Quickbase Solutions Provider
Software Consultation for Workflow Optimization
Quickbase Solutions Provider
Quickbase Development Services
Watkyn’s team of Quickbase consultants provides a range of application development and consultation services, including app audits, expert business solutions, and personalized Quickbase training programs. We can help you streamline your app, optimize performance, and implement best practices, so you can focus on what you do best. Our automation and integration services help eliminate manual steps, reduce errors, and improve real-time visibility into your organization. We pride ourselves on providing top-notch support and coaching, so you can feel confident in your QuickBase app and achieve your business goals.
Our Quickbase developers can eliminate or automate steps in your business process to help you get more done faster, with fewer mistakes. There’s another benefit to automating your manual processes: without the need to wait for people to complete some of these steps, you’ll gain real-time visibility into what is happening in your organization.
We can automate many processes and integrate with your other software using Quickbase Pipelines. If Pipelines isn’t the right tool for some reason, we can use Zapier, Workato, or a similar tool. In some cases, the best approach is the most direct one: using Javascript or Python to code a script that will do exactly what we need it to do.
Software Integration Examples
Here are a few examples of the kinds of integrations we have completed:
- Amazon Web Services (AWS), such as AWS S3
- State Infectious Disease Surveillance Systems Using HL7
- University Student Information Systems (SIS)
- Squarespace Scheduling
- Mailchimp (Email)
- Real Estate Listing Services
- StubHub and Ticketmaster
- Google Sheets
- Pipedrive
- Jira
Quickbase apps aren’t primarily intended to be public-facing software. In most cases, companies use Quickbase to keep on top of internal processes and workflows. But very often, the inputs for those processes come from someone outside the company, or you may want people outside your organization to have some visibility into your process.
Most of the time, these are customer portals or vendor portals, but perhaps in your case, a student portal, applicant portal, or public portal is what you need.
No matter the case, we can help you understand and evaluate different possibilities and the pros and cons of each.
- Leveraging Quickbase EOTI Applications (apps open to everyone on the Internet).
- Integrating Quickbase with your company, government, school, or non-profit website so that data can be submitted or retrieved directly from there.
- Creating a standalone website or web application portal separate from your website.
- Using another service to let people submit or retrieve information from your Quickbase application.
- Moving to a Quickbase usage-based license model to allow people to access your Quickbase app directly (subject to the restrictions and privileges of their user role).
There are already a variety of tried-and-tested add-ons and extensions available for Quickbase. We can help you determine if you need one of these Quickbase add-ons and, if so, which one would be best for you.
People have come to us looking for PDF generation, custom Excel template generation, shipping label printing, barcode scanning, mobile signature capture, shipping software integration, and Outlook email integration, to name a few common requests.
We also build custom Quickbase add-ons and extensions for customers who have a special need that isn’t already addressed by an existing product in the marketplace. You might even be surprised to find out that what you’re looking for can already be done natively in Quickbase.
QuickBase Consultation Services
Watkyn’s Quickbase Consultation Services provide expert guidance and support to help you optimize and streamline your business processes using the Quickbase platform. Get Quickbase training and support from a friendly solutions provider.
Quickbase Application Audits
A Quickbase application audit may be needed if you experience any of the following:
- Your app runs more slowly than it used to.
- You receive notifications from Quickbase about webhook errors.
- Quickbase sends you a message saying you’re approaching table size limits.
- You feel like there are a lot of redundant or obsolete fields, reports, or relationships or your forms are a mess.
- There seems to be too many tables for what you need.
You also might want an expert opinion from our Quickbase consultants about whether the structure and functioning of your Quickbase application is up to current professional standards. We can optimize, clean up, and streamline your app, if that is truly what is needed, and give you an outside expert opinion about the quality of your Quickbase application.
Quickbase Training and Support
Watkyn offers Quickbase training for groups or individuals. While Quickbase offers excellent free training through Quickbase University, you may also want a more personal and personalized training program for Quickbase. Our Quickbase consultants can take you or your entire team through a customized training program to improve your workflow and business operations. Below are just some of the Quickbase training services available.
- Understanding and navigating Quickbase.
- Entering and editing information in records and tables.
- Working with dashboards.
- Building table, summary, calendar, and Kanban reports.
- Adding fields.
- Updating forms.
- Using dynamic form rules to streamline data entry and enforce standards.
- Exporting data.
- Configuring roles and permissions.
- Working with formula fields.
- Understanding table relationships, summary fields, and lookup fields.
- Integration and automation using Quickbase Pipelines.
- Building dashboards and home pages.
- Managing users and applications in your Quickbase realm.
- Best practices.
QuickBase Coaching and On-Demand Support
If you would like guidance and support from a Quickbase expert that you can call on whenever you need, we’re here to help. No matter your level of expertise, our friendly Quickbase consultants are on call with the answers and experience you need to get back to work with certainty.
