2. QuickBase Unleashed
Building Advanced, Hybrid and Fully
Custom QuickBase Apps
Charles Guilbert / Scott Burday
Solution Architect, Trinity / Client Solutions, Trinity

3. #EMPOWER2015
Scott Burday
Client Solutions
Charles Guilbert
Solution Architect
Speaker Intro
Figures out the absolute best way to
meet client needs while optimizing
all aspects of their business
processes
Leads the Trinity team in building
awesomely amazing QuickBase apps
for our clients

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Assist clients in achieving step function
improvements in…
• Productivity
• Service
• Quality
…through business process improvement
Our Mission
At the core of all that we do!

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• Here to share 11+ years of QuickBase development
experience
• Various ways to develop great QuickBase
functionality
• Native
• Hybrid
• Custom
Session Overview

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• Do everything possible to develop
a native solution
• If native cannot meet the
functional requirements, look at
hybrid options
• If still not possible, develop a
custom solution
Order of Development Rules
While still enabling the
client to update the
functionality over time

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The Challenge
Permissions management
• Needed the ability for users to provide other users
view / edit access to records without Admin
privileges
• Reduce the number of roles by managing access
via assignments through record attributes

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The Answer
Table based permissions management
• Demonstration of advanced native functionality

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The Answer
Table based permissions management
Native

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The Challenge
Bird’s eye visibility
• Client wanted the ability to be able to view task
issues without having to drill into every record to
determine the issue
• Also needed the ability to sort by project
condition

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The Answer
Sort + hover capabilities
• Demonstration of advanced native functionality

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The Answer
Sort + hover capabilities
Native

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The Challenge
Team productivity
• High throughput app
• Over 5,000,000 records in last 4 years
• 40+ dedicated users, 1000s of others with access
to add / update
• 24 x 7 operation
• How could we improve the productivity of the dedicated
team that was updating the records?

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The Answer
Don’t edit the records natively
Hybrid
• Previous process
1. Edit the record
2. Scroll down to the fields to change
3. Update the fields
4. Save the record
5. Go to the next record
Now…

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The Answer
Don’t edit the records natively
Hybrid

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The Challenge
Audit management
• Client needed to create audits for various parts of
the business
• Needed them to be fast and intuitive for any user
with minimal training
• Wanted to self maintain the audits over time and
create new ones as needed

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The Answer
Self service audit management
• Demonstration of hybrid functionality

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The Answer
Self service audit management
Hybrid

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The Challenge
Find a Therapist

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The Answer
Automated “Find a Therapist”
• Demonstration of hybrid + custom functionality

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The Answer
Automated “Find a Therapist”

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The Answer
Automated “Find a Therapist”

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The Challenge
Business visualization and scheduling of many tasks
• Needed to schedule tasks across many teams and
task types
• Wanted to interact with the calendar in real time
• Required data filtering to focus on immediate
scheduling needs

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The Answer
Calendar + scheduling
• Demonstration of custom functionality

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The Answer
Calendar + scheduling
Lo
trinitycalendar.quickbase.com

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The Challenge
Quote management
• Complex quoting process with many different part
combinations
• Needed to present the quote to clients in a myriad
of ways
• Core competency in that quoting drove all
downstream processes (parts ordering, assembly,
invoicing)

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The Answer
Quoting tool that does it all
• Demonstration of custom functionality

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The Answer
Quoting tool that does it all

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In Summary
• Better productivity
• Increased levels of service
• Higher quality of output

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Q&A