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 Kirk Trachy under QuickBase Advice & Tips

A writer asked me the other day, “What is QuickBase’s most distinguished feature?”

If you have been a QuickBase user for any time you are probably reeling like I did. Where to start? There are so many.

I landed on one of QuickBase’s core functions. Its role functionality.

If you have ever attended one of my 10 weekly webinars you will hear me say, “If you can say it, you can do it”. The role functionality describes what you can “see” and “do” right down to the field level of any table in any application for any customer, client, user or administrator. I have been with QuickBase for almost five years and have yet to come across a scenario that we have not been able to address with QuickBase roles.

You can create as many roles as you like and make them as unique and customizable as you like. One large retailer decided to take this to an extreme with over 1,000 unique roles and dashboards. That wasn’t really necessary but it is an example of how open and flexible QuickBase is.

Each role in QuickBase can control a default dashboard, whether you want the drop down menus and tables accessible, and it allows you to dissect each table and control its “Add”, “View” and “Modify” functionality right down to the field level. The process is the same for each table, so what you did for Contacts and Opportunities is the same as what you will do for Projects and Tasks.

A popular functionality is taking ANY unique role and assigning this role to an anonymous user we call, “Everyone on the internet”. That means that people on the internet who are not QuickBase users can do anything an Administrator can do. In reality, people usually pare back the role that they extend to anonymous users. Maybe they allow them to add records and receive email notifications on status changes. By the way, maybe you want different roles to have different dashboards? You can. You can also have a different web Form for each role as well. That isn’t just for adding a record. This applies to editing, displaying and grid editing forms as well. What you see on add may be different on the resulting displayed view and still different on edit and still different on grid edit.

Let me take this one step further. You can overlay as many roles as you like with as many users as you like too. For instance maybe you want to copy a role used by other people but just add this one very small approval field that no one else has access to, you can.

An example of an “Everyone on the Internet” application can be viewed by anyone at:
https://www.quickbase.com/db/bcyiggmep

Click the “Add a Request” button:
https://www.quickbase.com/db/bcyiggmeq?a=GenNewRecord

The above form is actually way different than the internal form and contains much behind the scenes linking and workflow. All controlled with role functionality.

Another example of the power of QuickBase roles is the QuickBase Project Manager 4 in 1 application. It actually is one application but with 4 distinct levels of functionality for all the roles.

Check a copy from our application library at:
https://www.quickbase.com/db/bbtt9cjr7?a=dr&rid=528

To get a copy, click the “Get App” button.

If anyone has a request for a particular new application, let me know. You can always find me in one of our ten weekly live webinars by registering at:
http://quickbase.intuit.com/webinars/.

Have a great day.

Kirk Trachy – QuickBase Evangelist