QuickBase - Automating Business Processes
January 20, 2017

QuickBase - Automating Business Processes

Mike Harrington | TrustRadius Reviewer
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.
  • 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.
  • 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.
We have built a number of custom applications ranging in complexity. Some started with the help of QuickBase developers, some more advanced applications used 3rd party developers, and some we have built completely on our own. The ease of development has made QuickBase a great platform for us and it's typically the first thing our department thinks of if we have a need to track something and store data.
I have not used other products like QuickBase.
Obviously, the level of difficulty depends mostly on the complexity of the application; however, nobody in our department has any programming/developing know-how and we have been able to build and maintain applications as well as maintain applications that were built for us. One of the great things about QuickBase is that if your application does become too complex, QuickBase developers are available to help. Or for even more complex situations, there are a number of third-party developers available to help for very reasonable costs.
  • Building and deploying business applications faster
  • Improving our ability to drive insights from our data
  • Improving collaboration across one or more teams
  • Solving a specific business challenge
  • Building and deploying an application (or multiple applications) that meets our exact needs
We do this all the time and for the most part it is very easy. This can be something as straightforward as creating new reports or adding fields, to something more complex such as adding tables, formulas, form rules, etc. We have had very little formal training, it is pretty easy to get the hang of it just by playing around and being hands on. As mentioned previously, when we get stuck there are always resources available to help.
QuickBase is very well suited for anything that you are tracking in Excel. It is usually very easy to even start a QuickBase application based on an existing Excel spreadsheet. It also does a great job for workflow. Instead of e-mailing a file back and forth, it can be kept real time in the QuickBase database and e-mail notifications can be automatically generated.