QuickBase Toolkit

Downloadable Resources, Instant Access

You work closely with business partners to gather needs systematically, review viable solutions, test new functionality along the way, and track post implementation results.

More Uses of the QuickBase Toolkit:

  • Engage in delivery directly for the purpose of understanding support needs and monitoring implementation.

  • Formulate: plan and implement new database instance and schema creation on existing databases, apply security best practices to database.

  • Ensure processes, programs and controls are intact and executed against to deliver top quality.

  • Initiate: technical expertise regarding data models, Database Design development, Data Mining, and segmentation techniques.

  • Arrange that your operation participates in the creation and maintenance of pricing models used for estimating systems implementation costs.

  • Provide cost controls and Change Management support in liaison with project team.

  • Develop, implement, and maintain Change Control and testing processes for modifications to databases.

  • Establish: by focusing on inclusion, differences are harnessed to create value in ideas, business practices, relationships, and Employee Engagement.

  • Participate and understand potential performance impacts of system changes and help to ensure performance is maximized.

  • Evaluate: conduct research and analysis to identify and resolve issues related to contract activity.

  • Ensure your group analyzes the compatibility of program requirements and implementation procedures.

  • Make sure that your organization complies; designs and runs reports that draw information from Data Management systems.

  • Be accountable for using systems knowledge to design scalable solutions across all applications.

  • Manage work with Project Managers, users, stakeholders, and others to design user centric applications.

  • Collaborate efficiently and effectively with other teams and partners to ensure that your delivery meets expectations across stakeholders.

  • Lead: conduct searches, manipulate and analyze data using a variety of available systems to coordinate investigative efforts.

  • Interact with your software vendors about potential automation projects.

  • Be accountable for providing a safe environment and supporting your people to reach highest potential.

  • Develop and implement progress tracking processes in database applications.

  • Standardize: tune database performance to ensure defined business requirements and Service Level Agreements are met.

  • Manage you in developing solutions that return people to work, to play, and to life.

  • Establish that your planning stays abreast of Industry Trends related to Software Development and UI/UX Design, and identifies new tools and technologies to leverage for user centric design.

  • Be certain that your team analyzes complex customer and business partner requirements in order to effectively implement and support business systems solutions.

  • Confirm your enterprise participates in the creation and maintenance of all internal team standards and ensures that team members adhere to processes when executing duties.

  • Develop Policies and Procedures for the collection and analysis of data.

  • Collect and share your learnings and feedback to support piloting and refinement of new projects to support team member Learning And Development.

  • Audit: partner across organization to support network development, contract maintenance, regulatory filings, migration and rate activity.

  • Establish: data help you schedule work, implement agreed upon changes, and complete assigned projects timely.

  • Confirm your operation ensures that new implementations meet or exceed Customer Service goals.

  • Be accountable for enhancing and maintaining QuickBase Applications, functionality, pages, reports, and dashboards.


Save time, empower your teams and effectively upgrade your processes with access to this practical QuickBase Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any QuickBase related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated QuickBase specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the QuickBase Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which QuickBase improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are your operating costs?

  2. What qualifies as competition?

  3. Which measures and indicators matter?

  4. Who will manage the integration of tools?

  5. How do senior leaders deploy your organizations vision and values through your leadership system, to the workforce, to key suppliers and partners, and to customers and other stakeholders, as appropriate?

  6. How will costs be allocated?

  7. Does the problem have ethical dimensions?

  8. What intelligence do you gather?

  9. What are your QuickBase processes?

  10. In the past few months, what is the smallest change you have made that has had the biggest positive result? What was it about that small change that produced the large return?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the QuickBase book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your QuickBase self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the QuickBase Self-Assessment and Scorecard you will develop a clear picture of which QuickBase areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough QuickBase Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage QuickBase projects with the 62 implementation resources:

  • 62 step-by-step QuickBase Project Management Form Templates covering over 1500 QuickBase project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all QuickBase project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the QuickBase project team have enough people to execute the QuickBase project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed QuickBase project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete QuickBase Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 QuickBase project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 QuickBase project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any QuickBase project with this in-depth QuickBase Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose QuickBase projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in QuickBase and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make QuickBase investments work better.

This QuickBase All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.