intuit quickbase webinar: solve more problems - with quickbase
DESCRIPTION
Presentation slides from a live webinar featuring Intuit QuickBase employees and their unique QuickBase apps.TRANSCRIPT
delight
Slide 1
Solve More Problems – with QuickBase
Featuring Intuit QuickBase HEROes and their applications
Live Webinar | February 21, 2013
Apps across the enterprise!
Twitter: #quickbase
Slide 2
Highly
Empowered and
Resourceful
Operative
-Forrester Research term for
innovative information workers
QuickBase HEROes are
empowered employees
Slide 3
Business Operations
• John Zilch Senior Project Manager
Marketing • Liz McCann Senior Partner Manager
Product Development
• Betsy Davis Staff Software Engineer
Today’s Focus:
3 HEROes @ Intuit QuickBase – and their Apps
Sales
Support
Ops
HR
Legal
Finance
Product
Mgmt
#quickbase
Slide 4
Today’s Agenda & Social Engagement
3 App Stories
10 minutes/story
Q&A
10 minutes
#quickbase
@intuitquickbase
1
2
3
#quickbase
Slide 5
JOHN’S APP: 360˚ PROJECT MANAGER
John Zilch, Senior Project Manager
QuickBase Business Operations
#quickbase
Slide 6
John’s App Story – 360˚ Project Manager
Manage individual projects end-to-end, collaborate with stakeholders, and
organize project documentation.
Slide 7
Create Application for Project
Set up User Roles and Permissions
Create Work Breakdown Structure
Manage Tasks to Close
Add Relevant Documentation (Continuous)
Input /Manage Requirements
1 2
John’s App Workflow – Lifecycle of a Project
3
4 5 6
#quickbase
Slide 8
Setup users and permissions by adding project stakeholders to the app.
Slide 9
Create WBS by adding tasks.
Slide 10
Add new project task.
Slide 11
Add document.
Slide 12
Enter a new requirement as an end user.
Slide 13
Manage a requirement as a Business Sponsor.
Slide 14
LIZ’S APP: PARTNER RESOURCE MANAGER
QUICKBASE SOLUTION PROVIDER CENTRAL
Liz McCann, Senior Strategic Alliance Manager
QuickBase Marketing
#quickbase
Slide 15
Liz’s App Story – Partner Resource Manager
• Service requests
• Activities
• Sales lead registration
• Partner firm info
• Partner contact info
• Add On info
• Images – firm logo/add on logos
• Program Feedback
• Documents & other important assets
• Customer Ratings & Reviews
HELPS ORGANIZE EVERYTHING PARTNER-RELATED!!!
#quickbase
Partner, Channel, and Alliance Professionals may have a similar need!
Slide 16
Liz’s App – One Use Case + its Workflow.
Connecting Customers & QSPs
Customer searches website to find a
QSP
Completes QSP request form
QSP receives inquiry via a QuickBase notification
QuickBase team can track # of
requests & successful
engagement
QSP tracks activities in QSP
Central app
QSP engages customer
1 2 3
6 5 4
#quickbase QSP = QuickBase Solution Provider (Partner)
Slide 17
Liz’s App – From a Customer Perspective.
Integrated with the Marketing Website
#quickbase
quickbase.intuit.com/partners 1
2
3
Slide 18
Liz’s App – From a QSP Perspective.
Home Page in the App
#quickbase
Slide 19 #quickbase
• 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.
Liz’s App – Impact of the PRM (QSP Central)
Slide 20
BETSY’S APP: QUICKBASE ISSUE TRACKER
Betsy Davis, Staff Software Engineer
QuickBase Product Development
#quickbase
Slide 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 22 #quickbase
Betsy’s App Story – QuickBase Issue Tracker
We built a solution tailored to our terminology and the
taxonomy we use to think about QuickBase.
Slide 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 24
Issue or enhancement
entered
Weekly cross-team triage meeting
Change requests assigned
Changes published in monthly Release
Notes Cases closed
Changes engineered
1 2
Betsy’s App Workflow – Lifecycle of a Change
3
4 5 6
#quickbase
Slide 25
Betsy’s App Story – Live Demo
(Betsy logged into QuickBase and showed her app)
Slide 26
Business Operations
• John Zilch Senior Project Manager
Marketing • Liz McCann Senior Partner Manager
Product Development
• Betsy Davis Staff Software Engineer
Question & Answer Any group with a process to manage can create apps in QuickBase
Sales
Support
Ops
HR
Legal
Finance
Product
Mgmt
#quickbase
Slide 27
What business process challenges in your
organization can you resolve?
#quickbase
200+ free app templates.
Sign in or start a free trial at:
quickbase.intuit.com
delight
Slide 28
Solve More Problems – with QuickBase
Thanks for joining us.
Meet like-minded HEROes in our LinkedIn Group:
Intuit QuickBase Network