inspections, assessments and audits, oh my!

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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

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Page 1: Inspections, Assessments and Audits, Oh My!

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

Page 2: Inspections, Assessments and Audits, Oh My!

QuickBase Confidential and Proprietary2

Marykate GassSales Engineer

QuickBase

Scott BurdayClient Solutions

Trinity

Charles GuilbertSolution Architect

Trinity

Meet the Speakers

Page 3: Inspections, Assessments and Audits, Oh My!

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

Page 4: Inspections, Assessments and Audits, Oh My!

QuickBase Confidential and Proprietary4

What do you need to track and measure?

Page 5: Inspections, Assessments and Audits, Oh My!

QuickBase Confidential and Proprietary5

So many definitions of the same thing…

Inspection

Quality Control

Audit

Grade

Judge

EvaluationAssessment

Review

Approvals

Page 6: Inspections, Assessments and Audits, Oh My!

QuickBase Confidential and Proprietary6

With one basic objective…

Measure the outcome of an

Action…

Page 7: Inspections, Assessments and Audits, Oh My!

QuickBase Confidential and Proprietary7

Why track in QuickBase?

Scalable AppsEasy developmentand maintenance

Agile dashboardsFlexible reportsfor tracking

& measurement

Integration with legacy systems

Page 8: Inspections, Assessments and Audits, Oh My!

QuickBase Confidential and Proprietary8

Using native QuickBase to create inspections, assessments and audits

Page 9: Inspections, Assessments and Audits, Oh My!

QuickBase Confidential and Proprietary9

Native QuickBase App

• Native QuickBase + new Webhooks functionality

Page 10: Inspections, Assessments and Audits, Oh My!

QuickBase Confidential and Proprietary10

Native QuickBase App

• Let’s take a look…

Page 11: Inspections, Assessments and Audits, Oh My!

QuickBase Confidential and Proprietary11

Tailoring apps to manage and track inspections, assessments and audits in QuickBase

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QuickBase Confidential and Proprietary12

EH&S TeamsInspections

Introducing TrinityAudit

AccountingAudits

Health CarePatient Assessments

HR TeamsEvaluations

Page 13: Inspections, Assessments and Audits, Oh My!

QuickBase Confidential and Proprietary13

So many definitions of the same thing…

Inspection

Quality Control

Audit

Grade

Judge

EvaluationAssessment

Review

Approvals

Page 14: Inspections, Assessments and Audits, Oh My!

QuickBase Confidential and Proprietary14

• Let’s take a look…

Introducing TrinityAudit

Page 15: Inspections, Assessments and Audits, Oh My!

QuickBase Confidential and Proprietary15

Key takeaways

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QuickBase Confidential and Proprietary16

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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QuickBase Confidential and Proprietary17

• 18 years in business, 12 years as a QSP

• Trusted, knowledgeable, amazing apps

• Solutions that drive productivity, accuracy and quality

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QuickBase Confidential and Proprietary18

Q& A

Page 19: Inspections, Assessments and Audits, Oh My!

QuickBase Confidential and Proprietary19

Thank You