Family Promise Achieves Cleaner Data and Reduces Manual Lift with FormAssembly

Case Study Snapshot

Family Promise is a nationally distributed nonprofit organization that works with a network of regional and local affiliates around the country. The goal of these groups is to provide services for families encountering homelessness and to offer a variety of programs, including shelters, stabilization, prevention, and diversion. With a large amount of incoming data and community participation, Family Promise turned to FormAssembly to save time, eliminate paper and manual processes, and gain access to cleaner and more organized data.

About

Family Promise is a nationally distributed nonprofit organization that works with a network of regional and local affiliates around the country. The goal of these groups is to provide services for families encountering homelessness and to offer a variety of programs, including shelters, stabilization, prevention, and diversion. With a large amount of incoming data and community participation, Family Promise turned to FormAssembly to save time, eliminate paper and manual processes, and gain access to cleaner and more organized data.

Bridge the gap between incoming data and Salesforce

Originally, the primary reason that Family Promise switched to FormAssembly was because of the unique Salesforce integration. Because their existing Salesforce org was already well-established, staff wanted a reliable way to integrate new data within Salesforce. Before the organization was reliant upon paper mail (in the form of postcards) and Excel spreadsheets to stay up to date with their affiliate network.

To come into alignment with more modern expectations, staff members wanted to collect all of the data they needed in one easy split—which meant cutting out manual forms and reducing the amount of time that staff spent on manual data entry.

Save time and eliminate points of friction

Over time, Maggie says that Family Promise has fully expanded the ways that the nonprofit leverages FormAssembly. The underlying current in all of these efforts is to streamline old processes, remove manual data entry, and save valuable time for both affiliates and staff members at the national level. 

“FormAssembly has really saved me so much time. Once I dug in and figured it out, it became a lifesaver,” Maggie said.

Additionally, now that Family Promise has upgraded to FormAssembly’s Enterprise Cloud plan, they have more access to time-saving features than ever before. This includes benefits like the Prefill Connector and FormAssembly Workflow, which provide creative options for solving common challenges—like knowing when a form needs to move to the next stage of review or approval. 

Other features, like FormAssembly’s field and form calculations, reduce the number of errors or mistakes that are received when respondents fill in or update their data. By defining variables, Maggie can ensure that the information she receives is ready for Salesforce and organized in a way that works best for the organization’s visibility needs.

In the grand scheme of things, Maggie and the Family Promise team benefit from exploring the possibilities with FormAssembly and discovering fun, creative ways to leverage its potential on a daily basis. For example, the organization is managing more event processes with FormAssembly forms. Not only does this help save and reduce costs associated with separate third-party event management and payment platforms, but it also streamlines the communication between the organization and attendees.

Looking ahead, Family Promise also plans to take even greater advantage of FormAssembly Workflow to manage processes like pre-event communication, volunteer sign-ups and awards, and continuous contact list improvements. 

The ability to save time and achieve cleaner data allows Family Promise to focus on what really matters—its mission to end and prevent family homelessness. 

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Learn how FormAssembly can revamp processes at your nonprofit institution to save you time and money, while equipping you to focus on what really matters.