Products

Quickbase – Microsoft Power Apps
Custom Web-based Solutions – Integrations

Our standard products are ready-to-use apps that serve common and well-defined functions or purposes, making connection to your company’s data seamless. 

 

Custom solutions solve problems unique to your organization by using your language and improving your specific process. Whether you're aiming to streamline operations, enhance customer experience, or innovate within your industry, personalized solutions can make a significant impact

Resource Allocation Tool

Do you struggle on a daily basis to understand where your staff is and what they are doing? Make the most of your talent with our resource mapper application.

This application gives you a Birds Eye view of what your staff is doing at all times. With a list of work to be done at the top and available resources at the bottom, you can drag and drop specific people or teams to assign them to tasks. Utilization rates update instantly.

You’ll know who’s busy or not and which projects are under staffed. Best of all, you will know when you can actually start that next project. Our Resource Mapper can be used alone or it can be integrated with other cloud applications.

Time Tracker

Is your team constantly billing time to projects that are no longer active or out of billable hours? Are you able to track your company’s profitability by project? Welcome to the easy Time Tracker application that works the way humans actually work.

 

For any company, anywhere in the world, time is money.

 

Our Time Tracker application makes it easy for your staff to track their time by client and project. Add labor rates and rate cards to see project profitability in real time. Integrate it into your project or case management system to ensure your staff bills only for active projects. Give your staff a timer and GPS tool, if you like. Integrate it with your accounting system and watch your cash flow improve.

 

Welcome to easy time tracking that works the way humans actually work.

Integrate Power BI

Are you tired of pouring through multiple systems and endless spreadsheets to determine the health of your business? Power BI can help!

 

Integrating with Power BI will save you time and money. Simply create table reports in you database and send the data over to either Tableau or PowerBl or bring it back to the app.

Invoice Approval & Processing

At most organizations, an invoice is handled 10 times. With CloudBase's Invoice tool, you can free up time and expense, by automatically having invoices

  • Scanned
  • Reviewed for contract compliance
  • Routed for approval
  • Entered into budget trackers
  • Sent to finance

 

By eliminating the emails, data entry and over billing in your company's Accounts Payable processes, you can increase productivity by 40%.

Document Scanning and Parsing

Tired of retyping information from invoices into spreadsheets and finance systems? Need a way to reduce the errors and expense of back office operations?

 

With CloudBase Services' Document Scanning and Parsing Tools, any document emailed to a dedicated inbox can be scanned. Key information like vendor, date, purchase order and number will be automatically identified and stored. Line items will be parsed and put into a database.

 

Using machine learning, the tool will route information to people for approval, department staff for processing and other systems for integration. With one click, scanned documents are visible. It's time to eliminate the emails and phone calls tracking down documents. The solution is CloudBase's Document Scanning and Parsing Tools.

Construction Management

Replace spreadsheets, MS Project files, and phone calls with an integrated, end-to-end solution. With CloudBase's Construction application, businesses can manage sales, jobs, staff, payments, and purchases in a single application.

 

Dashboards for business leaders and employees deliver daily insight into the status of jobs, sales, and finances.

 

Communicate with your customers, track sales, quote, manage staff, schedule jobs, and track invoices and payments. Your business will thrive as you easily improve profitability and productivity.

 

Construction businesses report a 20% increase in margin and customer satisfaction when they use this tool!

Project Master Suite

No more wrangling Microsoft Project. Project Master Suite helps you manage customers, projects, budgets, staff, and time - from anywhere.

 

With this app, managers can easily see who's doing what and keep an eye on project costs. Interactive Gantt charts let you see into the future. Resources can be reassigned with a drag and drop tool.

 

Employees can enter their time from anywhere on any device. Costs and status of tasks are updated in real time. Professional progress reports are generated with 3 clicks. Manage your resources today while planning for future needs with ease.

Data Wrangling

Is clean, accurate data a priority for your business? A database is only as good as the information in it, but ensuring your data is correct and comprehensive is hard. Finding, preparing, and/or loading clean, accurate, and useful data can be time-consuming. So much so that many databases get launched with little or no data. As a result, user adoption is low and reports are useless.

Solution:

We will review your data to make sure it's good. We'll ask the tough questions and write out definitions of the key terms. We'll work with you to find the right source and fill in holes.

  • We will clean your data
  • We will load the data into new apps. We can also transform, re-arrange, or clean the data.

Results:

  • Users will adopt the new system.
  • Managers will rely on the reports and dashboards in app because they trust the validity of the data.
  • You will be a hero

Product: CloudBase Services Data Wrangler: $10K

  • Load data from 1-3 sources into 3-5 database tables
  • Create (or validate 5-10 key business metrics
  • Build a management dashboard including key metrics
  • Draft and post 2 pages within the apps
  • Help guide to maintain and improve data tables and metrics
  • Recommendations for the use of Pipelines to bring in additional sources of data

Quickstart by Quickbase

QuickStart by CloudBase, a high-level step-based approach to training that combines live virtual sessions and videos, all designed by technical experts to get you and/or your team up to speed for faster user adoption.

If your company uses Power Bl or another data visualization tool, CloudBase Services can integrate your apps with that system. The data in your app can be automatically sent to the dashboarding tool OR to a data warehouse. (Goodbye, .csv files to transfer data!) Charts and graphs from the dashboarding tool can be displayed on your app dashboard. (So long, multiple system log ins.)

Management Dashboards

Quick access to important data is vital to running a successful business. Our Management Dashboards provide immediate insight to the pivotal data you need to monitor your projects.

  • Integrate, store and combine your data from multiple sources
  • Create custom dashboards and views for executives or managers with specific graphs, charts and reports that provide a clear view into the health of your business and enable better decision making
  • View project status and monitor activity
  • Showcase the work your team has done
  • Add notifications to ensure you don't miss important data changes
  • Include corporate colors and logos to further enhance the experience.

If your company uses Tableau, Power BI or another data visualization tool, CloudBase Services can integrate with that system.