Success Story
Industry
Healthcare
How Spark Administers Impact Evaluation Forms for their Programs
70%
time reduction for creating Salesforce records
1,300
students and mentors involved
50
active forms in use across the organization
Overview
The Spark Program is a career exploration and discovery program designed for middle school students. They connect mentors from corporate partners with students to provide insight and guidance on academic projects. The complex process and paper applications they relied on slowed down their staff – until they adopted FormAssembly’s Salesforce-integrated forms.
Complex data entry
Challenge
Before using FormAssembly, Spark relied heavily on paper application forms. Staff would have several time-consuming tasks associated with each application. These tasks necessitated extensive training to acclimate staff to the process. Even with Salesforce in the mix, the process was complex.
The organization collects extensive data vital to their organization and its growth, which is key in ensuring that programs run well and result in desired outcomes. Spark’s collection needs include impact evaluations, mentorship applications, and specialized data entry forms provided to staff members. Due to the extensive relationships and complex nesting between their Salesforce records, the organization benefits from a form solution that can quickly bridge information and update in real-time.
“For a staff member to be doing those steps in Salesforce, they’d be creating multiple contacts and clicking through to create the relationships. Now, the forms take care of all of that,”
Saved time with added value
Solution
FormAssembly has allowed Spark to save valuable time and resources. While they collect the same information as they would on paper, Kolodner estimates that the time needed to enter that data into the system has been reduced by up to 70%. Additionally, Spark has seen a reduced onboarding time for new employees and fellows.
“For a staff member to be doing those steps in Salesforce, they’d be creating multiple contacts and clicking through to create the relationships. Now, the forms take care of all of that,” Kolodner said.
“[New employees] need to understand the data architecture that undergirds our program, but they don’t need to know it cold. In their first few weeks of work, it’s unrealistic to for them to learn the full data structure and enter records accurately. But they can pull up a web form and type into the fields.”
“FormAssembly is what allows us to scale from 1,200 to 12,000 mentors per year. Clearly we can’t do all that data entry,” Kolodner said.
