delightDevelop ‘A’ Players through CollaborationEnabled by QuickBaseHow a service & support manager improved employee perf...
Slide 2HighlyEmpowered andResourcefulOperatives-Forrester ResearchQuickBase Heroes areempowered employees
Slide 30% 5% 10% 15% 20% 25% 30% 35% 40%Less than 1 dayLess than 1 week1-2 weeks2-4 weeksMore than 1 monthMore than 6 mont...
Slide 4Today’s Focus: A QuickBase HERO and His Apps• Manages14 employees13 frontline agents,1 specialist• Supports 200 age...
Slide 5Today’s AgendaMicah’s Story & Apps15 minutesDemo: How to Create an App15 minutesQ&A15 minutes123#quickbase
Slide 6MICAH’S QUICKBASE STORY & APPSMicah Sampson,Service & Support Manager, Intuit Inc.#quickbase
Slide 7Why I use QuickBase• “I can’t find anotheragent!”• “I have no idea whatcustomers are sayingabout me.”• Difficult to...
Slide 8What I track with QuickBase• Agent Information• Employee Training Management• Employee Performance Tracking• Net Pr...
Slide 9View into two of my employee training andperformance management apps“Online Payroll Agent Info”Tracks employee and ...
Slide 10Online Payroll Agent InfoEMS Online Recorded Call Experiences#quickbase
Slide 11Employee data is entered via custom forms.
Slide 12Employees and managers make notes on feedback sessions. Managersview reports to monitor progress across teams.
Slide 13Agents receive notification when a QA on their call isready, with a link to a related QuickBase app for details.#q...
Slide 14Custom roles and permissions enable me to deliver different usersthe data they need – while preserving confidentia...
Slide 15Online Payroll Agent InfoEMS Online Recorded Call Experiences#quickbase
Slide 16Custom form allows us to save key details on recorded agent calls,including a link to the call recording on a shar...
Slide 17Populated form. Click of a button takes you to the call recording onthe shared drive.
Slide 18HOW TO CREATE A QUICKBASE APPMicah SampsonService & Support Manager, Intuit Inc.#quickbase
Slide 19Three Ways to Create a QuickBase App1. Import spreadsheet data2. From scratch3. Start with a template#quickbaseTod...
Slide 20My Process for Creating an App1. Define requirements/fields (plenty of templates to getstarted)2. Create fields3. ...
Slide 21What’s next for Micah and QuickBase• Constantly refine apps• Working on new app to trackbugs and form action items...
Slide 22Q&AMicah SampsonService & Support ManagerType questions into the WebEx Chat box in the bottom right#quickbase
delightThanks for joining us.Sign into QuickBase to download Micah’s “EmployeePerformance Tracking” app from the Template ...
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Develop A Players through Collaboration Enabled by QuickBase

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Intuit Inc service & support manager Micah Sampson creates QuickBase apps to manage employee training and performance for 300+ managers and employees. His apps allow managers to work with their employees on their development in a transparent and collaborative way. These apps have improved data access and increased operational efficiency, enabling his organization to spend more time on employee coaching. This presentation is the slide deck from the live webinar in which Micah showed his apps and demoed how to create one in minutes.
To download all the webinar assets and the QuickBase app, visit:
http://apps.quickbase.intuit.com/develop-a-players-through-transparency-and-collaboration

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  • QuickBase is an online platform for creating custom business process apps.
  • AsDIYers mushroom in population, what does the trend mean to businesses? The next series of data demonstrates the benefits organizations realize from DIYers and the risks of not embracing them.Firstly, businesses are seeing FAST value in these business developers developing their own solutions. 72%of those using an internal development team to build a solution reported it took more than a month to complete. In contrast… 68% of information workers who built or customized an app on their own said they completed the work in less than a week. QuickBase Questions: How long did it take you to customize the software application or web app? If you had an internal development team build an application, how long did it take to develop?Potential follow-up question:This could be due to complexity…. Does it take IT longer because they’re building complex apps and DIYers less, because they’re building simple apps?UMASS ExampleA marketing Manager had a Sage CRM license that was expiring. Asked for access to QuickBase b/c thought it might solve. build a replacement CRM for Sage entirely himself in two months. “That’s to learn the product, build and deploy the app in addition to his day job.”Saved $75k in licensing feesPharmacist built on pharmacy app. History pHD built his own app. Takeaway- We are actually seeing business users create complex applications in the field.
  • Farah to introduce John and set up the 3 things he is going to show.
  • Farah to introduce John and set up the 3 things he is going to show.
  • QuickBase is an online platform for creating custom business process apps.
  • Develop A Players through Collaboration Enabled by QuickBase

    1. 1. delightDevelop ‘A’ Players through CollaborationEnabled by QuickBaseHow a service & support manager improved employee performance and managementthrough his QuickBase apps | June 18, 2013employee training and management solutions#quickbase
    2. 2. Slide 2HighlyEmpowered andResourcefulOperatives-Forrester ResearchQuickBase Heroes areempowered employees
    3. 3. Slide 30% 5% 10% 15% 20% 25% 30% 35% 40%Less than 1 dayLess than 1 week1-2 weeks2-4 weeksMore than 1 monthMore than 6 monthsITDIYDIY:68% < 1wkIT:72% > 1moQuickBase App Creators onaverage build new appsonce per quarterCustom app development: How long does DIY take vs IT?#quickbaseDIY custom app development is 7x faster than IT, on average
    4. 4. Slide 4Today’s Focus: A QuickBase HERO and His Apps• Manages14 employees13 frontline agents,1 specialist• Supports 200 agentsProvides support for a cross-trained team• Created 15 QuickBase apps300 QuickBase usersMicah SampsonService & Support ManagerIntuit, Inc.• Improved customer satisfaction by 10%His QuickBase apps enabled better training and performance tracking agent info and“voice of the customer” surveys• Saved organization $2.5 million/yearShowed a VP the significant cost savings from managing customer contact data inapps, reporting easy and fastResultsenabled byhis apps#quickbase
    5. 5. Slide 5Today’s AgendaMicah’s Story & Apps15 minutesDemo: How to Create an App15 minutesQ&A15 minutes123#quickbase
    6. 6. Slide 6MICAH’S QUICKBASE STORY & APPSMicah Sampson,Service & Support Manager, Intuit Inc.#quickbase
    7. 7. Slide 7Why I use QuickBase• “I can’t find anotheragent!”• “I have no idea whatcustomers are sayingabout me.”• Difficult to find callrecordings for training tosupport 200-500 agentsbeing trained• Faster than IT• Independence (DIY)• Self-service for agents• It’s easy• Track anything,everything• Control over accesslevelsTeam Challenges QuickBase Solution#quickbase
    8. 8. Slide 8What I track with QuickBase• Agent Information• Employee Training Management• Employee Performance Tracking• Net Promoter Follow-up Program• Saves/Sales Tracker (tracking accounts saved from cancelation and deals closed)#quickbase
    9. 9. Slide 9View into two of my employee training andperformance management apps“Online Payroll Agent Info”Tracks employee and manager information, employee andmanager input from feedback sessions, stores QA forms,tracked customer surveys and allowed agents to look up theirown scores“EMS Online Recorded Call Experiences”A repository of recorded calls with notes from a Subject MatterExpert (SME) for trainers to use during training of new hires#quickbase
    10. 10. Slide 10Online Payroll Agent InfoEMS Online Recorded Call Experiences#quickbase
    11. 11. Slide 11Employee data is entered via custom forms.
    12. 12. Slide 12Employees and managers make notes on feedback sessions. Managersview reports to monitor progress across teams.
    13. 13. Slide 13Agents receive notification when a QA on their call isready, with a link to a related QuickBase app for details.#quickbase
    14. 14. Slide 14Custom roles and permissions enable me to deliver different usersthe data they need – while preserving confidentiality.#quickbase
    15. 15. Slide 15Online Payroll Agent InfoEMS Online Recorded Call Experiences#quickbase
    16. 16. Slide 16Custom form allows us to save key details on recorded agent calls,including a link to the call recording on a shared drive#quickbase
    17. 17. Slide 17Populated form. Click of a button takes you to the call recording onthe shared drive.
    18. 18. Slide 18HOW TO CREATE A QUICKBASE APPMicah SampsonService & Support Manager, Intuit Inc.#quickbase
    19. 19. Slide 19Three Ways to Create a QuickBase App1. Import spreadsheet data2. From scratch3. Start with a template#quickbaseToday’s focusDuring the live program, Micah demoed how to create an app and viewcustom reports within a few minutes. View the program recording.
    20. 20. Slide 20My Process for Creating an App1. Define requirements/fields (plenty of templates to getstarted)2. Create fields3. Modify form (Form is auto-created for you)4. Gather data5. Create reports anytime6. Add more tables if necessary#quickbase
    21. 21. Slide 21What’s next for Micah and QuickBase• Constantly refine apps• Working on new app to trackbugs and form action itemsaround those• Champion QuickBase toothers, others create their ownapps#quickbase
    22. 22. Slide 22Q&AMicah SampsonService & Support ManagerType questions into the WebEx Chat box in the bottom right#quickbase
    23. 23. delightThanks for joining us.Sign into QuickBase to download Micah’s “EmployeePerformance Tracking” app from the Template LibraryDon’t have a QuickBase account? Start a free trial.quickbase.intuit.com
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