talks! Is FileMaker Right for Your Organization? November 18, 2010 Audio is only available by calling this number: Conference Call: ; Access Code: Sponsored by Is FileMaker Right for Your Organization? Conference Call: Access Code: Using ReadyTalk Chat & raise hand All lines are muted If you lose your internet connection, reconnect using the linked to you. If you lose your phone connection, re-dial the phone number and re-join. ReadyTalk support: Is FileMaker Right for Your Organization? Conference Call: Access Code: 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 Suarez Sponsored by Is FileMaker Right for Your Organization? Conference Call: Access Code: 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. Is FileMaker Right for Your Organization? Conference Call: Access Code: Is FileMaker Right for Your Organization? Conference Call: Access Code: Todays Speakers Kami Griffiths TechSoup Global Kevin Mullins Angelorum Pregnancy Services Assisting with chat questions: Kevin Lo, TechSoup Global & Glen Suarez, FileMaker Is FileMaker Right for Your Organization? Conference Call: Access Code: Agenda What is FileMaker How to get started Developing a database Managing and maintaining data Staff Training Online access and security Is FileMaker Right for Your Organization? Conference Call: Access Code: Do you currently use spreadsheets to track anything regularly? Yes No Is FileMaker Right for Your Organization? Conference Call: Access Code: What is FileMaker? Marketing Answer: Database management for Windows, Mac, and the web FileMaker 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:Starter Solutions Create custom databases Produce Reports Publish data to the web Share data in a couple of clicks Is FileMaker Right for Your Organization? Conference Call: Access Code: 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 Is FileMaker Right for Your Organization? Conference Call: Access Code: 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. .. 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.small businesses Is FileMaker Right for Your Organization? Conference Call: Access Code: Examples Auction Management Building Catalog Item from Donations Is FileMaker Right for Your Organization? Conference Call: Access Code: Examples Auction Management Save final Catalog to a PDF to send to Print Shop Is FileMaker Right for Your Organization? Conference Call: Access Code: Examples Auction Management Bid Sheet Print Layout Is FileMaker Right for Your Organization? Conference Call: Access Code: Examples Auction Management Final Checkout Is FileMaker Right for Your Organization? Conference Call: Access Code: Examples Auction Management Invoice Print Out Is FileMaker Right for Your Organization? Conference Call: Access Code: Examples Contact Management Detail View Is FileMaker Right for Your Organization? Conference Call: Access Code: Examples Contact Management List View Is FileMaker Right for Your Organization? Conference Call: Access Code: Examples Contact Management Print Out Is FileMaker Right for Your Organization? Conference Call: Access Code: Examples Contact Management Another Free Example Detail Layout Is FileMaker Right for Your Organization? Conference Call: Access Code: Examples Contact Management List View Is FileMaker Right for Your Organization? Conference Call: Access Code: Examples Donation Management Free Solution from Is FileMaker Right for Your Organization? Conference Call: Access Code: Examples Donation Management Free Solution from Is FileMaker Right for Your Organization? Conference Call: Access Code: Examples Donation Management Is FileMaker Right for Your Organization? Conference Call: Access Code: Examples Donation Management Print Lables Is FileMaker Right for Your Organization? Conference Call: Access Code: Examples Built in Templates Inventory Is FileMaker Right for Your Organization? Conference Call: Access Code: Examples Built in Templates Inventory Expense Reporting Is FileMaker Right for Your Organization? Conference Call: Access Code: Examples Built in Templates Inventory Expense Reporting Purchase Orders Is FileMaker Right for Your Organization? Conference Call: Access Code: Examples Built in Templates Inventory Expense Reporting Purchase OrdersCampaign Management Is FileMaker Right for Your Organization? Conference Call: Access Code: Examples Built in Templates Inventory Expense Reporting Purchase OrdersCampaign Management Music Library 25 More Is FileMaker Right for Your Organization? Conference Call: Access Code: Getting Started from Excel Decide if a template will meet the basic needs or if you need to start from scratch.arter_solutions_descript.htmlarter_solutions_descript.html Select Start from a Starter Solution Then import your excel file using the import wizard OR 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. Is FileMaker Right for Your Organization? Conference Call: Access Code: 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 Is FileMaker Right for Your Organization? Conference Call: Access Code: 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 3 rd Party Server (250 users) Is FileMaker Right for Your Organization? Conference Call: Access Code: Multi-User Considerations Security & Permissions Significance of Global Fields in a Mulit-user Solution Network Performance Number of users Data consistency Is FileMaker Right for Your Organization? Conference Call: Access Code: User Access Another copy of FileMaker Is FileMaker Right for Your Organization? Conference Call: Access Code: User Access Another copy of FileMaker Via Instant Web Publishing local network Is FileMaker Right for Your Organization? Conference Call: Access Code: User Access Another copy of FileMaker Via Instant Web Publishing local network FileMaker Go for iPad & iPhone Is FileMaker Right for Your Organization? Conference Call: Access Code: User Access Another copy of FileMaker Via Instant Web Publishing local network FileMaker Go for iPad & iPhone Web via PHP Is FileMaker Right for Your Organization? Conference Call: Access Code: 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 HIPAA & PCI Compliance standards. Is FileMaker Right for Your Organization? Conference Call: Access Code: Resources Websites Books FileMaker Pro 11: The Missing Manual Learn FileMaker Pro 10 Online Video Training Lynda.com - FileMaker 11FileMaker 11 VTC.com FileMaker 11FileMaker 11 Other TechSoup Article: A Nonprofits Introduction to FileMaker Pro FileMaker Support Is FileMaker Right for Your Organization? Conference Call: Access Code: Get FileMaker Through TechSoup Products Offered FileMaker Pro 11 (single-user license) & FileMaker Server 11FileMaker Pro 11 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) Is FileMaker Right for Your Organization? Conference Call: Access Code: Other Ways to Purchase FileMaker Non-Profit Volume Licensing for those looking for larger quantities https://store.filemaker.com/US/ENG/EDU/entry/form/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/https://store.filemaker.com/US/ENG/RTL/ talks! Questions? Submit your questions using the chat box. Is FileMaker Right for Your Organization? Conference Call: Access Code: Continue the Discussion Additional questions can be answered by posting in in our Community Forum: http://bit.ly/fmaker Is FileMaker Right for Your Organization? Conference Call: Access Code: Upcoming Webinars Manage your Data, Donations and More with CiviCRM Tuesday, November 23, 11 a.m. Is FileMaker Right for Your Organization? Conference Call: Access Code: 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,