QuickBase for the novice user
March 31, 2017
QuickBase for the novice user
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with QuickBase
Our organization is using QuickBase for federal grant management and data tracking. These grants require a large amount of data tracking that was not collected prior to the grant. QuickBase allows us to track the required data sets, see real time information, and allows various users to see the information that is important to their jobs. QuickBase is replacing several Excel spreadsheets that were owned by specific individuals, which was problematic for many reasons. Having one location for the data has been extremely helpful.
Currently QuickBase is being used by only one department specifically for the grants, but it is such a powerful tool and easily adaptable, I foresee other departments using it as well.
Currently QuickBase is being used by only one department specifically for the grants, but it is such a powerful tool and easily adaptable, I foresee other departments using it as well.
Pros
- Individualized dashboards for different user-types is a huge help. Each user sees the reports and data relevant to their needs.
- The reports are easy to create and provide a great visual reference.
Cons
- On-boarding was a challenging process due to schedule conflicts with the QuickBase rep and key internal staff members. (There is a time limit for on-boarding assistance.)
- The hand-off from the sales department to the on-boarding rep was not done well. We had to re-explain everything, which lost valuable time.
- Lack of in-depth training for new users.
Comments
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