Automation and
Workflows
Workflows with no audit trail or fallback
Automations that rely on brittle trigger conditions
Too many manual steps where automation is possible
No visibility into what triggered what (or why)
Reliance on legacy automations (like Webhooks or Actions)
Testing, Deployment
& Maintenance
No rollback or versioning strategy
Hard-coded values that break with changes
Lack of QA before pushing to production
Unclear change control processes
Bugs caught late because of poor testing coverage
Security
& Governance
Roles and permissions misaligned with business needs
No permission strategy documented
Everyone has Admin… or no one does
Data visibility issues between departments
Inconsistent use of user tokens or app tokens
No audit trail for critical changes
Integrations
& External Systems
API calls failing or rate-limiting out
Inconsistent data sync between Quickbase and external systems (e.g., Slack, Gmail, Outlook, DocuSign)
Lack of middleware or poorly configured Zapier/Pipedream setups
No centralized integration monitoring or logging
FTP/import jobs that frequently break or require manual intervention
Reporting
& Insights
Dashboards cluttered or underused
KPIs hidden in complex reports
Reports too slow to load or filter
No visual hierarchy for decision-makers
Users relying on exports to Excel for insights
No self-service reporting layer for non-admins
Debugging
& Diagnostics
No clear way to trace errors or logic breaks
Field changes that cascade unpredictably
Automations running multiple times unexpectedly
Formula fields breaking silently
No method for tracking user-reported issues back to system logic
Documentation
& Collaboration
No centralized system documentation
Developer knowledge locked in silos
Onboarding new devs takes too long
No documented process for how the app is supposed to work
Reliance on tribal knowledge for maintenance
Missing change logs or rationale behind decisions
Data Import,
Export & Quality
Dirty or inconsistent data from manual imports
Imports that overwrite or duplicate records
No de-duplication processes in place
Difficulty enforcing data validation at entry
Orphan records from improper relationships
Painful data clean-up processes post-migration
App Architecture
& Schema Design
Overcomplicated or fragile table relationships
Inefficient schema slowing performance
Too many fields, forms, and lookup chains
Summary fields causing circular references or latency
Formula fields approaching system limits
No clear data normalization strategy
Duplicate data entry points across tables
