Download as PDF, PPTX
Uploaded byQuickBase, Inc.
How Spyder Trap Transformed Its Business with QuickBase Sync
Spyder Trap implemented Quickbase Sync, leading to significant time savings of approximately 252 hours annually, equating to 6.5 weeks for a full-time employee. Key transformations included streamlining invoice requests, enhancing project performance insights, and automating commission payouts, which reduced manual processes and associated errors. The integration has empowered Spyder Trap to operate more efficiently, allowing for better data management and resource utilization.
More Related Content
Similar to How Spyder Trap Transformed Its Business with QuickBase Sync
How Spyder Trap Transformed Its Business with QuickBase Sync
- 2. How Spyder Trap TransformedIts Business with QuickBase Sync Scott Storlie, Quality & Process Manager, Spyder Trap Mark Field, Product Management, Intuit QuickBase
- 3. 252 Estimated # ofhours saved by Spyder Trap per year! That’s 6.5 weeks for a Full Time Employee!
- 4. #EMPOWER2015 Who We Are Scott Quality& Process Management Spyder Trap Mark QuickBase Product Management Intuit
- 5. #EMPOWER2015 Today’s Agenda Spyder Trap’sTransformation • Spyder Trap introduction • Invoicing process improvements • Project performance insights • Automating commission payouts QuickBase Sync Introduction • Our vision for integrations • QuickBase Sync demonstration
- 6. #EMPOWER2015 • Understand QuickBaseSync & its benefits • See how Spyder Trap transformed their business • Learn how Spyder Trap did this • Be inspired to transform YOUR business! What We Hope You Get Out of This
- 7. #EMPOWER2015 Our Vision forIntegrations Deep Integration Data & Apps Empowered Builders No Code
- 8. #EMPOWER2015 QuickBase Sync • Savetime • Create holistic reports • Make better decisions
- 9. #EMPOWER2015 Automatically Sync DataFrom Cloud Apps ACCOUNTING BILLING Customer Service CRM
- 10. #EMPOWER2015 Get Data injust a Few Clicks! QuickBase Sync Demo
- 11. #EMPOWER2015 • Minneapolis-based marketingtechnology firm • Serve companies of all sizes across industries • Process efficiency & minimizing admin costs is key • All we need is QuickBase & QuickBooks Online (QBO) About Spyder Trap
- 12. #EMPOWER2015 Using Sync to TransformKey Business Processes
- 13. #EMPOWER2015 ① Invoice requests ②Project success metrics ③ Sales team commission payout Previous Processes and Inefficiencies
- 14. #EMPOWER2015 ① Invoice requests ②Project success metrics ③ Sales team commission payout Previous Processes and Inefficiencies
- 15. #EMPOWER2015 • Relationship-based billing •Transformed paper process to QuickBase • Manual process b/w QuickBase & QBO • QuickBase-centered process & repository Invoices
- 16. #EMPOWER2015 Previous Process Too manysteps with too many opportunities for human mistakes
- 17. #EMPOWER2015 New Process Removal oftwo steps and residual updates to QuickBooks are automatically applied to QuickBase
- 18.
- 19. #EMPOWER2015 Reduced thenumber of steps for accounting Prevent human error by removing the additional steps Information is available in QuickBase the next day Estimate approximately 8 hours of savings per month Invoice Improvement Benefits
- 20. #EMPOWER2015 ① Invoice requests ②Project success metrics ③ Sales team commission payout Previous Processes and Inefficiencies
- 21. #EMPOWER2015 • Expenses inQuickBooks, all other data was in QuickBase • Project performance was not fully known until post mortem • Getting QuickBooks expense information relied on accountant availability • Reactive project management instead of proactive project management • Lack of data in QuickBase during a project created additional, unnecessary work Project Success Metrics Inefficiencies
- 22. #EMPOWER2015 New Synced Data Relationshipsare set automatically based on Project ID and QBO Sub- Customer
- 23.
- 24. #EMPOWER2015 Removed theneed for manual calculations Real-time expense visibility by project manager True budget monitoring during project Approximately 1.5 hours of savings per project, equaling 9 hours a month Project Metrics Benefits
- 25. #EMPOWER2015 ① Invoice requests ②Project success metrics ③ Sales team commission payout Previous Processes and Inefficiencies
- 26. #EMPOWER2015 • Commissions paidas invoices paid • Who’s gets commission? Is it split? When was it paid? • Sales process in QuickBase • Payments in QBO • Payouts determined manually Sales Team Commission Payout
- 27. #EMPOWER2015 New Synced Data Allrequired data points sync to the invoice allowing for simple QuickBase reporting
- 28.
- 29. #EMPOWER2015 No needfor calculations outside of QuickBase Simple QuickBase reporting to accounting No payouts are not missed Sales team members can see which invoices have been paid Estimate savings around 4 hours a month Commissions Payout Benefits
- 30. #EMPOWER2015 Focus onwhat works for our business Less busy work, more time for full resource utilization Scalability – our Sync data keeps coming in, and has no real limitations Low administrative burden as we continue to grow It works, now our attention can be spent elsewhere. Additional Benefits
- 31. 252 hours Estimated 252hours of saving every year at our current size. That’s 6.5 weeks for a Full Time Employee!
- 32. #EMPOWER2015 Introduced QuickBaseSync & its benefits How integration helped Spyder Trap transform their business How Scott leveraged QuickBase Sync to enable this transformation Wrap Up Inspired YOU to transform YOUR business!
- 33. #EMPOWER2015 Meet theproduct team at the QuickBase Sync Kiosk Get your technical questions answered at the Tech Know Bar Visit the QuickBase Sync web page (quickbase.intuit.com/sync) Learn more about our integration plans at Tomorrow’s Product Keynote Email me! (mark_field@intuit.com) More Resources
- 34.