Financial Services Case Studies and Success Stories with FormAssembly
CASE STUDY Verspieren
FormAssembly helped Verspieren, an insurance brokerage, digitize complex workflows like onboarding and risk assessments. Verspieren replaced paper and Word forms with FormAssembly’s multi-page forms ...and automated workflows. The platform enabled GDPR compliance by storing data locally in Europe. Verspieren improved customer experience, increased service quality with data traceability, and saved time for both customers and teams.
Education Case Studies and Success Stories with FormAssembly
CASE STUDY Campus Compact
FormAssembly helped Campus Compact automate its membership renewal process for over 500 college campuses. Before, the team used manual data entry, phone calls, and Google searches, which caused error...s and wasted time. With FormAssembly and Salesforce, they built a new account query tool and a renewal form. Now, members update their details through a simple link. The process is faster, more accurate, and helps generate new leads. Campus Compact doubled its university contacts and improved engagement with its network.
FormAssembly helped Cherry Creek School District unify data from many sources. Staff used to manage information in Google Sheets, PDFs, and local folders, making it hard to merge data. With FormAssem...bly, they built easy forms that connect to Salesforce. Now, they quickly collect and share information across 50+ schools and 55,000 students. The district uses features like conditional logic and page breaks. They get over 1,000 responses per form and improved reporting, funding, and press coverage.
CASE STUDY Stanford University Office of Accessible Education
FormAssembly helped Stanford University Office of Accessible Education digitize their reduced course load request process. The old paper-based system caused delays and physical barriers for students ...with disabilities. With FormAssembly and Salesforce integration, the process became digital, approvals sped up, and data silos were removed. Now, 83% of approvals finish in two days. Students complete requests 60% faster. Physical barriers and paper forms are gone.
Non-Profit Organization Management Case Studies and Success Stories with FormAssembly
CASE STUDY TechBridge
FormAssembly helped TechBridge, a nonprofit, improve data collection for other nonprofits. TechBridge used FormAssembly with Salesforce to move from paper to digital forms. Big Brothers Big Sisters o...f Metro Atlanta saved $65,000 a year and 15,000 sheets of paper. Volunteer application time dropped by about 50%. This led to 550 new mentors joining the program.
Other Industry Case Studies and Success Stories with FormAssembly
CASE STUDY AAP (Animal Advocacy and Protection) Foundation
FormAssembly helped AAP (Animal Advocacy and Protection) Foundation streamline tour booking with Salesforce integrated webforms. AAP managed 50 forms across multi-lingual websites, automating notific...ations and Salesforce connections. The integration saved time and reduced errors, letting staff focus on animal protection. Over 3,000 records were created in Salesforce via connectors. The solution delivered four years of time and money savings for the nonprofit.
FormAssembly helped Shaw Trust improve volunteer data management. Shaw Trust needed a secure, compliant way to collect and organize volunteer data. Their old system was hard to use and not secure eno...ugh. With FormAssembly, they used templates, conditional questions, and a Salesforce Connector. Volunteers now fill out forms easily, and data goes straight into Salesforce. This saves time and keeps data safe and organized.
FormAssembly helped Prison Network move from paper to digital forms for volunteer and program management. Volunteers used to track family visits and transportation needs by hand, leading to lost and ...inaccurate data. With FormAssembly and Blaze Your Trail, Prison Network now collects cleaner data and manages programs like Fun with Mum in Salesforce. Volunteers can upload consent forms, use repeatable fields, and see real-time updates. This saves time and gives staff and volunteers the information they need for better visits.
FormAssembly helped Atlanta Habitat for Humanity digitize their forms and automate workflows. The organization replaced paper forms and manual data entry with digital solutions. This change saved the...m 36 hours of data entry each month. They also gained $10,000 in extra annual revenue. The new system improved donor engagement and made event management easier.
FormAssembly helped Harmony Public Schools fix data entry and lead management problems. Before, they used Google Forms and had slow, error-prone manual work. With FormAssembly, they saved over 4 hour...s per week on manual data entry. In the first month, they processed 900+ referrals and leads. Their new referral form brought in 5,500+ leads in one month, up from zero. Custom forms and Salesforce integration made the process faster and more accurate.
FormAssembly helped Haggai International replace a costly, limited website with a flexible survey builder. Haggai needed a scalable, easy-to-use solution with strong Salesforce integration. FormAssem...bly enabled real-time data syncing, saving hours on manual entry and reducing errors. Leaders can now start and resume applications, and workflows improved the user experience. The platform made data collection faster and more accurate for Haggai's global programs.
FormAssembly helped Central Pennsylvania Food Bank move their SNAP eligibility screening online. The new forms integrate with Salesforce, saving over 15 hours of manual data entry each month. Since N...ovember 2023, they processed 227+ internal form submissions and saved 20+ hours of internal data entry. Families now get instant answers in their language, making it easier to apply for help. The Food Bank can now reach more people faster and with fewer errors.
FormAssembly helped Big Brothers Big Sisters of America move from paper to digital data collection. Staff used FormAssembly to save 30 minutes on each application and $8,000 per year at one chapter. ...The platform integrated with Salesforce and improved security for sensitive data. Over 140 local agencies now use FormAssembly, processing 70,000+ applications yearly. The solution supports over 100,000 youth across the U.S.
