42 Tips From Quick Base Users to Grow Adoption and Advance Your Career

Tips & Tricks
Mar 7, 2018
14 Min Read
42 Tips From Quick Base Users to Grow Adoption and Advance Your Career

42 Tips From Quick Base Users to Grow Adoption and Advance Your Career


When you find an enabling platform—like Quick Base—that helps you make a positive impact on your team’s or department’s daily work it’s a good feeling.

Maybe you’ve developed Quick Base apps that have helped you replace hundreds of spreadsheets, eliminated the need for thousands of emails, avoided costly and rigid point-solutions, or streamlined business processes. You’ve experienced what such a platform can do, and you know the advantages it would bring to other areas of the business.


The benefits of broader adoption

Putting the power of Quick Base into the hands of more people is a great idea from a business perspective. It promotes easier information access and collaboration across more areas of the enterprise, which helps drive higher workforce productivity, deeper insight, and greater agility. It can also do great things for your career.

Those who have become Quick Base champions tell us they have more opportunity to interact with more people, which raises their profile and puts them in a broader spotlight as problem solvers and thought leaders. It also enables them to grow their skillset with every new Quick Base app they build—and that can open up new opportunities for personal and professional growth.


Tips, techniques and advice

So how do you best introduce the Quick Base platform and help promote app development and adoption across cross-functional teams or other departments? Get the low-down from those who are achieving it in this compilation of tips, techniques, and advice gathered from Quick Base customers from companies small and large.


Show and tell

  1. Start small and solve those issues first before moving on to bigger and more complex challenges. Cultivating a track record of successes will be your best advertisement for driving Quick Base innovation further.
  2. Document your solutions and quantify their impact and value, such as productivity metrics and ROI. Show how these apps are saving money, eliminating tiresome tasks, and freeing up more time for customer service, for example.
  3. Use envy as a motivator. If someone is using a “cool new app” that’s making work easier and faster to do, other people will want something like it too.
  4. Help managers understand how much more productive their group will be with Quick Base, as well as any cost efficiencies that will help contribute to a better bottom line.
  5. Offer app demos so that people can see and experience how Quick Base is currently being used within the company.
  6. Show people how much better and faster Quick Base reporting is than using spreadsheets. Also show the advantages of being able to quickly change criteria and visuals for customized reporting and better insights.
  7. Do comparison presentations to show Quick Base advantages over solutions like Salesforce, ServiceNow, and SharePoint solutions (and keep them handy for those who ask).
  8. Constantly test the limits of Quick Base using your understanding of your organization’s goals & business rules, then proactively conduct presentations and workshops to show how Quick Base can help them be more productive and efficient.


“I offered my Quick Base app-building services to my team, and now they’re all Quick Base users.”- Chun Man Chiu, Architect, AeroInfo Systems


Identify key stakeholders and potential use cases 

  1. The desire to create an app to solve a problem and interest in developing it must come from the ground up (especially for an existing workflow).
  2. Get leadership buy-in and balance top down management with bottom up design and development.
  3. Ask what users need in the tool and solve that problem—not what you think is a great solution or work flow. A tool that isn’t useful to them doesn’t get used.
  4. Set up meetings to learn how individuals and teams are currently maintaining information, handling processing, projections, etc. Then discuss and show how Quick Base can go above and beyond solving the issues and providing additional benefits.
  5. Find processes that are the most troublesome and time-consuming, and then show users how Quick Base makes them easy by simplifying and automating them.
  6. Set up small workshops and have employees describe the output they want; then craft apps with reports and tables that recreate the experience.
  7. Focus your efforts on finding improvements that are a "Win" for users who haven't yet embraced Quick Base.


“We've put the power in everyone's hands to create their own apps, enabling them to reach out to our leaders of Quick Base knowledge, to become better and better.” - Taylor Temple, Project Manager, Total Merchant Services


Building and maintaining your solution

  1. It's best to have a process well defined before getting started. That may mean working off spreadsheets at first to hone in on the pain points that need to be solved— before building out a scalable system on Quick Base.
  2. Keep lines of communication open between developers, users, and potential users within and across departments. Create simple guidelines that make it quick and easy for stakeholders to involve themselves in the process.
  3. Build trust; don't use misleading statements to get buy in.
  4. Collaborate as much as you can. What may look better off with a new process does not always look that way to someone doing the process daily.
  5. When building a new app, work directly with those who will be using it most. By keeping them involved and getting their input during development, they gain a sense of ownership and will more readily accept the app.
  6. Understand your users and how they do things. Don’t force them to do things differently. Tailor solutions around them and incorporate the app into their existing processes to help speed adoption.
  7. Incorporate automation and dynamic/conditional elements as much as possible to reduce unnecessary redundancies that can make app engagement tedious.
  8. Make improvements regularly based on team input (e.g., removing fields or aspects that have fallen out of use). It refines what they are seeing and makes content that is more relevant to them more visible and accessible.
  9. Make sure that you have a way to collect feedback and rectify mistakes along the way.
  10. Keep the number of users providing input small at first, and then as adoption increases add more users’ voices to the improvement process.


“If you are looking to automate your back-office operations process, at low cost, and literally with no professional developers, Quick Base is the platform. You can build your own applications with ease and low maintenance.” - Mohit Chawla, Project Manager, Accenture


Improving the user experience

  1. Think clearly about every form, field, and grid, and what you want it to do for your application. Avoid redundant data which can become frustrating to users.
  2. Strive to make things as easy as possible. If the app interface is not friendly, users tend to get frustrated. It’s vital to adoption for the user to see an improvement in the work, and not an increase in workload.
  3. Make it as painless as possible to acclimate to the new app by making the user interface look like what they are accustomed to and familiar.
  4. A useful home page dashboard for your apps goes a long way toward adoption and helps sell Quick Base in general. Spreadsheets don’t have them, and managers value them.
  5. Customized user buttons that perform common actions or tasks with a click or two are also popular.
  6. Too much information often equates to a bad user experience. Create a job title field, and based on that choice, show only applicable fields.
  7. If a process needs to be revised, keep users in the loop to show them that they can improve the system through their feedback.
  8. Make fast response times a priority when users encounter issues.
  9. Focus on the positives and address the negatives in a thoughtful way.


Don’t forget the importance of training

  1. Make sure every new employee receives training and that there is ongoing education for the staff.
  2. It’s also important to provide mentoring opportunities for those who have the interest and aptitude to become Quick Base builders.
  3. Not all employees learn at the same pace or in the same way. Have ample training opportunities/options to get people up to speed.
  4. Devote time to training users with one-on-one sessions and provide an open-door policy for any issues or requests for improvement.
  5. Use your own methods, like quick training guides and/or short 2- to 10-minute videos to educate and familiarize users with app features and functionality.
  6. Often it helps to get one persuasive team member to "buy-in" to the new process and encourage the rest. Once people see how easy it is for their teammate to adopt, they tend to follow suit.
  7. Be intentional about training in your organization. One admin can’t do it all so it’s helpful to have other Quick Base builders involved.
  8. Send out update notes and offer training on new features and functionality.



Taking it from here…

We hope these tips from your fellow Quick Base advocates give you a start on ways to drive business innovation at all levels of your organization. For more information check out the following links.

Read a case study:

Take a deeper dive:   

Watch this on-demand webinar:

Secrets to Spreading Quick Base Across Your Organization on March 28th, 2018, from 1-2PM EST. Features Quick Base customers, Joanna Schreck, Sr. Mgr. of Operational Excellence/Data Analytics at UBM Americas, and Joe Scola, Sr. Director of Technical Operations at Sage Payroll Services and hosted by Adam Hoover Manager of Customer Solutions Engineering at Quick Base.



Watch the Secrets to Spreading Quick Base webinar
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