Examples of how customers have integrated and customized QuickBase to do almost anything!
Integrating with Equifax, Talend ETL, Electronic Signatures and More
MCF Technology Solutions is a full service Web 2.0 PaaS service provider and QuickBase partner. MCF helps clients realize a vision of a future of efficient business process execution, where information for decision making is readily available and where technology plays an integral role in supporting the business as opposed to being a barrier to success.
In this particular scenario, MCF is helping mid-size company Patriot's Custom Wheels replace an out-dated, cumbersome Access database with a complete end-to-end solution on QuickBase to automate and optimize their sales and loan process. The effort involves integrating QuickBase with a SQL backed web-application, Equifax, Agreement Express, Linkshare, UPS and Bank of America Credit Card Processing using Talend ETL.
Here’s the front end process…
1.) The initial credit application is pulled from the Patriots Custom Wheels’ website forms via an integration with their Web content management company’s SQL database.
2.) Then an application record is automatically generated in QuickBase using Talend ETL Integration. As the application is loaded to QuickBase from the website the Java component "machines" set up in Talend ETL automatically pull the apllciant's creidt using the Equifax API.
3.) The application, if approved, gets auto assigned to a sales rep via a complex set of rules and a record is sent to Linkshare for lead source reconciliation. Sales does their thing, builds the final order, collects and processes the client’s credit card for a down payment, and then hits a button in QuickBase to setup and launch the legally binding "Digital Contract" via Agreement Express which is integrated using yet another Talend ETL job.
4.) The digital contract is filled out by the client and digitally signed. Another Talend ETL job routinely updates the contract staus in QuickBase and and returns client subitted data to Patriots Application. Once the contract is complete and signed by all parties the order moves to it's final stages.
5.) The completed contract and client submitted information for the order gets validated and the order is finalized. Following, a Purchase Order is cut usin QuickBase, the order ships and the delivery process is tracked via UPS. The transaction has been completed.
To get into some of the specifics around these integrations:
* MCF worked with Patriots to consolidate hosting providers and set up domains on a single hosting service that allowed database access via ODBC making it easy to connect and extract data using Talend ETL tools.
* Patriot's was already using the Equifax credit reporting service but manually pulled each credit report over the web which was taking hours per day for the staff - there was much room for improvement with the rate at which agents were able to follow up and contact loan applicants. MCF used Talend ETL tools to automate the credit report retrieval and push the data to QuickBase for review. Now low credit scores and duplicate applications are automatically filtered out, and applications are reviewed and assigned to sales within minutes of client submission.
* Finally, MCF solved the clients need to collect electronic signatures to help save time, avoid errors and eliminate overnight document shipping costs. Now the client can dynamically populate the agreements from QuickBase data and collect data entered by the signers back to the QuickBase application. Ultimately this portion of the project was completed by integrating QuickBase and Agreement Express.
The later of these two integrations were not simple, out-of-the-box efforts. To read more about MCF's work with this particular client, read the MCF blog The Good, Bad and Ugly of Technology Service Integration