The document discusses tracking inspections, assessments, and audits using QuickBase. It introduces speakers from QuickBase and Trinity. The webinar agenda covers what needs to be tracked and measured, using native QuickBase to create relevant apps, tailoring apps for specific use cases, key takeaways, and Q&A. Examples are provided of how QuickBase can be used to create scalable apps for tracking outcomes across various domains like EH&S, accounting, healthcare, and HR.

1. QuickBase Confidential and Proprietary1
Inspections, Assessments
and Audits, Oh My!
October 12, 2016
Marykate Gass | Sales Engineer, QuickBase
Scott Burday | Client Solutions, Trinity
Charles Guilbert | Solution Architect, Trinity

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Marykate Gass
Sales Engineer
QuickBase
Scott Burday
Client Solutions
Trinity
Charles Guilbert
Solution Architect
Trinity
Meet the Speakers

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• What do you need to track and measure?
• Using native QuickBase to create inspections,
assessments and audits apps
• Tailoring apps to manage and track inspections,
assessments and audits in QuickBase
• Key takeaways
• Q&A
Webinar Agenda

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What do you need to track
and measure?

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So many definitions of the same thing…
Inspection
Quality Control
Audit
Grade
Judge
EvaluationAssessment
Review
Approvals

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With one basic objective…
Measure
the outcome of an
Action…

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Why track in QuickBase?
Scalable AppsEasy development
and maintenance
Agile dashboardsFlexible reports
for tracking
& measurement
Integration with
legacy systems

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Using native QuickBase to
create inspections,
assessments and audits

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Native QuickBase App
• Native QuickBase + new Webhooks functionality

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Native QuickBase App
• Let’s take a look…

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Tailoring apps to manage and
track inspections,
assessments and audits in
QuickBase

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EH&S Teams
Inspections
Introducing TrinityAudit
Accounting
Audits
Health Care
Patient Assessments
HR Teams
Evaluations

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So many definitions of the same thing…
Inspection
Quality Control
Audit
Grade
Judge
EvaluationAssessment
Review
Approvals

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• Let’s take a look…
Introducing TrinityAudit

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Key takeaways

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Choose your solution.
QuickBase is a perfect platform to track and measure outcomes of an action.
Plan ahead.
Understand the app requirements and all the work that needs to be done to
get there. This will help you create the best, most scalable app for your
business.
Call in reinforcements.
When you can’t do it yourself—or you simply don’t want to—call on a
QuickBase Solution Provider. They’re here to help.
Key takeaways

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• 18 years in business, 12 years as a QSP
• Trusted, knowledgeable, amazing apps
• Solutions that drive productivity, accuracy and quality

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Q&A

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Thank You