QuickBase - Automating Business Processes
January 20, 2017
QuickBase - Automating Business Processes
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with QuickBase
We use QuickBase to automate a number of business processes. We started using it in the internal audit department, but it has expanded to now include purchasing, treasury, HR, legal, and corporate accounting. QuickBase is a huge time saver for us for processes that were previously manually tracked in Excel. We have also used it to save costs as a replacement for similar applications that could be used for mass distributions of policies/etc., as well as electronic preparation of balance sheet account reconciliations.
Pros
- Workflow - We are easily able to generate communications back and forth based on certain actions that take place.
- Reporting - Certain applications that we use contain a lot of data, and QuickBase makes it very easy to report on that data in a clear format.
- Ease of use - QuickBase is fairly intuitive and does not take very long to pick up. The more and more applications we have, the easier it becomes because it is the same user interface for everything. They also make it easy to build applications with little to no programming background.
Cons
- Formatting - QuickBase has some formatting options available, but I'd like to see some more options in terms of fonts, sizes, bold/italics.
- User Management - QuickBase has a user management application available that is helpful, but it could be more robust in terms of identifying who added a user, when they were added, etc. These might be options, but don't come with the standard application.
I have not used other products like QuickBase.
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