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Looking for advice on creating a safe demo environment for a FileMaker pitch

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  • Newbies

I’m preparing a small demonstration version of a FileMaker application I’ve been developing called CaseTrax. In its real-world use, the solution supports government property management workflows tied to highly sensitive programs, which obviously cannot be shown or discussed directly.

I have an upcoming internal “Shark Tank”–style presentation where the goal is to demonstrate FileMaker’s capabilities (data integrity, relationships, automation, dashboards, multi-user support, etc.) and make the case for funding and formal adoption. The challenge is that I cannot bring the actual production software or data into the room, and without a working demo, it’s difficult to convey the value effectively.

My plan is to build a sanitized, fictional demo version that mirrors the structure and features of the real system without touching any proprietary data, workflows, or program details.

I’m interested in hearing how others have approached:

  • Creating demo or “proxy” solutions for restricted environments

  • Best practices for stripping or abstracting sensitive logic while preserving impact

  • Tips for pitching FileMaker itself (not just the app) to decision-makers

Any insight from those who have done internal demos, executive pitches, or compliance-sensitive presentations would be greatly appreciated.

you can install FMS on your laptop and also FileMaker Pro so you can demonstrate it locally and not rely on network connection.

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