QuickBase - Rx for BI
January 25, 2017

QuickBase - Rx for BI

Chris Darrow | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuickBase

We track products returned for failure analysis. Returned components are tracked from receipt to final reporting to the customer. Because many different support personnel are involved, our Quickbase application is important in making sure there is an orderly flow from start to finish and that nothing falls "between the cracks". All involved individuals have visibility to the progress of the component through the process and received automated email reminders when a specific action is required. Previously, this was "managed" in typical fashion with Excel spreadsheets and emails which, as we've seen time and again, is a recipe for failure.
  • Easily accessible global visibility to support case records in the table. Visibility access can easily be controlled: for example privileges can be set up so that users in one location can only view records for their location while other users have visibility to records across the organization.
  • Very easy to customize to meet an organization's needs. Can be further customized so that different users in the same company see a GUI that is customized for their particular area.
  • Very powerful ability to send automated email notifications to users based on programmed rules (e.g. on record creation/change, based on a user's user group etc.)
  • Very easy to create customized reports. I've found this very useful to improve compliance; users that can quickly create visibility to exactly what they need to see quickly become avid users and are able to effectively leverage Quickbase for the workflows.
  • Tabular reporting has limited cosmetic formatting options. This is mostly due to the fact that Quickbase is designed to run on virtually any type of display screen.
  • Most graphical plots, while technically sufficient, lack the "pizzaz" required for a customer-ready presentation.
  • Quickbase would benefit from a more friendly form-rules manager. On forms for which I have ~30 rules, it can become laborious to review or debug the rules.
The scope and sophistication of our application have increased over time. Yet, we maintain the ability to customize as required to better meet users' needs. I feel that, with a very modest resource commitment, we are able to quickly and with relative ease support user requests for enhanced features. Based on our learning, we typically make several significant enhancements per year with virtually no application downtime. The ability to grow the application in this way has has lead to significant improvements in application utility.
Very limited experience here so can't say much.
There is a certain commitment required to learn the basics of Quickbase. I have seen very non-technical people become proficient to the point of being able to create an application virtually on their own. It would be useful to have one technical lead to whom less experienced developers could turn, but not absolutely necessary. Online Quickbase support is excellent. Again, mostly it requires a willingness to tinker with the application to achieve some level of mastery.
  • 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
In our application, it eventually became necessary to transition from a pull-down multi-choice text field to a list of choices in another table. This was necessary because there were values dependent on the multi-choice that also needed to be pulled into the form. This required that we set up a new table, create the necessary table-to-table relationships and modify the forms include the new "related" fields. We also had to copy the old multi-choice data into the "related" record ID field to update the data in previously created records. We've made several changes like this; in every case, preparation is the key to a smooth transition. Determine each change that needs to happen, decide the order of implementation, have a backup plan, backup the table in question and test, test, test, preferably over a weekend or during off-hours.
Well suited for:
  • Global operations (effective communications and information sharing across time zones).
  • Auto-formatted reporting that takes information from Quickbase fields and loads it into a pre-formatted report template.
  • Tracking actions and owners, with automated email notifications and tabular reporting to spotlight stagnation in a workflow.
  • Letting users create reports that let them tightly focus on only the information that is relevant to their job.