case studies

Canal Alliance is a nonprofit organization whose mission is to support Latino immigrants and their families on the path to stability. They rely on Salesforce to manage their fundraising efforts, program data, and communications with donors. After an upgrade left them with lost and scattered data, they needed help with the administration side of their org in order to use their data effectively. DB Services took over admin tasks, handled support tickets and urgent requests, and made ongoing improvements. This gave them a single source of truth for their data and improved collaboration.

United Way of San Antonio and Bexar County is a nonprofit organization whose mission is to improve early childhood care and education. They partner with child development centers in their local community and assist them in meeting quality standards. They needed a more efficient way to manage and analyze their data and be able to share it between centers. DB Services built them a custom Salesforce org that integrated with Formstack to give them a single source of truth and a streamlined way to assess centers.

Floodplain Consultants, Inc. is a national flood zone certification provider founded in 1991. They provide flood insurance, flood zone certification, floodplain management, and more to financial institutions with a focus on quality and customer service. They reached out to DB Services when they began receiving security threats to their website. The developers at DB Services rebuilt the site using a combination of FileMaker and web development to ensure the security and integrity of the site.

Lafayette Urban Ministry is a nonprofit organization, made up of more than 45 Christian churches, that provides social services to children and families in the Greater Lafayette, IN area. Their mission is to restore hope and human dignity to those in poverty. They were already using FileMaker to store records, but they knew that they weren’t using it to its full potential. DB Services built a custom module in FileMaker so they could track volunteer time entries, generate reports, and gain better visibility of their data.

Steel Art Company is the premier manufacturer of architectural signage in the industry. They have provided sign professionals with the highest quality custom architectural signage, metal letters, and logotypes since 1952. They were looking for a way to reduce human error during order fulfillment and increase customer satisfaction. DB Services built a custom iOS app in FileMaker Go that improved quality control and customer satisfaction.

Zeta Phi Beta Sorority, Inc. is a historically African American sorority founded in 1920 with a mission to promote the ideas of service, charity, scholarship, civil and cultural endeavors, sisterhood, and finer womanhood. With over 125,000 members and more than 800 chapters worldwide (and growing,) they needed to streamline their new member process in Salesforce. DB Services built a workflow that saved Zeta Phi Beta precious time and resources, allowing them to focus on continuing the impact of their organization.

Jackson Systems, LLC is a family of companies that service the HVAC market whose mission is to provide the best quality and most contractor-friendly products and services in the industry. They needed a simple way to drill down into data about their sales process, customers, and growth using Tableau CRM. DB Services collaborated with Jackson Systems to implement a customized Salesforce implementation that allowed them to create and view reports on what matters most to their business.

Crestone Capital, LLC is an independent, multi-family office that provides wealth management services to an exclusive network of ultra-high-net-worth clients. Crestone approached DB Services to optimize and continue building on their existing Investment Hub, a platform they use to build client portfolios and buy and sell public investments. The DB Services team was able to provide insights on improvements and customize their Salesforce environment to increase efficiency.

After working in the aviation industry for over 30 years, Phillip Fountain wanted to create an all-in-one audit protocol software application that would streamline the aircraft safety auditing process for aircraft operators, service providers, and safety auditors. DB Services worked with Fountain to create AvAudit, a FileMaker app that makes maintenance and audits a breeze.

Intermountain Food Equipment, Inc. is a manufacturer representative agency for the commercial food industry that focuses on the future of food service. Intermountain purchased Courtney Marketing in 2019 and needed a simple way to keep track of data and processes with the companies’ two different Salesforce environments. DB Services merged the two together, consolidating the information and making their organization more efficient and effective.

Mesa Garden integrated their custom FileMaker application with WooCommerce in order to streamline their business selling cacti and succulents. We built a modern e-commerce website so that customers are able to place orders online. The data is synced to their FileMaker application which prevents orders going through for out of stock items as well as allowing Mesa Garden to update thousands of products with the click of a button.

A modern web based inventory management application using FileMaker WebDirect that is managed internally by staff while allowing real time updates and access from any workstation. All of this done without any custom HTML, CSS, or Javascript programming.

IU School of Medicine has a research lab where they do animal experiments and collect tissue specimen as well as bone research. They had a lot of information that is now easy to find in a FileMaker inventory management system.

Oakland A’s first base coach Tye Waller had mounds and mounds of scouting reports for different players and pitchers. He knew there had to be an easier way to manage his player data and producing scouting reports. Tye then sought out a FileMaker coach to help him build a more powerful database solution.

The Communication department at Dartmouth-Hitchcock Medical Center is responsible for telecommunications services across the entire Medical Center (the hospital, clinic, and medical school). To provide this service, the Communication department must house all employees’ information. However, the FileMaker database they were using was aging and no longer supported. They came to us exploring whether to upgrade their existing FileMaker database or continue a struggling database venture that involved starting over from scratch using a different technology.

Since 1879, Bankers Life and Casualty Company has been helping individuals and families protect their financial security and prepare for retirement. Today, Bankers has over 200 branch offices and more than 5,000 agents across the country. Dedicated to meeting the needs of retirees and pre-retirees, the company offers a comprehensive portfolio of health and life insurance products and annuities.

Eli Lilly, a S&P 500 pharmaceutical company, uses FileMaker for forecasting and scheduling Clinical Trial Materials (CTMetrics). They were in need of a system upgrade and consolidation of their North American and European systems into one smooth system. Over the course of three phases, we worked with their IT staff to upgrade their system and re-design the workflow and individual task management.

Drake’s in-house marketing and communications department uses FileMaker to track their jobs, budgets, production schedules, personal tasks, and administrative duties. Calling their system MCOPS, for “Marketing and Communication Online Production System”, they were running MCOPS on FileMaker 5 and were looking to upgrade and improve their system. We rebuilt the underlying architecture, added a dashboard for each user, and designed a new user interface for a better overall user experience.

Turning Star started using FileMaker Pro version 4 more than 10 years ago. Over the years, they changed very little within their solution other than upgrading FileMaker Pro versions. So, we performed a complete overhaul of their file system, added the ability to track manufacturing and inventory, and re-designed the user interface. The result is a stunningly smooth, fast system that makes their everyday work lives more pleasurable and efficient.

New Horizons came to us initially only needing an upgrade from the unsupported FileMaker 6 to the latest version of FileMaker. As the project unfolded, we performed a file consolidation, added a user login, connected their different offices over a WAN, smoothed out the wrinkles in their workflow, and re-designed the user interface. The end result is a system that performs better than ever.

Founded in 1889, Barnard College is a Liberal Arts College for Women in New York City. In 1965, the Barnard Babysitting Agency was established as a non-profit that provides parents and sitters a safe and reliable way to connect with one another. Nearly half of Barnard College’s 2,400 students sign up at the Barnard Babysitting Agency. The Agency is widely known and respected on campus and in the local community.

Their FileMaker system, designed and built by the printing staff, is central to operations: It stores mailing lists, tracks jobs, and is integrated online to receive printing jobs. They came to us in need of ongoing support and help with upgrading from FileMaker Server 7 to the latest version of FileMaker Server. With our help, their FileMaker solution continues to run smoothly.

PeopleCare is a non-profit, volunteer-based organization providing services to those whose age or physical condition limits their mobility. PeopleCare came to us using multiple programs to manage their daily operations, including a custom-built Microsoft Access program, spreadsheets, and paper files. To help solve these issues, we outfitted PeopleCare with a FileMaker system that consolidated their programs in to a single, user-friendly location—the type of system where FileMaker shines.