Wednesday, June 25, 2014

Summary of our 4D Process for Client Delivery

Our 4 "D" process is an iterative approach for determining client needs and requirements to deliver better solutions in less time than traditional software development practices. 

Tuesday, June 24, 2014

So you want to learn Salesforce...

Taking up Salesforce is daunting, no doubt about it. But the developer marketing folks at Salesforce have a plethora of resources to check out. Here’s a guide to some of the essential and free resources that will help you get started:
  • Sign up for a Developer Force account - The best way to start is to have your own developer environment to build and experiment with.   Then leverage a great online community that promotes learning, growth and contribution for the platform.
  • Check out some examples via workbooks :
    • - point-and click configuration for setting up and administration of the    environment
    • Visualforce - Page markup like HTML
    • APEX - Programming language
  • Cheat sheet for Salesforce 1 Developer.  This is just one of many examples...
  • Videos - For the visual learner, Salesforce has hundreds upon thousands of videos up on Youtube.

Wednesday, May 28, 2014

Interesting Start-up Funding event hosted by my buddy Nate Beckord (June 26th, 2014 in SF)

Startup Funding 2.0 is about innovation in early stage finance.  

Topics include:
+Rise of the Platforms: how perk- and equity-based crowdfunding platforms are changing the game.

+March of the Young Turks: how hot new seed funds are innovating the venture model.

+Acceleration of the Accelerators: how incubators are opening up new paths to funding...

...and much more. 

Our rockstar speaker list includes Gil Penchina (leader of the largest AngelList Syndicate), Satya Patel (VC at Homebrew), Ash Fontana (Product at AngelList), Ryan Caldbeck (CEO of CircleUp),Boris Wertz (VC at Version One), Ann Miura-Ko (VC at Floodgate) and more TBA. 

Register soon-- tickets are limited, and prices are going up. This event will sell out. 
More details:
Produced by, and hosted by Automattic.
Sponsored by BootStrap Labs, Founders Network, and Bizzabo. 
Sorry, no refunds or exchanges.
Come early, stay late. 
See you June 26! 
Have questions about Startup Funding 2.0: The Brave New World of Early Stage Finance?Contact

Thursday, May 15, 2014

Learning how to code in Salesforce... #apex4admins

I have been a point and click admin/consultant in Salesforce for about 5 years (and working in SaaS for more than 10 years with QuickBase), but I haven't been interested in coding since earlier in my career -- I mostly configure.  Well, just as I was feeling like I would steer clear of coding (forever), I started reading Salesforce Community BLOGs regarding learning to code this summer with David Liu (a Salesforce MVP and Salesforce architect at Google).  It has sparked a new interest in me to dig a bit deeper and get more technical.  The thing I have enjoyed, (so far, I have reviewed his website and listened in on the first webinar), is the ease in how the subject is presented.  Here's a screen shot, that in a colorful way, explains the nomenclature that makes up basic code in Salesforce.  

If you're interested, I strongly recommend visiting David's site and checking out the two remaining webinars in the series.

Wednesday, May 07, 2014

What are the business requirements for your....

"fill-in the blank" system.   On our continued theme (last article was on selecting a proper app platform), of helping businesses get from point A to point B, its good to get very clear on where you are (point A) and where you're going (point B) and also your budget for this journey (by Uber X or TownCar).   We built a deck to help companies select the correct web-based software for their business.  Embedded in the deck is the following slide, which highlights some (but not all) of the questions a business must answer, when choosing between software solutions.  

Additionally, we have used the following 10 steps to help clients both assess their vendor selection choice and address the software configuration process.

Monday, April 14, 2014

Some IFTTT recipes that we use every day...

The wide release of the Android app will bring new possibilities tied to native Android apps, but hundreds of useful recipes already exist. The best part? You don’t even need the app on your phone to take advantage of them — you can set it all up right in your web browser. For those toying around with the beta and those eagerly awaiting the final release alike, here are some IFTTT recipes we use that might inspire you.

ifGmailthenGoogle Drive
If any new attachment, then upload file to Google Drive

Add saved Feedly stories to To File

Saved Feedly articles shared on LinkedIn

Send BLOG posts to Facebook

Thursday, April 10, 2014

Build a computed Status field in your application

Many times when building an app you will want to compute a Status rather than have users manually enter or adjust a Status field pull-down.  An example use case we recently had was for a health service provider who needed to compute the Status of applicants for a health study.  They had several Date fields they were using to determine when an applicant had passed a key stage in their process.  The attached QuickBase code (although could be used in other systems supporting If logic) illustrates how to use date fields and other fields with values (or without) to determine a Status for a record.  

***Note: Using the nested If construct means you will need to start from the last status and work backwards...

If(Length(ToText([Date of Unenrollment]))>0,"8-Unenrolled",
If(Length(ToText([Facility Discharge Date]))>0,"7-Enrolled Participant",
If(Length(ToText([Date of LOC Eligibility]))>0 and Length(ToText([Date of Financial Eligibility]))>0,"6-Pending Participant",
If(Length(ToText([Date of Successful Appeal]))>0,"6-Pending Participant",
If(Length(ToText([Date of Failed Appeal]))>0,"5b-Appeal Failed",
If(Length(ToText([Date Appeal Started]))>0,"5a-Appeal Started",
If(Length(ToText([Date of LOC Ineligibility]))>0 or Length(ToText([Date of Financial Ineligibility]))>0,"5-Ineligible",
If(Length(ToText([Date of LOC Eval Start]))>0,"4-LOC Evaluation",
If(Length(ToText([Date Initial Screen]))>0,"3-Initial Screening",
If(Length([Participant Record# (Lottery)])>0,"2-Lottery Provided",
If(Length(ToText([Date Application Rcvd]))>0,"1-Application Rcvd","0-Contact")))))))))))