Kick-off Virtual Empower with the always energetic Jay Jamison, Quick Base's Chief Product & Technology Officer, and members of the Product Management team. Hear how Quick Base is rising to meet today's challenges and our vision for the future of how work gets done. Meet Ed Jennings, Quick Base's new CEO and, of course, see deep dive demos on new features and the latest product releases.
Senior Product Manager
Senior Product Manager
Chief Product & Technology Officer
Chief Executive Officer
Sr. Product Owner
Tuesday, Jun 02 01:45 EDT
Translating Your Spreadsheet into a Quick Base App
It's always difficult for new Quick Base Builders to look at their spreadsheet and determine how it would translate into a Quick Base application, especially if they have never built a database before. In this session, we will learn from a customer's perspective on best practices for app building from spreadsheets. We will explain basic Quick Base terms and functionality while going through several practical exercises. After this session, users will understand how to reconfigure their data to unleash its power, save time and produce better reports. This session will reference the "Empower 2020 - Personal Budget Tracker" app from the Exchange.
Senior Manager, Accounts Payable and Global Financial Shared Services
Integrate Document and File Management Systems into Your Quick Base Workflows
Pre-req: This session will leverage Pipelines basics — pipeline, step, trigger, action, query, logical conditions and loops, as well as more advanced concepts like Linking and Callable pipelines.
Do you have workflows that require integration with document and file management systems? Join this session to learn how you can leverage Quick Base Pipelines to build integrated workflows with systems like DocuSign, Formstack, Box, Dropbox and OneDrive. We'll review a real-life example of a workflow that spans across these systems and share integration best practices pertaining to your file and document management strategy.
Pre-req: Basic understanding of building reports in Quick Base
Reporting & Dashboards
Tips & Tricks
Is data visibility within your app limited or just simply too basic? Are you looking to create beautiful reports that tell a story with your data? Do not let reporting bring you down anymore, let it bring your application to life! In this session, we will walk through how you can take your reporting skills and knowledge to the next level. We will explore how to design unique, functional, and visually appealing reports so you can make better and more informed business decisions.
Pre-req: Basic understanding of building Quick Base pages - forms, dashboards, reports - and user roles
Tips & Tricks
Not all Quick Base applications are designed with mobile usage in mind (but they should be!). This can lead to frustrated users and limited success. In this session, we'll explore the best practices to consider when building for mobile consumption, and why all applications should be designed with these principles in mind. You'll walk away with the skills to confidently design applications that are optimized for ALL of your users across ALL of their devices.
Pre-req: Basic understanding of building Quick Base applications. Also helpful to watch the related Quick Hits sessions covering Pipelines Admin Enablement, Basic Pipelines Navigation and Authenticating Pipelines to Quick Base prior to this session.
Unleash the power of Quick Base Pipelines in the first of this two-part session. This step-by-step training will demonstrate how easy it is to orchestrate workflows in your Quick Base applications. Exercises will help you become familiar with how business logic can be used to visually design and automate key steps in your processes, ensuring that you are ready to start building Pipelines of your very own. This is a reprise of April's Virtual Summit session. This session will reference the "Pipelines: Brady Oil Safety Compliance" app from the Exchange.
Senior Customer Success Manager
Documentation Thunderdome: Protect Your Realm from Becoming an Apocalyptic Wasteland Through Enhancement Tracking
A year from now, will you remember why you built that application the way you did, or why you made certain changes? Come learn from a seasoned builder how to implement an enhancement tracking application. Whether you have been building for years or are just starting out, documenting changes is a critical element of any Application Lifecycle Management (ALM) governance model. We will address ALM concepts and techniques at a high level, with a focus on the best — and easiest way — of getting started using the Quick Base Sandbox feature. Walk away with a sample application - the "Empower 2020 Enhancement Tracking" app from the Exchange - for tracking your enhancements and the future you will rejoice that you attended this session!
How CLADD Medical Manages Their Patient Journey with Quick Base
Human error in the healthcare industry not only wastes time but can have serious legal implications. CLADD Medical uses Quick Base to mitigate this risk and minimize the possibility for human error. Michael Kochen will share how he has reduced the number of people in the data entry process from 75 down to 10 with automation and workflow management. He will also discuss the decision to "build' versus "buy" a solution. Harrison Hersch will show valuable parts of the Quick Base process and talk through what makes them tick.
Pre-req: Past experience with Excel formulas is a plus. Please be sure you have downloaded the "Empower 2020 - Introduction to Formulas" app from the Exchange prior to the session.
Formulas are a powerful way to derive maximum value from your Quick Base applications. In this session, you'll learn the basics for creating formulas in Quick Base, with content geared towards those with little or no formula experience. We'll cover common use cases such as concatenations, date calculations and if/then statements. You'll emerge with the tools and basic knowledge to get started using formulas in your Quick Base applications. In order to make this an interactive session, we will ask for you all to download an application from the Quick Base Exchange.
Experience the true potential of Quick Base Pipelines as you learn how to integrate your workflow across third-party systems. Follow along as we demonstrate using pre-built integration channels to connect the data and processes that your business depends on. Then learn how advanced templating and webhooks can unlock new insights in even the trickiest situations.
Sr. Product Marketing Manager
Cascading Permissions: Go Beyond Native Quick Base Roles and Permissions
Pre-req: Understanding of how roles and permissions work in an application, and how to write formulas
Reporting & Dashboards
Roles & Permissions
Sometimes applications require a more complex set of permissions than what is offered natively in Quick Base. Roles that need access to overlapping data sets can be difficult to maintain and granting access to each individual user is unsustainable. The Cascading Permissions technique allows administrators to apply custom access to data within an app then dynamically update access using flags and a formula! In this interactive session, we'll walk through how and why this works, go over how to set up these permissions, then walk you through implementing the technique on your own.
Supporting over half our traffic, the current Quick Base API has served us well for over a decade. Unveiled at Empower 2019, our new APIs are more powerful and ready for the modern world. After a brief review of the principals guiding its development, we will walk the audience through a hands-on workshop so builders of all skill sets are ready to leverage these APIs. Finally, we will listen to your feedback to help inform the future.
A Winning Formula: Advanced Functions in Quick Base
Pre-req: Comfortable with basic Quick Base formulas
Tips & Tricks
Would you like to transform your data using native capabilities? Relying on years of customers' direct questions, join us to see practical formulas to display, calculate, combine, and design different ways to work with your data.
Senior Implementation Consultant
Tuesday, Jun 02 04:30 EDT
Accidental Admin: I Inherited Quick Base, Now What?
What do you do when you suddenly find yourself in charge of a Quick Base application and you don't even know what Quick Base is? In this session, we'll help you lay out a plan for your first 90 days that covers everything you need to succeed- from managing your Quick Base app(s), to understanding an application you didn't build, to deciding if apps need updating. Whether you're new to Quick Base or want to know more about how to on-board additional app managers to your teams, this presentation is for you.
Do you have an app that you feel has too much complexity in its tables and relationships? Have you been challenged in deciding what relationships you need to create? In this session we will explore how builders end up with unnecessary relationships, how to identify lineage in our relationships, and how lineage and its related methods can declutter and streamline your app.
Senior Product Trainer
Trending Your Data with Pipelines and the RESTful API
Pre-req: Able to conceptualize integration principles
Reporting & Dashboards
In this session you'll learn how to use Pipelines and the new RESTful API to build rich trending reports that track how your data changes over time. You'll walk away with examples of the syntax needed to accomplish this and use cases to help you and your company get more out of your Quick Base data.
Sr. Product Owner
How Quick Base Simplifies the Complexity of Traditional Software Development
Quick Base is unique in its ability to allow nontraditional developers the ability to build complex applications, but it is often misunderstood and viewed as a toy. In this session we will draw comparisons between how traditional software is built and what it takes versus how Quick Base enables an app to accomplish similar things in a much simpler way. We will also discuss what app builders do not need to worry about because Quick Base does it for them. Attendees will leave with a clear understanding how Quick Base makes developing solutions simple and fast.
Transforming Government: How the State of Arizona Collects and Leverages Performance Data Across the Enterprise
In 2017, the state of Arizona was facing a critical challenge: How to collect, track, and provide visibility into key metrics across 35 unique agencies. Fast forward to 2020 and Arizona's performance model is one of the strongest in the nation. How you ask? Quick Base of course! Join Josh Wagner as he demonstrates how his application enables the State of AZ to collect and report out on key metrics across Arizona's government agencies. James Travaglini will then demo how this critical app leverages table-based permissions and formula fields to display the right data to the right people.
Pre-req: Intermediate Quick Base builder and curious about Python
Quick Base + Code
Python in one the most popular coding languages in the world. If you are interested but aren't exactly sure what it is or how it can help you build better Quick Base applications, then this session is for you. We'll provide a Python overview, recommended avenues for learning this language and walk you through an open-source template we built for using Python to automate data movement on a scheduled cadence from a SQL Server database into a Quick Base application. This session will reference from the "Python and QB" app from the Exchange.
Wednesday, Jun 03 11:30 EDT
Healthcare Industry Discussion: Workflow Automation within Technology Implementations
Pre-req: For examples of leveraging low-code software within the healthcare space visit https://www.quickbase.com/database-applications-for-business/healthcare-software-solutions-and-apps.
Join us to hear how playmakers within the healthcare industry are utilizing low-code technology to manage and improve the implementation experience of strategic initiatives — from patient care management solutions to medical equipment & software adoption. Our objective for this session is to unite a few of the doers within the profession and enable a knowledge-share of successful practices.
Program Manager (Technology Solutions Partners)
Senior Solutions Consultant
Non-Profit Networking: Achieving Your Mission while Faced with Challenge
Non-profit leaders will share how they've overcome common challenges: providing transparency to donors, demonstrating impact towards the mission, achieving financial strength in times of economic uncertainty, and doing more with limited resources. Attendees will break into smaller groups to discuss how to incorporate these learnings into their organizations and brainstorm with their peers.
The Public Interest Network
IT Networking: Addressing the Challenges of Enabling the Business to Do More
As businesses increasingly take on their own application development, IT organizations have a new and critical role in enabling their success and ensuring corporate best practices are followed. Join like-minded Business and IT leaders to share and learn from each other. Come discuss the challenges you are facing, your strategies for addressing them, and learn from your peers at other companies. This is a session with active involvement!
Join Quick Base & The Manufacturist's Chad Perry for a discussion with manufacturing leaders across the industry. We will cover the end to end journey each leader has taken to identify, evaluate, and adopt no-code to maintain exceptional quality while continuously improving every day. Focus will be on best practices and roadblocks unique to the manufacturing industry. Questions will be sourced from the audience and addressed by the panel.
As businesses continue to navigate the current disruption and understand how to build resilient systems for the future, Quick Base users are uniquely able to help. Join Maksim Kravets, Business Program Senior Manager — Strategy and Operations at CVS Health, and Bob Salaj, Director of Operational Excellence at Lighthouse Electric Company Inc., for a panel discussion about how they handle disruption by using Quick Base for their operations, followed by group networking.
Senior Marketing Campaigns Manager
Business Program Senior Manager — Strategy and Operations
In this networking session, we will talk about current ways construction companies are using Quick Base to manage the "Red Tape" processes. Hear how your peers are using features such as offline mobile and Pipelines to streamline these processes and deliver results
Wednesday, Jun 03 12:15 EDT
Bring Your Furry, Feathered and Scaly Friends to Empower
Why not let your pet join in on the fun of Empower? We want to meet your furry, feathered or scaly companion. Join as we discuss all things treats, walks and tummy rubs. Let your pet steal the show and show-off their best trick! All welcome to join in on the fun, whether you have a pet or not.
Pre-req: Basic understanding of Quick Base navigation helpful but not required
Fields, Forms & Tables
Forms are a critical element in your application and most often the place for end user interaction. In this session you'll learn how form design can influence end user behavior, how applying dynamic form rules can simplify workflows and how to customize form views and editing permissions based on roles. Hands-on exercises will empower you to design optimized forms by understanding the different techniques you can employ to drive desired outcomes.
Pre-req: Basic understanding of building Quick Base applications. Also helpful to watch the related Quick Hits covering Pipelines Admin Enablement, Basic Pipelines Navigation and Authenticating Pipelines to Quick Base prior to this session. Attending Building Your First Pipeline Part 1 would be helpful but not required.
If you attended Part 1 during April's Virtual Summit or on Day 1 of Empower, you won't want to miss this! You will learn to build two additional, more advanced Quick Base to Quick Base Pipelines, building off what we reviewed in Part 1. We'll explore Conditional Branching and other more advanced techniques. This step-by-step training will demonstrate how easy it is to orchestrate workflows across your Quick Base applications. This session will reference the "Pipelines: Brady Oil Safety Compliance" app from the Exchange.
Senior Customer Success Manager
Panel Discussion: Enterprise-Grade Innovation Through Governance
Pre-req: Quick Base Administration concepts; Quick Base Administration Tools; Basic Quick Base product awareness; Interest in administration and governance practices.
Culture & Organization
Join us for a live discussion with Quick Basers at three large enterprises who are all driving innovation in ways that deliver confidence and security for IT and business leaders. Learn more about how Zimmer Biomet, Farmers Insurance, and The State of Arkansas implement governance practices to enable exceptional outcomes with Quick Base.
Pre-req: A basic knowledge of tables, fields and forms, and some exposure to formulas, will help you get the most out of this session.
Tips & Tricks
Custom data rules are a powerful tool for managing end user data entry. In this hands-on session, you'll learn how to keep your application's data clean and uniform by leveraging the Quick Base formula language to set custom conditions. A basic knowledge of tables, fields and forms, and some exposure to formulas, will help you get the most out of this session.
Do you love Quick Base formulas as much as we do? Are you ready for even more? As part of Quick Base's special sauce, our in-memory formula engine is immensely powerful, offering value to builders of varying skill sets. We are working on something special for builders to solve their most sophisticated use cases. Prepare for a collaborative session working directly with the team building the future of our formulas.
Pre-req: At least basic knowledge of CPM (Critical Path Methodology) and/or Project Management task logic, and Quick Base core concepts
Tips & Tricks
Have you ever wanted to calculate the critical path of your project using task logic? Let's build that function together in Quick Base using a unique but simple set of relationships and formulas. Learn the basics of Critical Path Methodology (CPM) and how to apply these in Quick Base. This session will provide an overview on core concepts such as fragnets, forward / backward pass calculations, slack / float, the difference between relationship types (e.g. Finish-to-Start, Start-to-Start),and how to manipulate all of these in your Quick Base applications.
Sr. Manager, Customer Success
How Run Energy Built its Field Services Business on Quick Base Mobile
Quick Base mobile app forms are simple...almost too simple! Run Energy leveraged this simplicity to successfully implement Quick Base mobile into its field services business in just sixty days. Learn how they did it and how you can implement a similar strategy.
Group IT Manager
Getting Started with Governance & Why it Doesn't Need to Be Scary
As Quick Base success grows at a company and more people want access, questions begin to arise around governance. This term means different things to different people and can cover an overwhelming number of topics. In this session, we'll help you define governance and offer different strategies to get started. From a simple three-part bite-sized approach, to a broader initiative like the Governance Committee at Portland General Electric, you'll leave this session with strategies to safely and securely support the expansion and growth of Quick Base at your organization.
Learn how to build a multi-step pipeline to search and react to soft data changes in your Quick Base records. We will explore two ways to preform Data Transformation using pipelines. The first utilizes in-app Quick Base formula fields and native Pipelines Condition options. The second method will dive into the Advanced Query and newly integrated Jinja syntax to provide additional flexibility in your queries and Pipeline steps. This session will reference the "Pipelines Demo" app from the Exchange.
Do It Yourself! Simple Ways to Make Beautiful and User-friendly Applications
Pre-req: Solid Quick Base application building foundation.
Reporting & Dashboards
Tips & Tricks
This session will serve up a gold mine of quick tricks and tips, copy-and-paste styling, and ready-to-use tactics to wrangle your app into a beautiful and more user-friendly version of itself. Clear principles to guide you in thinking from the end-user's perspective will be paired with tactical takeaways to implement in your apps right now. This session was a huge hit at Empower 2019 — come learn new tips for 2020!
Extend Quick Base Workflows to Your On-Premise Data
Do you have workflows that span far beyond your Cloud systems? Join this session to learn how you can leverage our new ODBC agent to access your on-premise systems and extend your workflows to act on the data held in those systems. We will review the architecture for how to securely access the data in your on-premise systems and how easy to integrate that data with Quick Base and other cloud applications.
VP & Chief Architect
Timesheets and More! How Sturgeon Electric Reduced Administrative Tasks by 50% with Quick Base
Sturgeon Electric uses Quick Base for just about every aspect of their construction project management efforts. Like any company with Field Service professionals, timesheet data collection is a painful process and even more difficult to report on. Come see the many ways Sturgeon Electric leverages Quick Base, and how Jesse Guardado translates simple data entry into robust and accurate reports, with half the resources previously required by the process. James Travaglini will then demo some of the creative ways Sturgeon uses features like formula fields and Pipelines in their robust calendar reporting.
Pre-req: Basic understanding of how Quick Base works, including relationships, and how to create and utilize Quick Base User Tokens.
Pipelines allows you to move data in and out of Quick Base with ease. In this session, I will walk through the steps you can follow to create and export CSV report from Quick Base into your Box account. At the end of this demonstration you will have a base level understanding of how you can build a Pipeline to extract data in CSV format from Quick Base and move it to your Box account.
Accountability and Transparency: How Jacobs Sets and Meets Customer Expectations with Quick Base
All Professional Services providers deal with last-minute client requests that can completely derail a project. These changes in scope can cost time, money and negatively impact the business relationship.
Hear from Kat Valentine how Jacobs uses Quick Base to manage construction projects and meet client expectations while using the underlying data to identify trends and potential issues. Nashmia Burney will then demonstrate how Custom Data Rules and Webhooks play an integral to this process, and how you can apply them to effectively manage your next project.
Pre-req: Basic understanding of Usertokens, APIs, Webhooks & Pipelines
Quick Base + Code
This session will get you started creating an "Application Library" where admins can automatically generate schema documentation with the click of a button via Code Pages. Not only will you have full documentation of your applications, but utilizing Pipelines and the new APIs you'll also be able to edit field properties in bulk! This session will reference the "Virtual Empower: App Library" app from the Exchange.
Creating a Growth Catalyst: Going from "Driving without Headlights" to "Seeing Around Corners"
Enhancing infrastructure processes and innovating to unlock efficiency in the manufacturing industry can be incredibly complex. Solenis has found their way with the help of a suite of Quick Base apps brought to life over the last 5 years. Leveraging a unique blend to Quick Base's advanced feature set, and paired with a defined process for transformation, hear how Solenis is pushing the possibilities of growth in their business and save ~$600K/year. Quick Base's own Tyler Pitchford will demo some of the key features that have helped to engineer their success and extend from native platform functionality to drive some highly customized end user experiences within their app ecosystem.
Corporate Account Executive
Technical Solutions Architect
Create a Community of Success with a Quick Base User Group
How do you enable the Quick Base builders at your organization to share ideas, develop best practices and collaborate to build the best possible applications? Create a Quick Base User Group! At this session, MIT will share their experience of getting a user group up and running, and provide you with the building blocks for starting, planning, and maintaining a successful user group. You'll get a realistic idea of the commitment involved, topics that drive attendance, and strategies to keep people engaged. Leave with a plan to amplify the effectiveness of your applications and unleash the power of your builders thought a Quick Base User Group.
Pre-req: While this workshop is intended for beginning to intermediate Quick Base builders, for the attendee to get the full benefit of this presentation, he or she will need to have a basic familiarity with table relationships.
Using automation can improve your efficiency by creating rules that eliminate the need for manual entry. We will review examples such as status updates, project workflow separation, preventing orphan records and discussion of the types of automation available. This session will cover the step by step process of identifying, defining, and automating a workflow to improve the efficiency and accuracy of data in your Quick Base application.
Quick Base partners with businesses worldwide who earn financial incentives for finding or expanding Quick Base customers. Do you have businesses in your network who would benefit from Quick Base? Join Lauren Langbert, Senior Partner Program Manager, as she discuss what types of partners are successful and what partner models and incentives are available.
The goal of this presentation is to show users how to avoid the multiple record notification in Quick Base. Any time a record is modified, even if it is multiple records at once, a single notification will be sent to the recipient(s) for each record changed, allowing for much more customization in the notification. This session will reference the "Virtual Empower 2020: Project Example" from the Exchange.
Senior Project Leader
Help the Front-Line Organizations Closest to You Access Quick Base
Dozens of organizations hit hardest by COVID-19 are using Quick Base's philanthropic program to get access to software, COVID-19 response apps and Quick Base employees' volunteered time. Hear from one of those customers, Geisinger Health Systems, and learn how you can extend the offer to your own local organizations.
Learn about Quick Base's governance features and best practices, focusing on how to responsibly and effectively scale your Quick Base instance. We will be focusing on our new Sandbox feature, launched in December, that allows users to safely develop in a non-production environment and publish when ready.
Learn about Pipelines buckets and record linking. We will demonstrate using these two features to handle the integration mapping between an external system and an ecosystem of distributed Quick Base applications.
Learn about new features released since last Empower that help you build powerful apps. This session covers user role formulas, multi-select text formulas, viewing sample data in field properties, and more!
Learn some of the important features located in the form properties that will provide additional formatting options and increase efficiency. Including but not limited to changing the form name, displaying a multiple-choice field as radio buttons, add or remove the 'Save & Cancel' and 'Save and Keep Working' buttons.
There is never enough time for governance and administration of your realm. Set up the Admin Console Sync to automate your admin and give you time back for the important work on your plate while not compromising the visibility and oversight of your realm. Learn how to set up the initial tables and some initial ways to automate your admin.
Review some of the most awesome report tricks that many new builders are not aware of. This demonstration will include how to insert and delete columns, change columns headings and alignments, create a new table from a field in a report, save as a spreadsheet and grid edit options.
This presentation will show a simple way to move and communicate between apps. These methods help keep apps relatively small and secure while still sharing information between them. Pipelines can be used to streamline this process even further. This session will leverage the "Virtual Empower 2020: Project Example" & "Virtual Empower 2020: Lessons Learned" apps from the Exchange.
Senior Project Leader
Stay Up to Speed with Automated Email Notifications, Subscriptions, and Reminders!
Automated emails are the unsung hero of the Quick Base platform, keeping everyone up to speed on the info they need and the actions to take. Learn the ins and outs of the three automated email types and how to leverage them to keep everyone in your company in the know!
Tech Support Representative
Quantifying Value: Using Data to Tell Your Quick Base Story
Quantifying the value of an application and presenting that information to decision makers can seem like a tall order. We'll discuss what to consider when trying to measure ROI and resources for calculating it. Then we'll advise on how to best tell your Quick Base story to various stakeholders based on their priorities. You'll leave this session knowing how to quantify the success you've already had, with a plan for getting the thumbs-up on your next big initiative.
This session will help you with tips, tricks, and a better understanding of how to achieve the best performance and scalability from your Quick Base applications. We'll focus on best practices for design, maintenance, and integration to give you the best possible end-user experiences and app performance.
Learn how to be a change agent and successfully deploy applications to happy, adoptive end-users without rocking the boat. Understand the key concepts of successful change management including taking stakeholders along for the development journey, communications planning, in-application resources, articulating the benefits of a new application and ensuring everyone feels comfortable with the new technology. Leave with a plan for guiding line of business and end-users through the process of a successful deployment.
During this session we will use Pipelines to create and relate child records to a parent from either a template set of records or from another parent record. Utilizing Pipelines we are now able to improve on the possibilities provided by manual entry, automations, and the copy master detail wizard. This session will reference the"Empower 2020 - Pipelines Copy Template Demo" app from the Exchange.
In this session, we will review the features of a rich text fields. See a demonstration of creating a field, formatting the field, and enriching the field with the tables and images. We will also go over the limitations of a rich text field and how to bypass them.