

The numbers
50+
FormAssembly forms in use
48
Salesforce applications
Use Cases
Case Management
Case Management
The primary use case for the city is case management. Staff members often use FormAssembly to facilitate the internal and external needs of residents and city officials. This means that some case forms are resident-facing (submitted by the public for certain needs or requests) and others are internally processed by government offices and agencies.
The biggest benefit of using FormAssembly is to transfer data from Form > Case in Salesforce. When new cases come in, they are filtered according to priority and need, which increases transparency and improves response times.
Housing Stability Programs
Housing Stability Programs
Other cases include the city’s Housing Stability initiatives, which work to promote affordable housing and reduce homelessness by allowing residents to get into a better financial position. Staff has built a convenient income verification form within FormAssembly where residents can submit the information that confirms their eligibility. This process helps the city make sure that residents are legally and officially eligible to receive special housing benefits.
Marketing Requests
Marketing Requests
The city also receives many marketing requests that are now handled through FormAssembly. In particular, this use case has allowed for significant time savings because it frees staff from having to answer multiple emails and phone calls. The simplicity of the form means that new requests are automatically routed to the appropriate people who can better address each new marketing initiative.
Contractor RFPs
Contractor RFPs
One additional use case addresses the process of RFPs (Request for Proposals). RFPs allow the city to collect bids from contractors for any new application, tool, process, or physical infrastructure project. These initiatives go out to a bidding process so that contractors can submit their own budgets and ideas. Likewise, the city can respond fairly and honestly and distribute work among qualified parties.
Don’t just collect data
— leverage it.