Systems and Database Administrator
Case Study Snapshot
The Oakland Public Education Fund is an umbrella organization that manages funds, handles details like human resources and payroll, and provides assistance with hiring and benefits for its partner schools and educational organizations throughout Oakland. In addition, the organization runs a variety of small in-house programs, donation drives, and other incentives. To facilitate a substantial amount of incoming data and volunteer forms, the Oakland Public Education Fund has turned to FormAssembly for its ease of use and limitless connectivity.
- The Oakland Public Education fund works with the Oakland Unified School District through a primary business model of fiscal sponsorship.
- Facilitates education grants for other organizations in the Ed Fund to better facilitate areas like finance and human resources legalities.
- Programs support all Oakland-area schools (district-run and charter) with an emphasis on students from low-opportunity backgrounds.
Connectivity & Integration
The need for connected data was longstanding.
Although the Oakland Public Education Fund was implementing FormAssembly before Nathan Bellet came on board, the need for connected data was longstanding. With so many partners and community stakeholders, the Ed Fund required a means to collect and use secure, organized data in real-time. Not only did the Ed Fund need fully-integrated web forms for large scale projects, staff members also needed a web form platform that would work for smaller, one-off programs as well.
Easy-to-Use, Powerful Features
It creates this alignment. With Dynamic Picklists, we can ensure that linking always happens and is always up-to-date.
FormAssembly provides a secure, fully compliant data collection platform with the ability to create volunteer forms and grant forms quickly and easily. For a fast-moving, dynamic organization, this ability affords an enormous amount of opportunity. For the Oakland Public Education Fund, this capability translates into lives changed. Here are just a few of the FormAssembly tools and features that staff members love.
Recently, the organization upgraded to FormAssembly’s Enterprise plan to fully leverage Dynamic Picklists. Before utilizing this feature, the team had to manage individual and constantly-changing Salesforce picklists, making edits form-by-form to ensure accuracy. Now, new choices are available in real-time without manual upkeep.
“It creates this alignment. With Dynamic Picklists, we can ensure that linking always happens and is always up-to-date,” Nathan said.
FormAssembly’s Prefill Connector allows Nathan and the team to disperse forms that intrinsically link to Salesforce upon submission. Once the form is generated, Nathan reports that “there is never a misalignment of data.” This is one of the biggest advantages that FormAssembly provides.
Nathan implements custom coding within FormAssembly to create custom landing pages. These pages are live web forms, but due to backend customization, they behave differently. Access is available through custom links. When an email is triggered to include a custom link, form respondents can check the status of activities like reimbursements and expense submissions.
“Outside of the organization’s primary donation platform, FormAssembly is the main forward-facing receptacle of information to Salesforce,” Nathan said.
Future projects will include a complete revamp of the hiring toolkit currently in use for contractors and other employees. Staff will also implement small usability changes, including adding the ability to check the status of an application through a form. Lastly, Nathan plans to offer additional prefilled steps and repeatable changes, which will offer even more versatility and create a big impact.