by Philip Gross under Industry Trends

Bill Lucchini (our general manager) posted on the Intuit Partner Platform blog about 10 great things that he heard at the ‘Startups and the Cloud’ event we hosted last week.

At the end of the event (or at least the part before the cocktails) I gave a closing where I recapped ten great things I heard. Several people came up to me afterward to request that I publish the list… so, here it is…(in the order I heard them during the day):

• Vishy Venugopalan from Longworth Ventures set a great baseline for the day with this overview of cloud computing.

• Scott Cook shared some great stories about the early days of Intuit from failed ads and trouble meeting payroll to the breakthrough insights that helped Quicken take off…

Read the entire list…

by Kathleen Lamphier under Industry Trends

Here’s the seventh and final tip for boosting project team productivity with customizable web-based software. If you’d like all the tips in one easy to read PDF file, click here to request them.

Tip #7 – Anticipate needs for security, service and support
Many SaaS providers have made extensive hardware and software investments that offer an exceptional level of security. That said, not all providers are alike.

When you’re evaluating a potential solution for your Web-based project management needs, consider the following:

Data security
Where is the data hosted? What systems are in place to protect your data? Look for a solution that provides the utmost protection for your business information.

Service and support
What happens when you need help? Who’s available to get you started – and to assist your team as needs arise? Look for service and support policies that can bring rapid relief to your occasional challenges.

Years of experience
Is the provider a new player or a proven partner? Who are its clients and what are their satisfaction rates? Previous history is one of the best predictors of future experience.

Here’s what QuickBase offers in the areas of security, service and support:

QuickBase Data Security
Your QuickBase application data is stored in the same facility that handles millions of tax returns via TurboTax for the Web each year. QuickBase uses industry-standard, 128-bit Secure Socket Layers (SSL) protocol to ensure your information is neither intercepted nor corrupted during transmission over the Internet. In addition, QuickBase uses encryption technology to help protect your data when stored on disk.  Click here to learn more about the security, reliability, and confidentiality of QuickBase.

QuickBase support resources
Whether you are new to QuickBase or have been using it for years, the QuickBase Support Center provides everything from answers to common questions to detailed instructions.

QuickBase support resources include live technical support from the QuickBase Customer Success Team, online product help, live online training, and the QuickBase community forum.

Test drive QuickBase support
When you’re trying out QuickBase during a free 30-day trial you have access to all the same support resources as our customers – that includes live technical support.  Plus, you have assistance from the QuickBase Concierge Team.  Their job is to help you more quickly determine if QuickBase is a fit for your needs.

QuickBase experience
QuickBase is a proven solution backed by Intuit, the maker of TurboTax, QuickBooks and Quicken.  Over 56 of the Fortune 100 and thousands of small and medium sized businesses rely on QuickBase.  And, QuickBase has been serving customers for over nine years.

What do you think?
Please share your thoughts about and experiences with QuickBase’s data security, service and support. Have you worked with the QuickBase Customer Success Team? The Concierge Team?

What’s next?
This is the final tip in this series. It’s time for some reader feedback. Did you find these tips helpful? Do you have a favorite tip? Or maybe a team productivity tip you’d like to share that wasn’t covered?

What other topics would you like to see covered in the QuickBase blog?

by Bill Lucchini under Industry Trends, Partner Corner

On June 11th Intuit is hosting a free conference to talk about what it’s like to start a software business in today’s technical, economic, and business environment.  See my post on TheAppGap for more info on this free event.  Should be a great gathering of industry thought leaders including venture capitalists, CEOs, and analysts.  If you’re in IT, software engineering, or some related field it might worth coming and engaging in the conversation.

by Kathleen Lamphier under Industry Trends

Tip number six for improving project team productivity with customizable web-based software. The seventh and final tip is coming next week.  Want all the tips, all in one easy to read PDF file? Click here to request them.

Tip #6 – Personalize the project experience
Sure, collaborative teamwork is what project management is all about. But your team’s success depends on the integration of individual efforts – each with different needs.

For example, not everyone on your team wants or needs to see all project information, and they definitely don’t all want to see it in the same way.  You may want to assign varying levels of information access to project participants.  And, each member of your team may want to customize the project management application to view just the information that’s most important to them.

Many project teams find the following personalization features very helpful:

Adjustable permission levels
The entire team does not need equal access to project information. Customizable project management applications allow managers to control what information individuals can see – and their ability to modify, share or simply view it – by assigning different levels of permission.  This way, the project manager retains the oversight he needs, while individual participants gain access to just the information they need – no more, no less. And, confidential or sensitive information remains restricted to authorized users.

Customizable dashboards and reports
A “dashboard” is an application’s control center. It’s the first page you see when you open your application, and it puts all the at-a-glance information you need in one place.  From it, you can search, add information, create or access reports, and more.

Project management software should enable individuals to arrange their dashboard to their tastes, allowing them to easily access just the documents, records and other information most important to them. It should also enable individuals to create their own custom reports so they can see information how and when they need it.

Get personal with QuickBase
Did you know that Intuit QuickBase provides many ways to personalize your project experience? They include: roles, groups, field level permissions, dashboards and reports.

Roles
You control access to your application and information by assigning a role to a user. QuickBase roles determine what the user can see or do within your application.

Groups
You can save time when managing large groups of users, by creating a QuickBase group. QuickBase groups are a collection of similar users combined together to grant application access or special permission rights to all members at once.

Field level permissions
There may be times when you want to share your application with many users, but limit access to certain fields. QuickBase lets you choose from three access settings: No Access, View or View/Modify.

Dashboards
With QuickBase you can customize dashboards for your users, including personalized views of the information important to them, buttons to get them going to the right place fast, and information to guide them on what to do or what’s new. For example, you can add a report to the dashboard that lets each user see a list of her own unfinished tasks when she opens the application.

Reports
With seven QuickBase report types to choose from, you can display your data the way you want and interact with your data right through your reports. QuickBase reports formats include: table, grid edit, summary, crosstab, calendar, chart and timeline.

Coming next week – tip #7 – anticipate needs for security, service and support.

How are you using QuickBase’s personalization features?

by Kathleen Lamphier under Industry Trends

Here’s tip number five for boosting project team productivity with customizable web-based software. Tip six is coming next week.  If you’d like all the tips now, click here to request them.

Tip #5 – Automate recurring processes
The whole point of project management is to make more effective use of everyone’s time. Every hour of busywork you eliminate through automation is an hour liberated for more productive and more profitable use by team members.  Automating recurring processes reduces or even eliminates administrative work while providing more timely and in-depth communication.

Customizable, web-based project management software can help you:

Manage reports:
You can automatically distribute reports on a pre-arranged schedule (daily, weekly, monthly, etc.). Recipients can then interact directly with the real-time information in the report by making on-the-fly changes to the report and sorting information by category, dates, resources and more. Empowering users to create and modify reports saves you the time of creating one-off reports for various team members.

Communicate progress:
As work proceeds on the project, the application can be set up to automatically send status alerts that notify team members when new projects or tasks are assigned to them and update them when information changes – for example, when work is completed or delayed.

Prompt action:
Your web-based project management application can send reminders to notify team members in advance of task due dates to ensure that key dates are met.

QuickBase’s automatic email features streamline communication
Are you familiar with Intuit QuickBase’s automatic email features? They include:

Scheduled report subscriptions:
Creating a scheduled report subscription enables you to automatically email a report to application users on a periodic basis. For example, you can create a report subscription which automatically emails a report of all open tasks to your project team before the weekly status meeting.

Notifications:
QuickBase can automatically send out e-mails to notify one or all of your users – or notify you – when information in a record has changed or when a record has been added or deleted.  For example,  you might want help delegating work, in which case QuickBase can notify a user when a new project or task is assigned to him.

Notifications also let you apply very specific conditions to trigger the email and also target only appropriate individuals for receipt. For example, imagine your QuickBase application tracks deliveries for your company. When a delivery’s status changes to “Ready for shipment” you want QuickBase to automatically send a notification to the person listed in the “Driver” field. No problem. QuickBase can automate communication based on what data a record contains.

Reminders:
Don’t miss another deadline. QuickBase can let you know that a due date is coming up. You can set up your QuickBase application to automatically send an email reminder to you or any user to warn that an important date is approaching.

For example, you could tell QuickBase to email a reminder to each user five days before their task is due. If you want, QuickBase could also send the reminder a certain number of days after a task was due, to jog a user’s memory about a still-unfulfilled (and now overdue) task.

Coming next week, tip #6 – Get personal.

It’s your turn to share.
Do you use QuickBase’s automatic email features?

What kinds of reports do your team members subscribe to? What was your reporting process like before QuickBase?

by Kathleen Lamphier under Industry Trends

Here’s the fourth tip for improving team productivity with customizable web-based software. Tip #5 is coming Tuesday.  If you just can’t wait and want all the tips now, click here to request them.

Tip #4 – Maximize productivity while minimizing IT dependence
A desktop or custom project management solution requires IT assistance for installation, maintenance and support from both a time and hardware perspective. When you turn to your IT department (assuming you enjoy the privilege of having one) to provide you with a project management software tool, you add a burden to its schedule, delays to your implementation and an additional expense to your project.

Customizable SaaS project management solutions deliver the functionality you need without incurring new costs – in time and money – for installing software, adding new features or for maintenance and support.

For maximum efficiency and productivity, your project management software application should provide:

Convenience:
With the right application, your team can access project information over the Web, whenever and wherever they want. They can create and modify reports instantly without IT or developer assistance. And they can update their own task status, fast.

Customization:
Team members can easily change row and column names, create real-time reports, personalize their application dashboard to see just the project information they need, and more – all on the fly.

Speed:
Your project management software should enable you to collaborate right away, without installation or custom development delays or extensive training.

Scalability:
Teams are fluid groups of individuals that form, dissolve and re-form over time. Managing secure access and assigning varying levels of permission for each user should be simple enough for the application administrator (the person who can customize the application and access permission levels) to do without IT assistance. And adding users to the project management software should be as simple as sending an email.

Updates:
Every off-the-shelf software upgrade requires installation on each user’s machine – a time-consuming process. One of the major advantages of SaaS project management solutions is that upgrades are made automatically without imposing any work on you or your IT team.

Coming Tuesday, tip #5 – Automate recurring processes

How about you?
Has QuickBase helped you increase productivity and minimize dependence on IT?

Has QuickBase’s customizable dashboard feature helped your team members focus on the information that’s most important to them?

While commenting on a recent post of mine, one customer, Lou Brothers, shared how “using Dashboards and Notifications has really increased the quality and speed of [project] updates. Since everyone can see the information that pertains specifically to them they can focus on providing updates and ignore the ‘noise’ from everyone else.”

by Kathleen Lamphier under Industry Trends, Uncategorized

Here’s the third tip for boosting team productivity with customizable web-based software. Another tip is coming Tuesday but if you’d like all the tips now, click here to request them.

Tip #3 – Get the hosted app advantage

A hosted project management solution gives your team members access to the information they need – wherever and whenever they need it – allowing faster response, reducing errors and enabling better decisions.  It helps your team:

Overcome geographic obstacles
Whether team members are in Paris or Peoria, they can collaborate on projects. Staff, vendors, partners and customers can work together regardless of location.

Remove time boundaries
The Internet is up and ready 24/7 – so participants can work on projects regardless of the time of day or time zone.

Hosted project management solutions also help minimize administration and maximize security, allowing you to:

Reduce installation, maintenance and even training hassles
By eliminating the need to install and run the application on your own computer, SaaS removes the burden of software maintenance, ongoing operation and support. The only software that team members need on their computers is one they already have and know how to use – a Web browser.

If you choose a customizable SaaS solution, you can adjust the application to match your existing project management process, drastically minimizing the need for application training. Customizable software accommodates the way you and your team work, not vice versa, making adoption much easier.

Reduce security threats
USB drives, email attachments and laptops are prone to data loss, theft and other security leaks. Using a hosted Web-based application means your team doesn’t have to store or email information. Instead, it’s all stored in a secure data center managed by your SaaS vendor.  For example, QuickBase uses the same data center that handles millions of tax returns via TurboTax for the Web each year.

Coming Monday, tip# 4 – How to do more and rely on IT less.

How have you used QuickBase’s customization features?
One customer I spoke with told me she looked at several packaged CRM applications, determined what she liked from each, then created her own custom QuickBase CRM application adding in those features she liked from the other applications and creating her ideal app.

Has anyone done something similar with QuickBase for project management?

Share your story.
One customer, KLH, commented on a recent post of mine and mentioned that his team “needed a robust Proj Mgmt Application(s) that was totally tailorable to our client’s needs. QuickBase was the solution of choice…”

Have you customized QuickBase to work the way you want?
To match your existing process? Tell us about your process. And about life before and after QuickBase.