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DIY Web Databases




Presenters:
• Eric Segal
• Mona Peglow
Evaluate This Session!
Each entry is a chance to win an NTEN engraved iPad!

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Agenda
Quick Background
  Who are Cloud Databases good for?
  Who is this Session Designed for?

Introductions, and what you would like to get from this session

Case Study Part I: Good Shepherd – Problem Statement

What is a database? What is a cloud database?
Providers
Case Study Part II: Good Shepherd – Quickbase Development

Demonstration
Case Study Part III: Good Shepherd – Lessons Learned

Q&A
Background

Who are cloud databases good for?


Who is this session designed for?
Introductions

What would you like to get from this session?
Case Study Part I:
  Good Shepherd
Problem Statement
Good Shepherd Catholic Community




              DIY Databases   Slide 7
The Challenges We Faced




 Key processes needed to be streamlined
 Using Multiple Application Databases
 Training was time consuming
 Reporting was difficult

                           DIY Databases   Slide 8
Database, Cloud Database




          DIY Databases   Slide 9
Simply put ..




DIY Databases              Slide 10
What is a cloud database?
               DIY Databases   Slide 11
Providers




   DIY Databases   Slide 12
Collecting Structured Data on the Web




                   •Co



                               CASPIO




               DIY Databases            Slide 13
Caspio




             •Co




         DIY Databases   Slide 14
Integrating Quickbooks Using method




                   •Co




               DIY Databases   Slide 15
salesforce




                 •Co




             DIY Databases   Slide 16
Trackvia




               •Co




           DIY Databases   Slide 17
Trackvia




     •Co




 DIY Databases   Slide 18
Zoho Creator




       •Co




   DIY Databases   Slide 19
Case Study Part II:
Quickbase Development
The Approach We Used
 Database design (fields, tables, form views, user permissions, etc)
 Migration in phases
    Membership Data
    Operational Functions
       Integrated (Advanced) Reporting
 Testing
 Additional Data cleansing
 Training
Quickbase Demonstration
Case Study Part III:
      Results
The Results of the Solutions
Productivity gains
 Significant data collection | entry efficiencies
Process Improvements and transactional
agility
  Ability to de-centralized data entry
Improved reporting
 Management, broader access, standardization
Ease of use
 Online “help”, multiple language, search function
 Scalable – volume and functionality
  Donor Management, Knowledgebase
  Project Management
      Communication Production Planning, Event Planning
Case Study Part IV:

Lessons Learned

Path Forward
Lessons Learned

 Total content management strategy a must!

 Processes were transformed

 Workload shift – changing job responsibilities

 Certain capabilities of legacy system retained
    Understand legacy system sweet spots

 Visual aesthetics vs performance

 We still have much to learn
Questions?

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DIY Web Databases

  • 1. DIY Web Databases Presenters: • Eric Segal • Mona Peglow
  • 2. Evaluate This Session! Each entry is a chance to win an NTEN engraved iPad! INSERT QR CODE HERE or Online at www.nten.org/ntc/eval
  • 3. Agenda Quick Background Who are Cloud Databases good for? Who is this Session Designed for? Introductions, and what you would like to get from this session Case Study Part I: Good Shepherd – Problem Statement What is a database? What is a cloud database? Providers Case Study Part II: Good Shepherd – Quickbase Development Demonstration Case Study Part III: Good Shepherd – Lessons Learned Q&A
  • 4. Background Who are cloud databases good for? Who is this session designed for?
  • 5. Introductions What would you like to get from this session?
  • 6. Case Study Part I: Good Shepherd Problem Statement
  • 7. Good Shepherd Catholic Community DIY Databases Slide 7
  • 8. The Challenges We Faced Key processes needed to be streamlined Using Multiple Application Databases Training was time consuming Reporting was difficult DIY Databases Slide 8
  • 9. Database, Cloud Database DIY Databases Slide 9
  • 10. Simply put .. DIY Databases Slide 10
  • 11. What is a cloud database? DIY Databases Slide 11
  • 12. Providers DIY Databases Slide 12
  • 13. Collecting Structured Data on the Web •Co CASPIO DIY Databases Slide 13
  • 14. Caspio •Co DIY Databases Slide 14
  • 15. Integrating Quickbooks Using method •Co DIY Databases Slide 15
  • 16. salesforce •Co DIY Databases Slide 16
  • 17. Trackvia •Co DIY Databases Slide 17
  • 18. Trackvia •Co DIY Databases Slide 18
  • 19. Zoho Creator •Co DIY Databases Slide 19
  • 20. Case Study Part II: Quickbase Development
  • 21. The Approach We Used Database design (fields, tables, form views, user permissions, etc) Migration in phases Membership Data Operational Functions Integrated (Advanced) Reporting Testing Additional Data cleansing Training
  • 23. Case Study Part III: Results
  • 24. The Results of the Solutions Productivity gains Significant data collection | entry efficiencies Process Improvements and transactional agility Ability to de-centralized data entry Improved reporting Management, broader access, standardization Ease of use Online “help”, multiple language, search function Scalable – volume and functionality Donor Management, Knowledgebase Project Management Communication Production Planning, Event Planning
  • 25. Case Study Part IV: Lessons Learned Path Forward
  • 26. Lessons Learned Total content management strategy a must! Processes were transformed Workload shift – changing job responsibilities Certain capabilities of legacy system retained Understand legacy system sweet spots Visual aesthetics vs performance We still have much to learn

Editor's Notes

  1. What’s a database? – Action item: need to replace image
  2. What’s a database?
  3. What’s a database?
  4. Caspio Sample
  5. What’s a database?
  6. What’s a database?
  7. Sample Screen
  8. User Interface rating and why it is rated thus?
  9. Design is superior to others – why?
  10. Design for core functionality was in place We had made a decision to migrate to cloud computer years earlier We knew we needed to reduce the number of applications we are using
  11. Data mining Mass-change Closed the gap between data collection needs and data entry