GET MORE DONE WITH QUICKBASE ADD-ONSImproving workflow with QuickBase Add-ons

Keith Jusas

President, Juiced Technologies, Inc.

#EMPOWER2015

① Introduction

② Add-ons

③ QuickBase Tools

④ Client Use Cases using Add-ons / QuickBase Tools

⑤ What’s next?

⑥ Q & A – Text to 240-284-4252

Agenda

1 Introduction

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Keith Jusas

Keith Jusas is the President and CIO of Juiced Technologies, Inc. and has been an IT professional for more than

25 years. Throughout his career Keith has performed various roles from software developer to executive leader

and has worked with many different technologies along the way.

Bios

Juiced Technologies, Inc.

Juiced Technologies, Inc. is a New York based IT services company specializing in developing business

applications using the latest cloud based technologies with an emphasis on the Intuit QuickBase platform.

Juiced Technologies works with businesses of all sizes helping them achieve success by implementing the

appropriate technology for their individual needs.

2 Add-ons

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• Accessories or Extensions to a product

• Provide functionality not native to the product they target

• Designed to maximize your investment in that product

• Helps you to “Get More Done” efficiently and cost effectively!

• Exist in many Products today

o Intuit QuickBooks via the Intuit Marketplace

o SalesForce via the SalesForce AppExchange

o Intuit QuickBase via the Partner Portal

What are Add-ons?

3 QuickBase Tools

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• Hosted by Juiced Technologies

• Built for ALL QuickBase Clients

• Easy to Install and Deploy (hours vs. weeks)

• Easy to Use

• Customizable

• Evolving as new web service offerings become

available

• Add-ons to the Intuit QuickBase Platform

• Extend the core features and functionality

• Designed and developed by Juiced

Technologies.

What are QuickBase Tools?

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• Document Creation, Signing and Routing

• File Management and Storage

o Image Resizing and Rotating

o Multi File Upload

o Amazon S3 and DropBox

• Calendaring

• Documentation

• Miscellaneous

Add-on Categories

www.quickbasetools.com

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Featured Add-ons

Exact Forms Plus!

DocuSign for QuickBase

Courier for QuickBase

Text My QuickBase

Triggers for QuickBase

4 Client Use Cases

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• Market: Private Equity Real Estate Investment

• Use Case: Investor statement generation and delivery

• Previous Workflow: Manual process involving Excel files

• Add-ons Deployed: Exact Forms Plus! and Courier for QuickBase

• Benefits: Time Savings, Accuracy, Efficiency, Consistency

Client: Wolcott Group

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• Market: Energy Solutions

• Use Case: Create Credit Application, Client Communication, Create Certificate of

Completion, get Client Feedback

• Previous Workflow : many manual steps and manual emails

• Add-ons Deployed: Exact Forms Plus!, DocuSign for QuickBase and Courier for QuickBase

• Benefits: Automation, Accuracy, Efficiency, Consistency, Improved Communication

Client: Zero Energy

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• Market: Health Club

• Use Case: Equipment Maintenance Alerts

• Previous Workflow : Members report service to club manager/front desk

• Add-ons Deployed: Text My QuickBase, Triggers for QuickBase

• Benefits: Decreased time out of service, Increase in equipment service requests, Better

visibility of equipment needing service

Client: Work Out World

5 What’s next?

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Newly released this week!

Gantt for QuickBase

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Intuit Products Workflow

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Integrations

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Special Offer for EMPOWER Attendees

• 3 months free hosting

• No setup costs

• No obligation to continue

HTML Editor for QuickBase

Send a Text to 224-365-8096 to register

Include your email address

6 Q & A - Text to 240-284-4252

THANK YOU