Solutions

Coach Source — A Fountain of Wisdom
Based in California, CoachSource is a worldwide provider of executive coaching services to companies of all sizes.

CoachSource

Founded by Brian Underhill over a decade ago, CoachSource is a worldwide provider of executive coaching services to companies of all sizes. Based in Morgan Hill, Calif., CoachSource is a small business with just two employees, representing over 700 executive coaches in 36 countries. From the day of its inception, CoachSource has run its business using FileMaker Pro. CoachSource has a stellar client list including some of the corporate world's most recognizable names such as AT&T, Dell, Kodak, MGM/Mirage, Motorola, Sony and Sun Microsystems.

Overview

  • Provides executive coaches and industry experts
  • Manages hundreds of coaches who cater to more than 1000 executive clients
  • Run by a staff of two using FileMaker Pro

Industry

  • Other

Solutions

  • Independent contractors update their information via Instant Web Publishing (IWP)
  • Flawless updating to FileMaker Pro 10 from earlier version

Benefits

  • Email to 700+ independent contractors using SMTP in FileMaker
  • Easy access to database of high caliber leadership coaches
  • CoachSource DataBank™ real–time, management software built into FileMaker

Business Challenge

Underhill wears many hats: not only is he Founder and CEO, but he is also the chief designer of CoachSource's FileMaker solution, which keeps track of the over 700 coaches, more than 40 active projects and 1,000 plus executive clients, as well as billing and payment information. The coaches, experts in many fields, use Instant Web Publishing (IWP) in FileMaker Pro to sign into the database to update their activities, thus eliminating the need for e–mailing reports or invoices.

Successful Solution

"With our database solution," says Underhill proudly, "our company is easily the most advanced technically of any in our industry."

Updating to FileMaker Pro 10 from an earlier version proved to be seamless. Underhill was delighted that it worked fully with the existing solution when it was first launched.

The new Status Toolbar is very easy to use, especially because we can customize it with the features we use most regularly. The Saved Find feature is an excellent addition too, because there are certain find criteria we seem to run more frequently than others — this feature makes 'finds' much easier.

— Brian Underhill, CoachSource, Morgan Hill, CA

Customer Benefits

Specifically, Underhill is a big fan of the new interface. "The new Status Toolbar is very easy to use, especially because we can customize it with the features we use most regularly," he says. "The Saved Find feature is an excellent addition, too, because there are certain find criteria we seem to run more frequently than others — this feature makes 'finds' much easier."

Underhill is equally pleased with the ability to send e-mail via SMTP from within FileMaker. "We communicate with our 700 contractors by e–mail, and thus the feature of sending SMTP mail is incredibly valuable to us in streamlining our communications to others."

For FileMaker:

Kevin Mallon
Public Relations Manager
FileMaker Inc.
408-987-7227
kevin_mallon@filemaker.com
http://www.filemaker.com

For CoachSource:

Brian Underhill
CEO/Founder
CoachSource
408-779-9059
brian@coach-source.com
http://www.coach-source.com