Tightened up our process quickly
April 05, 2018

Tightened up our process quickly

Peg Ivanyo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Airtable

The Salt Lake Institute of Genealogy is an annual program hosted by the Utah Genealogical Association. It is supported by a director and a committee of volunteers, as well as the UGA board and officers -- all virtually, each of us working from our own respective locations. The Institute has continued to grow over the past few years both in numbers of people participating, as well as in number of programs.

Managing this growing program dictated the need for a new way to track information. We have had information tracked in bits and pieces from Basecamp to Google Sheets to Dropbox to Sync to the personal computers of various volunteers and myself. I sometimes felt I had to spend as much time looking for the location of something as I did handling it. Even when things were quickly findable, managing the multiple parts was complicated.
  • The driving force behind the decision to use Airtable began with two pieces. First, the course outlines. Managing the outlines, related faculty, assuring no duplication of assigned times or locations, getting the information up on the website, then transferred over to final compensation schedules was a multiple spreadsheet and document process. But then if there was one minor change - "the" change to "that" for instance - it had to be changed in up to five different places! Obviously, this required updating and re-proofing with each and every modification. AirTable is making all of that so much simpler. One base maintains all of the information about the faculty, the courses, the course outlines, and the resources, along with the compensation amounts allowed per session. Once the detailed course outlines are entered, with days, times, and faculty assigned, a simple grouping by course provides a quick proof for the course coordinator. A re-grouping by faculty/instructor provides a quick review of potential conflicts and overlap, not to mention an immediate summary of their potential earnings. In that same location, I'm able to track when things are submitted, whether instructors are eligible for bonus payment for timely submissions.....I need not go on. Hours of work consolidated into one place. A coordinator submitted a minor change in their schedule and life was as simple as reassigning them in one place; that simple change flows through to all views and all required reports. Wow!
  • The second driving force behind creating this system was all of the outreach efforts made by multiple people - each with their own set of responsibilities in the organization. Now we have a base that tracks all of the organizations and societies, conferences, and other places that require some kind of contact, when they were contacted, and what the results were. Another base tracks social media campaigns, blog posts, costs, and analytic results.
  • Last - at least so far since I'm just getting my feet wet and having a blast doing so - is that all of my contact information is now centralized in one place. From suppliers to sponsors to instructors and committee. The date of contact, date a contract was sent, copy of signed contract, photo, bio, etc. all uploaded and tracked in one place. I can invite other volunteers to use this space - which they can do from a browser or the desktop app - and it syncs immediately with their updates as well. Again, no more looking. No more long to do lists - just check the box when done; check the next one. Upload the document. etc. etc.
  • If I had my dream world, I would be able to link data in one base to data in another base - inter-relational database bases.
  • I haven't been able to try out blocks yet, but I can quickly see there are only a couple that would apply to what I'm doing. It would be nice to be able to customize a plus with a select handful of pro items without the pro price. Non-profits aren't big spenders, so unless I can justify use of the majority of the pro features, I will end up not having the few I would like due to overall cost.
  • I would love to be able to group my bases inside a workspace by topic.
  • I haven't yet figured out how to connect Airtable with other things we use. An "easier" tutorial on this topic would be extremely nice. Kind of a guide for non-technical dummies. Don't assume that a person who knows enough to build an inter-relational database also understands the interactive technologies and apps of the day.
  • T-minus tasks. Setting a deadline for a task x number of days prior to or following a program. While I was able to find a workaround using functions, it requires the task deadline to be calculated from a date in the same row. I want the ability to put in a date for the entire base - say the date a program begins - and have the task deadlines calculate from that instead.
  • Goal 1 for 2018: Simplify.
  • Goal 2: Organize data more conveniently.
  • Goal 3: Document the process
  • Great progress so far and only a few weeks into this!
I don't intend to replace Basecamp with Airtable, rather enhance my use of it, limit it to what it does best, which isn't ongoing tracking of data.

Not wanting to build this in something like Access, which I've used previously, I did a search for services like Airtable that would help me build a relational database online and compared them. I selected Airtable as my first choice to test, and haven't gone further. It works well. So, I can't give comparison information here. I would say start here.
I honestly haven't used Airtable long enough yet to identify what it is best suited for and what not. You will see how many features I haven't yet implemented or used in the next section. Not that I don't intend to use them; I just haven't gotten there yet!

I will say that I'm extremely impressed so far. And it has kept me from begging my program-developer spouse to create a system for me. That's really saying something!

Airtable Feature Ratings

Task Management
8
Resource Management
Not Rated
Gantt Charts
Not Rated
Scheduling
8
Workflow Automation
Not Rated
Team Collaboration
9
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Document Management
9
Email integration
Not Rated
Mobile Access
Not Rated
Timesheet Tracking
Not Rated
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated