Traction — Get a Grip on Your Business

Business Development, Databases No Comments »

I’ve stayed up late tonight reading “Traction: Get a Grip on Your Business” by Gino Wockman. It’s awesome, and I’m very excited about implementing it in Quintify.

For a while now I’ve wanted us to build in a “business development” module into our Quintify business database software to go along with the CRM, project/task management, order fulfillment, invoicing/AR, marketing, CMS, etc. that we already include. I’m going to build Traction’s model into our own database system, and if it goes as well as I think it will, I’m going to talk to Gino’s company about us having a Traction-branded version of Quintify::Complete. (One nice thing about our code generator is that such stuff can get implemented pretty quickly. I’d also like to create an ActionCOACH-branded version using their business development model.)

I’ve heard the things in Traction before — from Michael Gerber, Reggie Shropshire, and others. But Traction really explains things in an easy-to-understand-and-implement way. Or perhaps I’ve been exposed to the concepts enough that they are finally taking root.

Some Best Practices in Data Modeling for Web Application Development

Databases No Comments »

(I’m speaking at an undergraduate database class today at UNCW and needed a place to stick some supplemental notes, and thought I’d put them here.)

Some best practices in data modeling for web application development, particularly for “backend” business systems:

1. Initially focus on database tables, fields and relationships and not what the web pages are going to look like. If the data model is right, the user interface will (pretty much) take care of itself.

2. For all major “things” in your system, have a table for notes: product_note, client_note, quote_note, task_note, etc. (And encourage users to add notes.)

3. For each database table, have the following fields:

  • date added
  • date last modified
  • last modified by

4. At the application level, have edit locks to prevent two users from trying to edit the same record at the same time, with the one submitting the form last overwriting the one who submitted it first. (At the data model level, in addition to the three recommend fields above, also have “date last locked” and “last locked by”.)

5. Think through (and discuss with your client) one-to-many vs. many-to-many relationships. For example, when setting up a database for a school, does each class have one and only one teacher or can a class have multiple teachers? When discussing this with a client, ask them if the relationship in question needs a select list (one-to-many) or checkboxes (many-to-many) in the web form. In our example, some schools will be one-to-many but others will be many-to-many. Getting this right from the start will save headaches down the road.

6. Log user access — both system access (logins) and page access (page views and actions). You probably won’t often need to know who accessed what page when and from where, but when you do, having that info in the database is golden.

7. Be careful about losing historical information. For example, if you have a product table that contains “unit_cost”, you might be tempted to not include “unit_cost” in your order_line database table, since that info is already available in the product table and “don’t duplicate info” is a value. However, over time the products’ costs are likely to change, and at that point you won’t know what the cost was for a product ordered last year unless you captured that info in the order_line database table. The solution is to have the “unit_cost” in the order_line table.

8. When setting up the data model for user access, seriously consider having users and usergroups be “many to many”, so that user access to particular parts of the system is “nonlinear”. I’ve seen others’ systems where each user could be given basic access, or intermediate access, or admin access, and I’ve heard about a system where one’s access rights were a scale from 1 to 100, with someone at a 70 getting everything below that, and someone at an 80 getting everything below that. It’s much better to have multiple usergroups (e.g. customer service, accounting, marketing, etc.) and then allow users to be in multiple usergroups based on their roles within the organization, which each usergroup having its own set of access permissions.

9. I name all of my “join table” tables with a “j” at the front, e.g. jstudent_class and jemployee_usergroup. This is really helpful for quickly knowing what relationship type the table encompasses.

10. Sometimes calculated fields are OK. For some reason at one point in my life I was under the impression that calculated fields in database tables were evil, but there are times when they are very helpful, particularly depending upon the framework you are using. With wm, we can set a flag for a field being a calculation, so that it doesn’t show up in the add/edit form, but it does show up in the display and the search filters. The only catch is that we need to add the code for the calculation, but we have things in place to handle that.

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Any comments, or any more you’d like to add?

Feature of the Week: Quickly Add Clients to Segments

Databases No Comments »

Our feature of the week is something I know everyone will find useful.  Say you’d like to quickly create a segment - adding all clients located in the state of California.  You’ll be using this segment to send out a targeted email blast to those clients, perhaps with a special offer.  The feature of the week will show you how easy it is to do this - takes less than two minutes! 

 

New Tutorial: How to Add a Client

This and That No Comments »

We’ve added a new tutorial, this one focusing on how to add a client in your Quintify database.  You can view the video below.  We’ll be adding tutorials frequently - let us know if there’s anything specific you’d like to see!  You can view the entire tutorial library at http://www.quintify.com/tutorials.html

Now onto the tutorial!

 

Something that always floors me (and some job hunting advice)

Business Development, Personal Development No Comments »

Quintify currently has a job posting for a marketing intern. I think this is an awesome opportunity — if my kids were a bit older I’d encourage them to pursue it. (I wish I had the time to pursue it myself!)

The first two resumes / cover letters we got reminded me of what I often see with such things — the cover letters and resumes are form letters, and mention nothing about the specific opportunity we’re offering, or in this case about Port City Deals (a major subject of our job posting.)

Wouldn’t it be so easy for them to say, “I checked out Port City Deals and love it! I can picture a site like this in every metropolitan area across the country, and I’m excited about having a role in bringing that about! While I haven’t done much with marketing a real product at this (young) point in my life, I’m eager to learn as I go and jump in with both feet.” (Better yet to suggest some first steps toward marketing the business opportunity.)

But instead: Here I am. Here’s my background. I can help you, and I’ll benefit too. I’m going to call you next week to make sure you got my stuff.

But did you read my stuff?!?!?!

Agghhh!!

We’re Looking for a Marketing Intern!

Quintify's Team 1 Comment »

Quintify Database Solutions, a Wilmington-based provider of customized database solutions, is looking for a marketing intern.  This person will be responsible for all aspects of marketing and selling online businesses that sell half-price gift certificates to local communities. 

 

Port City Deals (www.portcitydeals.com) is the first half-price gift certificate website that Quintify has created.  With the support of Quintify’s team, the marketing intern will be responsible for developing and implementing a marketing plan that results in selling similar websites as business opportunities to budding entrepreneurs in other geographical markets.  We’ll pay a commission on these sales.

 

This is a great opportunity for an intern with a marketing focus to run with their own project!  Please submit your resume to kelley@quintify.com.

Database Success for Your Small Business - Free Seminar!

This and That 1 Comment »

Quintify Database Solutions is hosting a free seminar - “Database Success for Your Small Business”.  Learn how local businesses are using databases to achieve their goals, increase their revenue and become more efficient. 

Speakers will cover topics including email marketing and other CRM, project management, order fulfillment/operations, and accounting.

The seminar is being held Wednesday, October 14th, at the New Hanover County Library in Wilmington, North Carolina.  For more information or to sign up - visit http://www.quintify.com/seminar.html.

free “databases for small businesses” seminar at CFCC

Business Development, Databases No Comments »

Information release from Kim LeClair of CFCC’s Small Business Center (Wilmington, NC):

————————–

Database Development for Your Small Business

September 10th from 6-8 p.m. / Room L-107

FREE SEMINAR

I am pleased to announce this NEW seminar that will help many businesses run more efficiently. Below is a course outline of what will be covered. Mr. Reid Wilson, from Quintify Database Solutions, will be presenting this seminar.

Course Outline: Are you currently storing all your clients in an Excel spreadsheet? Are you sticking with a legacy system that no longer meets your needs? Many small businesses are using outdated means to store their contacts, do process management, and provide actionable reporting. As part of this seminar, we will show you the 8 key benefits of having a great database:

  • Reduce complexity
  • All key info is in one place only
  • Productivity gains
  • You can scale
  • Knowledge to make decisions
  • Easy customer contact
  • Gives the business owner peace of mind
  • Immediate ROI plus builds long-term financial value

I am attaching a registration form for those that are interested in attending. If you have any questions, you can reach me directly at 362-7216. Have a wonderful day.

Kim LeClair

SBC, Cape Fear Community College

Port City Deals featured on the TV news last night

Client Focus 1 Comment »

Port City Deals, a half-price certificate website created by Quintify (with logo and site design by ProVision Media), was featured on WWAY TV’s news last night.

Here is a link to the spot on WWAY’s website.

We are offering these half-price certificate websites as a business opportunity to people in geographic locales across the country, and are excited at Port City Deals’ great start. In addition to the nice public website, we’ve built a full-featured  “backend” admin system that allows a team to manage every aspect of the business.

If you are outside of the WIlmington area and would like to discuss getting such a site for yourself, please contact us.

PortCityDeals.com

PCD Deals page:

Port City Deals

PCD Deal page:

PortCityDeals.com Deals

PCD admin main menu

Port City Deals admin site

5 “Database” Mistakes Small Businesses Make

Business Development, Databases No Comments »

Here are five “database” mistakes small businesses make. Each of these can significantly limit growth, particularly when a team is involved.

1. Trying to use MS Excel to do things it wasn’t intended to do
2. Using file folders to keep track of their information
3. Using sticky notes and random pieces of paper to keep track of their information
4. Trying to keep everything in one’s head
5. Sticking with a legacy system that no longer meets their needs

These will be fleshed out in future blog posts.