About the FileMaker Exercise

Over the years, I have gained extensive experience managing FileMaker databases—ranging from implementing new features and maintaining functionality to setting the strategic direction of proprietary systems. However, due to confidentiality, I cannot share the original projects directly.

To showcase my expertise in FileMaker, I’ve included an example from a take-home exercise I completed. While the core exercise demonstrates my technical skills, the highlight is the open-ended bonus section, where I developed a feature that I believe any company would find invaluable in a CRM with diverse employee roles: a layout management system that allows managers to customize and control which layouts their employees can access.

To make it easier for you to explore this system, I’ve created a video walkthrough that demonstrates its functionality. Additionally, I’ve included a link to the exercise file itself, so you can download it and explore its inner workings.

Quick Video Tour of the Layout System

This short 2 minute video will explain how to use the layout preset system I made in FileMaker

Notes about the Layout System

This is a project I completed May 27th, 2024. Originally, I had learned JSON for the purposes of that exercise. Since then, I made FlipDecks, a mobile app for android that uses Firebase for the database system. The entire database system is essentially a big JSON structure. Since releasing that application, I'm also now taking a Web Dev course, where I'm currently learning JavaScript. I should say that I am significantly more comfortable with JSON use in FileMaker now, and I also have made very large reporting systems for Great Resort Vacations where I learned about the upper limit of JSON structure parsing in FileMaker.

List of FileMaker Projects I've Done Professionally

Automating Lead Collection and Qualification

Objective

Streamline lead generation and improve workflow efficiency by automatically integrating leads from multiple sources into the company's FileMaker CRM while ensuring data quality and relevance.

Project Overview

I designed and implemented an automated workflow to collect, qualify, and organize leads from our primary lead-generation tools—iCapture and Typeform—into our FileMaker CRM. This reduced the workload of our Call Center Manager and enhanced the effectiveness of our marketing campaigns.

Steps Taken

  • Integration with Zapier

    • Leveraged an existing Zapier connection to set up a Webhook.

    • Connected the webhook to iCapture and Typeform, enabling seamless lead collection.

  • Data Filtering and Qualification

    • Built a Marketing Event Calendar System in FileMaker to associate incoming leads with specific marketing events/help marketing teams plan for events.

    • Implemented automated filtering to ensure data quality:

    • Removed duplicate entries based on phone numbers.

    • Excluded leads from existing members or those outside the target demographic.

  • CRM Metrics and Insights

    • Added metrics to the CRM for real-time tracking of event performance:

      • Total Lead Count

      • Qualified Leads per Event

    • Enabled data-driven decisions for future marketing efforts by identifying high-performing events.

  • Improved Call Center Workflow

    • Sent pre-qualified leads directly to the Call Center Manager for distribution, improving efficiency and call success rates.

Impact

  • Increased Efficiency: Eliminated manual lead entry and filtering, saving significant time.

  • Improved Metrics: Enabled tracking of key marketing metrics directly within the CRM.

  • Higher Success Rates: Improved the quality of leads, leading to better conversion rates.

  • Strategic Decision-Making: Provided insights into event performance, allowing for smarter marketing investments.

Technical Skills Demonstrated

  • FileMaker database development and scripting

  • Zapier integration and automation

  • Webhook implementation

  • Data cleaning and filtering logic

  • Marketing analytics and reporting

Payroll

A system to calculate payroll for multiple regions and teams, each with different commission structures. Supports salary and hourly, commission based on tour count, lead-gen, with a flat bonus per tour/lead mode, or a scaling "bigger commission the more tours you get" mode, and an option for per lead commission to go by region, or company-wide. Settings for pay are in personnel.

Lead Management

A suite of lead management tools that allows for lead distribution that automatically prioritizes the most important leads to work based on what's already been worked, what hasn't been worked, and lead age. Includes a tier system to send leads to team members based on performance, with the best leads going to the top performers.

Leaderboard System

Leaderboard systems on both the desktop and web browser mobile layout allow managers to foster healthy competition between their employees. Different layouts for different teams.

Tour Booking Systems

A system that phone room and on site marketers can use to book tours in our appointment system.

Duplicate Scanners

Improved the system that scanned for duplicate leads in the database. Improved the scan from being up to a 30+ minute scan to a scan that normally happens in a couple seconds.

Event Planner

A system to allow marketing teams to plan events for tour and lead-gen, with integration into third party lead-gen sources for real-time analytics.

Go High-Level Integration

Integrated Go High-Level so that tours could book themselves through posted ads. This would create a lead in Go High-Level that would be sent into our FileMaker CRM to be turned into a tour.

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