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Non-Profit Organization Management Case Studies and Customer Success Stories with FormAssembly

Central Pennsylvania Food Bank - Non Profit Organization Management - Medium

Harrisburg, USA
SNAP eligibility screening automation Internal referral process automation Form automation Eligibility management

FormAssembly helped Central Pennsylvania Food Bank save over 15 hours of manual data entry each month. The team used Salesforce-integrated... web forms to automate SNAP eligibility screening and internal referrals. Families now get instant answers in their language, improving access to food assistance. Since launch, they processed 227+ internal form submissions and saved 20+ hours of internal data entry. The solution made it easier for more families to apply for help online.

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Atlanta Habitat for Humanity (AHFH) - Non Profit Organization Management - Medium

FormAssembly helped Atlanta Habitat for Humanity save 36 hours per month on data entry. The nonprofit digitized forms and automated... workflows, making donor engagement and event management easier. The Home Buyer Program Interest Form now uses quotas and rules to manage applications. Donation and pledge forms are simpler, with automatic updates and reminders. These changes led to $10,000 in extra annual revenue.

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Central Pennsylvania Food Bank - Non Profit Organization Management - Large

FormAssembly helped Central Pennsylvania Food Bank save over 15 hours of manual data entry each month. The team used Salesforce... integration to automate SNAP eligibility screening and internal referrals. Since November 2023, they processed 227+ internal form submissions and saved 20+ hours in internal data entry. Multi-lingual, conditional, and template-based forms improved accessibility for families in need. The solution made it easier for people to apply for assistance online, reaching more families faster.

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Haggai International - Non Profit Organization Management - Medium

FormAssembly helped Haggai International replace a costly, limited website with a flexible survey builder. The new platform improved data collection... and integrated with Salesforce, keeping leader data up-to-date. Haggai saved hours by reducing manual data entry and errors. The easy-to-use interface and workflow features made the process simple for their team. Real-time Salesforce integration brought major time savings.

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AAP (Animal Advocacy and Protection) Foundation - Non Profit Organization Management - Medium

FormAssembly's Salesforce integration helped AAP Foundation automate 50 web forms across their multi-lingual websites. The nonprofit saved time and money... over four years by streamlining tour booking and data collection. Over 3,000 records were created in Salesforce using connectors. Automated data standardization reduced manual errors and kept contact data clean. AAP can now focus more on rescuing exotic animals and less on admin work.

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Campus Compact - Non Profit Organization Management - Medium

Boston, USA
Membership renewal process automation Lead generation from member engagement Membership management Data integration

Campus Compact used FormAssembly and Salesforce to automate membership renewals for over 500 college campuses. Before, their process was slow... and manual, with lots of errors and data silos. Now, leaders get instant access to member data, making engagement more personal and effective. The new system lets members update details and nominate campus champions with a simple link. This change saves time, reduces errors, and helps generate new leads for Campus Compact.

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Prison Network - Non Profit Organization Management - Small

Melbourne, Australia
Volunteer tracking and management Family program participation reporting Volunteer management Data integration

Prison Network used FormAssembly to replace manual, paper-based volunteer tracking. Volunteers now log family visits, transportation needs, and program participation... in real time. The solution connects directly to Salesforce, giving staff and volunteers up-to-date, accurate data. Repeatable fields and file uploads make it easy to manage family records and consent forms. Conditional logic helps volunteers add children to families quickly. The new system saves time and reduces lost or inaccurate data.

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Campus Compact - Non Profit Organization Management - Large

FormAssembly helped Campus Compact automate membership renewals for over 500 college campuses. Before, the process was slow and full of... errors from manual work. With FormAssembly and Salesforce, Campus Compact built a new account query tool and renewal form. This made updates fast and easy, improved data accuracy, and doubled their university contacts. The new system also turned renewals into a lead generation tool.

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Shaw Trust - Non Profit Organization Management - Medium

London, UK
Volunteer data management Data management Compliance management

FormAssembly helped Shaw Trust manage volunteer data for thousands of people. The old system was hard to use and not... secure. FormAssembly made data collection easy and safe. Volunteers now use simple forms that connect to Salesforce. This saves time and keeps data organized. Shaw Trust meets compliance rules and helps more people with less effort.

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Big Brothers Big Sisters - Non Profit Organization Management - Medium

USA
Digital data collection for applications Paperless workflow automation Data collection and management Workflow automation

FormAssembly helped Big Brothers Big Sisters streamline data collection across 140+ chapters. The nonprofit integrated digital forms with Salesforce, saving... 30 minutes per application and $8,000 annually at one chapter. Staff now use paperless workflows for applications, agreements, and approvals. Over 70,000 applications are processed each year. The solution improved data security and eliminated manual entry and communication silos.

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Atlanta Habitat for Humanity - Non Profit Organization Management - Medium

Atlanta, USA
Homebuyer application digitization Donation and event registration management Data collection and automation Fundraising management

FormAssembly helped Atlanta Habitat for Humanity save over 36 hours each month by digitizing forms and automating data entry. The nonprofit used... FormAssembly to manage homebuyer applications, donations, and event registrations. This digital shift made it easier for families to apply and for staff to track data. The new system increased annual revenue by $10,000. Staff and donors now have a smoother, faster experience.

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TechBridge - Non Profit Organization Management - Medium

Atlanta, USA
Donor and volunteer management automation Donation tracking and reporting Data collection and management Volunteer management

FormAssembly helped TechBridge, a nonprofit, improve data collection for other nonprofits. TechBridge used FormAssembly’s Salesforce integration to save $65,000 a... year for Big Brothers Big Sisters of Metro Atlanta. They also reduced paper use by 15,000 sheets and cut volunteer application time by 50%. This led to 550 new mentors joining the program. TechBridge now spends more time serving their mission, not paperwork.

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Haggai International - Non Profit Organization Management - Medium

Atlanta, USA
Program application data collection Survey management for nonprofit leaders Data collection CRM integration

FormAssembly helped Haggai International replace a costly, inefficient website with a flexible survey builder. The new platform made it easy... for leaders to apply to programs and update their information. Salesforce integration allowed real-time data syncing, reducing manual entry and errors. Haggai saved time and money while improving data quality. The easy-to-use interface and workflow features made data collection simple for the team.

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AAP (Animal Advocacy and Protection) Foundation - Non Profit Organization Management - Medium

Almere, Netherlands
Tour booking and scheduling automation Data standardization for CRM integration Form automation CRM integration

FormAssembly helped AAP Foundation automate 50 web forms across their multi-lingual sites. The Salesforce integration made tour scheduling easier and... kept data clean. AAP saved time and reduced errors by syncing forms directly to Salesforce. Over 3,000 records were created in Salesforce using connectors. The team now spends less time on admin and more on animal rescue.

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TechBridge - Non Profit Organization Management

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 of 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.

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Harmony Public Schools - Non Profit Organization Management - Large

FormAssembly helped Harmony Public Schools save over 4 hours per week on manual data entry. They processed 900+ referrals and... leads in the first month. The new referral form brought in 5,500+ leads, up from zero. Salesforce integration and custom logic improved data accuracy and user experience. Notifications and redirects now send leads directly to recruiters, boosting efficiency.

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Prison Network - Non Profit Organization Management - Small

FormAssembly helped Prison Network move from paper to digital forms for volunteer and program management. Volunteers now track family visits,... transportation, and program data in Salesforce. The new system saves time and reduces lost or inaccurate data. Real-time updates and features like repeatable fields, conditional logic, and file uploads improve accuracy and efficiency. Staff and volunteers both benefit from easier, faster data collection.

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Shaw Trust - Non Profit Organization Management - Large

FormAssembly helps Shaw Trust manage volunteer data securely and efficiently. The nonprofit needed a better way to collect and organize... sensitive information while staying compliant with government rules. Their old system was hard to use and not secure enough. With FormAssembly’s templates, conditional questions, and Salesforce Connector, Shaw Trust saves time and keeps data safe. Volunteers now have an easy, user-friendly experience when submitting forms.

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Education Case Studies and Customer Success Stories with FormAssembly

Stanford University Office of Accessible Education - Education - Very Large

FormAssembly helped Stanford University's Office of Accessible Education digitize their Reduced Course Load Request process. The new system eliminated paper... forms and removed a .7 mile physical barrier for students. 83% of approvals now finish in two days, and students complete requests 60% faster. The Salesforce integration broke down data silos and improved data accuracy. Advisors can now review and approve applications easily, making the process more accessible for everyone.

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Cherry Creek School District - Education - Very Large

FormAssembly helped Cherry Creek School District unify data from over 48 active forms, each receiving 100+ responses, serving 55,000 students. Staff moved from... scattered tools like Google Sheets and PDFs to a single Salesforce-connected platform. The solution enabled fast, accurate data collection and easy reporting. Features like conditional logic and page breaks improved user experience. The district gained better funding, support, and positive press through streamlined processes.

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USC Marshall School of Business - Education - Large

Los Angeles, USA
Graduate admissions process automation Sensitive data collection for student inquiries Student admissions management Data privacy and compliance

USC Marshall School of Business used FormAssembly to automate graduate admissions processes. Before, staff manually responded to student inquiries, which... took a lot of time. With secure web forms, responses are now automated, saving staff up to two hours per form. The platform ensures data security with compliance and encryption. Branded forms improve the applicant experience and keep the website organized. Staff now spend less time on repetitive tasks and can focus on helping students.

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Stanford University Office of Accessible Education - Education - Large

Stanford, USA
Academic accommodation request automation Student services automation

FormAssembly helped Stanford University's Office of Accessible Education digitize their Reduced Course Load Request process. The new system replaced a... slow, paper-based workflow with an online form integrated with Salesforce. 83% of approvals now finish in two days. Students saw a 60% decrease in time to complete requests. The digital process removed a .7 mile physical barrier and eliminated paper forms. Data silos across departments were removed, improving accuracy and access.

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Olivet Nazarene University - Education - Medium

Bourbonnais, USA
Student application process automation Student portal modernization Student enrollment management Student experience improvement

FormAssembly helped Olivet Nazarene University automate their student portal and application process. ONU replaced manual paperwork with a new system... built using Salesforce and FormAssembly. The university saw an 850% increase in new student enrollment. They saved 80 hours per week in processing time. Manual work dropped by 50%. The new portal improved student engagement and faculty satisfaction.

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Cherry Creek School District - Education - Large

USA
Student program data collection Unified reporting for school leadership Data management Education administration

FormAssembly helped Cherry Creek School District unify data from multiple sources. Staff replaced manual tasks in Google Sheets and PDFs... with easy-to-build online forms. The solution connected directly to Salesforce, improving data visibility and reporting. Over 48 active forms now collect 1,000+ responses each, serving 55,000 students across 50+ schools. The district gained faster information sharing, better funding, and positive press.

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University of Oxford Saïd Business School - Education - Large

Oxford, UK
Lead generation form management GDPR-compliant data collection Lead management Compliance management

FormAssembly helped the University of Oxford Saïd Business School streamline lead generation and data collection. The school replaced 117 old... forms with FormAssembly during a website overhaul. Now, 137 FormAssembly forms are in use. Staff can customize forms for better branding and use Salesforce integration for improved data management. The solution also supports GDPR compliance for student data.

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Westmont College - Education - Small

Santa Barbara, USA
Online data collection for student administration Payment processing for campus forms Data collection and management Payment processing

FormAssembly helped Westmont College move all data collection online. The college eliminated 40 hours of manual data entry each week.... They saw a 160% increase in online payments. Over 100 administrative and payment forms are now in use. The solution replaced paper forms and siloed processes. Integration with Salesforce improved data visibility and management.

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Harmony Public Schools - Education - Medium

Houston, USA
Lead and referral management automation Website form integration for enrollment Lead management Data collection

Harmony Public Schools used FormAssembly to improve lead and referral management. They replaced Google Forms with custom-branded, Salesforce-integrated forms. This... change saved over 4 hours per week in manual data entry. In the first month, they processed 900+ referrals and leads and captured 5,500+ new leads from a website form. The new system improved data accuracy and made it easier for families to connect with recruiters.

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Cornell University - Education - Large

Ithaca, USA
Application process automation Data integration for student enrollment Student application management Data integration

Cornell University used FormAssembly to manage complex application processes for executive education programs. The Salesforce admin team created online forms... to automate data integration and reduce manual work. One form replaced the need to update eight different objects, saving hours and lowering error risk. The solution helped a small team handle applications for over 3,000 students. FormAssembly features like prefill connectors and validation rules improved data quality and efficiency.

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Campus Compact - Education

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 errors 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.

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Cherry Creek School District - Education

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 FormAssembly, 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.

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Tyndale University - Education - Small

Toronto, Canada
Student admissions application management Enrollment process automation Student recruitment Data collection

FormAssembly helped Tyndale University replace an old admissions system. The university integrated FormAssembly with Salesforce to improve student recruitment and... enrollment. They saved $10,000 by avoiding custom software development. Over 20,000 applications were submitted through 56 active forms. More than 1,300 students enrolled using the new process. The solution improved data management and user experience for both students and staff.

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Stanford University Office of Accessible Education - 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.

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Government Administration Case Studies and Customer Success Stories with FormAssembly

Major metropolitan city government (USA) - Government Administration - Medium

USA
Secure municipal data collection Data collection and management Compliance management

FormAssembly helped a major US city government rebuild 3,500 municipal forms on a secure platform. The city saved 55 staff... hours per week, totaling over 2,800 hours annually. This led to more than $75,000 in wage savings each year. Over 300 licensed users across 12 departments now use the platform. The city receives up to 2 million form submissions per year, improving data collection and compliance.

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San Francisco Public Utilities Commission - Government Administration - Medium

San Francisco, USA
Event request management Newsletter subscription collection Data collection Community engagement

FormAssembly helped San Francisco Public Utilities Commission modernize data collection. They use FormAssembly for event requests, newsletter signups, and outreach... to women in construction. Integration with Salesforce and user-friendly forms made processes easier. Fake newsletter signups dropped after adding CAPTCHA. Now, all data is stored in one place and is easy to access.

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Multnomah County - Government Administration - Large

Portland, USA
Salesforce sandbox refresh automation Digital form response management Data integration Form automation

FormAssembly helped Multnomah County IT cut Salesforce sandbox refresh times from hours to minutes. The team switched from a vendor... with poor Salesforce integration to FormAssembly for better efficiency. They saw a 75% increase in form responses and a 25% drop in manual data entry. Five departments now use FormAssembly, benefiting from features like multi-language forms and validation rules. The Salesforce connector also prevents duplicate records and keeps data organized.

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Financial Services Case Studies and Customer Success Stories with FormAssembly

Verspieren - Financial Services

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.

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Verspieren - Financial Services - Large

FormAssembly helped Verspieren, an insurance brokerage, digitize complex workflows like onboarding and risk assessments. The platform enabled them to build... multi-page forms, automate conditional workflows, and store data locally in Europe for GDPR compliance. Verspieren improved customer experience, enhanced data traceability, and saved significant time for both customers and staff. They replaced manual Word and paper processes, streamlining insurance operations.

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Insurance Case Studies and Customer Success Stories with FormAssembly

Verspieren - Insurance - Medium

Paris, France
Insurance risk assessment automation Onboarding process digitization Risk assessment Customer onboarding

FormAssembly helped Verspieren, an insurance brokerage, digitize onboarding and risk assessment processes. Verspieren replaced paper and Word forms with automated,... multi-page digital forms. The solution improved customer experience and data traceability. FormAssembly enabled GDPR compliance by storing data locally in Paris. Verspieren saved time for both customers and staff with automated workflows.

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Other Industry Case Studies and Success Stories with FormAssembly

Haggai International - Nonprofit

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. FormAssembly 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.

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Atlanta Habitat for Humanity (AHFH) - Nonprofit

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 them 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.

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Big Brothers Big Sisters of America - Nonprofit

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.

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Central Pennsylvania Food Bank - Nonprofit

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 November 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.

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Harmony Public Schools - Nonprofit

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 hours 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.

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Prison Network - Nonprofit

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.

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Shaw Trust - 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 enough. 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.

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