Presentation slides from a live webinar featuring Intuit QuickBase employees and their unique QuickBase apps.

1. Solve More Problems – with QuickBase
Featuring Intuit QuickBase HEROes and their applications
Live Webinar | February 21, 2013
delight
Apps across the enterprise!
Slide 1 Twitter: #quickbase

2. QuickBase HEROes are
empowered employees
Highly
Empowered and
Resourceful
Operative
-Forrester Research term for
innovative information workers
Slide 2

3. Today’s Focus:
3 HEROes @ Intuit QuickBase – and their Apps
Business • John Zilch
Finance
Operations Senior Project Manager
Legal
HR
Marketing • Liz McCann
Senior Partner Manager
Ops
Support
Product
• Betsy Davis
Sales
Mgmt Product
Development Staff Software Engineer
#quickbase
Slide 3

4. Today’s Agenda & Social Engagement
1 3 App Stories
10 minutes/story
2 Q&A
10 minutes
3 Twitter
#quickbase
@intuitquickbase
#quickbase
Slide 4

5. John Zilch, Senior Project Manager
QuickBase Business Operations
JOHN’S APP: 360˚ PROJECT MANAGER
#quickbase
Slide 5

6. John’s App Story – 360˚ Project Manager
Manage individual projects end-to-end, collaborate with stakeholders, and
organize project documentation.
Slide 6

7. John’s App Workflow – Lifecycle of a Project
1 2 3
Create Work
Create Application Set up User Roles
Breakdown
for Project and Permissions
Structure
4 5 6
Add Relevant
Input /Manage Manage Tasks to
Documentation
Requirements Close
(Continuous)
#quickbase
Slide 7

8. Setup users and permissions by adding project stakeholders to the app.
Slide 8

9. Create WBS by adding tasks.
Slide 9

10. Add new project task.
Slide 10

11. Add document.
Slide 11

12. Enter a new requirement as an end user.
Slide 12

13. Manage a requirement as a Business Sponsor.
Slide 13

14. Liz McCann, Senior Strategic Alliance Manager
QuickBase Marketing
LIZ’S APP: PARTNER RESOURCE MANAGER
QUICKBASE SOLUTION PROVIDER CENTRAL
#quickbase
Slide 14

15. Liz’s App Story – Partner Resource Manager
HELPS ORGANIZE EVERYTHING PARTNER-RELATED!!!
• Service requests • Program Feedback
• Activities • Documents & other important assets
• Sales lead registration • Customer Ratings & Reviews
• Partner firm info
• Partner contact info
• Add On info
• Images – firm logo/add on logos
Partner, Channel, and Alliance Professionals may have a similar need!
#quickbase
Slide 15

16. Liz’s App – One Use Case + its Workflow.
Connecting Customers & QSPs
1 2 3
QSP receives
Customer searches
Completes QSP inquiry via a
website to find a
request form QuickBase
QSP
notification
4 5 6
QuickBase team
QSP tracks can track # of
QSP engages
activities in QSP requests &
customer
Central app successful
engagement
QSP = QuickBase Solution Provider (Partner)
#quickbase
Slide 16

17. Liz’s App – From a Customer Perspective.
Integrated with the Marketing Website
quickbase.intuit.com/partners
1
2
3
#quickbase
Slide 17

18. Liz’s App – From a QSP Perspective.
Home Page in the App
#quickbase
Slide 18

19. Liz’s App – Impact of the PRM (QSP Central)
• How we developed it:
– 3rd party developer (QSP) built the app
– Web design firm built wireframe for front end
– In house web development and biz ops support
and evolve it
• How we’re benefiting from it:
– Customers-QSPs connect more easily
– 2.8x increase in services leads from beginning
to end of FY12
– 100+ customer ratings & reviews
• Why I love it: Easy way for customers and
partners to connect in a seamless manner. Great
way for our customers to share their experience
post engagement.
How it’s been inspirational:
Brings an element of community to the QuickBase ecosystem.
#quickbase
Slide 19

20. Betsy Davis, Staff Software Engineer
QuickBase Product Development
BETSY’S APP: QUICKBASE ISSUE TRACKER
#quickbase
Slide 20

21. Betsy’s App Story – QuickBase Issue Tracker
Centralized solution that matches our process and product exactly.
Allows us to address requests in a thoughtful and timely fashion.
Slide 21

22. Betsy’s App Story – QuickBase Issue Tracker
We built a solution tailored to our terminology and the
taxonomy we use to think about QuickBase.
#quickbase
Slide 22

23. Betsy’s App Story – QuickBase Issue Tracker
• Why it’s important: Centralized solution for
addressing enhancement requests in a thoughtful
and timely fashion.
• Why I co-created it: To have a solution that
matched our process and product exactly.
• Who uses it: Customer-facing teams and product
developers.
• Why I love it: Automated notifications and clear
visibility into which bugs I’m assigned to address.
• How it’s been inspirational: Smaller
development teams cloned the app and
customized to their needs.
Slide 23

24. Betsy’s App Workflow – Lifecycle of a Change
1 2 3
Issue or
Weekly cross-team Change requests
enhancement
triage meeting assigned
entered
4 5 6
Changes published
Changes
Cases closed in monthly Release
engineered
Notes
#quickbase
Slide 24

25. Betsy’s App Story – Live Demo
(Betsy logged into QuickBase and showed her app)
Slide 25

26. Question & Answer
Any group with a process to manage can create apps in QuickBase
Business • John Zilch
Finance
Operations Senior Project Manager
Legal
HR
Marketing • Liz McCann
Senior Partner Manager
Ops
Support
Product
• Betsy Davis
Sales
Mgmt Product
Development Staff Software Engineer
#quickbase
Slide 26

27. What business process challenges in your
organization can you resolve?
200+ free app templates.
Sign in or start a free trial at:
quickbase.intuit.com
#quickbase
Slide 27

28. Solve More Problems – with QuickBase
Thanks for joining us.
Meet like-minded HEROes in our LinkedIn Group:
Intuit QuickBase Network
delight
Slide 28