QuickBase Review

It allows our admin, executives, and staff to understand information on a project and program level, but it's hard to create a template and have it populate information into Word.


Valuable Features

Organizes data efficiently with tables and reports that are easy to use. From structuring information to having users enter in data, QuickBase has simple instructions for all users. Really useful with reporting figures to graphs and charts within the page.

Improvements to My Organization

Makes finding projects easier. It has improved our productivity in terms of not only project development but invoicing and finance. QuickBase makes it easy for admin, executives, and staff to understand information not only on a project level but at a program level. Helps with metrics and charts.

Room for Improvement

The only area of improvement I can think of is with templates. It's hard to create a template and have it populate information into Word. Also it is difficult to attach the company's logo and other informaiton easily.

Use of Solution

4 years

Deployment Issues

Deployment was easy and we were able to start right away entering in information. Program and project managers were able to see information fast on a large scale. Executives were able to report revenue immediately.

Stability Issues

No issues with stability. Both staff in the field and in the office are able to access virtually anywhere and input information easily so that others can review.

Scalability Issues

Scalability was a concern but QuickBase was able to scale large data files and information into programs and tables that worked on both a large and small scale.

Customer Service and Technical Support

Customer Service:

The customer service on the phone and online are extremely helpful. There are also online chat areas do discuss formulas and other functions of QuickBase. Questions are usually answered within 1 business day.

Technical Support:

The technical support is extremely helpful when questions arise due to information uploading and other reporting needs. Questions can be asked and a response is given within one business day.

Previous Solutions

We did have a CRM solution and switched because QuickBase provided a database that could be accessed anywhere and understood by staff, admin, IT, and executives. We wanted an easy place where executives and finance could view revenue easily

Initial Setup

The initial set up was easy in terms of setting up tables and uploading data from excel on a massive scale. The only issue again arises from the inability to do templates. Exact forms do not make it easy to create templates that can be used for any project.

Implementation Team

In-house was the way we implemented quickbase. We had staff that had database experience who were able to understand QuickBase easily and set up company and project information. Setting up users was extremely easy with rules as well as email.

ROI

ROI has increased with QuickBase. The amount of time people spend inserting information into QuickBase is less than excel. QuickBase has been helpful increasing finance productivity by making invoicing for all projects and programs easy.

Pricing, Setup Cost and Licensing

The only thing I would advise on pricing is on the users and making sure all users are active in QuickBase. Also to make sure that file sizes are an important factor when deciding about price as well as documents will be uploaded.

Other Solutions Considered

We did evaluate others such as salesforce when choosing an option. Because of our data and confidentiality QuickBase was an easier choice and faster set up. We wanted to keep things separate from corporate and QuickBase helped in that aspect easier.

Other Advice

The only advice again is on templates because many companies want to aggregate customer informaiton into a template to submit to either execs or to the customer and QuickBase uses exact forms which are not very helpful and often do not contain the customer logo. Also editing them once created is hard because it does not allow for word editing.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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