Tag: FileMaker

OVERVIEW

A manufacturing client of ours partnered with Kyo Logic to modernize their legacy Foxbase system, ensuring seamless data transfer to FileMaker. Initially designed as an invoicing system, the platform evolved over the years, integrating sales orders, timesheets, packaging, shipping, and purchasing.

CHALLENGE

By 2022, the client needed a production control system to track paint batches and consolidate test results, accessible via tablets for real-time data entry across the facility.

SOLUTION

Kyo Logic’s FileMaker-based system prevented data loss, streamlined operations, and eliminated paper-based workflows. Tablet deployment reduced foot traffic, while integrated quality control improved efficiency. A custom label-generation solution also simplified packaging and shipping.

The system continues to evolve, linking older interfaces with modern tools and enhancing security with granular user access controls.

RESULTS

• 75% faster timesheet data entry.

• Enhanced security with logging for 20+ critical operations.

• Integrated packaging & production, reducing manual work.

• Paperless efficiency, minimizing administrative burden.

• Scalability & compliance, supporting global shipping.

CLIENT FEEDBACK

“Kyo Logic has transformed our operations. From production control to shipping, everything runs smoother—and keeps improving.”

OVERVIEW

National Fiber Technology (NFT) creates custom textiles for costuming, set design, and theme parks, with work featured in movies, TV, and productions for Disney and Universal. Their materials bring characters like the Grinch, Chewbacca, and King Kong to life.

CHALLENGE

NFT’s highly customized projects required meticulous tracking of client specifications, which changed frequently. Managing these updates across multiple databases and paper records was time-consuming and inefficient. Additionally, their inventory and production systems operated separately, slowing workflow.

SOLUTION

Kyo Logic developed a custom FileMaker solution, creating a single source of truth for NFT’s entire team. The platform streamlines tracking, automates labor-intensive tasks, and enhances flexibility without sacrificing the creative customization NFT needs.

RESULTS

• Automated tedious tracking, freeing employees for higher-value work.

• Integrated production & inventory, reducing errors and delays.

• Improved efficiency, allowing projects to move seamlessly through production.

• Enhanced analytics & live tracking, giving greater visibility into resources and processes.

CLIENT FEEDBACK

“Kyo Logic’s FileMaker system has completely changed our workflow. We can now focus on creativity without getting bogged down in manual tracking.”

“FileMaker helps us develop and deliver high-quality products more efficiently than ever before.”

In custom manufacturing, every project begins with the client’s vision—and that vision often comes in the form of detailed diagrams, specifications, and special requests. Losing track of those materials or relying on email chains can lead to costly mistakes, production delays, or missed expectations. The key to success? A centralized, accessible system that keeps every requirement at your team’s fingertips.

Claris FileMaker provides a flexible platform to capture and organize client-provided materials and specifications, ensuring your team always has a clear reference point. From technical drawings and custom dimensions to file uploads and production notes, FileMaker keeps it all in one place—streamlined, searchable, and ready to guide your process.

Why Capturing Client Inputs Accurately Matters

When client specifications are scattered across inboxes, PDFs, or physical folders, teams risk:

• Overlooking critical details – Small deviations from specifications can result in rejected work or re-dos.
  
  

• Miscommunication between departments – Sales may hear one thing, production another, and fulfillment something else entirely.
  
  

• Delays in production – Searching for missing materials wastes valuable time and slows down execution.
  
  

• Reduced customer confidence – Clients expect their requirements to be followed to the letter.
  
  

In high-stakes custom work, even a minor oversight can have major consequences.

How FileMaker Streamlines Specification Management

Claris FileMaker allows you to design a solution that organizes client input with precision. Features include:

• File Upload and Organization: Accept PDFs, images, CAD files, and notes directly through your app—tagged to the appropriate job, project, or client.
  
  

• Custom Requirement Fields: Capture item-specific data such as materials, finishes, tolerances, and timelines with structured fields.
  
  

• Searchable and Filterable Repository: Instantly locate specs by client, project, product type, or keyword—eliminating the need to dig through inboxes.
  
  

• Team Access and Permissions: Control who can view, edit, or approve specifications, ensuring data integrity across departments.
  
  

• Change Log and Version Control: Maintain a history of updates to ensure teams always reference the most current specs and instructions.
  
  

Supporting Production from Start to Finish

Whether you’re quoting a new job, preparing materials, or conducting quality control, having quick access to client requirements helps teams make informed decisions at every stage. FileMaker integrates seamlessly with existing ERP and production planning systems, keeping data flowing without duplication or confusion.

Capturing and organizing detailed client-provided materials and specifications is essential for delivering custom work that meets expectations. Claris FileMaker gives your team a centralized, searchable system that ensures every detail is documented, accessible, and followed. Interested to learn more about how Claris FileMaker can solve for specification management? Reach out to Kyo Logic here.

Client interactions are at the heart of business relationships—but capturing, organizing, and logging those conversations into your CRM? That’s often a manual chore that gets delayed or skipped entirely. What if your FileMaker system could automatically summarize meeting notes, analyze tone, and log next steps, all without writing a single line of custom code?

Now it can.

Thanks to powerful no-code integrations with OpenAI, Google Gemini, Claris Connect, and Make, FileMaker users can now build intelligent, AI-assisted workflows faster and easier than ever before.

The Problem: CRM Notes Are Often Messy or Missing

For client service teams, sales reps, and project managers, capturing notes after a meeting is essential—but it’s also time-consuming. As a result, notes are often:

• Inconsistent in format or quality
  
  

• Stored in personal files or notebooks
  
  

• Forgotten altogether after a busy day
  
  

• Entered into CRMs too late to be actionable
  
  

Even when notes are entered, the insights within them often go underutilized. There’s no tagging, no sentiment analysis, no clarity on next steps. The result? A CRM that stores data, but doesn’t surface insight.

The Solution: No-Code AI Integration with FileMaker

With a few simple tools, you can now pipe data directly from FileMaker into an AI model, receive back a summarized version, and post it right into your client record—all automatically.

This setup uses:

• Claris Connect – Apple’s official automation platform for integrating FileMaker with other tools
  
  

• Make (formerly Integromat) – A flexible, visual automation builder
  
  

• OpenAI or Google Gemini – For powerful natural language processing
  
  

How It Works (At a High Level)

1. A user logs raw notes into a FileMaker field—typed in or pasted from a transcript.
   
   

2. Claris Connect and Make detect the new data and send it to an AI service (like OpenAI).
   
   

3. The AI processes the input and returns:
   
   

• A clean summary of the conversation
  
  

• Suggested action items or follow-ups
  
  

• Sentiment tags (e.g. positive, neutral, urgent)
  
  

4. FileMaker automatically logs these results in the client’s record—organized, actionable, and searchable.
   
   

This workflow can run in the background or display results for review before finalizing.

What Makes This a Game-Changer?

• No Plugins or Custom Code Required – Everything is handled with native integrations and visual automation tools.
  
  

• AI-Powered Insight – The CRM becomes a smart assistant, not just a static record.
  
  

• Consistency Across Teams – Every user gets help structuring their notes, making data more useful.
  
  

• Actionable Follow-Ups – Get clarity on next steps immediately, without reviewing full transcripts.
  
  

Real-World Use Cases

• Sales Teams – Automatically summarize discovery calls and flag key buying signals.
  
  

• Support Teams – Tag customer sentiment and urgency after help desk conversations.
  
  

• Client Services – Log client feedback with follow-up tasks already defined.
  
  

• Internal Projects – Turn messy meeting notes into clear next steps for execution.
  
  

The Bottom Line: Insight Without the Overhead

You don’t need to be a machine learning engineer to add AI to your FileMaker system anymore. With today’s integration tools, you can tap into the power of GPT or Gemini to:

• Save time
  
  

• Improve data quality
  
  

• Make smarter decisions
  
  

• And actually use your CRM as a customer relationship tool—not just a digital filing cabinet.
  
  

Want help setting up a no-code AI workflow in your FileMaker system? Let’s talk—we’ll show you how quickly it can come to life.

Field technicians need efficient tools to perform on-site testing and collect accurate performance data. Traditional paper-based methods or disconnected digital systems can lead to delays, errors, and inefficiencies in data reporting. By equipping technicians with iPads running custom Claris FileMaker apps, businesses can streamline on-site testing, capture real-time performance data, and ensure accurate reporting and analysis—all within a single, seamless system.

The Need for Real-Time On-Site Testing

On-site testing often involves collecting large amounts of data under varying conditions. Whether measuring equipment performance, conducting inspections, or troubleshooting operational issues, technicians need immediate access to structured, reliable tools. Real-time data entry eliminates the need for manual transcription later, reducing errors and ensuring that decision-makers receive up-to-date, accurate information. By leveraging iPads with custom-built Claris FileMaker apps, businesses can enhance efficiency and improve the quality of their field testing.

Benefits of Using iPads for Field Data Collection

Equipping technicians with iPads running Claris FileMaker apps provides several advantages:

• Instant Data Capture – Enter test results and in-use statistics in real time, eliminating paperwork.

• Automated Reporting – Generate reports instantly, reducing administrative overhead.

• Offline Access – Capture data in remote locations without an internet connection and sync later.

• Standardized Workflows – Ensure consistent testing procedures and accurate data collection.

For industries requiring compliance tracking, safety inspections, or equipment performance analysis, iPads with FileMaker apps provide a reliable and scalable solution.

How Claris FileMaker Enhances On-Site Testing

Claris FileMaker offers a fully customizable platform that enables businesses to design field-friendly applications tailored to their testing needs. These apps allow technicians to:

• Perform structured tests with preconfigured workflows.

• Capture photos, signatures, and real-time sensor data.

• Integrate with back-office databases for seamless reporting.

• Generate instant insights that help drive operational improvements.

With its ability to work across multiple devices and platforms, Claris FileMaker ensures that field technicians, analysts, and decision-makers are always connected to the data they need.

Equipping field technicians with iPads running Claris FileMaker apps transforms on-site testing by improving efficiency, accuracy, and real-time reporting. Businesses can collect and analyze performance data seamlessly, leading to better decision-making and operational improvements. Interested to learn more about how Claris FileMaker can solve for on-site testing and data collection? Reach out to Kyo Logic here.

In today’s fast-paced supply chain environment, real-time delivery tracking is no longer a luxury—it’s a necessity. Timely, accurate updates keep operations running smoothly and ensure that all stakeholders, from internal teams to clients, are informed every step of the way. Whether you’re a manufacturer coordinating deliveries or a 3PL provider managing complex shipping networks, having up-to-the-moment delivery data reduces uncertainty and improves customer satisfaction. Claris FileMaker offers a customizable platform that centralizes delivery data, providing your team and clients with real-time visibility into shipment progress.

Why Real-Time Delivery Tracking Matters

Supply chain disruptions, delays, and miscommunication can easily ripple across operations, affecting production schedules and customer commitments. With real-time delivery data, businesses can proactively address potential delays, reroute shipments if necessary, and keep all stakeholders informed. This transparency not only streamlines operations but also strengthens relationships with customers who value accurate, up-to-the-moment updates. For 3PL providers, real-time tracking becomes even more essential, as they need to provide both shippers and receivers with clear, reliable delivery information.

Benefits of Centralized Delivery Data

When delivery data is centralized within a single platform, businesses gain full visibility into their logistics operations. Benefits include:

• Faster response times when issues arise

• Improved internal coordination between sales, production, and shipping teams

• Enhanced customer service through accurate delivery updates

• Better reporting and post-delivery analysis

For companies working with 3PL providers, integrating external data feeds into a centralized system ensures all critical delivery information is easily accessible and actionable.

How Claris FileMaker Powers Real-Time Delivery Tracking

Claris FileMaker excels at bringing delivery tracking data into one seamless, customizable platform. Whether pulling data from GPS tracking systems, carrier APIs, or internal logistics tools, FileMaker integrates all delivery data into an easy-to-use dashboard. Teams can monitor shipment progress in real time, trigger automated alerts when delays occur, and generate customized delivery reports for internal and external stakeholders. By offering full flexibility, Claris FileMaker ensures your delivery tracking system meets your exact business needs.

Conclusion

 

Providing up-to-the-moment delivery data is essential for maintaining seamless operations and keeping all stakeholders informed. Claris FileMaker offers the tools to centralize delivery data, provide real-time visibility, and enhance both internal efficiency and customer satisfaction. Interested to learn more about how Claris FileMaker can solve for real-time delivery tracking? Reach out to Kyo Logic here.

Regulatory compliance is a critical aspect of operations for businesses across industries, from custom manufacturing to logistics and healthcare. Tracking requirements often demand meticulous record-keeping, timely reporting, and adherence to evolving regulations. Managing these obligations manually can be time-consuming, error-prone, and administratively burdensome. Claris FileMaker provides a powerful, customizable solution to streamline compliance processes, provide live test report results, and maintain secure, auditable records—ensuring businesses meet regulatory demands with efficiency and accuracy.

The Complexity of Regulatory Tracking

Industries dealing with safety standards, environmental regulations, or specifications compliance must maintain detailed records to demonstrate adherence to laws and industry guidelines. Whether tracking product traceability, supply chain documentation, quality control results or audit logs, businesses must ensure that data is accurate, securely stored, and easily accessible for regulatory reviews. Failing to meet these requirements can result in costly fines, reputational damage, or legal complications. With an increasing emphasis on digital record-keeping, organizations need reliable systems that eliminate manual inefficiencies while maintaining full compliance.

Benefits of Automating Compliance Processes

Automating regulatory tracking offers several key advantages:

• Reduced Administrative Burden – Automated data collection and reporting free up employees from time-intensive manual tasks.

• Minimized Errors – Digital record-keeping ensures accuracy, preventing misreporting that could lead to compliance violations.

• Timely Reporting – Automated alerts and scheduled reports ensure businesses submit required documentation on time.

• Enhanced Security and Auditability – Secure, centralized databases provide tamper-proof records for regulatory reviews and audits.

By integrating automation into compliance workflows, businesses can focus on growth and operations rather than navigating complex reporting requirements.

How Claris FileMaker Simplifies Regulatory Tracking

Claris FileMaker is an ideal platform for developing custom compliance solutions tailored to industry-specific tracking requirements. Businesses can build systems that:

• Automatically generate compliance reports

• Maintain a centralized database of auditable records

• Integrate with existing enterprise systems for seamless data flow

• Provide real-time updates on regulatory tracking metrics

A properly designed FileMaker’s interface allows organizations to customize workflows for compliance management while ensuring that records remain secure, up to date, and readily available when needed. And, a user-friendly interface ensures that these processes are maintained without heavy burdens on professional staff.

Conclusion

Meeting regulatory tracking requirements efficiently is essential for avoiding compliance risks and maintaining operational integrity. Claris FileMaker offers  flexible, automated solutions that simplify compliance processes, reduces administrative burdens, and ensures accurate reporting. Interested to learn more about how Claris FileMaker can solve for regulatory tracking? Reach out to Kyo Logic here.

For businesses operating in cost-sensitive industries, tracking profitability in real time is essential to maintaining strong margins and operational efficiency. Freight costs, in particular, can fluctuate based on fuel prices, carrier rates, and shipping distances, making it difficult to assess profitability accurately without a dynamic system in place. Claris FileMaker provides a powerful solution by offering customizable dashboards that calculate real-time profitability, factoring in all associated costs, including freight.

The Need for Real-Time Profitability Calculations

Profitability isn’t static—costs can shift due to supplier pricing, shipping rates, and unexpected surcharges. Without real-time tracking, businesses risk underpricing products or absorbing hidden costs that eat into margins. By integrating profitability calculations into daily operations, businesses can proactively adjust pricing, negotiate better shipping rates, and optimize supply chain decisions. Claris FileMaker helps streamline this process by automating cost calculations, ensuring that every order is assessed with up-to-date cost variables.

Benefits of Including Freight Costs in Profitability Analysis

Freight costs can significantly impact overall profitability, especially for businesses managing high-volume or low-margin orders. Factoring in freight expenses alongside material costs and operational overhead provides a complete financial picture, allowing businesses to:

• Set accurate pricing that maintains profitability

• Identify cost-saving opportunities in logistics

• Improve decision-making on order fulfillment and shipping methods

• Enhance forecasting and financial planning

For companies handling large-scale logistics or working with 3PL providers, integrating freight costs into real-time profitability calculations prevents unexpected financial losses and improves overall efficiency.

How Claris FileMaker Powers Profitability Tracking

Claris FileMaker simplifies profitability tracking by offering customizable dashboards. These dashboards can pull in real-time cost data and integrate seamlessly with other trucking and cost-generating platforms. Businesses can build systems that automatically update freight costs, material expenses, and other financial variables, providing instant insights into order profitability. Features like automated reporting, dynamic cost adjustments, and integration with external logistics data ensure that decision-makers always have access to accurate financial information. By leveraging Claris FileMaker, businesses can maintain tighter control over costs and adapt to market fluctuations with confidence.

Tracking order profitability in real time—especially when factoring in freight costs—is essential for businesses looking to protect margins and improve operational efficiency. Claris FileMaker provides the tools to automate cost calculations, generate real-time insights, and ensure every order remains profitable. Interested to learn more about how Claris FileMaker can solve for real-time profitability tracking? Reach out to Kyo Logic here.