file maker webinar

talks!

Is FileMaker Right for Your Organization?November 18, 2010Audio is only available by calling this number:Conference Call: 866-740-1260; Access Code: 6339392

Sponsored by

Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Using ReadyTalk

• Chat & raise hand • All lines are muted• If you lose your

internet connection, reconnect using the link emailed to you.

• If you lose your phone connection, re-dial the phone number and re-join.

• ReadyTalk support: 800-843-9166

You are being recorded…

• Streaming into Second Life• This seminar will be available on the

TechSoup website along with past webinar presentations:– www.techsoup.org/go/webinars

• You will receive a link to this presentation, material and links.

• After the webinar, you can ask follow-up questions in our Community Forum:– http://bit.ly/fmaker

• Twitter hashtags: #techsoup

talks!

Is FileMaker Right for Your Organization?

Presenter: Kevin Mullins & Glen SuarezSponsored by

We are working toward a time when every nonprofit and social benefit organization on the planet has the technology

resources and knowledge they need to operate at their full potential.

Today’s Speakers

Kami Griffiths TechSoup Global

Kevin MullinsAngelorum Pregnancy

Services

Assisting with chat questions: Kevin Lo, TechSoup Global & Glen Suarez, FileMaker

Agenda

• What is FileMaker• How to get started• Developing a database• Managing and maintaining data• Staff Training

• Online access and security

Do you currently use spreadsheets

to track anything regularly?

• Yes• No

What is FileMaker?

Marketing Answer:Database management for Windows, Mac, and the webFileMaker Pro is powerful, easy-to-use database software that helps you and your team get any task done faster. Millions of people in business, government, and education use FileMaker Pro to manage all their information.In addition to the more than 30 built-in Starter Solutions that help you manage your important tasks, FileMaker Pro also has more easy-to-use tools to enable you to:•Create custom databases•Produce Reports•Publish data to the web•Share data in a couple of clicks

What is FileMaker?

Real World Answer:FileMaker is a tool that allows you to design solutions to your problems.•Organize your data into logical groupings allowing for better reporting•Create related links among your data•Create process workflows•Provide a system that enforces consistency of data

Why FileMaker?

• FileMaker Pro is the ease of use champion• Designed from the ground up for non-technical people• Works on Macs or PCs, it is one of the best solutions for mixed OS

companies

PC Magazine named FileMaker its editors choice for databases. http://www.pcmag.com/article2/0,2817,2366797,00.asp

“.. It's an ideal way for those not well-versed in database design to create a database or ad-hoc report. With FileMaker Pro 11, small businesses can create powerful relational databases; easy-to-use does not translate into poor database development.”

ExamplesAuction Management – Building Catalog Item from Donations

ExamplesAuction Management – Save final Catalog to a PDF to send to Print Shop

ExamplesAuction Management – Bid Sheet Print Layout

ExamplesAuction Management – Final Checkout

ExamplesAuction Management – Invoice Print Out

ExamplesContact Management – Detail View

ExamplesContact Management – List View

ExamplesContact Management – Print Out

ExamplesContact Management – Another Free Example Detail Layout

ExamplesContact Management – List View

ExamplesDonation Management – Free Solution from www.filemakerdonations.com

ExamplesDonation Management

ExamplesDonation Management – Print Lables

ExamplesBuilt in Templates

• Inventory

• Inventory• Expense

Reporting

Reporting• Purchase

Orders

Orders• Email

Campaign Management

Orders• Email

Campaign Management

• Music Library• 25 More

Getting Started from Excel

• Decide if a template will meet the basic needs or if you need to start from scratch. http://www.filemaker.com/solutions/starter_solutions_descript.html

• Select “Start from a Starter Solution” • Then import your excel file using the

import wizardOR• With some simple excel files you can

drop the excel file onto the FileMaker icon & it will use the file to start a basic database.

Designing a Solution

• Define a Mission Statement and Mission Objective

• Analyze what you currently use• Identify your Data Elements• Separate your Elements (Entities) by

type• Identify your relationships. How do your

entities relate to each other?• Define the business rules & reporting

needs of your data

Multi-User Solutions

FileMaker allows you to share your data with others in a few different ways.•Personal Data Sharing

– With another FileMaker user (9 users)– Via your internal network using Instant

Web Publishing (5 users)•FileMaker Server

– Dedicated server on site (250 – 900 users)– Hosted File on 3rd Party Server (250 users)

Multi-User Considerations

• Security & Permissions• Significance of Global Fields in a

Mulit-user Solution• Network Performance• Number of users• Data consistency

User Access

• Another copy of FileMaker

User Access

• Via Instant Web Publishing local network

User Access

• FileMaker Go for iPad & iPhone

User Access

• FileMaker Go for iPad & iPhone

• Web via PHP

Review

• FileMaker is a tool that can help you solve many business problems.

• Start building by importing your existing excel files.

• With proper planning and design you can build a solid solution quickly with FileMaker.

• There are many resources available for learning FileMaker.

• FileMaker solutions can meet HIPPA & PCI Compliance standards.

Resources

Websites• http://www.filemaker.com/• http://www.filemakerfree.com/• http://fmlayoutmode.com• http://www.fmpug.com• http://www.findfilemakerdevelopers.com/• http://http://fmforums.com/

Books• FileMaker Pro 11: The Missing Manual• Learn FileMaker Pro 10

Online Video Training• Lynda.com - FileMaker 11• VTC.com – FileMaker 11

Other• TechSoup Article: A Nonprofit’s Introduction to FileMaker Pro• FileMaker Support

Get FileMaker Through TechSoup• Products Offered

– FileMaker Pro 11 (single-user license) & FileMaker Server 11 • Pricing

– FileMaker Pro 11 is available for a $179 admin fee (a 40% discount off retail)

– FileMaker Server 11 is available for a $599 admin fee (a 40% discount off retail)

• Rules & Eligibility– Available to all 501(c)3 nonprofit organizations based in the

United States– Not available to organizations in U.S. Territories at this time.– Products may only be distributed to qualifying organizations,

and not individuals. – FileMaker licenses may not be transferred or resold.– TechSoup customers may request up to four (4) licenses per

FileMaker product per TechSoup fiscal year (July 1 – June 30)

Other Ways to Purchase FileMaker

• Non-Profit Volume Licensing for those looking for larger quantities– https://store.filemaker.com/US/ENG/EDU/entry/form/

• Single user licenses for those that do not qualify for the TechSoup discount program– https://store.filemaker.com/US/ENG/RTL/

talks!

Questions?

Submit your questions using the chat box.

Continue the Discussion…

• Additional questions can be answered by posting in in our Community Forum:– http://bit.ly/fmaker

Upcoming Webinars

• Manage your Data, Donations and More with CiviCRM– Tuesday, November 23, 11 a.m.

Thank you to our Webinar Sponsor!

ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week.

For more information: pages.readytalk.com/techsoup.html

talks!

Thank you! Please complete the post event survey!

Kami Griffiths, kami@techsoup.org, 415-633-9392

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