QuickBase Overview Video
Cost Effective QuickBase Solves Big Application Development Challenges
D.C. Government Trades Spreadsheets for Transparency and Accountability
Location: Room 146
D_C_ Government Trades Spreadsheets for Transparency and Accountability Presentation [PPT]
Cost Effective QuickBase Solves Big Application Development Challenges
“The agile application approach we chose, enabled us not only to meet the big business challenges, but also to create fast solutions for hundreds of little business problems from every agency and every office,” said interim District Chief Technology Officer Chris Willey.
The Challenges: •District Government agency transparency and accountability unattainable with spreadsheet-based data •Limited technical resources available for custom application development •Limited financial resources available for custom application development, especially during 2008-2009 recession •Custom application development too costly and time-consuming given only niche needs for applications
The Solution:
•Cost effective, customizable web-based solution gives agencies timely access to critical data
•Agile applications solve big challenges and hundreds of little business problems at agencies
•Secure, online database streamlined workflow processing, reduced data errors and compliance reporting
•Dashboards, email notifications, and roles & permissions enable District agencies to securely manage business processes and relevant data
The Results:
•OCTO deployed 155 custom applications across 11 agencies in 10 months with only one technical resource
•OCTO saved $7.51 million in application development and deployment costs
•OCTO eliminated processing errors previously caused by data inaccuracy and lack of transparency
•OCTO reduced costs and strain on IT resources with agency users customizing the new custom apps
Video

Chris Willey
D.C. Office of the Chief Technology Officer
Biography Chris Willey Interim Chief Technology Officer, District of Columbia Government
Chris Willey brings to the role of interim Chief Technology Officer (CTO) more than 17 years of IT experience in senior management and web development.
Willey most recently served as the Deputy CTO of Infrastructure Services for the Government of the District of Columbia. Among his duties were managing DC’s Information Technology (IT) infrastructure (desktop computers, servers, mainframes, networks and data centers) and leading the District’s public Wi-Fi initiative, which offers free Wi-Fi hotspots in government locations throughout the city. As Deputy CTO, Willey led a diverse staff of over 200 serving the District’s 500,000+ residents and 80 DC government agencies and departments.
Before joining the District, Willey served as the CTO for the Metropolitan Washington Council of Governments (CoG) for over three years. In this capacity, he developed the organization’s first IT strategy plan and aided Chief Information Officers around the National Capital Region to envision and implement regional technology solutions, such as deploying wireless broadband and fiber-based networks for emergency communications. Previously, Willey was the CTO for One Economy, a digital divide-focused nonprofit that provides computers, Internet access, and content to low-income families in the US and abroad. At OneEconomy, Willey was responsible for the IT budget, policies and all organizational and partner websites.
Willey holds an MBA from the University of Maryland’s Robert H. Smith School of Business. He earned Bachelor of Art degrees in English and comparative literature from the University of Massachusetts, Amherst. Chris Willey resides with his wife in Southeast DC.
America’s Most Trusted Companies in Privacy
Traverse City, Mich. and San Francisco – September 16, 2009 – Comprehensive analysis of the privacy practices of America’s largest brands found eBay, Verizon and the U.S. Postal Service to be the winners of the 2009 Most Trusted Companies for Privacy Award, commissioned by Ponemon Institute, an information security research company, and TRUSTe, the most widely recognized privacy trustmark company on the Web.
The Ponemon Institute and TRUSTe conducted a two-stage survey to gauge the privacy policies and practices of leading consumer brands. First, the companies were rated as “most trusted” in an unaided survey of 6,486 adult-aged U.S. consumers. Second, an expert review panel at the Ponemon Institute judged the companies based on rigorous criteria, including the clarity and readability of privacy statements, notice, access to account information, cookie management, in- and out-of-network data sharing practices, as well as the availability of customer service staff.
According to the 2009 survey results, eBay is the Most Trusted Company for Privacy, proving that the e-commerce site can protect consumer privacy, all while handling massive volumes of sensitive data across the globe. Verizon earned the ranking as the second most trusted company, while the U.S. Postal Service, WebMD, and IBM rounded out the top five.
Verizon and the U.S. Postal Service became the very first telecommunications and government organizations, respectively, to crack the top three. Also of note, Facebook made its first ever appearance in the top 10, despite a tumultuous year for the social network’s privacy practices. This jump signifies Facebook’s commitment to implementing privacy practices that are approved by both their user community and privacy experts.
The rankings reflect a picture of today’s uncertain but evolving consumer reality, with long-standing brands making a strong showing alongside newer online properties, which ultimately comprised four of the top-ranked companies. IBM’s continued presence on the list shows the power and durability of its brand with both business and consumers.
|
2009 Award Winners
|
|
| 1 eBay | 6 Procter & Gamble |
| 2 Verizon | 7 Nationwide |
| 3 US Postal Service | 8 Intuit |
| 4 WebMD | 9 Yahoo! |
| 5 IBM | 10 Facebook |
E-discovery of E-docs
E-discovery of E-docs – By Dennis McCafferty – 2009-09-16
Tracking documents across devices is a full-time job.
On any given day, Ft. Lauderdale, Fla.-based American Document Management (AmDoc) assists its thousand corporate and government customers by tracking down their e-documents with the tenacity of a TV sleuth. Its customers are dealing with litigation and compliance cases large and small—from divorce proceedings to major corporate lawsuits—which means accessing e-docs is often key to a case’s outcome.
“With today’s wealth of electronic devices, so many documents are stored on laptops, cell phones, digital cameras and GPS systems that there could be enough [information] on each device to fill a 4-foot-long filing cabinet,” says Karen Unger, AmDoc’s president and CEO. “We find the critical files for our clients and get them organized, even if they’ve been deleted. We’re like a CSI for computers.”
Given that AmDoc’s business is based on content and documents, the company has taken its own advice by maximizing efficiency when it comes to generating and tracking its own sales reports. In the past, however, Unger and the sales teams often found themselves buried beneath solutions that required excessive personnel resources. There was also a glut of customer-related contracts to stay on top of manually, and contract-renewal deadlines were sometimes missed.
“We dealt with several vendors that offered automated solutions for these needs,” Unger says, “but when it came to the basic things we wanted—like finding out how many calls a salesperson made in a week—we couldn’t automatically retrieve it. That should be part of the basic package, shouldn’t it?”
AmDoc found a better way through a solution called QuickBase from Intuit. Unger no longer has to manually retrieve and send sales reports: An e-mail-based application now automates that process. There’s also a template that allows Unger to see whether sales tasks and goals are being met in real time, versus having to wait until the end of the quarter. This allows for quicker corrective action, if needed.
Similarly, reports relating to sales lead generation, calls and meetings are produced electronically for easier retrieval and oversight. Sales teams now save four hours a week on time that used to be spent manually producing these reports. The solution also sends e-alerts to staff members when customer contracts need to be renewed and when payments are due, so there are no more missed lease payments or contract renewals.
AmDoc is even expanding its use of QuickBase to serve its HR and inventory needs. “Now, when employees are hired, we’ll be able to track their hiring date, the date when their evaluation and raises are due, and when their tax status changes,” Unger says.
“With inventory, when a computer maintenance agreement is expiring, we’ll find out about it two months in advance. That way, we can budget for the renewal ahead of time instead of being hit with it by surprise.” —D.M.
Web-based applications that adapt to your business
INTUIT QUICKBASE |
|
|
Quickbase Case: ProPoint Graphics
Filed under: Intuit, Intuit QuickBase, QuickBase, QuickBooks, SaaS
Profile
ProPoint Graphics specializes exclusively in PowerPoint and Flash presentation production on a project and ongoing basis. ProPoint Graphics has completed thousands of presentations for over a thousand clients of all sizes across most industries throughout the United States. The company meets the needs of its client base by delivering high-quality, professional presentations quickly and cost-effectively. ProPoint Graphics is a privately owned company and has successfully leveraged the right technology to maximize productivity among its employees, which include full-time, part-time and contract workers.
Challenges
QuickBooks Enterprise 8.0
SendToQuickBase for QuickBase – Product Demo
The gap between Outlook and QuickBase has been bridged for the first time with a single click of the mouse using SendToQuickBase. This new product from SoftTech allows Outlook email messages, contacts, calendar entries, tasks and notes to be easily saved into QuickBase. Upon saving, the information is automatically related to any existing QuickBase record such as a customer, sales lead, or project record.
What’s new in QuickBooks 2009
Check out the cool new features of QuickBooks 2009 that will help you work smarter, not harder. Go to http://www.quickbooks.com for more information.



