Embed Size (px)
Citation preview
How Spyder Trap Transformed Its Business with QuickBase Sync
Scott Storlie, Quality & Process Manager, Spyder Trap
Mark Field, Product Management, Intuit QuickBase
252Estimated # of hours saved by Spyder Trap per year!
That’s 6.5 weeks for a Full Time Employee!
#EMPOWER2015
Who We Are
ScottQuality & Process Management
Spyder Trap
MarkQuickBase Product Management
Intuit
#EMPOWER2015
Today’s Agenda
Spyder Trap’s Transformation
• Spyder Trap introduction
• Invoicing process improvements
• Project performance insights
• Automating commission payouts
QuickBase Sync Introduction
• Our vision for integrations
• QuickBase Sync demonstration
#EMPOWER2015
• Understand QuickBase Sync & its benefits
• See how Spyder Trap transformed their business
• Learn how Spyder Trap did this
• Be inspired to transform YOUR business!
What We Hope You Get Out of This
#EMPOWER2015
Our Vision for Integrations
Deep Integration
Data & Apps
Empowered Builders
No Code
#EMPOWER2015
QuickBase Sync
• Save time
• Create holistic reports
• Make better decisions
#EMPOWER2015
Automatically Sync Data From Cloud Apps
ACCOUNTING
BILLING Customer Service
CRM
#EMPOWER2015
Get Data in just a Few Clicks!QuickBase Sync Demo
#EMPOWER2015
• Minneapolis-based marketing technology firm
• Serve companies of all sizes across industries
• Process efficiency & minimizing admin costs is key
• All we need is QuickBase & QuickBooks Online (QBO)
About Spyder Trap
#EMPOWER2015
Using Sync to Transform Key Business Processes
#EMPOWER2015
① Invoice requests
② Project success metrics
③ Sales team commission payout
Previous Processes and Inefficiencies
#EMPOWER2015
① Invoice requests
② Project success metrics
③ Sales team commission payout
Previous Processes and Inefficiencies
#EMPOWER2015
• Relationship-based billing
• Transformed paper process to QuickBase
• Manual process b/w QuickBase & QBO
• QuickBase-centered process & repository
Invoices
#EMPOWER2015
Previous Process
Too many steps with too
many opportunities for
human mistakes
#EMPOWER2015
New Process
Removal of two steps and residual updates to QuickBooks are automatically applied to QuickBase
#EMPOWER2015
Demo
Invoices, QBO Invoices
#EMPOWER2015
Reduced the number of steps for accounting
Prevent human error by removing the additional steps
Information is available in QuickBase the next day
Estimate approximately 8 hours of savings per month
Invoice Improvement Benefits
#EMPOWER2015
① Invoice requests
② Project success metrics
③ Sales team commission payout
Previous Processes and Inefficiencies
#EMPOWER2015
• Expenses in QuickBooks, all other data was in QuickBase
• Project performance was not fully known until post mortem
• Getting QuickBooks expense information relied on accountant availability
• Reactive project management instead of proactive project management
• Lack of data in QuickBase during a project created additional, unnecessary work
Project Success Metrics Inefficiencies
#EMPOWER2015
New Synced Data
Relationships are set
automatically based on
Project ID and QBO Sub-
Customer
#EMPOWER2015
Demo Project Success Metrics
#EMPOWER2015
Removed the need for manual calculations
Real-time expense visibility by project manager
True budget monitoring during project
Approximately 1.5 hours of savings per project, equaling 9 hours a month
Project Metrics Benefits
#EMPOWER2015
① Invoice requests
② Project success metrics
③ Sales team commission payout
Previous Processes and Inefficiencies
#EMPOWER2015
• Commissions paid as invoices paid
• Who’s gets commission? Is it split? When was it paid?
• Sales process in QuickBase
• Payments in QBO
• Payouts determined manually
Sales Team Commission Payout
#EMPOWER2015
New Synced Data
All required data points
sync to the invoice
allowing for simple
QuickBase reporting
#EMPOWER2015
Demo
Commissions Payout
#EMPOWER2015
No need for calculations outside of QuickBase
Simple QuickBase reporting to accounting
No payouts are not missed
Sales team members can see which invoices have been paid
Estimate savings around 4 hours a month
Commissions Payout Benefits
#EMPOWER2015
Focus on what works for our business
Less busy work, more time for full resource utilization
Scalability – our Sync data keeps coming in, and has no real limitations
Low administrative burden as we continue to grow
It works, now our attention can be spent elsewhere.
Additional Benefits
252 hoursEstimated 252 hours of saving every year at our current size.
That’s 6.5 weeks for a Full Time Employee!
#EMPOWER2015
Introduced QuickBase Sync & its benefits
How integration helped Spyder Trap transform their business
How Scott leveraged QuickBase Sync to enable this transformation
Wrap Up
Inspired YOU to transform YOUR business!
#EMPOWER2015
Meet the product team at the QuickBase Sync Kiosk
Get your technical questions answered at the Tech Know Bar
Visit the QuickBase Sync web page (quickbase.intuit.com/sync)
Learn more about our integration plans at Tomorrow’s Product Keynote
Email me! ([email protected])
More Resources
THANK YOU!
