QuickBase Confidential and Proprietary 1 Inspections, Assessments and Audits, Oh My! October 12, 2016 Marykate Gass | Sales Engineer, QuickBase Scott Burday | Client Solutions, Trinity Charles Guilbert | Solution Architect, Trinity
QuickBase Confidential and Proprietary1
Inspections, Assessments and Audits, Oh My!
October 12, 2016
Marykate Gass | Sales Engineer, QuickBaseScott Burday | Client Solutions, TrinityCharles Guilbert | Solution Architect, Trinity
QuickBase Confidential and Proprietary2
Marykate GassSales Engineer
QuickBase
Scott BurdayClient Solutions
Trinity
Charles GuilbertSolution Architect
Trinity
Meet the Speakers
QuickBase Confidential and Proprietary3
• What do you need to track and measure?• Using native QuickBase to create inspections,
assessments and audits apps• Tailoring apps to manage and track inspections,
assessments and audits in QuickBase• Key takeaways• Q&A
Webinar Agenda
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What do you need to track and measure?
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So many definitions of the same thing…
Inspection
Quality Control
Audit
Grade
Judge
EvaluationAssessment
Review
Approvals
QuickBase Confidential and Proprietary6
With one basic objective…
Measure the outcome of an
Action…
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Why track in QuickBase?
Scalable AppsEasy developmentand maintenance
Agile dashboardsFlexible reportsfor tracking
& measurement
Integration with legacy systems
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Using native QuickBase to create inspections, assessments and audits
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Native QuickBase App
• Native QuickBase + new Webhooks functionality
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Native QuickBase App
• Let’s take a look…
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Tailoring apps to manage and track inspections, assessments and audits in QuickBase
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EH&S TeamsInspections
Introducing TrinityAudit
AccountingAudits
Health CarePatient Assessments
HR TeamsEvaluations
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So many definitions of the same thing…
Inspection
Quality Control
Audit
Grade
Judge
EvaluationAssessment
Review
Approvals
QuickBase Confidential and Proprietary14
• Let’s take a look…
Introducing TrinityAudit
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Key takeaways
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Choose your solution. QuickBase is a perfect platform to track and measure outcomes of an action.
Plan ahead. Understand the app requirements and all the work that needs to be done to
get there. This will help you create the best, most scalable app for your business.
Call in reinforcements. When you can’t do it yourself—or you simply don’t want to—call on a
QuickBase Solution Provider. They’re here to help.
Key takeaways
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• 18 years in business, 12 years as a QSP
• Trusted, knowledgeable, amazing apps
• Solutions that drive productivity, accuracy and quality
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Q& A
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Thank You