QuickBase Initial Setup

Daniel Ream - PeerSpot reviewer
Director of Estimating at a manufacturing company with 51-200 employees

The usability of QuickBase can vary depending on an individual's technical acumen. 

With proper customization and tailoring, it is possible to create a simple and user-friendly experience. 

However, it is important to note that the success of the implementation ultimately relies on the care taken during the setup and configuration process. 

If attention is not given to properly implementing the product and ensuring data quality, usability may suffer, making it more challenging to use effectively.

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Shashank Garg - PeerSpot reviewer
Low Code Development Analyst at Accenture

The initial setup is generally straightforward, but the testing process behind feature updates may sometimes cause delays in their rollout. Incorporating every feature of Excel into QuickBase can be challenging and may take some time. However, once achieved, it can be utilized as a highly effective tool.

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AL
Founder at SMPLX

For me, the initial setup was more difficult. The version that I have right now is not the newest one. From what I have seen, the newest one looks a lot more efficient and easier to use. So I know something that right now is kind of just either deal with what you have, but I definitely look forward to, hopefully, getting an update in QuickBase.


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Buyer's Guide
QuickBase
March 2024
Learn what your peers think about QuickBase. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
767,847 professionals have used our research since 2012.
SerigneDiouf - PeerSpot reviewer
Founder at Last Form LLC

The tool's setup is straightforward. 

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HW
Owner at Verve Technologies

The solution's setup is straightforward. 

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it_user247947 - PeerSpot reviewer
CTO at a financial services firm with 51-200 employees

It's a web development environment so it is available (deployed) instantly. We were able to begin using the platform within minutes.

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BD
Director of Information Technology & Corporate Partnerships at a consultancy with 51-200 employees

It was pretty straightforward. They do provide training as well. It's called QuickBase University. Within that, they have modules where you can go in and learn how to create your different apps, how to modify your workflow, and push things into a sandbox for testing and then push them to the development as well. That has been really great for us. Being able to work with the QuickBase customer success team has been really beneficial for us. It has helped us learn more about the product and make sure that we're utilizing all the capabilities in an efficient manner.

In terms of the implementation strategy, before I arrived here, it was more of just trying to test it out and learn what you can actually do with it. There wasn't a whole strategy behind deploying different apps. Since I came on board, we standardized a process for creating apps so that we don't have apps that are created without understanding how they drive the mission of the company. That is an added bonus for those who are currently utilizing the app.

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it_user566142 - PeerSpot reviewer
Founder and CEO at a tech company with 51-200 employees

If you're going to do it yourself, you can get a 30-day free trial within minutes. You can download it and use any of the hundreds of pre-built applications in the library. You can be up and running with an app in less than an hour with common applications. QuickBase Sales will help.

If you want more help, or if your needs are more custom/complex, you should contact a QuickBase solutions provider like my company. We will help you on a per-project basis.

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it_user562677 - PeerSpot reviewer
Training Manager at a insurance company with 10,001+ employees

The initial setup was straightforward. At first, we replicated the fields we had been using in our prior data collection. We rejoiced in our newfound ability to create reports and to take input from other parties.

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it_user192414 - PeerSpot reviewer
Manager of Continuous Improvement with 1,001-5,000 employees

The initial setup was straightforward, and training the end users was very simple.

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it_user1116717 - PeerSpot reviewer
Governance & Assurance Manager at a energy/utilities company with 10,001+ employees

Two people are required for maintenance.

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it_user345861 - PeerSpot reviewer
Powerplant Engineer Intern at a logistics company with 1,001-5,000 employees

It was easy to set up. It is not a big task nor does it require any skills of higher level. You can also use the instructions in helping to install it.

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it_user488397 - PeerSpot reviewer
Architect at a tech vendor with 501-1,000 employees

QuickBase is a cloud product, so there is not really any setup required, other than signing up with QuickBase. We have not enabled Microsoft Active Directory SSO integration with QuickBase.

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it_user189099 - PeerSpot reviewer
President with 51-200 employees

Pretty straightforward. It is a pretty logical platform. Well designed.

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Brandon Ospino - PeerSpot reviewer
QuickBase Developer - IT Support at a maritime company with 51-200 employees

The initial setup was really easy.

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it_user194427 - PeerSpot reviewer
Chief Technology Officer at a tech services company with 51-200 employees

Initial setup was extremely easy, even when starting with an app from scratch. Figuring your way around the app is very simple and help is always available, either contextually or readily available in the community.

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it_user330579 - PeerSpot reviewer
Sr. Functionality Specialist at a logistics company with 1,001-5,000 employees

Set up is easy if you know a few things about data normalization. If you are referring to the set up of a user in QB, that process was as simple as requesting access.

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it_user297846 - PeerSpot reviewer
Tech Ops Maintenance Analyst at a logistics company with 1,001-5,000 employees

The initial setup was very easy. All it took was "creating an app" (or selecting an existing one), and building what you wanted to see right into it. Very, very straightforward.

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BC
Vice President - Corporate Operations at a construction company with 51-200 employees

Easy because you do not have to drop entire software product on your employees all at once.

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it_user219156 - PeerSpot reviewer
Senior Job Captain at a construction company with 51-200 employees

Straightforward. The UI makes it very easy to get up and running. At its easiest setup can be as simple as importing a current excel file. This then allows for the creation of reports and notifications which will make access the data faster and more manageable. Beyond this takes more time but does not increase much in difficulty.

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it_user188826 - PeerSpot reviewer
Program Manager at a printing company with 10,001+ employees

Straightforward. Sign the agreement and off you go!

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it_user711453 - PeerSpot reviewer
Senior Financial Analyst at a media company with 10,001+ employees

Straightforward, easy to import our old data and create reports to display it.

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it_user579456 - PeerSpot reviewer
Owner And Principal Consultant at a financial services firm

Our setup was pretty straightforward. We knew what we were doing wrong and knew what was missing with the other systems. We had a plan.

For companies that try to implement QuickBase and do not have agreement on internal processes, the development and setup can be that much harder.

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it_user644979 - PeerSpot reviewer
Director of Information and Analysis Services at a tech services company with 201-500 employees

Initial setup was fairly straightforward. Because all configuration is custom, there was a steep learning curve and we made plenty of mistakes but overall, it went well.

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it_user416973 - PeerSpot reviewer
Sr Global Manager, Industry Solutions Engineering at a tech company with 10,001+ employees

The QuickBase initial setup allowed us to use their 30-day trial period. Prior to the end of this period, we were able to roll out a production ready system, supporting 150 users, who were managing day-to-day engineering project activities.

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it_user420894 - PeerSpot reviewer
IT Manager/Project Coordinator/Assistant VP at a construction company with 51-200 employees

Super easy to setup and I have had such a boost in confidence that I have out programmed the quickbase environment and are looking to learn java to help.

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it_user296172 - PeerSpot reviewer
Sr. Director, Techinical Operations & Training at a recruiting/HR firm with 501-1,000 employees

The initial setup is as complex or straightforward as you make it. You can choose from a ready made application or start off with your own from scatch.

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it_user260424 - PeerSpot reviewer
Vice President Creative Services at a tech services company with 51-200 employees

Initial setup was rather complex as QuickBase does not allow the structuring of reports and tables as easily as Excel.

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it_user248412 - PeerSpot reviewer
Analytics Manager - Applications at a financial services firm with 1,001-5,000 employees

I wasn't involved in the initial set up so I can not speak to this. I would imagine it is quite simple and the sales engineer will always be there to help.

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it_user190644 - PeerSpot reviewer
Quotations with 501-1,000 employees

Easy enough. If I were in a situation where I wasn't as technically inclined, there is a great team ready to help.

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it_user568350 - PeerSpot reviewer
President at MCF Technology Solutions

It is very simple to start. The first application can be running in an hour. However, it is robust enough to handle very complex, business critical applications when the design/development is done by experts.

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it_user198471 - PeerSpot reviewer
Director of Computer Services with 51-200 employees

Straightforward

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it_user437763 - PeerSpot reviewer
Director of Enterprise Collaboration at a tech services company with 51-200 employees

The initial setup was straightforward and very simple with regards to QuickBase.

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it_user571848 - PeerSpot reviewer
Database Application Developer at a tech services company with 51-200 employees

We have migrated many applications to QuickBase. The process is straightforward.

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it_user735687 - PeerSpot reviewer
LCMS Administrator at a tech vendor with 501-1,000 employees

I was not involved with the initial setup. When I started with the company I work for, we were already using this platform.

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it_user661545 - PeerSpot reviewer
Product Specialist at a tech vendor with 1-10 employees

The initial setup was both straightforward and complex, in that it required complex thinking and decision-making about what we wanted/needed QuickBase to do, while actually setting it up to do what we wanted/needed it to do was relatively straightforward.

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it_user516183 - PeerSpot reviewer
Application Development Analyst at a financial services firm with 501-1,000 employees

I would have to say that the initial setup was very straightforward and easy process. This was made even easier by the sales rep helping us through the whole process.

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it_user503841 - PeerSpot reviewer
Business Application Developer and Analyst at a real estate/law firm with 51-200 employees

The setup was straightforward as we already knew how to use the product. This certainly helped us to get up and running quickly.

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it_user331071 - PeerSpot reviewer
Business Systems Analyst at a construction company with 1,001-5,000 employees

The setup for each new user is extremely easy. It is as simple as providing an email address. The user then just has to set up a password.

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it_user359583 - PeerSpot reviewer
Database Developer at a non-profit with 501-1,000 employees

The initial setup is very simple and straightforward. Once you understand the platform, there is no shortage of solutions to design problems. The trickiest thing is always figuring out which solution will work best. The platform is really customizable so you can do a lot with it and improve over time.

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it_user324039 - PeerSpot reviewer
Student at University of Oklahoma at a university with 1,001-5,000 employees

The initial setup is very straightforward. You make an account and get with a representative and then you are on your way.

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it_user188958 - PeerSpot reviewer
Business Analyst at a manufacturing company with 51-200 employees

Setup is extremely easy. You can have a functional app in place in minutes thanks to their prebuilt apps. From there, you can customize the app as needed to fit your needs.

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BC
Vice President - Corporate Operations at a construction company with 51-200 employees

It was extremely easy. QuickBase provides downloadable templates and online education.

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it_user570396 - PeerSpot reviewer
Database Developer at a tech services company with 51-200 employees

Initially it was a little tough to get used to the terminology, but after about a week I felt right at home and was able to do almost anything.

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it_user381423 - PeerSpot reviewer
Division Head - Business Analysis & CFO Services at a financial services firm with 501-1,000 employees

The installation was web-based. It was quick and easy.

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it_user189804 - PeerSpot reviewer
Project Manager at Accenture

The setup in our case was complex because we needed to implement complex algorithms which we did using customizations. We needed to build integration with 3rd party solutions, SSO/SAML, currency conversions etc.

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it_user271575 - PeerSpot reviewer
Secretary@MVCTC, Ind. Designer with Origami Owl at a educational organization with 501-1,000 employees

Our initial set-up was very straightforward. We had a meeting prior to the set-up to decide what fields were needed to fulfill the needs of any reporting requests that we were aware of and from there I developed a design or map of sorts to develop our own app.

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it_user311700 - PeerSpot reviewer
Analyst 1 with 1,001-5,000 employees

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.

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it_user768750 - PeerSpot reviewer
SERS Advisor at a media company with 1,001-5,000 employees

The setup was done by the IT Department of our organization.

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it_user420894 - PeerSpot reviewer
IT Manager/Project Coordinator/Assistant VP at a construction company with 51-200 employees

It was easy to setup. The GUI is intuitive.

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it_user725682 - PeerSpot reviewer
Socio at a financial services firm

There is a learning process, but there are enough tools to resolve this.

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it_user330372 - PeerSpot reviewer
Business Analyst at a comms service provider with 501-1,000 employees

Our first solution was a complex one but we got all the support/consulting from the vendor to ensure we were set for success

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it_user275865 - PeerSpot reviewer
System Specialist at a construction company with 51-200 employees

Yes, it was a straightforward setup. Simply signup, login and start creating. Intuit offers a trial subscription so you can easily give it a try.

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it_user188982 - PeerSpot reviewer
Engineer at a construction company with 51-200 employees

Some things were straightforward. Some were complex. We did not have enough time because of ongoing projects to devote to the development/setup.

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it_user565227 - PeerSpot reviewer
Senior Director Contents Integration at a integrator with 201-500 employees

Quite straightforward, but hard to proceed with further configuration for the holistic view of an operation.

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it_user544191 - PeerSpot reviewer
Finance and Operations Manager at a tech company with 51-200 employees

It has a simple setup. It's SaaS, so there is no software to install.

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Buyer's Guide
QuickBase
March 2024
Learn what your peers think about QuickBase. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
767,847 professionals have used our research since 2012.