Success Story
Industry
Higher Ed
Improving Online Education Services with Better Data Collection Processes
30+
forms built in their first year on the platform
1week
of tech work saved per form
Overview
Online Education Services (OES) is an educational provider that helps organisations find and discover end-to-end solutions for online learning. After spending time carefully considering their needs and realising how much “tech debt” they faced, team members at OES opted to use a data collection platform.
FormAssembly helps the organisation’s Salesforce administrator boost its internal efforts, and improve processes with outside vendors and education partners.
“Tech Debt” and Constant Need for the Creation of New Forms
Challenge
The team at OES found themselves in a great amount of “tech debt”. There was always a need for new web forms, but the developers did not always have the bandwidth to build them quickly. When their team discovered FormAssembly and began learning about how to adapt it for different use cases, they took the jump and began building Salesforce-connected web forms to solve internal and external needs.
“Because Salesforce is our hub, we needed a form builder that would integrate as much as possible,”
Use Case Compatibility with a Simple Salesforce-Connected Platform
Solution
Due to the sheer amount of platforms and partners with which OES coordinates regularly, OES needed to choose a flexible solution that would work in a variety of ways. A tool or platform that allowed for on-brand themes and integration with third-party platforms was a huge factor.
FormAssembly’s Salesforce integration allows OES to adapt to internal needs while also providing creative options as they serve other organizations and partners.
“That’s one of the things about FormAssembly—the agility that [we] have to build out a form instead of scoping with external vendors. [We] can have a look at it in house and make a quick decision whether it’s possible with FormAssembly,” Nick said.
Exi Checklist
An exit checklist helps a human resources department replace outdated manual data entry
One of Nick’s primary FormAssembly use cases involved replacing a manual HR checklist procedure that involved shared Word documents and manual updating. The process was messy, and it didn’t offer an ideal method of collecting important data.
To replace this outdated process, Nick leveraged FormAssembly and the Salesforce connector to build a form that was powered by an object within Salesforce. Now, an HR employee can go into Salesforce and directly create a new job order for whichever employee requires it.
Features for the Salesforce Administrator
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