. We had seen this being used by a different organization, so we wanted to try it out ourselves.

To assist with data workflow and data duplication.

Quick base provide us to create seamless application with no code, low code functionality, it's give us better data binding and protection with different functional which is provided by quickbase

We use it to track projects from sales to completion and reviewing beyond that. We track payments, commissions, deliveries, KPIs and productivity metrics. We needed the flexibility to create a database that could change and grow alongside the development of the company.

We use Quickbase as a sales & project management CRM. It's a great tool for tracking appointments, deal progress, and staying organized. Our business is in the consumer services and energy industry so tracking lead flow is of utmost importance and quick base has been a good help in doing this.

We have taken Quickbase and used it to automate the process of entering time for all of our field personnel, instead of admins collecting and entering dozens of spreadsheets into one master upload, we now have field personnel enter their time directly and one quick export gives us payroll for the week. We have integrated an approval process, have integrated checks and balances to help eliminate human error on both sides and continue to expand our application into new areas where the workflow processes have been stagnant, such as safety reports, tracking training opportunities, and even working on equipment management. Quickbase has been able to grow with our needs in a very scalable and agile manner to minimize the painpoints. If your needs grow beyond your time and expertise there are countless expert consultants that can continue to grow your application for you.

Our organization uses Quickbase for Project Management, production, field work tracking, training tracking, travel tracking and more! The platform allows us to standardize workflows across the company, eliminate spreadsheets and emails, phone calls, etc. in turn, increasing production. It has allowed us to automate many workflows that were previously very manual and time consuming. The best part is that it's easy and quick to set up. We have even used it for Disaster Recovery when Hurricanes hit and our work is needed in those areas. We can build an app in a day or two so that there is one centralized system that everyone has access to in order to record important information that can be accessed anywhere and reported on later.

Well, Food for the Poor is an international nonprofit aid organization. We work in 17-plus countries in Latin America and the Caribbean. And we had a real need where we wanted software that would be able to handle projects that we were working on in the countries that we serve. The organization took a look at several options out there, but based on the flexibility of Quickbase, it became apparent that this would be the product to use because the environment kept changing, we kept changing - and we wanted a product that we could manage the change moving forward. So we ended up using Quickbase. Thank goodness. I quickly picked up the skills needed to develop. I took one of the app builder certifications, and I used the project manager app as a template to build out our product. The final product has developed way beyond the original, and it now encompasses a whole lot of departments in the organization and in the countries that we serve. Some of the challenges that we faced are having data coming in from the 17-plus countries into our database. In real-time, we're able to get over that hurdle where we now have users in these countries like Haiti, Jamaica, Guatemala, El Salvador, Peru, and Puerto Rico. Well, you know, and what we did was we enabled the users to come in, log into Quickbase and enter their data. So our project managers now here can have real-time access to information and move projects along. It's been a very interesting ride with the product.

- Quickbase allows us for the fasters creation of reliable applications without coding.<br>- Its workflow automation eliminates the manual work for specific tasks.

My department uses Quickbase to document, track and schedule audits. Quickbase allows us to remain compliant with our audit requirements and the ability to quickly modify/enhance procedures, reporting and tracking without having to wait for an outside party to make the changes.

The product, in its entirety, helps us to assess the cost and viability of a construction project, perform approvals for the financial support of that project, and then track the project through to its completion and treating dialysis patients.

So one big thing with us is supply chain management. At the moment, we have various applications that are holding our purchase orders or our sales orders. So we're using QuickBase as one centralized location to hold all of those purchase orders. As well as those purchase orders are also involving devices. So we have like serial numbers of modems, things of that nature. We need to track the device lifecycle. So we've created another application that works together with our supply chain to track those serial numbers.

Originally, we started using the product to be a way for our quality department to be able to do reviews and then we could control the development of those reviews, the reports, and all that. And then from there it kind of, a whole bunch of ideas just came into the team and there were a bunch of different things that we did from development tracking mentorships things of that nature.

So that's a little bit of a trick question for us. So I'll talk first about how we use it internally and then we'll talk about how we use it with our customers. And those are two different things. So internally we use it to manage everything from our sales pipeline and a CRM-like functionality to managing our recruiting process and all of our outreach associated with that. We use it to manage our marketing campaigns and who is associated with those marketing campaigns. But then likewise, we use it to manage our projects from end to end from project creation through quality assurance and deployment. And then for our customers, we do the same thing. However, it's a little different with every customer because with some customers we'll use it as just a piece of the solution with other customers. We'll, QuickBase to solve their business challenges end to end.

Supports transitioning Excel and Email based workflow to a digital platform that allows more automation, data transparency and improves the effectiveness of our operational activities.

So in my industry where we use it, basically it goes from cradle to grave. So we do it from sow generation, proposals, services, and projects, all the way through to the end of a lifecycle of a project. So archival sample disposition, and then we follow the lifecycle throughout. So any QC review, QA review, all kinds of things, inventory for reagents, these are laboratory settings. so human resources, a kind of sky's the limit. We have about a 12-app base.

From the sales perspective and opportunities with prospects allows me to track the prospects that are in our system, whether they're a prospect, a sales lead, or a customer and they migrate through that transition. And then keeping me up to date with it, I use it from an activity standpoint, so it keeps me on task with what phone calls I need to follow up with which clients. Following up we have an activity section that actually well, it's not an activity section, it creates activities for us, but we create these six touch points that I need to do with our customers and it directs me through that process.

We use QuickBase in primarily two different use cases. our company operates contracts with federal, local, and state government. So we manage our clients, our job seekers, predominantly it could be students. And so we manage them through all the services that we provide. So in one sense, we're managing people. So that's, that's probably 75% of how we use it. And the other would be just processes-oriented operations management performance reporting reviewing documents site reviews and all of the approvals and quality assurance touches that we have with that process.

So here at Grey Health Technology, we're basically bridging the gap between the laboratory space and also the end user space. So we've noticed a lot of laboratories don't give their employees or staff and nurse staff any external third-party access to see that data or see where the samples are lined. So what our applications do is just bridge that gap shows live sample management of every step of the way. And so one of the complex problems that we do face is just usability. And so we've noticed other applications or software, if that does exist, it's really hard to use, hard to implement. And QuickBase has really just helped us streamline that process, the workflow, the quickness that it takes to use and learn the app. It just has really helped us.

So we have builders team of builders that support a multitude of clients and they develop all kinds of different things for those clients and I'm there to support them scale and grow, grow and scale.

We use it as a CRM and document repository.

For us, QuickBase is basically our database for all contracts. So my team handles all customer contracts revenue side, expense side airport permits, and leases. All those contracts are updated and uploaded to QuickBase with the full summary broken down so all our departments can see what the contract entails. What's important to us also is notifications for renewals important liabilities, and things like that. So basically QuickBase is our go-to daily for all contract-related matters.

In my department, there are three major functions that Quickbase is a solution for. 1) We log our systems checks on a daily basis. 2) We use it for shift turnover reports to notify staff of important events. 3) We use it for asset management to keep track of multiple sites where we have assets. 4) We keep track of pending work orders for vendors. 5) We are also using it for Change Management recording.

We build on Quickbase to run all of our daily operations for multitude of companies - about three now. We build in multiple applications. We use it day-to-day, address all of our clients needs in a lab space, and inventory. It does a lot.