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Give Something Back Implements Smarter Data Collection with FormAssembly's Prefilled Forms

Success Story

Industry

Healthcare

Give Something Back Implements Smarter Data Collection with FormAssembly’s Prefilled Forms

$35 million

amount spent in tuition funds

2 years

utilizing FormAssembly

1,000

students enrolled in the program

Overview

Give Something Back’s FormAssembly story began 2 years ago when Jonathan Pugh came on board. The nonprofit organization’s tuition and scholarship programs were scaling up so quickly, and the team was running into the need for a more streamlined approach to student selection and data collection. With nearly 1,000 students currently enrolled in programs, the organization requires a way to collect and maintain up-to-date and relevant data at all times.

Outdated and disconnected data solutions

Challenge

Before switching to FormAssembly, the team at Give Something Back was using a mix of spreadsheets and databases to manage information. Having necessary data in one spot was a huge priority, as well as transitioning to Salesforce which offers plenty of available apps to fine-tune each data need.
Upon receiving advice from a nonprofit technology consultant, Jonathan knew that FormAssembly was the most capable data collection solution. As an organization that’s been in existence for over a decade, moving away from paper-form processes and harnessing the power of Salesforce-integrated, prefilled forms is pivotal for data collection, upkeep, and reporting.

“I’m the only person in IT, so [we] have to have tools like FormAssembly that help distribute the workload. When we serve a population as big as we do, we have to be discriminative about how we spend our time.”

Jonathan Pugh

Assistant Director of Technology and Programs

Data capabilities to save time and effort

Solution

FormAssembly opens up possibilities that the small team at Give Something Back can easily leverage to continue serving and growing a diverse student population. Additionally, powerful capabilities create streamlined work tasks that free up valuable time.

Results

With an IT team of just one, Give Something Back needed a robust data collection platform that could produce fast and easy results. Utilizing some of FormAssembly’s most powerful features they were able to streamline tasks, remove data silos, and free up valuable time to put back into their organization.

Which features did they rely on?

Jonathan used the features below to create use cases like Grade Update Forms, Mentor and Student Feedback Forms, and Event Registration Forms.

Lookup features

FormAssembly’s Salesforce integration makes it easy to use lookups with existing CRM records. This information gets passed to the web form, making both form creation and completion much simpler.

Prefilled forms

Give Something Back uses FormAssembly’s Prefill Connector in unique ways that include sending out SMS messages to key individuals who need to update information.

Formatting and branding

Something that’s very important to the staff at Give Something Back is to send out branded communications to build recognition and trust. When working with students, they need to recognize messages and forms. Using various lookup features provides a login experience that a student can use every time they update a form.

Customer support

When it comes to receiving support and help for troubleshooting issues, FormAssembly provides excellent options for quick problem-solving.

“Your support [team] is bar none one of the best in the industry. They are phenomenal,” Jonathan said.

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