file maker webinar
TRANSCRIPT
talks!
Is FileMaker Right for Your Organization?November 18, 2010Audio is only available by calling this number:Conference Call: 866-740-1260; Access Code: 6339392
Sponsored by
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Using ReadyTalk
• Chat & raise hand • All lines are muted• If you lose your
internet connection, reconnect using the link emailed to you.
• If you lose your phone connection, re-dial the phone number and re-join.
• ReadyTalk support: 800-843-9166
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
You are being recorded…
• Streaming into Second Life• This seminar will be available on the
TechSoup website along with past webinar presentations:– www.techsoup.org/go/webinars
• You will receive a link to this presentation, material and links.
• After the webinar, you can ask follow-up questions in our Community Forum:– http://bit.ly/fmaker
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talks!
Is FileMaker Right for Your Organization?
Presenter: Kevin Mullins & Glen SuarezSponsored by
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
We are working toward a time when every nonprofit and social benefit organization on the planet has the technology
resources and knowledge they need to operate at their full potential.
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Today’s Speakers
Kami Griffiths TechSoup Global
Kevin MullinsAngelorum Pregnancy
Services
Assisting with chat questions: Kevin Lo, TechSoup Global & Glen Suarez, FileMaker
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Agenda
• What is FileMaker• How to get started• Developing a database• Managing and maintaining data• Staff Training
• Online access and security
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Do you currently use spreadsheets
to track anything regularly?
• Yes• No
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
What is FileMaker?
Marketing Answer:Database management for Windows, Mac, and the webFileMaker Pro is powerful, easy-to-use database software that helps you and your team get any task done faster. Millions of people in business, government, and education use FileMaker Pro to manage all their information.In addition to the more than 30 built-in Starter Solutions that help you manage your important tasks, FileMaker Pro also has more easy-to-use tools to enable you to:•Create custom databases•Produce Reports•Publish data to the web•Share data in a couple of clicks
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
What is FileMaker?
Real World Answer:FileMaker is a tool that allows you to design solutions to your problems.•Organize your data into logical groupings allowing for better reporting•Create related links among your data•Create process workflows•Provide a system that enforces consistency of data
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Why FileMaker?
• FileMaker Pro is the ease of use champion• Designed from the ground up for non-technical people• Works on Macs or PCs, it is one of the best solutions for mixed OS
companies
PC Magazine named FileMaker its editors choice for databases. http://www.pcmag.com/article2/0,2817,2366797,00.asp
“.. It's an ideal way for those not well-versed in database design to create a database or ad-hoc report. With FileMaker Pro 11, small businesses can create powerful relational databases; easy-to-use does not translate into poor database development.”
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
ExamplesAuction Management – Building Catalog Item from Donations
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
ExamplesAuction Management – Save final Catalog to a PDF to send to Print Shop
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
ExamplesAuction Management – Bid Sheet Print Layout
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
ExamplesAuction Management – Final Checkout
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
ExamplesAuction Management – Invoice Print Out
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
ExamplesContact Management – Detail View
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
ExamplesContact Management – List View
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
ExamplesContact Management – Print Out
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
ExamplesContact Management – Another Free Example Detail Layout
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
ExamplesContact Management – List View
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
ExamplesDonation Management – Free Solution from www.filemakerdonations.com
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
ExamplesDonation Management – Free Solution from www.filemakerdonations.com
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
ExamplesDonation Management
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
ExamplesDonation Management – Print Lables
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
ExamplesBuilt in Templates
• Inventory
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
ExamplesBuilt in Templates
• Inventory• Expense
Reporting
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
ExamplesBuilt in Templates
• Inventory• Expense
Reporting• Purchase
Orders
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
ExamplesBuilt in Templates
• Inventory• Expense
Reporting• Purchase
Orders• Email
Campaign Management
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
ExamplesBuilt in Templates
• Inventory• Expense
Reporting• Purchase
Orders• Email
Campaign Management
• Music Library• 25 More
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Getting Started from Excel
• Decide if a template will meet the basic needs or if you need to start from scratch. http://www.filemaker.com/solutions/starter_solutions_descript.html
• Select “Start from a Starter Solution” • Then import your excel file using the
import wizardOR• With some simple excel files you can
drop the excel file onto the FileMaker icon & it will use the file to start a basic database.
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Designing a Solution
• Define a Mission Statement and Mission Objective
• Analyze what you currently use• Identify your Data Elements• Separate your Elements (Entities) by
type• Identify your relationships. How do your
entities relate to each other?• Define the business rules & reporting
needs of your data
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Multi-User Solutions
FileMaker allows you to share your data with others in a few different ways.•Personal Data Sharing
– With another FileMaker user (9 users)– Via your internal network using Instant
Web Publishing (5 users)•FileMaker Server
– Dedicated server on site (250 – 900 users)– Hosted File on 3rd Party Server (250 users)
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Multi-User Considerations
• Security & Permissions• Significance of Global Fields in a
Mulit-user Solution• Network Performance• Number of users• Data consistency
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
User Access
• Another copy of FileMaker
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
User Access
• Another copy of FileMaker
• Via Instant Web Publishing local network
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
User Access
• Another copy of FileMaker
• Via Instant Web Publishing local network
• FileMaker Go for iPad & iPhone
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
User Access
• Another copy of FileMaker
• Via Instant Web Publishing local network
• FileMaker Go for iPad & iPhone
• Web via PHP
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Review
• FileMaker is a tool that can help you solve many business problems.
• Start building by importing your existing excel files.
• With proper planning and design you can build a solid solution quickly with FileMaker.
• There are many resources available for learning FileMaker.
• FileMaker solutions can meet HIPPA & PCI Compliance standards.
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Resources
Websites• http://www.filemaker.com/• http://www.filemakerfree.com/• http://fmlayoutmode.com• http://www.fmpug.com• http://www.findfilemakerdevelopers.com/• http://http://fmforums.com/
Books• FileMaker Pro 11: The Missing Manual• Learn FileMaker Pro 10
Online Video Training• Lynda.com - FileMaker 11• VTC.com – FileMaker 11
Other• TechSoup Article: A Nonprofit’s Introduction to FileMaker Pro• FileMaker Support
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Get FileMaker Through TechSoup• Products Offered
– FileMaker Pro 11 (single-user license) & FileMaker Server 11 • Pricing
– FileMaker Pro 11 is available for a $179 admin fee (a 40% discount off retail)
– FileMaker Server 11 is available for a $599 admin fee (a 40% discount off retail)
• Rules & Eligibility– Available to all 501(c)3 nonprofit organizations based in the
United States– Not available to organizations in U.S. Territories at this time.– Products may only be distributed to qualifying organizations,
and not individuals. – FileMaker licenses may not be transferred or resold.– TechSoup customers may request up to four (4) licenses per
FileMaker product per TechSoup fiscal year (July 1 – June 30)
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Other Ways to Purchase FileMaker
• Non-Profit Volume Licensing for those looking for larger quantities– https://store.filemaker.com/US/ENG/EDU/entry/form/
• Single user licenses for those that do not qualify for the TechSoup discount program– https://store.filemaker.com/US/ENG/RTL/
talks!
Questions?
Submit your questions using the chat box.
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Continue the Discussion…
• Additional questions can be answered by posting in in our Community Forum:– http://bit.ly/fmaker
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Upcoming Webinars
• Manage your Data, Donations and More with CiviCRM– Tuesday, November 23, 11 a.m.
Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Thank you to our Webinar Sponsor!
ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week.
For more information: pages.readytalk.com/techsoup.html
talks!
Thank you! Please complete the post event survey!
Kami Griffiths, [email protected], 415-633-9392