creating a "gps" for your business (from project request to success)
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QUICKBASE WEBINAR
GORDON TREDGOLD: LEADERSHIP PRINCIPLES LLC
KIRK TRACHY: INTUIT QUICKBASE
CREATING A “GPS”
FOR YOUR BUSINESS:
from Project Request to Success
JANUARY 21, 2015
• CEO and Founder of Leadership Principles• Former Head of Service Delivery for
Germany-based manufacturing company, Henkel
• Inc. Magazine Top100 Leadership and Management Expert and #1 Leadership Expert to Follow on Twitter
• Creator of FAST Leadership
Personal Website: www.gordontredgold.comBlog: www.leadership-principles.comFacebook www.facebook.com/LeadershipPrinciplesEmail Gordon@leadership-principles.comTwitter @gordontredgold
Products/BooksLeadership It’s a Marathon Not a SprintPractitioners Guide to Leadership Both available on Amazon.com.
Training FAST Leadership Course
Return Guest: Gordon Tredgold
1. Quick Review of Gordon Tredgold’s F.A.S.T Leadership Principles
2. The Spreadsheet Option – Gordon’s Experience at Henkel
3. The QuickBase Alternative (650+ ready-made business apps)
4. QuickBase for Managing Projects – Showcasing Our Most Popular PM App
5. Steps You Can Take
6. Q&A
TODAY’S AGENDA
Focus Accountability
TransparencySimplicity
TRANSPARENCY: YOUR BUSINESS GPS
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Plan
Plan
Transparency means having a plan of the expected progressClear data points at 5-10% intervals from start to finishProgress needs to be reviewed, with actual results, not assumed results
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Plan
Actual
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Plan
Actual
Project is clearly going to fail
Actions need to be taken
Projects is clearly on track
Continue to monitor monthly
TRANSPARENCY: YOUR BUSINESS GPS
CONFIDENTIAL 7
THE CHALLENGE = MANY SPREADSHEETS
CONNECTED APPLICATIONS (MULTIPLE APPS)
Projects
Project Portfolio Manager
Documents
Resource
ProjectionsResource Pools
APPLICATION
CONNECTED APPLICATIONS (MULTIPLE APPS)
Projects
Project Portfolio Manager
Documents
Resource
ProjectionsResource Pools
APPLICATIONS
Time Cards
Projects Tasks Resources
ABC Project Manager 3
Documents
CONNECTED APPLICATIONS (MULTIPLE APPS)
Projects
Project Portfolio Manager
Documents
Resource
ProjectionsResource Pools
CONNECTED APPLICATIONS (MULTIPLE APPS)
Time Cards
Projects Tasks Resources
ABC Project Manager 3
Documents
CONNECTED APPLICATIONS (MULTIPLE APPS)INTUIT QUICKBASE - DEMO
HOW YOU CAN GET STARTED USING QUICKBASE
Steps you can take:
1. Build it yourself from scratch
2. Browse ready-made Apps➜QuickBase Exchange apps are free ➜QuickBase Webinars are free➜QuickBase Support is free
3. Have a QuickBase Solution Provider (QSP) build it for you
CONFIDENTIAL 12
YOUR UNIQUE PROCESS – YOUR WAY
Questions?
1. FAST Leadership Training
6 Week Online Course Next course starts: March 2, 2015
Cost $799 for all 6 Online ClassesSpecial Discount of $300 for Webinar registrants using:
www.gordontredgold.com/intuit within 48hrs
2. Free 30-day trial of the QuickBase apps showcased today – via email this week
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