Item: Quickbase
Rating: 7
Author: Verified User

Overall Satisfaction with QuickBase

Use Cases and Deployment Scope

It's being used in our investment management department. Usual challenges would be process streamlining, and having controls in place to support improving client relations. This is where quickbase helped us to quickly automize with its out of the box dashboards, reporting, and notification components. There are some drawbacks due to a of lack of work flow management.

Pros and Cons

Pros

Dashboards
Configurable reports
API for custom components
Security and entitlement

Cons

Workflow management
Scheduling module
Release mangement
Support to PDF and other type of reports apart from Excel and csv
Support for auditIng

Alternatives Considered

Salesforce

Likelihood to Recommend

If you are managing a lot of data in Excel sheets for reporting and make timely changes and extract various cuts of reports, then quickbase is the choice. It has excellent support of dashboards and various reports with a data store. If your system has complex workflows and requires high level auditing and high concurrent users with traditional transaction management then this won't help.

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