QuickBase Webinar:

Program and Release Management Applicationswith Adam Kowal

QuickBase Hero: Adam Kowal

• 20+ years experience working in Software and SaaS industries

• 10+ years experience using QuickBase• Main roles have included:

• Product Manager• Product Development Manager • Program Manager (not a developer)

• Every role he’s had has been serving the product lifecycle from inception to press tour.

• Started working for Intuit QuickBase 2 years ago• “I dream in PowerPoint, think in Excel, but LIVE in

QuickBase”

Webinar Agenda

The Challenge

Why QuickBase?

Process

QuickBase App Demo

Benefits

QuickBase Program Mgt Tips

Q&A

The ChallengeNeed a customizable DIY system to effectively manage multiple programs and releases. Requirements included:

Ability to Centralizes all data and artifacts surrounding each Program and Release for one central source of truth

Transparency for the entire organization Help the org “see” where we are with each release Auditable for SOC 2 control

Decision-making insights for Senior Management

Implement a standardized release processes

Accessible to multiple teams across the globe

Why QuickBase?

Ease of Use• Can quickly and easily build a web based relational database with no formal

development

Centralized and Transparent Program Information• Provide stakeholders desktop and mobile access• Control “who sees what”

– multiple user-based home page views, advanced user access and permissions

• Update and customize apps as business and program needs change• Empower users to quickly and easily slice and dice data (through reports or

filters)• Build “on the fly” customized reports

Standardize release process• Provide a clear state of release events AND evidence of process compliance for

SOC-2 controls including release process workflow illustrating production changes from “request to release”

The Process

• Initial efforts: – Utilized many spreadsheets to manage much of the data. – First QuickBase app- simple data repository related to release names and dates.

• Today: The app keeps track of:

Program and Release status Release readiness Production change requests Operational instructions Tracking risks/actions/issues/decisions Documenting the release process

Tracking breaking changes Messaging plans Documents Mission critical partner activity Employee contact info Employee vacation schedules

The Benefits

• Instant iteration at no cost– Easy customization without writing code

• Transparency – Anyone in the org can get to release and program information independently

• Time saving and accountability – Program meeting agendas are always fresh – Project drivers are auto-alerted when any task/decision is coming or past due– No one can say they “didn’t know”!

• Compliance and accountability – Each step of our release process is captured/documented with approvals– Ensures people know the state of each release and for compliance review

Adam’s Key QuickBase Tips

• Challenge: How do I get people to use my QuickBase?– Accept that no one cares about your QuickBase as much as you! – Accountability: build processes into your QuickBase that others are accountable for.– Link your stakeholders to the “one” program/release QuickBase and use it to run

meetings…the more exposure the better!– Talk to your users! Let them help you make your QuickBase more useful. It’ll

simultaneously train them AND help make your QuickBase more useful for your constituents!

• Challenge: I feel like my QuickBase is never complete.– Welcome change! Your QuickBase can go broad and deep in all directions.– You’ll need to hone it over time as the landscape changes. This is the huge benefit of

QB!

Q&A

Adam KowalProgram Manager

for Intuit QuickBase

Thank you for attending.

Adam_Kowal@Intuit.com

www.Quickbase.Intuit.com

Download Adam’s Program and Release Management app in QuickBase Exchange here: https://quickbase.com/db/main?a=AppDetail&ID=864