 Welcome everyone, this is Mark Ringo, Business Account Manager at FileMaker, and I'm your host for today's Getting Rid of Paper-Based Process Web Seminar, where you will learn how FileMaker's customers like Austin Convention Center and Kohl's department stores have leveraged FileMaker Go to replace paper. But before we get started, I have some brief housekeeping notes. For best experience, we strongly recommend that you participate in this Web Seminar with at least a broad band connection. If you have any problems or require online assistance at any time, please contact Citrix Technical Support at 888-259-8414. Again, that number is 888-259-8414. During today's presentation, you'll have an opportunity to type in questions. Let's talk briefly about how to enter a question. Go to the control panel and click on the question section to reveal the question section and enter your question and send. We will cover as many questions as time allows at the end of our presentation. The FileMaker Business Productivity Platform is not just one product. It is a group of products and technologies that all work together. With the FileMaker platform, you can create custom business solutions on Windows and Mac, with FileMaker Pro and FileMaker Pro Advanced. FileMaker Pro is our flagship product, and it's what you use to build solutions. However, if you build solutions for a team of people, you'll want to use FileMaker Pro Advanced, which comes with power tools such as Script Debugger, the Data Viewer, the Data Design Report, and also allows for custom menus and much more. FileMaker Server is the hub of any successful FileMaker deployment, which allows you to host your FileMaker solution and provides automatic backups and remote administration. And you'll need FileMaker Server to use our new FileMaker WebDirect, which is breakthrough web technology that runs custom business solutions directly in a web browser on a desktop or laptop. With no web development skills required. FileMaker Go brings your FileMaker solutions to your teams on iPads, iPhones, and iPod touch devices. All your FileMaker solutions created with FileMaker Pro will simply work on these mobile devices. And best of all, FileMaker Go 13 is free on the App Store. Here are just some of the benefits of using the FileMaker Go mobile application. But what if you could instantly update your current inventory levels from the warehouse while scanning barcodes? What if you could capture digital signatures to close sales deals on the road? What if you could collect research data, including photos and audio files in the field? What if you could swipe through patients medical records in the emergency room? And what if you could conduct teacher evaluations in the classroom? These are just some of the business use cases our customers are using today with FileMaker Go on the iPad. Many of those customers have gotten rid of paper for various reasons. It's hard to share with remote workers. Paper can be obsolete as far as the information or data on it. And with paper, your process more times than that is very, very manual. The data is not secure. You're going to have multiple versions of the truth floating around your organization and storage of this can be very costly. Our first customer success story today is Austin Convention Center. The Convention Center transformed paper based service order forms, work orders and floor diagrams into a mobile application that provides a mobile workforce the ability to view, process and reference event information across a facility that spans six city blocks. Before the Convention Center was using FileMaker Go, the exhibitors, work orders were based solely on faxes and paper. The orders were keyed into a system, printed out and placed into a binder with diagrams and other paperwork to start deployment or fulfill changes. This process was very manual and costing them a lot of time and hard day. Since moving over to FileMaker Go on the iPad, they've gained a lot of success. Good news is they were already using FileMaker Pro as their billing system so they could leverage the skill set that they already learned with FileMaker, now with FileMaker Go. They very quickly designed work order forms on the iPad. Employees now have real-time access to work orders, change orders and floor diagrams and easy to use touch interface on the iPad. This led to fewer errors, faster installs and increased customer satisfaction at the Convention Center. But more importantly, though, they had a compelling return on investment. With FileMaker Go for iPad, the project payback was less than four months with an annual ROI of over 200%. Estimated annual cost savings was $24,000. At this point in the webinar, I want to introduce one of our number one partners. These folks are Platinum Partner. It's a company called iSolutions. And let me introduce Chris at the light and Eden Morris. They're going to bring us through a couple business use cases for the iPad. Thanks, Mark. Really appreciate this opportunity. And we're looking forward to showing you guys a couple of different demos that we've got from some clients where we've taken them out of paper and manual processes into FileMaker Go-based applications. But before we do that, we'll just take a very quick second here before we get into the fun stuff to tell you guys a little bit about iSolutions. And I'll move through this very quickly. But we're founded in 1997, as Mark mentioned. We're a FileMaker Platinum Partner member. We've probably been working for clients of all sizes and industries since 1997 and really appreciate our relationship with FileMaker. We've got offices in both Los Angeles and Chicago where we provide project management development and even FileMaker training for companies using FileMaker and actually have some FileMaker training videos up on lynda.com in case any of you guys are familiar with that. I would certainly urge you to visit our website iSolutions-Inc.com for dozens more examples of projects just like this that we've created for our clients and many of the clients that you see here on screen. Additionally, if you're new to FileMaker, I urge you to check out www.FileMakerForBeginners.com where you can get access to free, a couple of really substantial free resources for learning FileMaker and even FileMaker Go if you're new to the product line. So today, we're going to show you a couple of demos, the first of which is an application that we created for a client of ours, which is Kohl's Department Store. For those of you not familiar, Kohl's Corporation is a Wisconsin-based department store chain who'd actually been using FileMaker internally for their store planning tasks before they came to us with this project. So they've already been using FileMaker, got FileMaker in the conversation, but it wasn't until their store environment and development division had reached out to us to see if maybe FileMaker could be a good fit for a project that they needed done for store construction. Now, this project had a unique challenge to it. First of all, they had already tried building a solution for this project as a web app and that project took them most of the year and exhausted most of their budget and with only five weeks left before their deadline, they had to scrap the web app idea and go another direction. So they started trying to look for other alternatives and the Kohl's construction folks needed something that could manage the building projects of all the new stores and modifications to the stores that they've got. There's actually 1100 of these stores in the US, so it's a pretty big project. They needed a system to be able to track the work performed in the field and then centralize some of this information in the form of the feedback that independent contractors are gathering out in the field so that they could make it possible for them to strategize and aggregate live updates in a more reliable manner than they were doing already. What they were doing currently, which certainly was inefficient, was that these independent contractors who were out helping them, you know, like project manage building tasks out of these job sites, were collecting updates on paper, transcribing them into Excel, and then eventually emailing all sorts of different Excel files back to the administrators at Kohl's headquarters so that they could merge them into one Excel document simply so that they could then do reports and charts and report on things and kind of get some strategic visibility on this data. That, of course, was grossly inefficient for them and they needed a better solution. They only had five weeks to build and deploy this solution. They needed a system where these mobile contractors could collect and sync the data from the field on iPads, even where the Internet was not available, and they needed to be able to have this access from throughout the United States. So what we're able to do for them after suggesting FileMaker as a solution here is we suggested that they go with a FileMaker Go-based application that would speak to a consolidated database on the FileMaker server side. So within just five weeks and with only one developer who you're going to meet here in a second, iSolutions was able to build a FileMaker based database that allowed 35 plus independent contractors to collect data via their iPads at construction sites all over the US and then sync that data back to a centralized database for in-house analysis and project status updates. Then the administrators back at corporate could view and create reports based on the data that's collected and make all sorts of very important strategic decisions. To do this, we employed a combination of FileMaker Pro, FileMaker Server and FileMaker Go products all together including the database that we created custom here that we're going to show you. So let's take a look at the files that we created in this brief demonstration and first I'd like to introduce you to the author of this database, Eden Morris. Eden? Thanks, Chris. All right. Jumping right into the demo, what we're looking at right here is the server interface that anyone in the company with internet or VPN access has access to via FileMaker Pro and very simple interface where they can manage the contractors and the stores that are involved in the projects and via that we're able to give each contractor and store the various projects that you need to work on and push them out to the iPad. If we go into this section right here, this will be a list of all the projects that they can manage. We have this practice project right here so we'll go into it and we see all of the details as far as giving a name and the date and seeing the current status. Over on the right, we have the report section which we'll come back to and inside here we're able to see all the questions that are part of the project and we're able to generally see which ones have been answered and how far along they are. Now if we go back to this and take a look at the iPad, this is the other component where we are able to connect to the server and pull down all the information that we need for our projects. Once we've done syncing, usually to do that at the beginning of the day, they can take their iPad and not have to worry about a data connection to the server so that they can do their job and fill out all the questions. Once that happens, I can go into the project section right here. I can see that same project. I'm going to click on it. It's going to say, are you sure you want to go in there? There's all my questions. With all kinds of visual cues as far as how far along I am. So let's go into a section that hasn't been answered. We'll go to the first question and we'll just mark it complete. And that's all we have to do. If we go to the next one down here at the bottom, I'm going to mark this one as incomplete. Then it's going to ask me what's the reason for it. So I'm going to click one right here. Now the interface changes and based on these red asterisks, it tells me which pieces of information are required. If I choose a different reason, those are going to change because based on the reason I want different pieces of information to be gathered. So I'm going to put in a piece of information right here and then I'm going to add a picture. And from this menu, we're going to add a picture, but we could also record audio. We can take a picture with our camera or we can add something from our photo library. We can add whatever kind of file is on the device or we can add a signature. So from here, we're just going to add a photo. And this is a picture of the job scene so that when somebody back in the central office wants to see the status of this, they can see this picture and see exactly what's going on and understand without having to read through lengthy information that may or may not make sense. So with those two questions answered, I'm going to go back to the question list. You can see that the first question has a check mark and the other one is not resolved yet. Now we're going to go back to the server. Oh, we are going to go to the home and so it's now the end of the day. I have an internet connection and I'm going to sync back to the central office. I'm going to hit this sync button over here on the right. It's going to take me to the syncing status. It lets me know what's going on and then when it's all done, it lets me know that there were no errors. So if we now go back to the server interface. I should mention there, Eden in our syncing interface, this is something that is commonly requested in FileMaker Go client server applications where you can have a database on FileMaker Go that does not need to be persistently connected to your server. Of course you could do either one, but in case those that are listening don't know, you can either have a file that lives on your iPad locally, we like to call it, or one that is on a remote server somewhere that you can connect to. In this case, the one that Eden was just demonstrating lives on the client's iPad locally, but then it connects to the FileMaker server. So in this case what we did is we built in our own syncing script is what's happening there that amongst other things employees importing and a lot of time or transaction management and time stamping and whatnot, but what we didn't have to do here was use a third-party tool. There are a lot of third-party products out there that are great, but we decided to save our clients some money and to build this in natively right in using FileMaker's scripting tools and that's something that we built in both of these demos that you're going to be seeing here in a second, but just for whatever it's worth you can build in syncing natively to into your FileMaker Go application. So with that said, I'll pass it back to Eden to kind of show you what happens on the server side after a sync is completed. Thanks, Chris. So we're back into project details and if I go into the questions and remember we we answered questions in, you know what? Cosmetics. Was it? Yes, it was so these these top two questions are now shown as answered and I am able to see that it's complete. And all of this was done previous to this. All of this was had to be handwritten out in narratives and then transcribed into Excel documents that needed to be emailed over and they weren't able to really manage pictures appropriately. They would actually take pictures on a digital camera, plug them into their computer, try to upload all these images and these naming conventions, the tatchery thing. It was a mess and they really weren't able to get the data in efficiently enough to be able to do any strategic thinking with it. So here, you know, by the end of every day and quite frankly, they could require them to do it on the hour if they had access to it. But of course because of construction sites, they don't always have Wi-Fi. But when they do get the ability to sync back, all this information from all the different projects is back into this one server side database that allows the administrators to do all this strategic thinking in addition to doing some reporting on this data as well. Yeah, absolutely. And over here on the right, they're able to get easy access to all the reports to give them as much visibility as possible on the project. And what this does is it will run the report and then save them as a PDF so that they can distribute them to whoever they need to via email. And as far as some examples of those, we have right here. So this is one that shows them the distribution of the answers by type. We have a pie chart with the various reasons that each question is answered. And we also have it distributed by the various departments within the store so they can find out that if a certain department has a lot of issues, they can focus on that and they know who to contact in order to get that resolved as quickly as possible. And in all of these cases, we were able to use FileMaker's native charting tool. And so I mean they're very pretty simple charts here but FileMaker's got some really neat charts built right into the product so that instead of having to export stuff out into Excel, for example, which is what this client used to be doing, they can just have the data stored in the centralized database and generate charts as they need them, or even just look in to see charts with live information right inside the database. We also used FileMaker's native ability to save as PDF for not only generating these for sharing, but you can also attach them to an email dynamically as well. So really, in short, what this enabled the client to do is collect data out in the field and as quickly as they would like to have the data updated, push it back through a FileMaker sync from the iPads back to their centralized FileMaker server, allowing the administrators to look at this and report on it and again make strategic decisions. And after 18 months of success with this solution to date, Coles is planning on continuing this project further by allowing other departments that also need store information to connect to this database that's on their same FileMaker server and interchange data between all those different applications that they're using. So they have other departments that are going to be able to benefit from data that's being collected in the field. So not only were they able to build an app-like experience on iPads using FileMaker Go, but they're able to replace some of the obvious inefficiencies of the paper and Excel-based processes with a centralized and scalable database system that allows syncing and sophisticated reporting and sharing all by choosing FileMaker for this task. Now we'd also like to show you, with a couple minutes that we've got here, another example of a FileMaker solution that uses FileMaker Go on the iPad to connect to a centralized database. And in this case, what it is is a client that is a surgical supply company who has a sales force that's out in the field all throughout the United States. And prior to this solution, they had just sent salespeople out into the field placing orders that they would handwrite onto a paper form. And then at some point they would get back to their office or hotel or whatever and actually fax these forms over and they would then need to be transcribed into an order system. And amongst other inefficiencies with that process I just described, they were sometimes placing orders for products that they didn't even have an inventory of. And they had to then reconcile those with the customers later at great cost to them internally. So our FileMaker base system provides them live inventory updates into the field when needed. And then FileMaker Go users who are traveling throughout the United States can not only centralize their data, but connect users to an SAP back end system using the FileMaker server product. So I'm going to pass it back over to Eden to show you a demonstration of this system that we built for FileMaker Go. Eden? Thanks. So this is the client that runs on the iPad. And we have it broken up into three sections. On the left-hand side we have the various buttons so that a person out on the field can order parts to have in order to sell. And those orders get synchronized back to the server and then also get sent back into the SAP database so that they get their parts as quickly as possible. And that uses FileMaker's native external SQL sources feature if anyone's interested in learning more about how that works. Yes. And along with that we use that same technology to make sure that whenever we're making new sales orders that the parts that they end up putting on sales orders to sell, they actually have that in inventory so they do not accidentally put the wrong parts on orders and cause all kinds of unnecessary labor in order to fix those and then contact the customer and it saves the customer a lot of time. Now the demonstration that we're going to do is the ability to make a new sales order. So I'm going to do is I'm going to click this top right button that says new sales order and we have all of the information that is relevant only to this one sales person and I just have to click through each thing and very efficiently fill in the information. And we're able to do that because FileMaker has its own accounts and privileges features that allow us to build in accounts for use people to log in not only to restrict them from seeing certain pieces of information but also to identify who they are so we can present a dynamic experience on screen for them like Eden showing you now. Absolutely. Now once I have all of this this information filled out I'm going to click on assign sets down here which is where I order my parts and I click on a section and I'm just going to select a few parts and click create line items. Those are now added in with the appropriate prices that are for that specific client that I'm selling to. I have some check boxes in order to make sure that that that various things are filled out appropriately down at the bottom right I have the signature and what's nice about this is unlike whenever I was adding a file to the Coles project all I have to do is tap once on the signature it knows that I want to do a signature I click agree and that's when you hand it to the surgeon and they have to do they can do a signature there's no extra steps it's just we take the signature and go back so we're able to have that kind of granularity and control when we're adding files to a container field over here on the left hand side I'm now going to do the same thing where I'm inserting a patient sticker and it gives me these options so I'm going to go in add a photo and there's a picture of a patient sticker right there now this is all filled out after looking at the things that are highlighted yellow I know that filled out all the required information I'm going to click on finalize order and this is what the PDF that gets emailed back to the central office is going to look like and all I have to do is click on email and it verifies yes I want to do this saves it as a PDF and then attaches it to the sales order I can add some extra notes I can CC it to other people and what you see down here is a preview of the actual PDF that's attached to the sales order or attached to the email so I'm going to actually cancel this and then after I'm done with the email it's automatically syncing all my changes and so now all the information that I have entered in for the sales order is now sitting back at the file maker server for them to go over and it also in the background will then synchronize with the SAP system via file maker servers external SQL sources and automatically generate the sales order and if there are any problems it will then send information back to the file maker server so that they can make any changes that they need. Thanks Luke. Yeah so this client as you can see is able to use a combination of file maker server and file maker go to connect live to SAP on the back end using the external SQL sources we've been mentioning and then file maker go is on the iPad allowing people out in the field to inexpensively and easily manage all the sales orders in the field all throughout the United States so file maker as you can see plays a big role here in this process and continues to play an important role within this organization by providing a front end to their SAP back end system in a way that would cost 10, 15, 20 times this if they were to try to build a customized app so file makers ability to be able to be changed on the fly to create something for the iPads inexpensively has really allowed this particular client to build something very app like and deployed on file maker go thus replacing their old antiquated paper forms and fax process from their previous version or the previous systems that they're working with. Appreciate you guys letting us show this to us please by any means if anybody's got any questions we'd be happy to answer them. I'm going to pass it back over to Mark though at this part of the discussion. Thank you Chris. You did a great job with the demonstrations of two very great file maker customers. On my screen now I've got a a summary here of file maker training series basics. This is something that is new on our website for the folks on the call today that are new to file maker and you want to learn a little bit more and you like what you saw today. Definitely go out to this link right here and this is a free download of training that we're offering right now and I offer this out to a lot of my new file maker customers and they really enjoy the training you download it you know to your desktop or laptop as well. Here's another great couple of great links to the file maker website. The first one is file maker go 13. Once again that is a free download from the app store. So if you've got iOS devices iPhone iPad definitely take advantage of that. Nice thing about file maker go 13 it does come with a couple starter solutions that you could play with right on your mobile device. Another link for customer success stories in fact the one I talked about at the beginning the Austin Convention Center they've got a in depth success story right up with a video as well. So you'll get an opportunity to kind of see more of that solution in the demonstration on the video. And of course we've got web seminars on a regular basis here at file maker on different types of topics. Please go look at that as well. It's always we're always updating with new information and new topics. Then finally another link for training resources. Once again if you like what you saw today want to learn a little bit more. There's some good training options out there for the file maker platform. At this point I think what we're going to do is go into a couple of our questions that people have typed in. And I will start with the first one. How did I solution sync data between file maker server and a file maker go clients? It's a good question. It's a common challenge and need in a lot of file maker go client server applications. We chose to not go the route of third party plugins because we like to keep everything under our control and native and file maker. And without going into the new show of it what we were able to do here is build in a very sophisticated series of scripts that really lean on the importing features built right into file maker. So we're importing from one direction to the other kind of pushing and pulling data back and forth identifying which records have changed through a series of calculations again built natively into file maker deciding what stuff has changed on each side and then pushing it back to in the other direction. It's two way in that case. So suffice to say you can use file makers native scripting and calculation engines to be able to build in this two way syncing into your file maker go applications. Thanks Chris. Next question. Do I still need to use plugins for bar code scanning in file maker go? Well let me answer that and then I'll pass it over to Chris for more insight on the answer. But in file maker go 13 we've got bar code scanning built into the product leveraging the camera of the iPhone or the iPad. Chris why don't you go ahead and give a little bit more detail on how some of your customers are leveraging scanning. Yeah this is this sort of dovetails into what we were talking about before. We here at our organizations like to try to get file maker to be able to do things natively rather than use plugins. There had been some plugins for bar code scanning which not only involved getting the software to speak with software you know in previous versions but also having to get hardware involved and even signature capture pads and stuff like that but now in go 13 which we're very excited about when this got released all you have to do is just set up a field check a little box when you're in file maker pro on the field in your layout and it will invoke the camera the native camera either on your iPhone iPod touch or the iPad and you simply take a picture and within a second it then scans that as a bar code and only that it's got support for qr codes and I think a dozen and a half different of a bar code formats natively built into file maker so we're able to use it for things like doing inventory tracking even identifying different work stations by scanning bar codes do check in systems we've been doing all this type stuff the hard way in the past and now all you have to do is do a little check box and check out the bar code scanning if you guys want to check it out for yourself if you go ahead and download one file maker go on your iPad or iPhone check out a one of the starter solutions that ships with file maker go called assets and in the asset file there's a layout that has a little bar code icon next to one of the fields that let's just kind of click on it and then go ahead and scan bar codes on anything you got laying around the office and you'll see that it captures that numeric value within a split second really of the camera being invoked so it's really exciting thing to not only allow you to be able to scan bar codes but initiate searches based on those bar code values and do all sorts of really sophisticated stuff without needing plugins and more importantly without needing any third-party hardware to be able to do the bar code scanning thanks Chris next question so a salesman emails an order back to administration how does administration get notified that something has occurred does file maker tie into a notification system on the OS well it's an interesting question what we leverage for notification purposes as the email functionality and file maker Eden showed you a great example of invoking the email client on the iOS to actually be able to send something off but what we use for notification purposes is the back end what's called SMTP option which means that we can have the file maker database back on the server even automatically send emails to individuals saying hey by the way your inventory levels have dropped below your reorder amount or hey so-and-so click here on this link that'll take you right into the file maker layout that shows all the sales orders that have been added since the last sync so really what we use is the built-in email and not necessarily the client but just things that are triggered through scripts either in the file maker pro client or on the server side that allow us to notify different users and that we use that in conjunction with either attachments that'll allow people to log right into the database or even links that'll allow people to go right into the database the record and the actual records and questions we use a combination of all those native technologies in file maker go and in pro to be able to do all that sophisticated notification. Thanks Chris. Next question can I use file maker go to edit layouts of the solution? So at the beginning we talked about the file maker platform and there's two client products that are used for editing layouts that's file maker pro or file maker pro advance those are the two solutions that you would use to edit any of your layouts. File maker go think of that as a window into your data both for consumption purposes but also for write back purposes the ability to change notes or update notes take photos signature capture capture video things like that. That is all the questions that we have today I just wanted to thank everybody that joined us today and also the folks from my solutions for participating thank you again and have a great day.