Success Story
Industry
Healthcare
Family Promise Improves Data Accuracy with FormAssembly
125,000
family members served annually
200+
affiliate organizations
15-20
active FormAssembly forms and processes
Overview
Family Promise is a nationally distributed nonprofit organization that works with a network of regional and local affiliates around the country. Their goal is to provide services for families encountering homelessness. They offer a variety of programs, including shelters, stabilization, prevention, and diversion. With a large amount of incoming data through their census survey 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.
Modernizing administrative processes
Challenge
Family Promise switched to FormAssembly because of its powerful Salesforce integration. Their existing Salesforce org was already well-established, and staff wanted a better, more automated way to bring new data into Salesforce. Previously, the organization relied on paper mail (in the form of postcards) and Excel spreadsheets to maintain and update records of their affiliate network through their census survey.
To align with more modern expectations, staff members wanted to collect the data they needed online —which meant cutting out paper forms and the processing time they required.
“FormAssembly has really saved me so much time. Once I dug in and figured it out, it became a lifesaver.”
Save time and eliminate manual tasks
Solution
Family Promise has fully expanded the ways it uses FormAssembly to streamline old processes throughout its organization, removing manual data entry, and saving valuable time for both affiliates and staff members nationally.
Results
Family Promise enjoys benefits like the Prefill Connector and FormAssembly Workflow, which provide automated solutions to common approval and review cycle challenges. Other features, like FormAssembly’s field and form calculations, reduce the number of errors or mistakes in respondent form submissions. By defining variables, the information going into Salesforce can be pre-verified and organized in a way that reduces workload.
125,000
family members served annually
200+
affiliate organizations to maintain records on
15-20
active FormAssembly forms and processes
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